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Pricing & Packaging

LeanData’s Intelligent GTM Orchestration Platform is designed to grow with you as you move from foundations to full-funnel orchestration. No matter your stage—whether you’re optimizing lead response or orchestrating buying groups—you’ll gain the control and clarity to turn buyer signals into revenue.
Scheduling Buying Groups

ORCHESTRATION

Standard Edition

Best for organizations building a strong foundation and accelerating speed to lead.

Automate core lead processes, drive accurate lead-to-account matching, enforce SLAs, and maintain clean data with minimum manual intervention.

  • Intelligent lead-to-account matching
  • Basic lead routing and assignment rules (round robin, territory, account-based)
  • Standard lead deduplication and enrichment
  • Audit Logs and Routing Insights
  • Admin/user notifications
  • Out-of-the-box managed reports
  • Add-ons provide extra features and integrations to boost functionality
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BEST VALUE

Advanced Edition

Ideal for teams expanding automation across more GTM objects and with greater operational complexity.

Go beyond leads—automate routing for contacts and accounts, trigger workflows on buyer signals, and synchronize activities across your RevTech stack to maximize conversion and pipeline velocity.

  • Advanced matching and routing for contacts and accounts
  • Multi-criteria lead, contact, and account assignment
  • Signal-driven workflow automation
  • Enhanced deduplication (contacts, accounts)
  • SLA tracking, escalations, and dashboards
  • Integrations: sales engagement tools, enrichment/intent data, gifting
  • Preview and tag records with matched account data
  • Add-ons provide extra features and integrations to boost functionality
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Premium Edition

Designed for organizations orchestrating sophisticated, multi-object, multi-segment GTM plays.

Unlock orchestration across any Salesforce object, automate the buyer journey from demand through renewal, and introduce advanced segmentation, handoffs, and global coverage.

  • Routing and matching for any standard or custom Salesforce object (opportunities, cases, and more)
  • Advanced international and territory matching
  • Scheduled recurring automations
  • Complex cross-object assignment and update
  • Support for channel, partner, and custom GTM motions
  • Support for multi-segment or business unit separation (add-on)
  • Account-level engagement and journey analytics (add-on
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Enterprise Edition

For large organizations tackling the most complex orchestration at scale.

Gain dedicated architecture, consulting, and expert guidance for global territories, compliance, and full-funnel orchestration with production and sandbox support.

  • Custom support for both sandbox and production environments
  • Unlimited access to LeanData Community and advanced certifications
  • Dedicated Account Manager and CSM
  • Solution consulting and architecture services
  • Flexible frameworks for global data privacy and compliance
  • Partner/channel team automation and advanced user management
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SCHEDULING

BookIt
for Forms

Accelerate your inbound pipeline by turning static forms into instant booking experiences.

Included features:
  • Intelligent CRM Matching
  • Pooled Availability
  • Flexible Webform Integration
  • Chatbot Compatibility
  • Advanced Routing Logic
  • Smart Redirects
  • Conversion Tracking

BookIt
Handoff

Deliver seamless handoffs by automatically scheduling the right team member at every stage

Included features:
  • One-Click Salesforce Button
  • Smart Rep Suggestions
  • Instant "Meet Now" Booking
  • Multi-Host Support
  • Fair Distribution (Round Robin)
  • CRM Record Context
  • Automated Event Updates

BookIt
Links

Personalized scheduling links for every revenue moment, from email signatures to outbound sequences.

Included features:
  • Single-Use Links
  • Dynamic Link Building
  • Multi-Meeting Type Landing Pages
  • Managed Links for Teams
  • Link Management Library
  • Automatic Lead Creation
  • Link Analytics

Core Features
(Included in All Scheduling Products)

Vacation & Buffer Management | Fairness Calibration | Meeting Configuration | Company Branding | Audit Logs & Routing Insights
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BUYING GROUPS

Transform Your GTM Strategy with AI-Powered Buying Groups

Uncover historic patterns and identify buying group roles, identify critical touchpoints across the buying group journey, and establish baseline metrics and reporting to drive buying group strategies. Ideal for organizations aiming to automate and streamline a buying groups motion.
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Buying Groups Edition provides:
  • Buying group identification based on scoring and/or signals
  • Buying group journey orchestration for target accounts
  • Buying group member engagement mapping across the buying journey
  • Coordinated SDR and Marketing activation to build and qualify complete buying groups
  • Automated alerts around buying group engagement and missing roles

Highly rated in all the right places

1,000+ top-ranking companies rely on LeanData to simplify their buyer journeys and accelerate time to revenue
G2

G2

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Salesforce

AppExchange

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TrustRadius

TrustRadius

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Gartner Peer Insights

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“LeanData is automating our Lead and Contact routing in a more intuitive and flexible way than other systems I have used in the past. This means that hot leads are followed up on sooner and sales are more likely to close than if leads were left to go stale or had to be manually updated each time.”
Anonymous G2 Review
Mid-Market Company
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What our customers are saying

“LeanData is like a Swiss army knife. We use it for data quality, for routing, and now for Buying Groups.”
Jeremy Schwartz
Sr. Manager, Global Lead Management & Strategy
2x Closed Won Rate
Read Customer Story
“LeanData's special sauce, that we love, is that individuals can be intelligently matched to the accounts that we care about. Lead-to-Account matching allows us to look at leads in the context of accounts, which is what B2B cares about.”
Travis Henry
Director, Sales Operations and Enablement
99% reduction in time spent updating routing rules
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“If you want to solve the problem of how to reach all of your inbound traffic in a timely manner, you need LeanData to match and route your leads and Outreach to start reaching out to them.”
Robert Simmons
Senior Director of Inside Sales
167% increase in accounts reached per week
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“That Matching piece is big for us. With LeanData, it's just like night and day compared to what we were able to accomplish before.”
Anthony Valles
Director, Marketing Operations
53% increase in lead-to-account matches
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“We had a hypothesis that the faster we could get leads routed, the more likely they would be to convert. Our hypothesis was correct based on the increases LeanData had helped us achieve. We've shown this data to our executives and everyone is happy with LeanData.”
Cami Ragano
Senior Director of Business Marketing
133% Increase in New Pipeline
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Frequently Asked Questions

How is pricing structured?

Package pricing is based on features, objects, and number of Salesforce users or queues. Add-ons such as BookIt and Buying Groups Blueprint are available for additional flexibility and value. Contact us to tailor a package to your needs.

Can I purchase specific solutions separately?

Yes, BookIt (Scheduling) and certain add-ons are available standalone, but most customers realize maximum value when their data, signals, and workflows are orchestrated together in one place.

What’s included in Enterprise support?

Enterprise clients receive dedicated consulting, architecture resources, custom configurations, multi-instance support, and access to advanced certifications and the LeanData Community for best practices and peer connections.

Are implementation services bundled?

Setup and onboarding are tailored and billed separately for all packages to ensure rapid time-to-value and a precise fit to your GTM strategy.

Ready to Orchestrate Your GTM Strategy?

Connect with our team to discover the right plan for your business and start your journey toward intelligent, efficient growth.
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