# LeanData Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is LeanData the right Lead Management solution for you? Explore 15 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/134008/LeanData/reviews

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LeanData

4.4 (15)

[View alternatives](https://www.capterra.com/p/134008/LeanData/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of LeanData

Ease of use

4.3

Customer Service

4.5

## Showing most helpful reviews

Showing 1-15 of 15 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

samantha G.  
Marketing Manager  
Computer Networking  
Used the software for: 2+ years

### "Great tool!"

September 17, 2020

4.0

LeanData is an app that helps the companies in making various analysis more acceptable and qualitative. There are variety of leads available in the app and by using these leads one can easily make comprehensive analysis of the data for decision making purposes.

Pros

It is the best source of bridging the gap between sales and the accounts information. By minimizing the gaps users can easily create a link between sales to accounts and can create qualitative analysis. The app also provides detailed description of the market which core market analysis do not provide.

Cons

The app comes with limited features and does not involve any information about the sales touches. This mislead the user. Documentation is an important part of any system. This system does not give in detail documentation features and is limited in this regard as well.

Review Source

VR

Verified Reviewer  
Sales Operations Manager  
Construction  
Used the software for: 1-2 years

### "Definitely the top lead converter in the market"

April 16, 2019

5.0

It’s helped our start up route our leads and has been crucial to our success

Pros

We use lean data to route all of our leads. As we convert our leads directly into contacts, lean data allows us to take logic and apply it to the lead. This then allows us to assign it to the right Rep. I love their round robin feature that creates an easy way to round robin leads based on criteria.

Cons

The only cons of lean data are that it takes a few Minutes to convert leads and if there are a large volume of leads coming in at the same time, lean data can sometimes barf or get backed up.

Review Source

Sarah W.  
Global Sales Enablement Manager  
Computer Software  
Used the software for: Less than 6 months

### "Misaligned Sales and CS teams"

January 10, 2019

1.0

NONE. Working with LeanData means, babysitting. They are not proactive and have no interest in answering any questions outside of their "implementation methodology."

Pros

We've been a customer for several months at this point and lean data has delivered no value. Their support team is not client focused, their priority is following their internal "implementation methodology" regardless of use case.

Cons

Unfortunately, the sales and customer support team are completely misaligned. Their talented sales reps understand that LeanData should solve business problems, their customer success team does not. After several months, the customer success team is still unable to provide a list of technical requirements to get up an running or share an implementation guide. The team consistently does not respond to emails and prefers to schedule a call to answer any question. As a tech professional that wears multiple hats, THIS IS NOT FEASIBLE.

Review Source

Rachel S.  
Director of Demand Generation  
Computer & Network Security  
Used the software for: Less than 6 months

### "Makes complicated lead routing super simple"

April 2, 2019

5.0

The customer support has been outstanding. We just told our LeanData CSM what we wanted and she built everything for us. We would test it, and then she would re-adjust until it was perfect. Very quick response, and always so helpful.

Pros

Our company has a fairly complicated lead routing workflow. Leads are distributed among a team of 25 - by geo, device size, account status, and by marketing engagement. This would have been impossible with our previous solution, but LeanData makes it dead simple. And if by chance, we ever have an inquiry about why a Lead was routed to a particular person, we can look at the Audit logs to investigate.

Cons

Not a lot of cons. It works as it should. The lead matching is not 100% perfect, but no tool is. And we have other data integrity/de-duping tools that help with that.

Review Source

VR

Verified Reviewer  
Program Manager, Business Systems  
Computer Software  
Used the software for: 6-12 months

### "Making Routing Leads Easy"

August 20, 2018

5.0

Love Lean Data, great support and product.

Pros

Drag and drop style. Easy to transfer changes using a file from sandbox to production. Great support.

Cons

They need to allow be different types of access, such as super user but not admin.

Review Source

VR

Verified Reviewer  
Co-Founder - Creative  
Internet  
Used the software for: Less than 6 months

### "Makes turning leads into accounts easy"

February 25, 2021

4.0

We're optimizing our sales ops process with LeanData, and the results are worth it.

Pros

Leandata really helps with our lead routing, to ensure the right leads get matched to the right sales development rep within our company. It takes the data points of the leads and routes correctly, saving us tons of time. It really improves our team's efficiency and reduces the time it takes to respond to good leads.

Cons

Think the only thing missing, which could be part of the software, we just haven't found it - is to find out if a lead within the company has used our product before.

Review Source

Caterina T.  
Team Lead  
Telecommunications  
Used the software for: Less than 6 months

### "Best lead management tool ever"

June 12, 2020

5.0

This was the biggest project I completed in such a short time span (2-3 months).

Pros

The team, the ease of implementation, the ease of the tool, the analytics it provides, being able to troubleshoot, being super flexible in filters and flows

Cons

None! The team is the best people I’ve ever worked with.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing LeanData

It was way more flexible and easier to use

Review Source

VR

Verified Reviewer  
Marketing Associate  
Marketing and Advertising  
Used the software for: 1-2 years

### "Automate lead routing to improve your database"

November 13, 2018

5.0

Pros

LeanData allows us to manage our incoming leads and route them to the appropriate accounts. It helps eliminate junk in the database and keeps the data accurate.

Cons

No cons. LeanData is a great tool for anyone concerned about data quality and management.

Review Source

VR

Verified Reviewer  
Sales Systems Lead  
Internet  
Used the software for: Less than 6 months

### "Great product, great support"

August 3, 2018

4.0

Pros

Robust feature set, allows us to get very granular with our Lead/Contact routing in SFDC. Also-customer support has been great. Implementation team will pretty much hold your hand through the entire onboarding process, which is nice since it's such a complex tool.

Cons

As I mentioned, the tool is complex so it can be difficult/intimidating if you need to make any adjustments or configurations. Also-be aware that Contact routing is a separate purchase from Lead routing.

Review Source

PW

Peibei W.  
Senior Sales Operations Specialist  
Computer Software  
Used the software for: 2+ years

### "Easy to use for leads routing workflow"

December 28, 2018

4.0

I'm using LeanData to do Account/Leads/Geographic based routing. It saves tons of time especially during tradeshows or Marketing campaigns.

Pros

Workflow chart based algorithm - no coding needed. Easy to teak or diagnose. Good customer service.

Cons

Algorithm sometimes are not as "smart" as human beings when making judgments since it follows the rules strictly. If the software could partner with other database software to improve fuzzy matching that will make LeanData even greater!

Review Source

AB

Adam B.  
  
  
Used the software for:

### "Lean on LeanData"

November 3, 2016

4.0

We're in the early stages of implementing LeanData. We've implemented the merge feature, which is working well, and portions of the routing piece. Everyone teams up with a dedicated Customer Success rep to help the org build out their routing rules (actually the LD rep implements it all). For those of you that are in charge of routing rules, you will know that it's a lonely task so it's nice to have a sounding board and someone to take much of this burden. We're still working out some bugs with the routing rules (as is expected), but nothing is business damaging and everything is moving along at a good pace.

Review Source

SF

Sophia F.  
Salesforce Administrator  
  
Used the software for:

### "THE BEST SOLUTION OUT THERE"

October 6, 2016

5.0

LeanData is great and has saved my team so much time and energy. Their team is knowledgeable, they have an amazing customer success team, and the product is flawless. I highly recommend LeanData

Pros

Ease of use and support team

Cons

none

Review Source

SS

Satyadev S.  
  
  
Used the software for:

### "Great tool!!!"

December 14, 2016

5.0

It is a great app. We are using it for a long time. It helps the team to save so much time and energy. They have an amazing customer success team, and the product is flawless. I highly recommend LeanData

Review Source

KT

Konnie T.  
  
  
Used the software for:

### "A must have!"

October 6, 2016

5.0

This is a huge must have as part of our ABM strategy. Of the vendors we looked at, we went with Leandata for their features and customer support. No regrets!

Review Source

DM

Debbie M.  
  
  
Used the software for:

### "Must have!"

October 6, 2016

5.0

This is an amazing platform, it closes the gap in salesforce between leads and contacts/accounts. can't live without it.

Review Source

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