Align.ly Lead-to-Account Matching, Lead Routing, and Lead Auto-Conversion

Great Tool, Greater Onboarding

We had a great experience with Align.ly and Andrew. We've successfully transitioned to a contacts and accounts only data model thanks to Align.ly. Andrew took the time to explain the tool in depth, get into the specifics of our use case, help us implement it and has been extremely responsive throughout the process.

great product & great company

Easy to install, intuitive and if you run into issues, support is fantastic. Thanks Andrew!

Salesforce Native Lead-to-Account Matching Made Easy!

Align.ly Lead-to-Account is super intuitive and makes it easy to bridge the gap between Leads and Contacts in Salesforce by matching incoming Leads to Accounts in real-time and routing them to the right owner. This makes it easy to see when and how you’re attracting new individuals within your target account profiles or ICP. It also eliminates the constant errors associated with manual lead conversion, giving your customer-facing teams time back in their days and reducing duplicates.

Excellent product and support

The tool is easy to use, affordable and you can customise the settings as you like. In addition to the L2A matching and auto-converting, you can utilise the connection between the leads and matched accounts for so many other use cases too which makes it even better. The founder, Andrew, was very helpful and took the time to answer all my questions and to help with installing and getting the most out of the product. Highly recommend this tool!

Worth the money

Align.ly is the perfect answer to the problem we had with populating account information on leads. Align.ly has a very accurate match rate with an affordable price. The setup was easy and fast with the training material provided. Now we have the account information populated in the lead without any manual updating. The tool also provides ways to adjust data for matching as we clean the accounts and contacts. Would highly recommend!

Excellent Lead-to-Account Matching Solution

This product solved one of Salesforce's most glaring issues easily for our company. After a simple setup process, Align.ly allowed us to easily view the connection between existing leads and their corresponding accounts without having to convert our leads to contacts. This product also allowed us to see leads that should have been customer contacts and easily convert them on a mass scale. The ability to run scheduled or one-off scans and conversions is also extremely valuable. Support is always quick to respond and extremely accommodating. Great value for the price in comparison with the competitors. We would definitely recommend this product.

Really good and flexible

The support team is great, which makes this tool even better than it already is. It's super simple and easy to use, and the built-in reports work well so I don't have to create things from scratch. It's an easy plug-and-play. The cost is reasonable, particularly for small startups like ours.

Top-Notch Lead-to-Account Matching Tool

Product is awesome! I trialed a few products out there and Alignly was by far the most uncomplicated and easiest to manage of the bunch. I needed to solve for one solution: match all leads to their respective accounts so I can get a complete picture of the entire sales funnel from the account level, and Alignly helped me do that in no time. This is also a very affordable product and could not be beat compared with its competitors (it's perfect for smaller startups like the org I'm at where we're just beginning to implement tools and processes to improve data integrity). Also, the founder is so helpful -- even helped me set up the product correctly via Zoom! Thanks Alignly for quickly solving a massive pain point for my org!

Innovative and well-built solution

I discovered Align.ly in my previous role while desperately trying to solve a challenge we had for a long time, which was matching Leads to Accounts intelligently. There are solutions that help with this, but they're expensive and rely on APIs and data syncs, and frankly leaves SMB companies especially paying too much for functionality they don't need and probably won't (or can't) effectively use. Align.ly uses a unique and cool framework to dynamically relate Leads to Accounts in a way that is actually, truly native to Salesforce, and provides plenty of front-end configuration to ensure this association is running when and how you want. The founder was very proactive in showing how the product and talking through how it works and can be used, and even walked us through the first few steps to get the matching set up how we needed. This solution helped us tremendously in solving a painpoint we struggled with for a long time at a reasonable cost and included support that was very accessible. I highly recommend.