GTM AI Index
September 2026 Edition, expanded tier · The six flagship models on every category, as published September 9, 2026. The public index runs on the standard tier; this record is what the Expanded Edition Pack delivers on one category. The category page →
Index Sales September 2026 Edition

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. 57 first choices recorded across the direct, paraphrase, budget and scale prompts, six models each.
Standing
Contested
32% of first choices, contested.

01The 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 rateLabelsQuadrant
01LeadAngel32%5%38endorsed leader
02LeanData21%20%55accepted challenger
03Chili Piper11%22%46accepted challenger
04HubSpot Sales Hub5%25%32criticized challenger
05Zoho CRM5%7%14accepted challenger
06Distribution Engine4%0%18accepted challenger
07Distributely4%0%10accepted challenger
08Default2%13%23accepted challenger
Show the six products at 0%, ordered by negative rate
14Salesforce Lead Assignment Rules0%36%11criticized challenger
13Pipedrive0%36%14criticized challenger
12Freshsales0%10%10accepted challenger
10RevenueHero0%8%24accepted challenger
09Kubaru0%0%22accepted challenger
11Traction Complete0%0%10accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

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
07
08
09
10
11
12
13
14
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative50%
Key
01LeadAngel32%
02LeanData21%
03Chili Piper11%
04HubSpot Sales Hub5%
05Zoho CRM5%
06Distribution Engine4%
07Distributely4%
08Default2%
09Kubaru0%
10RevenueHero0%
11Traction Complete0%
12Freshsales0%
13Pipedrive0%
14Salesforce Lead Assignment Rules0%

02What they warned about

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.
Chili Piper
22%
10 of 46 labels negative · 8 of 6 models · 6 hard negative
“full Chili Piper suites can be incredibly frustrating, as they often require five-figure annual contracts” Gemini 3.5 Flash, budget prompt
LeanData
20%
11 of 55 labels negative · 7 of 6 models · 4 hard negative
“here are the lead routing and management tools you should avoid or be cautious about... **LeanData** **Common Issues:** - **Complex interface**” GLM 4.7 FlashX, negative prompt
HubSpot Sales Hub
25%
8 of 32 labels negative · 5 of 6 models
“Stay Native (HubSpot/Pipedrive) only if your lead volume is moderate ... many mid-sized teams eventually outgrow this” Qwen 3.7 Flash, paraphrase prompt
Pipedrive
36%
5 of 14 labels negative · 5 of 6 models
“Stay Native (HubSpot/Pipedrive) only if your lead volume is moderate and your routing logic is simple” Qwen 3.7 Flash, paraphrase prompt

03What they cite

Citations exist only for the models that return a source list: four of the six in this edition.

Sites the answers cite

21 of 72 answers in this category came back with a source list, from 4 of 6 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 188 links across 76 sites, every framing counted. Ranked by the number of answers carrying the site or page. The other 2 models searched through a gateway that returned no source list on this edition.

vendor site · LeadAngel9 answers · 14 citations · 2 models
6 answers · 6 citations · 2 models
vendor site · Guideflow6 answers · 6 citations · 2 models
vendor site · Improvado5 answers · 6 citations · 2 models
5 answers · 6 citations · 2 models
5 answers · 5 citations · 2 models
vendor site · Default5 answers · 5 citations · 2 models
5 answers · 5 citations · 2 models
vendor site · LeanData4 answers · 5 citations · 3 models
vendor site · Salesforce4 answers · 5 citations · 3 models
vendor site · Cal.com4 answers · 4 citations · 2 models
4 answers · 4 citations · 2 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.

04How 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.
ModelDirect“What is the best lead routing and management tool for a mid-market B2B company?”Paraphrase“Which lead assignment and lead-to-account matching tool would you recommend to a mid-sized B2B 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 5no first choiceno first choiceno first choiceno first choiceno first choicenothing named
Claude Opus 4.8no first choiceno first choiceno first choiceno first choiceno first choicenothing named
GPT-6 Astrano first choiceno first choiceno first choiceno first choiceno first choicenothing named
GPT-5.6 Solno first choiceno first choiceno first choiceno first choiceno first choicenothing named
Gemini 3.1 Prono first choiceno first choiceno first choiceno first choiceno first choicenothing named
Perplexity Sonar Prono first choiceno first choiceno first choiceno first choiceno first choicenothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Zero rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
HubSpot read as HubSpot Sales Hub
HubSpot (Free or Starter) read as HubSpot Sales Hub
HubSpot (Native) read as HubSpot Sales Hub
HubSpot (native workflows) read as HubSpot Sales Hub
HubSpot (native) read as HubSpot Sales Hub
HubSpot Native read as HubSpot Sales Hub
Salesforce read as Salesforce Lead Assignment Rules
Salesforce (Einstein) read as Salesforce Lead Assignment Rules
Salesforce (native Flows/Queues) read as Salesforce Lead Assignment Rules
Zoho read as Zoho CRM
Unresolved, counted raw
Astreaux
AutoMate
Calendly Routing
Constructlead
Default.com
EngageBay CRM
HubSpot native matching
LEAD LYNX
LeadByte
LeadConnect
LeadMove
LeadRocks
Leadflow
LeadsPedia
Market Leader
Monday.com Sales CRM
Networx
Orbit AI
ReachForce
Replicant
RoundRobin.io
Salesforce Active Assignment Rules
Salesforce Lead Management
Salesforce native matching
Salesforce-native tools
Surface
iSpeedToLead/DealSpeed
Discontinued, still offered
No shut-down product was recommended here.
← Sales roomsScheduling →