LeanData vs. Setmore

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.

As mentioned before, the price point of SetMore is better than many of its competitors. We pay $25/month for our whole team to use it, although I think they might be changing the price plans soon so we may have to reevaluate this factor later. I can't give it a 10 out of 10 review because we've just dealt with way too many calendar syncing errors and bugs in our time using it - and SetMore has been way too slow in actually fixing the issues. Customer service is always quick to respond in Chat, but it's a different story with how fast their developers can fix bugs and how much they choose to prioritize certain issues. For the most part, especially more recently, we've had a good experience with SetMore - and it makes appointment scheduling with our students easier. We're glad to use it and I would recommend it to others in education who support students doing 1 on 1 advising. Just except some bugs to come up now and then that may not get fixed immediately.

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

• Two Way Sync with Google Calendar
• Provides Stripe integration for Check Out and Pre-Pay, as needed, for scheduling.
• The mobile application provides anywhere access.
• SMS reminders are convenient for our clients.

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

• SetMore requires scheduling to buy a service
• SetMore requires a set time for each service
• SetMore requires an assigned resource per service

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

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

Used those in previous jobs, however, comparing against SetMore. SetMore is more open to internal and external users that can take in place. With the others, many needed a VPN connection to use it. No capabilities for external users of the organization to access and schedule or check the availability of the internal resources. That being said, SetMore needs a facelift. It is a great tool but is getting aged. New freeware available, freemium tools for similar purposes getting out that can fill the gaps where SetMore is failing.

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

• ROI-- Maximizing HR's time in not having to send out repetitive emails to book time with employees.
• More available to employees, making an open line of communication.
• Helped to keep track of on and off-boarding employees.
• Inter-company organization.

Incentivized