Worth it
October 17, 2025

Worth it

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

LeanData Sales Accelerator

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData

We use LeanData to implement complex routing rules to assign leads from various campaigns to the appropriate sales reps across segments, automate Outreach sequences for low touch contacts, and send various alerts to the appropriate channels based on contact activity via Slack or email.

Pros

  • Automated lead routing
  • Account/contact/opportunity matching
  • Make it easy to communicate standardized routing rules and expectations to stakeholders

Cons

  • I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
  • I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.
  • Routing is automated and easy to audit. Without it, individual flows and systems have to be built on a campaign by campaign basis, which is extremely cumbersome and a waste of the team's capacity.
I think it's incredible, but I would love for a kind of "autocomplete" feature for common scenarios that are implemented often.

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

LeanData is excellent for automating lead routing based on a various triggers (and allows for a lot of customization in this area). Its record matching systems could be improved, potentially allowing for the same level of customization.

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