LeanData

Intelligent GTM orchestration that turns buyer signals into revenue. leandata.com

RevOps & Sales Analytics
★★★★★ 4.5
2012 Founded
51-200 Employees
1000+ Customers
Santa Clara, CA, United States Headquarters
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Quick Facts

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Website
leandata.com →
Starting Price
39
Pricing Model
per-user
Free Trial
unknown days
Company Type
private
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About LeanData

LeanData is a privately held B2B software company that provides an intelligent go-to-market (GTM) orchestration platform for revenue teams. Built on Salesforce, LeanData centralizes lead-to-account matching, routing, scheduling, and workflow automation so marketing, sales, and customer success teams can respond to buyer signals in real time. The platform is positioned as the “execution engine” behind GTM strategy, allowing operations teams to design complex processes visually and without code. leandata.com

Founded in 2012 by Evan Liang and Kelvin Cheung, LeanData has raised approximately $42.6M in venture funding (Series A–C) from investors including Shasta Ventures, Sapphire Ventures, Tenaya Capital, Industry Ventures, Correlation Ventures, and Felicis Ventures. The company has grown from an early lead-routing tool into a broader revenue orchestration platform that now spans matching, routing, data hygiene, SLAs, scheduling (BookIt), and buying-group operations. leandata.com

Headquartered in Santa Clara, California, LeanData serves more than 1,000 world‑class B2B customers and has been recognized by G2 and other review sites as a category leader in lead-to-account matching and routing. Its customer base includes high-growth SaaS and enterprise technology firms such as Zoom, Shopify, Palo Alto Networks, Snowflake, DocuSign, Dell Technologies, Hewlett Packard Enterprise, and New Relic, among others. leandata.com

LeanData’s market position centers on complex, Salesforce-based GTM environments where native CRM automation and simpler tools cannot easily support multi-object routing, sophisticated territories, or signal-based orchestration across a large RevTech stack. Through its OpsStars community, certification programs, and a broad integrations ecosystem, LeanData has helped define the Revenue Operations / Revenue Orchestration category and is frequently cited as the “gold standard” for enterprise lead routing and matching. leandata.com

Key Features

AI-powered lead-to-account matching - fuzzy matching engine that delivers up to ~95% lead-to-account matching accuracy to give reps full account context. linkedin.com

Visual no-code FlowBuilder - drag-and-drop workflow builder to design, test, and deploy complex routing and orchestration logic without Apex or external code. leandata.com

Multi-object routing - route and orchestrate across Salesforce leads, contacts, accounts, opportunities, cases, and custom objects for full-funnel coverage. leandata.com

Territory management & round robin - robust territory-based routing, round robin assignment, capacity balancing, and vacation/working-hours-aware scheduling for reps and queues. capterra.com

Smart deduplication & merge - prevent and clean duplicates at scale, including native dedupe logic and tight integration with Cloudingo for real-time match-and-merge. leandata.com

BookIt scheduling suite - BookIt for Forms, BookIt Handoff, and BookIt Links automate meeting scheduling from web forms, handoffs, and outbound, with routing-aware calendar booking. leandata.com

Signal-based revenue orchestration - central hub to ingest buyer signals from across the RevTech stack and trigger plays, alerts, and workflows in real time. leandata.com

SLA tracking & enforcement - configure and monitor SLAs (e.g., speed to lead) with automated alerts, escalations, and re-routing when thresholds are breached. leandata.com

Audit trail & troubleshooting - detailed audit logs and visual path tracing to see how each record was matched/routed, making it easier to debug complex flows. g2.com

Buying group orchestration - connect contacts, roles, and activities into opportunity-centric buying groups and orchestrate multi-threaded engagement. leandata.com

Data hygiene & normalization - workflows to standardize fields (e.g., country/region), align data across systems, and maintain Salesforce data quality. leandata.com

Any-object automation & data alignment - synchronize key data fields and actions across objects (lead, contact, account, opportunity, custom) to keep records in sync for reporting and routing. trustradius.com

Out-of-the-box orchestration templates - prebuilt routing graph templates and best-practice use cases (speed to lead, data hygiene, ABM, buying groups, etc.) to accelerate time to value. leandatahelp.zendesk.com

LeanData Reporting managed package - optional Salesforce reporting package providing dashboards for routing performance, integration metrics, and buying group/journey analytics. leandatahelp.zendesk.com

Extensive RevTech integrations - native integration nodes for leading tools like 6sense, G2, Gong Engage, Outreach, Salesloft, Salesforce Sales Engagement, Slack, Microsoft Teams, Sendoso, and more. leandata.com

Pros & Cons

👍 Pros

  • Exceptionally powerful and flexible lead and account routing engine that can handle very complex business logic via a visual, drag-and-drop interface. g2.com
  • Highly accurate lead-to-account matching and deduplication that materially improves Salesforce data quality and account visibility. capterra.com
  • Deep Salesforce-native architecture and strong integrations with tools like 6sense, Outreach, Salesloft, Slack, G2, Microsoft Teams, and others, making it a strong orchestration hub. leandata.com
  • Consistently praised onboarding and customer success teams who help design, implement, and iterate routing graphs, often cited as a key differentiator versus competitors. capterra.com
  • Robust troubleshooting and auditing capabilities that let admins see exactly why and how a record was routed, significantly reducing time spent diagnosing issues. g2.com
  • Proven impact on speed to lead, pipeline creation, and conversion metrics, with many customers reporting double-digit improvements in pipeline and response times. leandata.com

👎 Cons

  • Steep learning curve and graph complexity; setting up and maintaining very complex routing flows can be intimidating and requires experienced admins or RevOps resources. g2.com
  • Testing and scenario simulation for new routing logic can feel cumbersome, and some users want more intuitive tools for previewing routing outcomes before deployment. g2.com
  • Processing large batches or heavy workloads can introduce some delay, and misconfigurations can be harder to troubleshoot without strong familiarity with the platform. g2.com
  • Pricing is considered premium compared with using native Salesforce automation or lighter-weight competitors, which can be a barrier for smaller or more price-sensitive teams. trustradius.com

User Reviews

G2
4.6
★★★★★
Capterra
4.4
★★★★☆
TrustRadius
9.0
★★★★★

Integrations

Salesforce CRM 6sense Clearbit Cloudingo Cognism Crossbeam G2 Gong Engage Groove Kronologic Microsoft Teams Outreach Qualified Salesforce Sales Engagement Salesloft Sendoso Slack UserGems SalesIntel BambooHR

Best For

Company Size

smb mid-market enterprise

Industries

SaaS Technology Cybersecurity Financial Services Manufacturing B2B Services

Use Cases

Lead-to-account matching and account-based routing Inbound lead routing and speed-to-lead optimization Account-based marketing and buying group orchestration Territory management and round robin assignment Meeting scheduling and sales handoff automation Data deduplication, normalization, and hygiene

FAQ

What is LeanData?

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LeanData is an AI-powered, Salesforce-native revenue orchestration platform that centralizes lead-to-account matching, routing, scheduling, and workflow automation. It helps B2B marketing, sales, and customer success teams turn buyer signals from across their tech stack into coordinated plays that improve speed to lead, pipeline generation, and conversion. leandata.com

How much does LeanData cost?

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Public pricing from third-party sources indicates that LeanData's core orchestration tiers start around $39 per user per month for Standard, $49 per user per month for Advanced, and $59 per user per month for Premium, typically billed annually. Enterprise plans are custom, and additional products such as BookIt are available as add-ons priced per connected calendar. Exact pricing depends on tier, number of Salesforce users/queues, and add-ons, so LeanData encourages prospects to contact sales for a tailored quote. leandata.com

What are the main features of LeanData?

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Core LeanData capabilities include AI-based lead-to-account matching, multi-object routing across leads, contacts, accounts, opportunities, and custom objects, robust territory and round-robin assignment, smart deduplication and merge, SLA tracking and alerts, BookIt meeting scheduling for forms and handoffs, buying group orchestration, data hygiene and normalization workflows, detailed audit logs and troubleshooting, and deep integrations with tools like 6sense, G2, Outreach, Salesloft, Slack, Microsoft Teams, and Sendoso. leandata.com

Who are LeanData's main competitors?

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LeanData's primary competitors in lead-to-account matching, routing, and RevOps orchestration include Chili Piper (routing and scheduling), ZoomInfo OperationsOS and related routing products, Traction Complete, Routera, and newer RevOps platforms like Sweep that also target Salesforce-based GTM operations. In attribution and ABM, it is often evaluated alongside tools like Adobe Marketo Measure and other ABM orchestration platforms. g2.com

Is LeanData good for small businesses?

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LeanData can be used by smaller B2B companies, but it is particularly well suited to mid-market and enterprise Salesforce orgs with higher lead volume, multiple territories, and complex routing needs. Very small teams with simple processes or those not on Salesforce may find native CRM automation or lighter tools more cost-effective, while organizations planning to scale GTM complexity over time often benefit from adopting LeanData earlier. capterra.com

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