LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
N/A
MeetFox
Score 8.1 out of 10
N/A
MeetFox is an appointment scheduling solution for businesses that want to scale their meetings. A suite of appointment scheduling, video calling, invoicing and payment processing features designed to make it easy for businesses to save time and automate tedious tasks. With customization options, an open API and full white label branding, MeetFox can be integrated into any website, application or workflow.
$0
per user/month
Pricing
LeanData
MeetFox
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
Free
$0
per user/month
Pro
$10
per user/month
Premium
$35
per user/month
Offerings
Pricing Offerings
LeanData
MeetFox
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
FREE users get unlimited scheduling and meetings with calendar sync, invoicing and payments for free, forever. PRO users get more branding options, greater customization and SMS notifications. PREMIUM users get group calling, meeting recordings and a complete white label experience. ENTERPRISE users get highly discounted pricing, priority tech support and live onboarding and team training.
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.
MeetFox offers two must-have services for the price of one. It has a good look and feel to the platform and is easy to learn not only from the subscriber side but for your customers. Plus, MeetFox is growing and open to customer feedback and suggestions. Clients love the meeting reminder notifications as well. A great product for coaching and consulting businesses!
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.
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.
MeetFox gives me all that I need at an affordable price for where my business needs are at the present. In time as I grow, I will reevaluate based on how MeetFox grows.
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.
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.
I think MeetFox provides an outstanding combination of two separate platforms I need for my business into one easy-to-use platform. As a startup coaching business, MeetFox saves me money and time by learning one platform that provides two key features necessary for me to provide an intimate and affordable coaching service. It may not be as robust as acuity or zoom but it meets my needs for where I am. I highly recommend checking it out if you want scheduling and video conferencing on a combined platform. Plus you can’t beat the price!
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.