LeanData...Lead and Contact Routing MAde Easier
October 17, 2025

LeanData...Lead and Contact Routing MAde Easier

Cedrick Crudup | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

LeanData Sales Accelerator

Modules Used

  • LeanData Routing
  • LeanData Matching
  • LeanData Attribution

Overall Satisfaction with LeanData

Currently, we are using LeanData for all of our lead and contact routing. It's helped us move from the excel documents and automated the assignment processes.

Pros

  • Lead Conversion and Routing
  • Weighted Distribution
  • Automated contact assignment to Salesloft Cadences

Cons

  • Not much I would say needs to be improved, if I were honest with you.
  • All positive...our sales users are getting to leads quicker. If they are not on top of it, we can simply reroute the lead with LeanData and notify them that the lead is being reassigned. Help with accountability.
After getting certified and actually getting into the platform, I've found it to be very user friendly.

Do you think LeanData delivers good value for the price?

Yes

Are you happy with LeanData's feature set?

Yes

Did LeanData live up to sales and marketing promises?

Yes

Did implementation of LeanData go as expected?

Yes

Would you buy LeanData again?

Yes

I appreciate the simple things, like honoring PTO and Vacation when routing using the round robins. That's so helpful and keeps us from the manual processes of doing this.

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