Leadbeam 2.0 Is Here: Field Sales Just Got Its AI Stack

Field sales is back—and this time, it’s got the tech it deserves. In-person meetings convert at nearly three times the rate of virtual ones (reported by Brex CRO), yet most field reps are still stuck using tools built for inside sales. Leadbeam 2.0 changes that.

We’ve built the first full-stack, AI-powered platform designed specifically for the field—to help reps move faster, close more, and give leadership real-time visibility into performance.

Why Now?

While AI has reshaped most of the sales tech stack, field sales has been left behind—reliant on bloated CRMs, spreadsheets, Google Maps tabs, and manual workflows. Leadbeam set out to solve this.

Our first product was a mobile CRM companion—built to help reps log activities using voice notes and images, and generate intelligent follow-ups. Early results were strong:

• A 300% increase in sales activity (SumUp)
  
• A 33% lift in conversion rates (Floral Image)
  
• Over five hours saved per rep each week
  

Now we’re taking it further.

What’s in Leadbeam 2.0

1. Smart Lead Discovery and Prospecting

Map-based prospecting
Choose your current location—or wherever you're heading—and view all qualified prospects nearby. Powered by both your CRM and Leadbeam’s proprietary database.

Build custom lists
Hand-select and group leads into a list for your day’s field visits—prioritized by your criteria.

Why it matters

• Eliminate time wasted switching between tools
  
• Increase meeting density in high-potential areas
  
• Organize your day with clear, customized agendas
  

2. AI-Powered Route Optimization

Dynamic daily routes
Build and optimize multi-stop routes based on traffic, location, and meeting windows—with one click.

Adapt in real-time
Plans change. New leads appear. Leadbeam re-optimizes on the fly so your day stays efficient.

Why it matters

• Reduce travel time and fuel costs
  
• Increase the number of visits per day
  
• Eliminate time spent manually planning routes
  

3. Meeting Prep That Wins Every Conversation

Automatic enrichment
Leads are enriched in real-time with firmographic data, tech stack insights, reviews, and more.

AI-generated battlecards
Reps see past interactions, win themes based on company profile, and preparation prompts—customized to every account.

CRM push
Once ready, leads can be pushed into your CRM with a single tap—complete with full context and history, so reps are always prepared for the next meeting.

Why it matters

• Reduce time spent researching
  
• Ensure consistent, high-quality prep
  
• Improve win rates and rep ramp speed
  

4. Admin Automation

Voice, image, and location AI work together to fill out fields, log notes, and schedule next steps automatically directly after a meeting. No admin when you get home.

Impact

• Save over an hour per rep per day
  
• Capture 6x more CRM data
  
• Ensure pipeline continuity when reps change territories
  

This operational data can be used for smarter follow-ups, territory reassignment, and more accurate forecasting.

5. The Leadership Dashboard

Live performance tracking
Get a clear view of each rep’s activity, meeting volume, and conversion rates—so you can coach more effectively and drive consistent performance.

Forecast-ready performance insights
Monitor pipeline trends and sales velocity across teams and regions—so you can forecast accurately and catch risks early.

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

Why it matters

• Real-time visibility into field execution
  
• Improve resource allocation and coverage
  
• Drive more accurate forecasts with live performance data
  

Why Leadbeam 2.0 Matters

• All-in-one: Replace 4–5 tools with one cohesive platform
  
• Mobile-first: Designed from the ground up for field reps
  
• AI-powered: From discovery to data capture, everything is intelligent and real-time
  
• Scalable: Plug into your existing CRM—no rip-and-replace required
  

Whether you’re managing two reps or two hundred, Leadbeam 2.0 helps teams move faster, close more, and make better decisions.

See It in Action

Leadbeam 2.0 turns field sales from a fragmented process into a streamlined, AI-powered engine. From lead discovery and meeting prep to route optimization and performance management—everything lives in one place.

Ready to upgrade your field sales team?
[Schedule a demo →]