AI Indexes
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 · first-choice share
26%
Contested · LeanData 21%
26LeadAngel21LeanData14Zoho CRM39others

26% of first choices, contested.

Since September 2026=heldSince September 2026: 32% → 31%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.LeadAngel held the lead, ±0 points on 32%, inside the 12-point floor.

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
01LeadAngel26%3%29accepted challenger=heldSince September 2026: 32% → 31%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.32% → 31%
02LeanData21%32%53criticized challenger▼−3Since September 2026: 21% → 18%, −3 points. Inside the 12-point floor: within noise. Read over the models both editions asked.21% → 18%
03Zoho CRM14%6%16accepted challenger▲+8Since September 2026: 5% → 13%, +8 points. Inside the 12-point floor: within noise. Read over the models both editions asked.5% → 13%
04HubSpot Sales Hub9%7%29accepted challenger▲+4Since September 2026: 5% → 9%, +4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.5% → 9%
05Chili Piper5%24%42accepted challenger▼−4Since September 2026: 11% → 7%, −4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.11% → 7%
06RevenueHero4%0%15accepted challenger▲+2Since September 2026: 0% → 2%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 2%
07Default2%0%16accepted challenger▼−2Since September 2026: 2% → 0%, −2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 0%
08Salesforce Lead Assignment Rules2%43%14criticized challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 0%
Show the three products at 0%, ordered by negative rate
11Pipedrive0%27%11criticized challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 0%
09Kubaru0%0%18accepted challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 0%
10Distribution Engine0%0%11accepted challenger▼−4Since September 2026: 4% → 0%, −4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.4% → 0%

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 is noise, and both are shown. 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

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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01LeadAngel26%
02LeanData21%
03Zoho CRM14%
04HubSpot Sales Hub9%
05Chili Piper5%
06RevenueHero4%
07Default2%
08Salesforce Lead Assignment Rules2%
09Kubaru0%
10Distribution Engine0%
11Pipedrive0%

What 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.
LeanData
32%
17 of 53 labels negative · 10 of 6 models · 1 hard negative
“**Avoid LeanData** for now unless you are already approaching enterprise scale; its high cost and implementation time are generally unnecessary” Qwen 3.7 Flash, paraphrase prompt
Chili Piper
24%
10 of 42 labels negative · 7 of 6 models · 1 hard negative
“Volume-based platform fees scale sharply with inbound volume... full Chili Piper suites can be incredibly frustrating, as they often require five-figure annual contracts” Muse Glimmer 30B, negative prompt
Salesforce Lead Assignment Rules
43%
6 of 14 labels negative · 6 of 6 models
“Your CRM’s native routing (like Salesforce Assignment Rules or HubSpot Workflows) distributes leads sequentially but lacks the intelligence required for a scale-up.” Gemini 3.5 Flash, scale prompt
A-Leads
100%
4 of 4 labels negative · 4 of 6 models · 4 hard negative
“The platform failed to deliver on promises of enriching prospect databases due to poor data quality and inaccurate claims” Claude Haiku 4.5, negative prompt

What they cite

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

Sites the answers cite

78 of 84 answers in this category came back with a source list, from 14 of 6 models: citations where the model returns them, or the search results it consulted. 1068 links across 204 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 · Guideflow33 answers · 33 citations · 12 models
vendor site · LeadAngel31 answers · 57 citations · 11 models
vendor site · LeanData29 answers · 47 citations · 10 models
vendor site · Prospeo29 answers · 36 citations · 10 models
vendor site · ZoomInfo28 answers · 39 citations · 11 models
27 answers · 33 citations · 10 models
vendor site · HubSpot26 answers · 34 citations · 11 models
vendor site · Wonderchat25 answers · 30 citations · 11 models
vendor site · Default24 answers · 31 citations · 12 models
vendor site · MarketBetter22 answers · 25 citations · 10 models
vendor site · Cleverly22 answers · 22 citations · 11 models
vendor site · Avoma21 answers · 26 citations · 10 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.

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 productsShareOwn site citedName searches, GoogleAI search demand, est.Organic visitsPaid search a month, est.Google ads, last 30 daysBest Google position
LeadAngel leadangel.com26%9390036904
LeanData leandata.com21%1582,400502,226192
HubSpot parent site
HubSpot Sales Hub 9%, HubSpot CRM 9%, HubSpot Operations Hub 0%
18%693368,0009,776
Zoho parent site
Zoho CRM 14%
14%33249,500660
Chili Piper chilipiper.com5%2326,6001306,997$29541
RevenueHero revenuehero.io4%6772011,1875
Salesforce parent site
Salesforce Lead Assignment Rules 2%, Salesforce Native 2%, Salesforce Sales Cloud 0%
4%275550,00060,632
Default default.com2%4749,50077,29118,184
Zoho bigin.com
Bigin by Zoho 2%
2%56210331,9800
Bitrix24 bitrix24.com2%375,4009069,160104

Google's top ten for the two searches hold 10 sites; 4 of them are among the sites the models cited here (avoma.com, cleverly.co, leadangel.com, leandata.com). 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.
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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

The 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.

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Category-scoped readings
Avoma read as Avoma Scheduler
Calendly read as Calendly Routing
HubSpot read as HubSpot Sales Hub
HubSpot (Native Workflows) read as HubSpot Sales Hub
Monday Sales CRM read as monday CRM
Monday.com Sales CRM read as monday CRM
Salesforce read as Salesforce Lead Assignment Rules
Salesforce (Native) read as Salesforce Lead Assignment Rules
Salesforce Assignment Rules read as Salesforce Lead Assignment Rules
Zoho read as Zoho CRM
Unresolved, counted raw
6degrees
AutoRABIT
Bluebird (formerly LeadAssign)
EnforcedFlow
Freshsales Suite
HubSpot Lead Rotation
HubSpot Lead Routing
HubSpot native matching
HubSpot routing module
HubSpot's built-in routing
Junction (formerly Junction.io)
LeadConnector
Leads 365
ManyReach
Microsoft Dynamics 365 assignment rules
Native CRM routing
Native Salesforce features such as Assignment Rules, Omni-Channel, and Flow
Network-Leads.com
Pipedrive Lead Routing
RoundRobin
Salesforce Lead Routing
Salesforce LeadScore (by Seismic)
Salesforce Native Lead Assignment
Salesforce-native routing
SeamlessChat
Trade Flow Leads
Vedain
WorQ
Zams
Zapier-based workarounds
ZingSoft
Zoho CRM Free Tier
Zoho's free edition
ZoomInfo Lead-to-Account Matching & Routing
iSpeedToLead / DealSpeed
Discontinued, still offered
No shut-down product was recommended here.
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