Latka logo

Top 195 Lead-to-Account Matching and Routing Software SaaS Companies in May 2026

As of May 2026, there are 195 SaaS companies in Lead-to-Account Matching and Routing Software. They have combined revenues of $1.1B and employ 6.3K people. They have raised $545.5M and serve 410.6K customers combined.

Lead-to-Account Matching and Routing Software is designed to connect incoming leads from various sources—such as web forms, email inquiries, and events—to the appropriate accounts within a Customer Relationship Management (CRM) system. This software automates the process of matching leads to existing accounts, ensuring that sales teams can engage with leads effectively and efficiently. The routing feature further enhances this process by assigning leads to the right sales representatives based on predetermined rules, such as territory, ownership, or lead attributes. Typical use cases include improving lead conversion rates, enhancing sales team efficiency, and providing a seamless workflow for managing incoming leads. Features often include automatic lead assignment, data enrichment, reporting capabilities, and integrations with other sales and marketing tools. Common buyer personas for this software include sales operations professionals, marketing teams, and business development representatives, all of whom seek to optimize their lead management processes and improve overall sales performance.

Companies
195
Revenue
$1.1B
Funding
$545.5M
Employees
6.3K

Filters

Sorting: Highest -> Lowest

Filters

Top Lead-to-Account Matching and Routing Software Companies

Showing 10 of 94 companies ranked by annual revenue.

1
Lead Onion

Portstewart, Northern Ireland, United Kingdom

Find in-market accounts at every buyer journey stage. By capturing buyer research signals across 20 distinct sources, Lead Onion gives you market-leading coverage and intelligence on your target audience. With built-in AI and sales tools, it ensures your outreach succeeds by connecting you with companies precisely when they need you.

Revenue
$1M
Customers
-
Year founded
2020
Funding
-
Team size
11
Growth
-
2
Bookyourdata

New York, NY, United States

Bookyourdata, ranked #1 by G2, is transforming B2B data sales intelligence, trusted by 20,000+ users, including industry leaders like Oracle, Carlisle, Allianz, Ranstad, Manpower, Harvard, McKinsey, McLaren and SpaceX. Our platform offers unparalleled accuracy and global reach, providing access to over 500 million verified B2B profiles across 200+ countries. We're dedicated to delivering laser-targeted, real-time verified leads, ensuring you pay only for quality results. Our unique job categorization unveils untapped contacts, granting exclusive access to strategic leads. With a commitment to innovation, our Pay-As-You-Go model eliminates subscriptions, offering tiered pricing and non-expiring credits for maximum flexibility and value. Join businesses worldwide in leveraging Bookyourdata for enhanced outreach, precision targeting, and transformative growth.

Revenue
$1M
Customers
-
Year founded
2015
Funding
-
Team size
8
Growth
-
3
Namecard.ai

, United States

AI-powered business matchmaking

Revenue
$1M
Customers
-
Year founded
2020
Funding
-
Team size
5
Growth
-
4
CallerReady

Pittsburgh, Pennsylvania, United States

Founded in 2010, headquartered in Pittsburgh, Pennsylvania CALLERREADY IS THE GO-TO PLATFORM FOR MARKETERS LOOKING TO SCALE THEIR BUSINESSES WITH MORE MOBILE CONVERSATIONS We help businesses grow by connecting their sales people with prospects faster and more efficiently. Best in class reporting, attribution, and data sharing are a key part of our technology solution which provides meaningful data for marketers with multiple levels of granularity. Large and small agencies and businesses across a number of verticals love the results we deliver with increases in their lead-to-call connection rates typically in the range of 25% to 100%. “Caller Ready has automated lots of the manual work and allowed me to take my business to the next level.” Come join us!

Revenue
$1M
Customers
-
Year founded
2010
Funding
-
Team size
5
Growth
-
5
Infer

San Mateo, California, United States

Personalized AI Voice Agents for lead qualification for insurance &…

Revenue
$1M
Customers
-
Year founded
2021
Funding
-
Team size
6
Growth
-
6
Findr

United States

Findr - The marketplace for decision-makers. 9x faster than traditional methods, Findr reduces the time and money spent securing that all-important Discovery call with a vetted decision-maker at a target business. 🏁 Get started in minutes - Directly access vetted decision-makers 🤝 Get matchmaking - Browse profiles of fellow decision-makers 📞 Hold discovery calls - Request a Discovery call when you spot a match Sector and size agnostic, we’re helping 500+ decision-makers, from startups to enterprises including Mastercard, Uber and Experian, reach their target decision-makers. Don’t just take our word for it, here’s what our members have said: 🔶 Blink Payment - "We’d been trying to contact a company for weeks and weeks. Once they were on Findr we spoke with the right team in a day.” 🔶 Deliveroo - "Findr helps us to discover and engage with a diverse range of businesses seeking to develop new and innovative partnerships." 🔶 eToro - "Having direct access to key decision makers within global businesses across a range of industries allows us to explore new, innovative opportunities at a much faster pace."

Revenue
$990K
Customers
-
Year founded
2020
Funding
-
Team size
9
Growth
-
7
Phonesites

Plano, Texas, United States

Phonesites helps small businesses turn visitors into leads. Easily build landing pages from your phone and let our AI do all the writing. The best part about Phonesites is our service. We are SAAS (service and a software) who believe our users come first.

Revenue
$990K
Customers
-
Year founded
2018
Funding
-
Team size
9
Growth
-
8
Marketing Copilot ®

Barrie, Ontario, Canada

Marketing CoPilot ® builds marketing sales funnels that help companies find customers and keep customers. Our proven methodology improves demand generation, resulting in qualified leads for your sales team. Companies that implement our program have reduced their cost of lead acquisition, improved the quality of their leads, and increased revenue. We have worked with over 200 companies in the B2B technology and manufacturing sector. In today’s cluttered and confusing online environment, we can de-clutter your content strategy and get you on track to better sales results. Your website and web presence should be helping, not hurting your lead generation efforts.

Revenue
$990K
Customers
-
Year founded
2006
Funding
-
Team size
9
Growth
-
9
Generect

Kyiv, Kyiv, Ukraine

Helping businesses find their ideal customers with validated emails. We have 0 leads in our database, meaning each request is real-time. You don't have to connect your social accounts or install extensions to scrape the data - our tool does this for you.

Revenue
$900K
Customers
-
Year founded
2022
Funding
-
Team size
6
Growth
-
10
UltraRev

Anaheim, California, United States

Ultrarev automates growth by finding new customers looking to buy right now. Growth and Sales teams at B2B companies use our product to generate more revenue with fewer employees.

Revenue
$900K
Customers
-
Year founded
2021
Funding
-
Team size
6
Growth
-

Inclusion Criteria

- Software must automatically match incoming leads to existing account records in a CRM system. - Must provide rules for lead routing based on territory, ownership, or specific attributes. - Should include integration capabilities with other CRM or sales tools. - Must provide reporting features to analyze lead matching and routing effectiveness. - Not just a lead capture tool; must also include lead assignment and routing functionalities.

Lead-to-Account Matching and Routing Software SaaS Companies | GetLatka