
Leadbeam
Leadbeam is the #1 Outside Sales Intelligence Platform to 10x your outside sales performance and boost revenue.Intro
Leadbeam is an AI-powered field sales software platform built specifically for outside sales teams. The platform captures data through voice and image technology, optimizes daily routes, and integrates seamlessly with existing CRM systems.
Released with Leadbeam 2.0 in June 2025, the platform now provides a complete solution for managing field sales operations from lead discovery through performance management. In this Leadbeam review, we'll cover its features, pricing structure, integrations, pros and cons, and primary use cases to help sales leaders evaluate the platform for their organizations.
Company Overview
- Location: Redwood City, California, United States
- LinkedIn Page: Leadbeam LinkedIn
- Website Link: https://www.leadbeam.ai
- Founding Year: 2023
- Team Size: 7 employees
Pricing Analysis
Leadbeam uses a custom pricing model rather than publishing standard rates on their website, a common approach for enterprise-focused field sales platforms. This lets them tailor solutions based on team size, feature needs, and integration complexity. You'll need to contact their sales team directly for current pricing and available plans.
Benefits
Leadbeam eliminates the tedious data entry that eats up hours of sales reps' time each week, while giving managers real-time visibility into field activities and performance. This transforms field sales from a fragmented, admin-heavy process into a streamlined, AI-powered engine that boosts both individual productivity and team insights.
The platform delivers five key advantages: dramatic reduction in administrative workload, enhanced data quality and CRM accuracy, optimized field sales routes and territories, real-time visibility into rep activities and performance, and improved forecasting and pipeline management.
Features and Functionalities
Leadbeam works as a comprehensive, full-stack field sales solution covering your entire workflow from lead discovery to performance management. The system transforms field sales from a fragmented process into a streamlined, AI-driven engine where everything lives in one place, letting you plan, execute, and capture every outside sales activity.
The core capabilities include AI-powered data capture and CRM integration, intelligent route optimization, lead management and enrichment, automated follow-up and task management, analytics and performance tracking, and territory management.
Integrations Ecosystem
Leadbeam connects seamlessly with popular CRMs and sales tools through a no-code interface, ensuring sales activity data flows effortlessly between platforms. This streamlined approach removes the technical complexity typically associated with sales tool integrations, allowing teams to connect existing systems without IT dependency.
The platform's core integrations include CRM platforms (HubSpot, Salesforce), real-time data synchronization, automated voice and image transcription, and contextual data enrichment.
Security and Compliance
Leadbeam handles sensitive sales data, location information, and integrates with critical CRM systems, making data protection and regulatory compliance fundamental concerns for organizations evaluating the platform. Specific security certifications and detailed compliance information require direct consultation with the company's team, as comprehensive security details are not readily available in public documentation.
Customer Support and Resources
Leadbeam offers comprehensive support channels and self-service resources designed to help organizations maximize their field sales investment. The company prioritizes customer success through structured onboarding and ongoing assistance, demonstrated by measurable customer outcomes in documented case studies.
Pros
• Eliminates tedious data entry
• Improves CRM data quality and completeness
• Provides real-time visibility
• Optimizes sales routes dynamically
• Seamlessly integrates with popular CRM systems
Cons
• Pricing information not readily available
• May require an adjustment period
• Limited public information about security certifications
• Integration ecosystem may not cover all specialized sales tools
• Effectiveness depends on rep adoption and consistent usage
Best fit for:
Employee Count: 50-50,000, 50,000+
Location: North America, Central America, South America, Western Europe, Eastern Europe, Asia-Pacific, Southeast Asia, Middle East, Africa, Oceania, Caribbean, Nordic Region, South Asia, Latin America, Caucasus Region
Industries: Technology, Manufacturing, Consumer Goods, Pharmaceuticals, Financial Services (including Insurance), Real Estate, Telecommunications, Medical Devices, Agriculture
Job Titles: Chief Sales Officer, Chief Revenue Officer, VP of Sales, VP of RevOps, Director of Sales, Director of RevOps, Head of Sales, Sales Operations Manager, RevOps Manager, Sales Enablement Manager, VP/Director/Manager of Field Sales/Outside Sales
Company Summary
Leadbeam is a company that makes special tools to help salespeople who visit customers in person. Their tools use smart technology to make it easier for these salespeople to keep track of their work and talk to their customers. This helps salespeople spend less time on paperwork and more time selling. (leadbeam.ai)
Price Estimate
Leadbeam offers different plans for different needs:
Starter Plan: Costs $35 per salesperson each month if paid yearly. It includes features like voice and picture tools that connect to your customer list, works on iOS and Android devices, and can connect with Salesforce or HubSpot. (leadbeam.ai)
Pro Plan: Costs $49 per salesperson each month if paid yearly. It includes everything in the Starter Plan plus unlimited custom fields, location tools, and 24/7 support. (leadbeam.ai)
Enterprise Plan: Custom pricing for larger teams with special needs. It includes everything in the Pro Plan plus custom pricing, works with any customer list system, and can be customized for your company. (leadbeam.ai)
Who is Leadbeam for?
Leadbeam is designed for companies of various sizes, especially those with sales teams that meet customers face-to-face. It’s useful for:
Company Size: Small to large businesses, typically with 10 to over 1,000 employees.
Job Titles: Sales Representatives, Sales Managers, Vice Presidents of Sales, Revenue Operations Managers, and Chief Revenue Officers.
Industries: Technology, Finance, Healthcare, Manufacturing, and Retail. (leadbeam.ai)
Features, Functionalities, and Benefits
Voice and Image AI Integration: Salespeople can quickly add information to their customer lists by speaking or taking pictures, making updates fast and easy. (leadbeam.ai)
Custom Fields: Allows companies to add specific information that matters to them, making the tool fit their needs better. (leadbeam.ai)
Location Intelligence: Helps salespeople plan their day by showing the best routes and nearby customers, saving time and effort. (leadbeam.ai)
LeadMaps: A feature that helps find potential customers in a specific area and plan the best way to visit them. (leadbeam.ai)
CRM Integration: Works smoothly with popular customer list systems like Salesforce and HubSpot, so all information stays up-to-date. (leadbeam.ai)
Use Cases
Companies use Leadbeam to:
Quickly Update Customer Information: After meeting a customer, salespeople can use their voice or take a picture to add notes, saving time. (leadbeam.ai)
Plan Daily Routes: Salespeople can see the best way to visit multiple customers in a day, making their work more efficient. (leadbeam.ai)
Find New Customers: By using maps, salespeople can discover potential new customers nearby and plan visits. (leadbeam.ai)
Who Are Their Best Customers?
Some companies that have successfully used Leadbeam include:
SumUp: A payment processing company whose sales team became more efficient and gained valuable insights using Leadbeam. (leadbeam.ai)
Shiawassee Economic Development Partnership: This organization improved its efficiency in using its database with Leadbeam’s help. (leadbeam.ai)
What Makes Leadbeam Different?
Leadbeam stands out because it combines voice and image technology with location tools, making it easy for salespeople to update customer information and plan their day. This means less time on paperwork and more time meeting customers. (leadbeam.ai)
Legal Info:
Privacy Policy: (leadbeam.ai)
Terms of Service: (leadbeam.ai)
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