LeanData sits at the centre of your CRM, connecting the right data to the right people so revenue teams can act on every buyer signal with speed and precision. Unlike point solutions that address routing or scheduling in isolation, LeanData orchestrates the full GTM motion – from first signal through to closed-won – without requiring code or custom development. More than 1,000 enterprise and commercial customers trust LeanData to align their sales and marketing teams around a single, accurate view of every account and buying group.
LeanData was founded in 2012 by Evan Liang and Kelvin Cheung in Santa Clara, California, after Liang experienced firsthand the operational breakdowns caused by disconnected CRM and marketing automation systems. The company pioneered the category now known as revenue orchestration, starting with lead-to-account matching and routing before expanding into a full GTM orchestration platform. LeanData is privately held, has raised $42.6 million across three funding rounds, and employs approximately 200 people. CEO Katy Keim leads the company's current growth phase, with Liang serving as Co-founder and Chief Strategy Officer.
LeanData's platform is built around three core products delivered natively within Salesforce. Orchestration automates and visualises the full lead and account routing workflow – from data capture through to sales assignment – using a no-code, flow-based builder. BookIt (Scheduling) accelerates speed-to-lead by automating meeting booking directly from web forms, campaigns, and inbound signals, routing buyers to the right rep in real time. Buying Groups connects all contacts and intent signals associated with a target account to a single opportunity, giving sales and marketing a unified view of the entire buying committee. Across all three products, LeanData enables teams to execute ABM motions, buying committee strategies, and post-sale expansion plays from within their existing CRM environment.
LeanData is used by B2B technology companies running account-based programmes that require precise lead-to-account matching, territory-based routing, and buying group visibility at scale. Uber used LeanData to increase deal velocity by 68%, while Palo Alto Networks deployed the Buying Groups capability to drive measurable revenue increases through better committee-level engagement. Clients span enterprise software, cybersecurity, cloud infrastructure, and SaaS, where complex buying cycles and multi-stakeholder deals make accurate routing and orchestration business-critical.
LeanData integrates natively with Salesforce and connects across the broader GTM stack including 6sense, Demandbase, Salesloft, Outreach, and Slack. The company offers an official LeanData Certification programme launched in 2019, covering both core orchestration and BookIt capabilities. LeanData hosts the annual OpsStars community and awards programme, recognising excellence in revenue operations, and maintains a directory of authorised Solutions Integrator partners for implementation and enablement support.
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