Bookafy vs. LeanData

Bookafy works great to send potential clients your available times for meetings. They can schedule the meetings in less than 1 minute. They get an email notification confirming the appointment and later on, a text message with reminders, just before the event.

Incentivized

LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.

• Appointment reminders.
• Scheduling.
• Agenda and Calendar views for organization.
• Integrations.

Incentivized

• Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
• Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.

Incentivized

• It can be difficult with the back and forth of rescheduling meetings
• You have to remember to manually block off time on your calendar
• The calendar tab can be confusing at times

Incentivized

• 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.

Incentivized

Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

Incentivized

LeanData has very effective customer care services.

The software is an affordable lead routing and management software.

Unlimited customizability and seamless integration with other systems.

Efficiency in lead management and generation.

Clarity of the tool and availability of a strightforward UX.

Incentivized

There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.

Incentivized

The main decision for Bookafy was influenced by the lifetime deal and Zoom integration. Bookafy doesn't embed as well as Calendly. It also doesn't have the ability to set up hidden meetings. MeetFox is all through a browser which is convenient for that not tech savvy but it lacked security features. Calendly feels more intuitive and easier to set up. I didn't want to keep paying monthly.

Incentivized

We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.

Incentivized

• On time meetings.
• Some configuration was somewhat confusing.
• Allow me to send people my personalized link.

• Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
• I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
• Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.

Incentivized