Leadbeam offers an AI‑native operating system that turns mobile devices into a real‑time CRM companion for field sales teams. Representatives can capture leads, notes, and photos via voice or image, which are instantly synced to any configured CRM, while Atlas provides territory intelligence and AI‑driven lead scoring, and Compass generates and dynamically re‑optimizes optimal daily routes. The platform streamlines data entry, routing, and pipeline visibility, enabling reps to spend more time selling and managers to maintain up‑to‑date insights.
Funding
$2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Field sales representatives spend a large portion of their day on manual data entry, route planning, and CRM updates, which reduces time spent selling and leads to inconsistent pipeline visibility.
Solution
Leadbeam provides an AI‑native operating system that turns mobile devices into a real‑time CRM companion for field teams. Users capture leads, notes, and photos with voice or image input, and the platform instantly syncs the information to any configured CRM. Integrated territory intelligence maps millions of businesses, scores prospects using intent and technographic signals, and surfaces the most promising doors. A smart routing engine creates optimal daily routes and re‑optimizes them on the fly as meetings change. All interactions are logged in seconds, enabling reps to focus on selling while managers gain accurate, up‑to‑date pipeline data.
Target Audience
Leadbeam is designed for field sales representatives, territory managers, and sales operations teams in B2B industries that rely on in‑person selling, such as technology, medical devices, insurance, and real estate.
Features
- Voice and image capture that creates leads, updates contacts, and logs activities in under 12 seconds
- Automatic, configurable CRM field mapping for Salesforce, HubSpot, and custom integrations
- Atlas territory intelligence with 30M+ enriched businesses and AI‑driven lead scoring on 30+ signals
- Compass smart routing that generates optimal daily routes and dynamically re‑optimizes mid‑day
- Beamly rep companion providing real‑time insights, meeting battlecards, and next‑step recommendations
- Multi‑language support (100+ languages and accents) for global field teams
- Mobile apps for iOS and Android with offline capability and one‑day onboarding