Lean Layer Reviews & Provider Details

Don’t overthink it, just take action, and your business will benefit in the long run. Aka "Just Do It". Review collected by and hosted on G2.com.

Working with the team on our migration from Intercom to HubSpot has been an excellent experience. They have been consistently responsive, making sure that our questions and requests were always addressed quickly and thoroughly. The entire process felt organized and structured, which gave us confidence at every stage of the transition.

Communication was always smooth, the team made it easy to share updates, clarify details, and align expectations. A special mention goes to Phyllis, who has been an outstanding point of contact. She not only guided us with professionalism and patience but also went above and beyond to ensure everything stayed on track. Her support has been invaluable, and we truly believe she deserves recognition, and a raise!

Overall, this has been a great experience, and we’re very grateful for the team’s hard work and commitment. Review collected by and hosted on G2.com.

Leanlayer have helped us with a complete re-organization of Hubspot as well as helping build an intelligent outbound system for our sales team. Through this project we have gone from not trusting our Hubspot at all to having intelligent data on where each company is up to in the lifecycle as well as how we are targeting companies and prospects from our ICP with an intelligent sequence based outbound process involving Orum and Apollo. Review collected by and hosted on G2.com.

We’ve seen measurable improvements in our pipeline health and sales productivity. Our team is spending less time troubleshooting systems and more time selling. We now have dashboards and reports that actually reflect the metrics we care about, and it’s easier to identify bottlenecks or opportunities in our sales process and truly go after ICP fits and create actionable insights and strategies to get more sales done. Review collected by and hosted on G2.com.

LeanLayer has helped us untangle several complex RevOps challenges, especially around sales process optimization and CRM architecture. As a small RevOps team we needed to build and architect our systems to give the Sales/Marketing teams exactly what they need, and it was difficult to get actionable data out of our systems in it's current state. LeanLayer stepped in and implemented scalable processes, cleaned up our lead and account data, and rebuilt critical automation. The result has been clearer reporting, better forecasting, and more time for our team to focus on growth instead of admin work. Review collected by and hosted on G2.com.

If you’re looking for a partner who can operate with minimal oversight, take full ownership of complex projects, and truly understand your business needs — Lean Layer is it. They’re not just executors; they’re thoughtful collaborators who anticipate challenges, adapt quickly, and consistently deliver high-quality work. I’d highly recommend them to any team needing extra horsepower in systems, process design, or operational support. Review collected by and hosted on G2.com.

Lean Layer has been an incredibly valuable partner in helping us stand up system-specific compensation requirements. Beyond that, they’ve played a key role in supporting major process changes—working across multiple stakeholder groups with limited direction while still ensuring timely, accurate delivery. Their team brings deep systems expertise, particularly in Salesforce (SFDC), where they’ve acted as an extension of our internal resources by implementing new workflows, automations, and other enhancements. Their ability to navigate complexity and drive end-to-end execution has made a clear, measurable impact. Review collected by and hosted on G2.com.

Honestly, very little. If anything, the bar they’ve set for consultative engagement is so high that it makes me wish we could apply their approach even more broadly. The challenge is less about Lean Layer and more about how to maximize the benefit of their involvement across every part of our business. Review collected by and hosted on G2.com.

Lean Layer has helped us align and operationalize our revenue organization. Michael, our project lead, has been able to step in seamlessly, bringing clarity and structure across multiple functions. This has allowed us to execute more efficiently, improve collaboration between leadership and individual contributors, and ensure we’re set up for scale. Review collected by and hosted on G2.com.

Sign the contract - you'll be grateful you did!

They dove in quickly to our many challenges and haven't let off the gas. Review collected by and hosted on G2.com.

Lean Layer has truly transformed how we handle our Rev Ops. They started by cleaning up our CRM data, which has made a huge difference in keeping everything accurate and reliable. Their work on building detailed reports has also given our team a clear view of performance trends, making decision-making a lot more straightforward.

On top of that, Lean Layer built some smart account and contact scoring models that have really sharpened our targeting and engagement efforts. They even set up essential automation functions that cut down on manual work and boosted our overall efficiency.

In short, Lean Layer’s hands-on, expert approach didn’t just solve our data and automation challenges—it paved the way for smarter, more streamlined operations. Their contributions have brought much-needed clarity and strategic insight to our business, and I couldn’t be happier with the impact they’ve made. Review collected by and hosted on G2.com.

Lean Layer helped us clean up our HubSpot database, improving the overall quality of our marketing contacts. By refining our lists and removing outdated or irrelevant entries, they enabled us to focus on high-value prospects, which in turn lowered our costs and increased the efficiency of our campaigns. They also built targeted segments that made it easier to tailor and optimize our email sends. Lauren and Sydney were both so lovely to work with, they are always readily available to answer any questions that come up in a very timely manner! Review collected by and hosted on G2.com.

If you are looking for ways to create efficiency and repeatability leveraging data - I can not recommend LL enough. Review collected by and hosted on G2.com.

Allowing us to make decisions based on our data to drive our business forward. Review collected by and hosted on G2.com.

Phllis from Lean Layer became an invaluable resource for us when our Salesforce team was short-staffed. She actively contributed to our sprint planning and provided hands-on support across multiple areas of Salesforce — including consolidating PS Opportunities, setting up opportunity automations, and assisting with ARR calculations. Her proactive approach and technical expertise made a significant impact on our team's success. Review collected by and hosted on G2.com.

If your organization manages complex renewals or has unique Salesforce workflows, Lean Layer can significantly reduce manual effort and improve data quality. Invest time upfront to define your renewal stages, contract types, and field requirements. Collaborate closely with the Lean Layer team to customize the solution to your needs, and leverage sandbox testing to validate workflows before going live. Ensure your team is trained on any new processes, especially around opportunity ownership and reporting impacts. Overall, Lean Layer is well-suited for teams seeking to automate and optimize revenue operations in Salesforce. Review collected by and hosted on G2.com.

Lean Layer is addressing the complexity and manual effort involved in managing contract renewals, opportunity workflows, and logging customer engagements in Salesforce. By automating the creation of opportunities, aligning contract dates, and ensuring data consistency, Lean Layer minimizes repetitive administrative work and reduces the risk of errors. These types of automation allow our team to focus on higher-value tasks, improve forecasting accuracy, and ensure that reporting reflects the true pipeline and opportunities status. Lean Layer tailors workflows and best practices, helping to customize our Salesforce instance to our specific business needs. Review collected by and hosted on G2.com.