LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
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Timely booking & payments system
Score 8.8 out of 10
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Timely is appointment scheduling and business management software for spas and salons from the New Zealand company of the same name.
$26
per month per seat
Pricing
LeanData
Timely booking & payments system
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
Build
$26
per month per user
Elevate
$39
per month per user
Innovate
$47
per month per user
Offerings
Pricing Offerings
LeanData
Timely booking & payments system
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
All plans available through a monthly plan, with no long-term contract.
LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.
I've researched a lot of salon software, and Timely was the top-of-the-line software that does it all compared to competitors. It has a friendly interface, offers easy ways to communicate with clients via text and emails, and provides insights and reports, so it indeed does everything you need for booking software. On top of that, it's cloud-based, so say goodbye to only accessing your appointment book through your computer at the salon.
LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.
When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.
LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history
Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
Timely is by far the most user-friendly and fun to use. It's got a great interface, works on iPads, and training is super easy for the team. Other software is clunky and takes too long to set up and train the team to use.
Bragging rights, yes. Always cool to tell how automated your business is.
ROI, no. In our case, it wasn't worth the time spent in integration into the website, system setup, plus subscription fee. However, take into account, that High-Value Professional Services is a wrong industry for this product.
Convenience and confidence that there will be no double booking across G Suite and Timely was tested and were really handy at the times.
No ability to use our own SMTP. If your server has Anti-Spoofing DKIM and etc., setting it up with Timely was a nightmare as support had no idea. So a lot of emails were going to Spam on the client's side.
