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Best Lead-to-Account Matching and Routing Software for Small Business

Julie Jung
JJ
Researched and written by Julie Jung

Products classified in the overall Lead-to-Account Matching and Routing category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Lead-to-Account Matching and Routing to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Lead-to-Account Matching and Routing category.

In addition to qualifying for inclusion in the Lead-to-Account Matching and Routing Software category, to qualify for inclusion in the Small Business Lead-to-Account Matching and Routing Software category, a product must have at least 10 reviews left by a reviewer from a small business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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11 Listings in Small Business Lead-to-Account Matching and Routing Available

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    G2 Score
Apollo.io
(8,865)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Apollo.io
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 68% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apollo.io is a tool designed to integrate with other software to streamline workflows, allowing users to import and export data, track interactions with prospects, and generate leads.
    • Users frequently mention the ease of searching client data, the effectiveness of the filters in creating targeted lists, and the affordability of both the free and paid versions.
    • Reviewers noted occasional inaccuracies in contact data, outdated or incorrect email addresses or phone numbers, and a user interface that can feel clunky when managing large lists.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apollo.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2,038
    Lead Generation
    1,646
    Helpful
    1,640
    Features
    1,552
    Contact Information
    1,200
    Cons
    Missing Features
    680
    Inaccurate Data
    499
    Learning Curve
    473
    Contact Management
    439
    Limited Features
    431
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apollo.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.3
    8.7
    Priority Matching
    Average: 8.9
    8.2
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apollo.io
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    1,574 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 68% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apollo.io is a tool designed to integrate with other software to streamline workflows, allowing users to import and export data, track interactions with prospects, and generate leads.
  • Users frequently mention the ease of searching client data, the effectiveness of the filters in creating targeted lists, and the affordability of both the free and paid versions.
  • Reviewers noted occasional inaccuracies in contact data, outdated or incorrect email addresses or phone numbers, and a user interface that can feel clunky when managing large lists.
Apollo.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2,038
Lead Generation
1,646
Helpful
1,640
Features
1,552
Contact Information
1,200
Cons
Missing Features
680
Inaccurate Data
499
Learning Curve
473
Contact Management
439
Limited Features
431
Apollo.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.3
8.7
Priority Matching
Average: 8.9
8.2
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Apollo.io
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
1,574 employees on LinkedIn®
Calendly
(2,399)4.7 out of 5
Optimized for quick response
7th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Calendly
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

    Users
    • Owner
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Calendly is a scheduling tool that automates availability and time zone coordination, integrates with various calendars and platforms, and allows users to customize meeting types and booking questions.
    • Reviewers frequently mention the ease of use, seamless integration with calendars and platforms, time-saving features, and the professional feel it adds to the scheduling process.
    • Users mentioned limitations in customization options, especially on the free plan, occasional confusion with time zones, and some features not being intuitive or user-friendly.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Calendly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Scheduling
    138
    Ease of Use
    128
    Scheduling Ease
    93
    Easy Scheduling
    84
    Calendar Integration
    69
    Cons
    Scheduling Issues
    36
    Calendar Issues
    33
    Missing Features
    23
    Integration Issues
    22
    Limited Customization
    19
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Calendly features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.1
    Priority Matching
    Average: 8.9
    8.1
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Calendly
    Company Website
    Year Founded
    2013
    HQ Location
    Atlanta, Georgia
    Twitter
    @Calendly
    21,478 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    549 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

Users
  • Owner
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Calendly is a scheduling tool that automates availability and time zone coordination, integrates with various calendars and platforms, and allows users to customize meeting types and booking questions.
  • Reviewers frequently mention the ease of use, seamless integration with calendars and platforms, time-saving features, and the professional feel it adds to the scheduling process.
  • Users mentioned limitations in customization options, especially on the free plan, occasional confusion with time zones, and some features not being intuitive or user-friendly.
Calendly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Scheduling
138
Ease of Use
128
Scheduling Ease
93
Easy Scheduling
84
Calendar Integration
69
Cons
Scheduling Issues
36
Calendar Issues
33
Missing Features
23
Integration Issues
22
Limited Customization
19
Calendly features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
9.1
Priority Matching
Average: 8.9
8.1
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Calendly
Company Website
Year Founded
2013
HQ Location
Atlanta, Georgia
Twitter
@Calendly
21,478 Twitter followers
LinkedIn® Page
www.linkedin.com
549 employees on LinkedIn®

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Default
(53)4.7 out of 5
4th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$650.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

    Users
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Default Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    34
    Automation
    19
    Lead Generation
    16
    Scheduling
    16
    Easy Setup
    14
    Cons
    Learning Curve
    10
    Not Intuitive
    5
    Limitations
    4
    Software Bugs
    4
    Integration Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Default features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.7
    Priority Matching
    Average: 8.9
    9.5
    Capping
    Average: 8.3
    6.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Default
    Year Founded
    2021
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

Users
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Small-Business
  • 36% Mid-Market
Default Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
34
Automation
19
Lead Generation
16
Scheduling
16
Easy Setup
14
Cons
Learning Curve
10
Not Intuitive
5
Limitations
4
Software Bugs
4
Integration Issues
3
Default features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
9.7
Priority Matching
Average: 8.9
9.5
Capping
Average: 8.3
6.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Default
Year Founded
2021
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
RevenueHero
(153)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying experi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 46% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RevenueHero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    71
    Ease of Use
    47
    Helpful
    26
    CRM Integration
    23
    Easy Integrations
    23
    Cons
    Learning Curve
    8
    Limitations
    7
    Integration Issues
    5
    Layout Issues
    4
    Not Intuitive
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RevenueHero features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.7
    Priority Matching
    Average: 8.9
    9.2
    Capping
    Average: 8.3
    4.9
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    RevenueHero
    Company Website
    Year Founded
    2021
    HQ Location
    Claymont, US
    Twitter
    @RevenueHero
    319 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying experi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 46% Small-Business
RevenueHero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
71
Ease of Use
47
Helpful
26
CRM Integration
23
Easy Integrations
23
Cons
Learning Curve
8
Limitations
7
Integration Issues
5
Layout Issues
4
Not Intuitive
4
RevenueHero features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
9.7
Priority Matching
Average: 8.9
9.2
Capping
Average: 8.3
4.9
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
RevenueHero
Company Website
Year Founded
2021
HQ Location
Claymont, US
Twitter
@RevenueHero
319 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
Get a quote
ZoomInfo Operations
(318)4.3 out of 5
13th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoomInfo Operations is a comprehensive data quality management platform for operations teams to clean, enrich, and route their sales and marketing data. With no-code, automated data management engine,

    Users
    • Salesforce Administrator
    • Marketing Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 19% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ZoomInfo Operations Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    34
    Data Accuracy
    31
    Contact Information
    21
    Accurate Data
    20
    Lead Generation
    19
    Cons
    Inaccuracy Issues
    13
    Inaccurate Data
    12
    Data Quality
    11
    Outdated Information
    11
    Expensive
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ZoomInfo Operations features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.1
    Priority Matching
    Average: 8.9
    8.8
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,651 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,352 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoomInfo Operations is a comprehensive data quality management platform for operations teams to clean, enrich, and route their sales and marketing data. With no-code, automated data management engine,

Users
  • Salesforce Administrator
  • Marketing Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 19% Small-Business
ZoomInfo Operations Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
34
Data Accuracy
31
Contact Information
21
Accurate Data
20
Lead Generation
19
Cons
Inaccuracy Issues
13
Inaccurate Data
12
Data Quality
11
Outdated Information
11
Expensive
10
ZoomInfo Operations features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
9.1
Priority Matching
Average: 8.9
8.8
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,651 Twitter followers
LinkedIn® Page
www.linkedin.com
4,352 employees on LinkedIn®
Get a quote
Sugar Market
(215)4.2 out of 5
20th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Sugar Market
Save to My Lists
Entry Level Price:Starting at $1,000.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sugar Market is marketing automation that helps teams create campaigns faster, engage prospects across channels, and deliver better leads to sales. Marketers can build emails, landing pages, and forms

    Users
    • Marketing Manager
    • Director of Marketing
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 39% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Sugar Market Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Intuitive
    5
    Customer Support
    4
    Time-saving
    4
    Automation
    3
    Cons
    Learning Curve
    4
    Integration Issues
    3
    Limitations
    3
    Missing Features
    3
    Complexity
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sugar Market features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    7.9
    Priority Matching
    Average: 8.9
    8.1
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SugarCRM
    Year Founded
    2004
    HQ Location
    Cupertino, CA
    Twitter
    @SugarCRM
    21,032 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    574 employees on LinkedIn®
    Phone
    +1 (408) 454-6900
Product Description
How are these determined?Information
This description is provided by the seller.

Sugar Market is marketing automation that helps teams create campaigns faster, engage prospects across channels, and deliver better leads to sales. Marketers can build emails, landing pages, and forms

Users
  • Marketing Manager
  • Director of Marketing
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 39% Small-Business
Sugar Market Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Intuitive
5
Customer Support
4
Time-saving
4
Automation
3
Cons
Learning Curve
4
Integration Issues
3
Limitations
3
Missing Features
3
Complexity
2
Sugar Market features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
7.9
Priority Matching
Average: 8.9
8.1
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
SugarCRM
Year Founded
2004
HQ Location
Cupertino, CA
Twitter
@SugarCRM
21,032 Twitter followers
LinkedIn® Page
www.linkedin.com
574 employees on LinkedIn®
Phone
+1 (408) 454-6900
Read Sugar Market Reviews
LeanData
(952)4.6 out of 5
Optimized for quick response
5th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for LeanData
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Join the growth leaders seeing a 30% increase in lead conversion rates, a 99% reduction in routing update times, and consistently sending the right lead to the right person at the right time. Lean

    Users
    • Marketing Operations Manager
    • Salesforce Administrator
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 72% Mid-Market
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LeanData Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    86
    Routing Efficiency
    83
    Customer Support
    50
    Lead Generation
    45
    Helpful
    41
    Cons
    Limitations
    40
    Learning Curve
    36
    Steep Learning Curve
    16
    Complexity
    15
    Limited Features
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LeanData features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    8.8
    Priority Matching
    Average: 8.9
    8.3
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LeanData, Inc.
    Company Website
    Year Founded
    2012
    HQ Location
    Santa Clara, CA
    Twitter
    @LeanData
    4,100 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    194 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Join the growth leaders seeing a 30% increase in lead conversion rates, a 99% reduction in routing update times, and consistently sending the right lead to the right person at the right time. Lean

Users
  • Marketing Operations Manager
  • Salesforce Administrator
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 72% Mid-Market
  • 21% Enterprise
LeanData Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
86
Routing Efficiency
83
Customer Support
50
Lead Generation
45
Helpful
41
Cons
Limitations
40
Learning Curve
36
Steep Learning Curve
16
Complexity
15
Limited Features
15
LeanData features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
8.8
Priority Matching
Average: 8.9
8.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
LeanData, Inc.
Company Website
Year Founded
2012
HQ Location
Santa Clara, CA
Twitter
@LeanData
4,100 Twitter followers
LinkedIn® Page
www.linkedin.com
194 employees on LinkedIn®
Get a quote
Syncari
(42)4.8 out of 5
10th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syncari is an AI-ready, Agentic MDM platform that unifies, governs, and activates trusted data across all your systems, domains, and cloud infrastructure. Built for enterprises navigating the complexi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 50% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Syncari Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Integrations
    9
    Easy Integrations
    8
    Helpful
    7
    Customer Support
    6
    Cons
    Limitations
    5
    Feature Limitations
    3
    Integration Issues
    3
    Learning Curve
    3
    Learning Difficulty
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syncari features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.6
    Priority Matching
    Average: 8.9
    8.9
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syncari
    Year Founded
    2019
    HQ Location
    Newark, California
    Twitter
    @syncari
    232 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syncari is an AI-ready, Agentic MDM platform that unifies, governs, and activates trusted data across all your systems, domains, and cloud infrastructure. Built for enterprises navigating the complexi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 50% Mid-Market
  • 43% Small-Business
Syncari Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Integrations
9
Easy Integrations
8
Helpful
7
Customer Support
6
Cons
Limitations
5
Feature Limitations
3
Integration Issues
3
Learning Curve
3
Learning Difficulty
3
Syncari features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.3
9.6
Priority Matching
Average: 8.9
8.9
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Syncari
Year Founded
2019
HQ Location
Newark, California
Twitter
@syncari
232 Twitter followers
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
Read Syncari Reviews
Retreaver
(63)4.9 out of 5
Optimized for quick response
2nd Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

    Users
    • President
    Industries
    • Marketing and Advertising
    • Insurance
    Market Segment
    • 79% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Retreaver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Customer Support
    11
    Reliability
    10
    Call Management
    5
    Positive Experience
    5
    Cons
    Learning Curve
    4
    Inaccurate Reporting
    2
    Inadequate Reporting
    2
    Steep Learning Curve
    2
    Access Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Retreaver features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    10.0
    Priority Matching
    Average: 8.9
    10.0
    Capping
    Average: 8.3
    2.5
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Retreaver
    Company Website
    Year Founded
    2012
    HQ Location
    Toronto, Canada
    Twitter
    @helloretreaver
    1,433 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

Users
  • President
Industries
  • Marketing and Advertising
  • Insurance
Market Segment
  • 79% Small-Business
  • 21% Mid-Market
Retreaver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Customer Support
11
Reliability
10
Call Management
5
Positive Experience
5
Cons
Learning Curve
4
Inaccurate Reporting
2
Inadequate Reporting
2
Steep Learning Curve
2
Access Limitations
1
Retreaver features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
10.0
Priority Matching
Average: 8.9
10.0
Capping
Average: 8.3
2.5
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Retreaver
Company Website
Year Founded
2012
HQ Location
Toronto, Canada
Twitter
@helloretreaver
1,433 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Get a quote
Tray.ai
(156)4.5 out of 5
18th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Tray.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Flexibility
    10
    Easy Integrations
    8
    Automation
    7
    Connectors
    7
    Cons
    Limitations
    7
    Data Management Issues
    5
    Expensive
    5
    Connector Issues
    4
    Error Reporting
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tray.ai features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.4
    Priority Matching
    Average: 8.9
    8.3
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tray.io
    Year Founded
    2012
    HQ Location
    San Francisco, CA
    Twitter
    @tray
    3,126 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    148 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 34% Small-Business
Tray.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Flexibility
10
Easy Integrations
8
Automation
7
Connectors
7
Cons
Limitations
7
Data Management Issues
5
Expensive
5
Connector Issues
4
Error Reporting
4
Tray.ai features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
9.4
Priority Matching
Average: 8.9
8.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Tray.io
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@tray
3,126 Twitter followers
LinkedIn® Page
www.linkedin.com
148 employees on LinkedIn®
Read Tray.ai Reviews
Chili Piper
(688)4.6 out of 5
Optimized for quick response
19th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Chili Piper
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Chili Piper is the all-in-one Demand Conversion Platform, used by Intuit, Spotify, Airbnb, Gong, and thousands more 🌶️ We are the only platform that consolidates Form Routing, Chat, Lead Distributi

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Chili Piper Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Scheduling
    3
    Convenience
    2
    Customer Support
    2
    Easy Implementation
    2
    Easy Setup
    2
    Cons
    Learning Curve
    2
    Calendar Issues
    1
    Credit Issues
    1
    Expensive
    1
    Expertise Required
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Chili Piper features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Priority Matching
    Average: 8.9
    8.9
    Capping
    Average: 8.3
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Chili Piper
    Company Website
    Year Founded
    2016
    HQ Location
    Brooklyn, NY
    Twitter
    @chilipiper
    2,100 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    254 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Chili Piper is the all-in-one Demand Conversion Platform, used by Intuit, Spotify, Airbnb, Gong, and thousands more 🌶️ We are the only platform that consolidates Form Routing, Chat, Lead Distributi

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 22% Small-Business
Chili Piper Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Scheduling
3
Convenience
2
Customer Support
2
Easy Implementation
2
Easy Setup
2
Cons
Learning Curve
2
Calendar Issues
1
Credit Issues
1
Expensive
1
Expertise Required
1
Chili Piper features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.3
9.0
Priority Matching
Average: 8.9
8.9
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Chili Piper
Company Website
Year Founded
2016
HQ Location
Brooklyn, NY
Twitter
@chilipiper
2,100 Twitter followers
LinkedIn® Page
www.linkedin.com
254 employees on LinkedIn®
Get a quote
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