Leadbeam - AI-powered Field Sales Software

More doors. More deals. Less grind.

“Leadbeam has been great and exceeded all expectations on my end. To have a tool and a partner that salespeople embrace is rare”

David Strauss

Senior Vice President of Sales, SumUp

"This tool is seriously sick. It's already giving me 6 to 10 hours a week back to prospect more creatively."

Leo Nolan

Field Representative , Square

"Leadbeam eliminated our end-of-day admin. Reps create a lead on the spot via voice or photo and it syncs to Salesforce instantly."

Andreas Matsakis

Sales Manager, Otter

Already running on top of your CRM

More Data

25%

More Revenue

Hours saved/week

Smartphone screen showing a map with locations marked and details about Parker & Quinn, a bars and restaurants place 2.5 miles away with a traffic increase of 40%, and options to add to CRM or route.

ATLAS • Territory Intelligence

See every deal already in your territory

Atlas maps 30M+ businesses across your territory with deeply enriched data. Your next deal is already out there. Atlas surfaces it before your competitor walks in.

Business listing for Limestone Cove Market, a Mexican restaurant with a 4.5 rating from 67 reviews, open now, open 7 days a week, with a phone number and address in Roan Mountain, TN.

ATLAS • Lead Scoring

Know which doors are worth knocking

Atlas scores every business on 30+ signals from intent, technographic fit, historical win-propensity. Your reps spend time where it actually converts.

Smartphone screen showing a chatbot interface titled 'ASK BEAMLY' with messages asking about action items and created activities.

BEAMLY • Rep Companion

Walk in like you have been their rep all along

Ask Beamly anything - an account or your day. It pulls from the web, your CRM, and your team's knowledge, synthesizes it, and briefs you before you walk in.

Dashboard showing estimated drive time 1h 14m, leads hit today 22, total opportunities $14,240, and a timeline with locations and times from 9:00 AM to 10:05 AM, including Current Location at 38 W 31st St, New York, Gregory's coffee, Jeong Yuk Jeom, and MikeWorldWide.

COMPASS • Smart Routing

Drive to the deal, not just the distance

Compass converts your day plan into one actionable route, every stop in right order. Re-optimizes mid-day when a meeting runs long or a new one lands.

A digital contact card for Jason Martha, Senior Sales Manager at Ray Systems, showing phone number, email, address, follow-up date, task details, and synced with Salesforce, surrounded by icons for voice, location, text notes, and a photo of a business card.

PULSE • Field Logging

Log everything in under 12 seconds

Drop a voice note or a photo. Leadbeam writes the visit log, updates contacts, schedules the next step, and maps it all to the right CRM fields.

Close-up of a smartphone screen showing an app called Ask Beamly with a welcome message and example questions for the virtual assistant.

STUDIO • Command Center

Live Field Insights for Sales Leaders

Get real-time visibility into field activities, territory coverage, and rep performance—so you can adjust resources and forecast with confidence.

Leadbeam sales dashboard on a laptop screen showing Chicago territory map with colored account markers and statistics including $260k pipeline and AI rebalance option.

Blue rounded square icon with a white speedometer or gauge symbol.

Live performance tracking

See who's winning, where, and why. Every rep's activity, meeting volume, and conversion live. Realtime pipeline and forecasts built from the field

White light bulb icon with a Y-shaped filament on a rounded blue square background.

Territory Intelligence

See every territory potential, every gap, every hot spot. Reallocate, expand, or justify the next headcount with real data.

White clipboard icon with text lines on a rounded blue square background.

Team Signals

Studio surfaces the invisible patterns, reps skipping warm leads, accounts going quiet, deal stages stalling, notes thinning out.

Rep & Manager Scorecards

Benchmark rep activity, meeting volume, and lead conversion rates—so managers can coach better, and reps can track their own performance.

Live performance tracking

See conversion rates, meeting volumes, and pipeline activity by rep, team, or region.

Dynamic resource planning

Reassign reps and adjust territories instantly based on performance and lead flow.

certifications & Compliance

Secure by Default

Leadbeam is engineered with the highest standards of data security and compliance, giving you complete control over your information. Our platform safeguards every interaction, ensuring your business data remains private, secure, and compliant with global regulations.

Your data is protected by the world's most rigorous information security standard.

Independently audited controls you can trust with your most sensitive business data.

Built for full European compliance — your data stays yours, always.

Testimonial

Smiling woman with curly brown hair wearing a black blazer in an indoor setting with blurred background.

“Leadbeam has been an incredibly useful tool for our sales organization. It has helped our field sales team become more efficient and provided valuable insights. Gabe has been a fantastic partner , responsive and creative in helping our team grow. Highly recommend checking out Leadbeam!”

Kate Nerenberg, SumUp

Director of Revenue Operations

Data Increase in CRM

With Leadbeam, SumUp sees 4x more activities logged in Salesforce

The Leadbeam Way VS The Old Way

Most sales tools were built to feed managers and dumped the work on reps. Leadbeam was built to free the rep, from the first door of the morning to the last follow-up of the night so your team can focus on building relationships that matter

The Old Way

Hunt for leads in spreadsheets/CRM

Build routes manually every morning

Skim LinkedIn, Google and CRM for context

Type notes into the CRM and update excels

Follow-ups fall through the cracks.

Managers chase reps for updates and deal statuses

The Leadbeam Way

Every business already scored and prioritized

Day routed around the accounts that matter

Every detail that matters synthesized

One voice note or one photo. Done

Follow-up email drafted, task created. No slip-ups

Live performance and forecasts, built from the field.

Glowing words from our customers

Discover how Leadbeam is transforming field sales for our customers. Learn how we help them find leads, capture more data, streamline workflows, and accelerate deal closures.

Best tool to improve productivity of your field sales and CRM's data hygiene. Leadbeam is simple to use and a game-changer for the field sales and implementation teams.

Benjamin M

Founder & CEO

Leadbeam is a game changer for logging activity fast. Voice-to-text lets me take notes after calls, and map search adds leads quickly. A must-have for outside sales teams.

Kevin Kelly

Account Executive

Leadbeam is a lifesaver for updating leads on the go—whether in the field or at a trade show. It saves so much time. The team is incredibly helpful and quick to make improvements too.

Annemarie Hovasse

Regional Sales Manager

It is beyond easy to add new leads with LeadBeam and keep track of my pipeline. I could not imagine being as effective as I am without LeadBeam!

Alexander Miranda

Outside Sales Account Executive

The people who are using Leadbeam are becoming a lot more efficient with their time. Leadbeam is a gamechanger for our team.

Michelle Czarneck

Head of Outside Sales

Leadbeam took the time to understand our needs and delivered a solution that streamlined our Salesforce data management and boosted our efficiency.

Justin Horvath

President/CEO

The easiest and fastest way to add leads to Salesforce. It used to take me an extra 2 hours once I was back home, but now leads are added as soon as I walk out of the business.

Santiago Barrios

Sales Team Lead

With Leadbeam's Google integration, I can pull all the info I need and update details effortlessly—it's like having a smart virtual assistant on the go. Fast and Convenient!

Lesley Spaczynska

Regional Sales Manager

The response and attention to user needs is exceptional. Leadbeam is truly here to create the best user experience. My daily needs are absolutely easier because of Leadbeam.

Tyler Norris

Outside Sales

Super responsive and makes work extremely easy. Leadbeam also saves me a ton of time and helps me get more done in a day!!! 

Joel

Account Executive

FAQ

Frequently Asked Questions

Get instant answers in our FAQ or connect with us via live chat! We're here to help.

Do you integrate with CRMs other than Salesforce & HubSpot?

Yes. Leadbeam integrates with Salesforce, HubSpot, Pipedrive, Zoho CRM, and Microsoft Dynamics 365.
Need something else? We can build custom CRM integrations within 24 hours.

Our CRM is customized. Can Leadbeam handle that?

Yes, we can customize our app to fit your specific workflow.

Are you a CRM replacement?

No, Leadbeam is a CRM companion. We integrate seamlessly into your existing CRM.

How much time can I save with Leadbeam?

On average, outside sales reps using Leadbeam save 5 hours a week, or 240 hours a year.

How do you help field sales reps plan their day?

Leadbeam maps out your daily leads and shows your optimal route. Prepare for meetings by quickly identifying nearby customers and case studies that you can reference.

The AI-Native Operating System for Field Teams

CRM updates in <30 Seconds.