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Mobile AI companion for field sales that works on top of your CRM
Updated
Leadbeam is an AI-powered mobile CRM companion for field sales teams. It works on top of your existing CRM rather than replacing it.
Reps choose targets from Atlas, get a briefing from Beamly, and follow a Compass route. After each visit they dictate a voice note or take a photo, and Pulse writes the visit log and updates the CRM. Sales leaders watch activity in Studio.
Leadbeam is built for outside sales teams that visit accounts in person, such as route sales, distribution and territory reps, and the managers who track their coverage.
Leadbeam does not list prices on its main page and links to a separate pricing page. A free trial is listed, and visitors can request a demo.
Qualified is a pipeline generation tool for website visitors and conversations. Nooks is an AI sales dialer for calling. Momentum captures conversation data into CRM, so these suit inside sales better than field visits.
Pricing Model
Subscription
Starting Price
Contact vendor
Free Options
Free trial
Leadbeam for individuals and growing teams. See leadbeam.ai for current pricing.
Leadbeam for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Voice visit notes | , | |
| CRM auto-updates | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Route planning | , | |
| Follow-up reminders | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
CRM
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API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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