Genbook vs. LeanData

Great for solo-preneurs! Genbook is like an automated admin assistant! Great for seeing my entire weekly schedule laid out. I use the back end calendar instead of Google Calendar.

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.

• Manufactured time for my more essential job duties as owner
• It requires a credit card for all scheduling. Takes away the whole ask awkwardness.
• Sifts out the not so serious purveyors of massage and keeps those that are.
• Provides gift certificate purchase in increments or whole amounts. Saves me time.

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

• Incorporating Square payment
• Incorporating a one general automatic message to all your clients, with emails or text
• Marketing backdrops for emails to clients, to encourage rebooking

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

Genbook is an amazing online platform and easy to use and work with on the go.

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

Genbook customer support is very responsive and great at communicating with customers.

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

amazing work

Incentivized

They were on point with everything, I didn't need to try others, Genbook was fast, simple to use, and set up. Clients love using it on any device and didn't have to download any app. I was a clean interface, easy to read and move appointments around, block out time if needed.

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

• Increased bookings: positive.
• People like booking online without having to create a user name.
• Would like to be able to take deposits using Square and not just Stripe.

Incentivized

• 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