Lead routing and management
Asked as “lead routing and management tool”, and as “lead assignment and lead-to-account matching tool”, on behalf of a mid-market B2B software company. 25 first choices recorded across the direct, paraphrase, budget and scale prompts, six models each.
Standing · first-choice share
44%
Clear leader
44LeanData16Zoho CRM12Chili Piper28others
44% of first choices, clear leader.
The standing
Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all six models, for a mid-market B2B software company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrantSince September 2026
Show the three products at 0%, ordered by negative rate
09
Salesforce Lead Assignment Rules0%50%12criticized challengernewNew since September 2026: not ranked then, 0% now.
Salesforce Lead Assignment Rules0%50%12criticized challengernewNew since September 2026: not ranked then, 0% now.08
HubSpot Sales Hub0%37%19criticized challengernewNew since September 2026: not ranked then, 0% now.
HubSpot Sales Hub0%37%19criticized challengernewNew since September 2026: not ranked then, 0% now.The floor is 12 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one can't be told apart from repeat variation, and both are shown. Each index measures its own floor from its own repeat, over its own categories, so the floor differs from one index to the next. How the floor is measured
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
All fifteen head-to-head pages: the top six products, each against each
LeanData vs Distribution EngineLeanData vs Traction CompleteZoho CRM vs Chili PiperZoho CRM vs LeadAngelZoho CRM vs Distribution EngineZoho CRM vs Traction CompleteChili Piper vs LeadAngelChili Piper vs Distribution EngineChili Piper vs Traction CompleteLeadAngel vs Distribution EngineLeadAngel vs Traction CompleteDistribution Engine vs Traction Complete
Recommended versus criticized
Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.
Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
070809Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative60%
Key
01LeanData44%
LeanData44%02Zoho CRM16%
Zoho CRM16%03Chili Piper12%
Chili Piper12%04LeadAngel8%
LeadAngel8%05Distribution Engine4%
Distribution Engine4%06Traction Complete4%
Traction Complete4%07RevenueHero0%
RevenueHero0%08HubSpot Sales Hub0%
HubSpot Sales Hub0%09Salesforce Lead Assignment Rules0%
Salesforce Lead Assignment Rules0%What they warned about
Four of six models held their first choice under the paraphrase. Claude Opus 5 and Gemini 3.1 Pro changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
LeanData24%
7 of 29 labels negative · 5 of 6 models · 1 hard negative
“you should not buy a dedicated routing layer (LeanData, Chili Piper, LeadAngel, RevenueHero)” Claude Opus 5, budget prompt
HubSpot Sales Hub37%
7 of 19 labels negative · 5 of 6 models
“Rotation is based on counts within each individual workflow action—not each rep’s total workload—and changing participants resets the rotation.” GPT-5.6 Sol, negative prompt
Salesforce Lead Assignment Rules50%
6 of 12 labels negative · 5 of 6 models
“Only one lead assignment rule can be active at a time... I'd insist on testing overlapping territory and account-ownership conditions before relying on this setup.” GPT-6 Astra, negative prompt
Chili Piper20%
5 of 25 labels negative · 4 of 6 models
“You have a small team, modest inbound volume... starts at $15,000/year... I'd justify that commitment against your actual lead volume before buying.” GPT-6 Astra, negative prompt
What they cite
Six of the six models returned a source list in this edition: six return the pages they cited.
Sites the answers cite
33 of 36 answers in this category came back with a source list, from 6 of 6 models: citations where the model returns them, or the search results it consulted. 557 links across 184 sites, every framing counted. Ranked by the number of answers carrying the site or page. None of the 36 answers across every segment cited this index's own page for the category.
vendor site · LeanData24 answers · 40 citations · 6 models
vendor site · LeadAngel21 answers · 44 citations · 6 models
vendor site · Default13 answers · 25 citations · 5 models
vendor site · Chili Piper13 answers · 14 citations · 6 models
12 answers · 13 citations · 3 models
vendor site · Zeeg12 answers · 12 citations · 4 models
vendor site · Traction Complete8 answers · 14 citations · 5 models
vendor site · Cognism8 answers · 8 citations · 4 models
7 answers · 18 citations · 4 models
vendor site · ZoomInfo7 answers · 10 citations · 3 models
vendor site · Improvado7 answers · 7 citations · 2 models
7 answers · 7 citations · 3 models
Pages the answers cite
The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.
13 answers · 4 models
11 answers · 3 models
11 answers · 4 models
9 answers · 3 models
7 answers · 4 models
7 answers · 2 models
7 answers · 2 models
6 answers · 3 models
6 answers · 3 models
6 answers · 3 models
Search against answers
Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best lead routing and management tool”, “lead routing and management tool”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
| Company and products | Share | Own site cited | Name searches, Google | AI search demand, est. | Organic visits | Paid search a month, est. | Google ads, last 30 days | Best Google position |
|---|---|---|---|---|---|---|---|---|
| LeanData leandata.com | 44% | 172 | 2,400 | 50 | 2,226 | 19 | 2 | |
| Zoho parent site Zoho CRM 16% | 16% | 331 | 49,500 | 660 | ||||
| Chili Piper chilipiper.com | 12% | 275 | 6,600 | 130 | 6,997 | $295 | 41 | |
| LeadAngel leadangel.com | 8% | 113 | 90 | 0 | 369 | 0 | 4 | |
| HubSpot parent site HubSpot CRM 8%, HubSpot Operations Hub 0%, HubSpot Sales Hub 0% | 8% | 687 | 368,000 | 9,776 | ||||
| Distribution Engine distributionengine.com | 4% | 48 | 50 | 89 | 1 | |||
| Traction Complete tractioncomplete.com | 4% | 53 | 390 | 8 | 344 | 18 | ||
| Freshsales freshworks.com | 4% | 138 | 1,600 | 38 | 111,586 | $14,486 | 113 | |
| RevenueHero revenuehero.io | 0% | 104 | 720 | 1 | 1,187 | 5 | ||
| Default default.com | 0% | 63 | 49,500 | 77,291 | 18,184 |
Google's top ten for the two searches hold 10 sites; 4 of them are among the sites the models cited here (croclub.com, leadangel.com, leandata.com, zeeg.me). The first result for “best lead routing and management tool” is croclub.com.
How they answered
Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.ShowHide
How they answered
Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHideModelDirect“What is the best lead routing and management tool for a mid-market B2B software company?”Paraphrase“Which lead assignment and lead-to-account matching tool would you recommend to a mid-sized B2B software company?”Comparative“What are the top lead routing and management tools and how do they differ?”Budget-constrained“What is the best lead routing and management tool for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a lead routing and management tool. What should we look at?”Negative“Which lead routing and management tools should I avoid or be cautious about?”
Claude Opus 5Chili PiperLeanDataChangedChili Piper, LeanDataZoho CRMagainst: Chili Piper, Default, Freshsales, LeadAngel, LeanData, Pipedrive, RevenueHerono first choiceagainst: Chili Piper, HubSpot Sales Hub, LeanData, Salesforce Lead Assignment Rules
Three alternatives
Default, LeanData, RevenueHeroFour alternatives
Chili Piper, LeadAngel, Salesforce Flow, Traction CompleteFive alternatives
Calendly Routing, Default, Distribution Engine, LeadAngel, RevenueHeroThree alternatives
Bitrix24, HubSpot Sales Hub, OnePageCRMClaude Opus 4.8LeanDataLeanDataHeldLeanDataagainst: Salesforce Lead Assignment RulesHubSpot CRMagainst: Pipedriveno first choiceagainst: A-Leads, LeanData, Traction Complete
Two alternatives
Chili Piper, HubSpot Sales HubFive alternatives
Chili Piper, Distribution Engine, Gradient Works, Openprise, ZoomInfo OperationsThree alternatives
Chili Piper, HubSpot Sales Hub, LeadAngelTwo alternatives
Bitrix24, Zoho CRMGPT-6 AstraLeanDataLeanDataHeldSalesforce Lead Assignment RulesZoho CRMagainst: HubSpot Sales Hubno first choiceagainst: Chili Piper, HubSpot Sales Hub, LeanData, Salesforce Lead Assignment Rules
Three alternatives
Chili Piper, HubSpot Operations Hub, RevenueHeroTwo alternatives
Chili Piper, LeadAngelSeven alternatives
Chili Piper, HubSpot Sales Hub, LeadAngel, LeadSquared, LeanData, RevenueHero, Zoho CRMOne alternative
FreshsalesFour alternatives
Chili Piper, LeadAngel, LeanData, RevenueHeroGPT-5.6 SolLeanDataLeanDataHeldagainst: Salesforce Lead Assignment RulesLeanDataagainst: Salesforce native toolsZoho CRMagainst: Chili Piper, HubSpot Sales HubDistribution Engine, LeanData, Traction Completeagainst: Chili Piper Distro, Distribution Engine, HubSpot Sales Hub, LeanData, Make, Salesforce Lead Assignment Rules, Zapier, ZoomInfo Operations
Two alternatives
Chili Piper, RevenueHeroTwo alternatives
Chili Piper Distro, Traction CompleteEight alternatives
Chili Piper, Default, Distribution Engine, HubSpot Sales Hub, LeadAngel, Openprise, RevenueHero, Traction CompleteTwo alternatives
Freshsales, PipedriveFive alternatives
Chili Piper, HubSpot Operations Hub, LeadAngel, RevenueHero, Salesforce Lead Assignment RulesGemini 3.1 ProChili Piper, LeanDataLeanDataChangedChili Piper, LeanDataagainst: Salesforce Lead Assignment RulesFreshsales, Zoho CRMagainst: HubSpot Sales Hub, LeanDataChili Piper, LeanDataagainst: Chili Piper, LeanData, ZoomInfo Operations
Two alternatives
Distribution Engine, HubSpot Sales HubFour alternatives
Chili Piper, Default, HubSpot Operations Hub, Traction CompleteThree alternatives
Breakout, Distribution Engine, HubSpot Sales HubFour alternatives
Calendly Routing, HubSpot CRM, Make, PipedriveSix alternatives
Breakout, Cal.com, Distribution Engine, Traction Complete, Zeeg, ZoomInfo OperationsPerplexity Sonar ProLeadAngelLeadAngelHeldagainst: HubSpot Sales Hub, monday CRMLeanDataHubSpot CRMno first choicenothing named
Two alternatives
HubSpot Operations Hub, LeanDataOne alternative
LeanDataFive alternatives
Chili Piper, HubSpot Sales Hub, Kubaru, LeadAngel, Salesforce Lead Assignment RulesThree alternatives
Distributely, LeadAngel, Zoho CRMBold is the first choiceAlternatives are counted; the count opens them.What the answer argued against
The record
One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency.
Thirty-six rows: every prompt, every model, every answer.
| Prompt | Model | Version string | Time (UTC) | Searched | Sources | Latency |
|---|---|---|---|---|---|---|
| Direct recommendation | Claude Opus 5 | claude-opus-5 | 2026-09-09 17:38 | yes | 33 | 439 s |
| Direct recommendation | Claude Opus 4.8 | claude-opus-4-8 | 2026-09-09 17:39 | yes | 31 | 47 s |
| Direct recommendation | GPT-6 Astra | gpt-6-astra | 2026-09-09 19:26 | yes | 5 | 26 s |
| Direct recommendation | GPT-5.6 Sol | gpt-5.6-sol | 2026-09-09 19:28 | yes | 3 | 30 s |
| Direct recommendation | Gemini 3.1 Pro | gemini-3.1-pro-preview | 2026-09-10 17:04 | yes | 9 | 33 s |
| Direct recommendation | Perplexity Sonar Pro | sonar-pro | 2026-09-09 17:39 | yes | 20 | 6 s |
| Paraphrase | Claude Opus 5 | claude-opus-5 | 2026-09-09 17:42 | yes | 36 | 75 s |
| Paraphrase | Claude Opus 4.8 | claude-opus-4-8 | 2026-09-09 17:44 | no | 0 | 20 s |
| Paraphrase | GPT-6 Astra | gpt-6-astra | 2026-09-09 19:29 | yes | 4 | 23 s |
| Paraphrase | GPT-5.6 Sol | gpt-5.6-sol | 2026-09-09 19:30 | yes | 5 | 49 s |
| Paraphrase | Gemini 3.1 Pro | gemini-3.1-pro-preview | 2026-09-10 17:06 | yes | 8 | 39 s |
| Paraphrase | Perplexity Sonar Pro | sonar-pro | 2026-09-09 17:44 | yes | 20 | 5 s |
| Comparative | Claude Opus 5 | claude-opus-5 | 2026-09-09 17:50 | yes | 30 | 153 s |
| Comparative | Claude Opus 4.8 | claude-opus-4-8 | 2026-09-09 17:56 | yes | 41 | 58 s |
| Comparative | GPT-6 Astra | gpt-6-astra | 2026-09-09 19:32 | yes | 8 | 41 s |
| Comparative | GPT-5.6 Sol | gpt-5.6-sol | 2026-09-09 19:35 | yes | 9 | 78 s |
| Comparative | Gemini 3.1 Pro | gemini-3.1-pro-preview | 2026-09-10 17:08 | yes | 2 | 28 s |
| Comparative | Perplexity Sonar Pro | sonar-pro | 2026-09-09 17:57 | yes | 20 | 10 s |
| Budget constrained | Claude Opus 5 | claude-opus-5 | 2026-09-09 17:59 | yes | 23 | 46 s |
| Budget constrained | Claude Opus 4.8 | claude-opus-4-8 | 2026-09-09 18:02 | yes | 23 | 49 s |
| Budget constrained | GPT-6 Astra | gpt-6-astra | 2026-09-09 19:36 | yes | 6 | 31 s |
| Budget constrained | GPT-5.6 Sol | gpt-5.6-sol | 2026-09-09 19:37 | yes | 5 | 27 s |
| Budget constrained | Gemini 3.1 Pro | gemini-3.1-pro-preview | 2026-09-10 17:09 | no | 0 | 26 s |
| Budget constrained | Perplexity Sonar Pro | sonar-pro | 2026-09-09 18:02 | yes | 17 | 7 s |
| Scale constrained | Claude Opus 5 | claude-opus-5 | 2026-09-09 18:05 | yes | 37 | 65 s |
| Scale constrained | Claude Opus 4.8 | claude-opus-4-8 | 2026-09-09 18:06 | no | 0 | 26 s |
| Scale constrained | GPT-6 Astra | gpt-6-astra | 2026-09-09 19:38 | yes | 5 | 32 s |
| Scale constrained | GPT-5.6 Sol | gpt-5.6-sol | 2026-09-09 19:41 | yes | 8 | 56 s |
| Scale constrained | Gemini 3.1 Pro | gemini-3.1-pro-preview | 2026-09-10 17:12 | yes | 4 | 102 s |
| Scale constrained | Perplexity Sonar Pro | sonar-pro | 2026-09-09 18:06 | yes | 20 | 11 s |
| Negative framing | Claude Opus 5 | claude-opus-5 | 2026-09-09 18:09 | yes | 42 | 63 s |
| Negative framing | Claude Opus 4.8 | claude-opus-4-8 | 2026-09-09 18:20 | yes | 35 | 82 s |
| Negative framing | GPT-6 Astra | gpt-6-astra | 2026-09-09 19:42 | yes | 5 | 32 s |
| Negative framing | GPT-5.6 Sol | gpt-5.6-sol | 2026-09-09 19:44 | yes | 7 | 44 s |
| Negative framing | Gemini 3.1 Pro | gemini-3.1-pro-preview | 2026-09-10 17:14 | yes | 16 | 45 s |
| Negative framing | Perplexity Sonar Pro | sonar-pro | 2026-09-09 18:20 | yes | 20 | 7 s |
Normalization in this category
Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.
ShowHide
Category-scoped readings
Avoma read as Avoma Scheduler
Calendly read as Calendly Routing
Calendly Teams read as Calendly Routing
HubSpot read as HubSpot Sales Hub
HubSpot (Sales & Marketing Hub) read as HubSpot Sales Hub
HubSpot (Sales Hub & Marketing Hub) read as HubSpot Sales Hub
HubSpot's free tier read as HubSpot Sales Hub
Native Salesforce read as Salesforce Lead Assignment Rules
Salesforce read as Salesforce Lead Assignment Rules
Salesforce (Omni-Channel & Flow Builder) read as Salesforce Lead Assignment Rules
Unresolved, counted raw
Salesforce native tools
Discontinued, still offered
No shut-down product was recommended here.