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Q: Do you integrate with CRMs other than Salesforce & HubSpot?

Yes, we can build custom integrations for all CRMs. Our team can set this up within a week.

Donna alternative

Not a meeting assistant. The operating system for field sales.

Donna preps meetings and updates the CRM. Leadbeam runs the field motion. Capture, route, coach, on any CRM.

Book a Demo

Bring your own CRM,or upgrade to Leadbeam CRM.

Trusted by field teams globally

The comparison

Where Geopointe stops, Leadbeam keeps going.

Donna is a point tool that overlaps with Leadbeam's Beamly. We grouped the comparison by scope of system, field workflow, and the platform completeness around it.

Donna product pages, AppExchange listing, Leadbeam product architecture, market research May 2026

AI & INTELLIGENCE

AI lead scoring

AI rep companion

Voice + image capture to CRM

MOBILE & FIELD WORKFLOW

Mobile app

Smart routing

Territory data

PLATFORM & CRM

CRM support

Manager coaching surface

Pricing model

Phones rep with pre-meeting brief

Virtual calls only

Out of scope

Notes from virtual calls

iOS and Android, call-led

Salesforce, Dynamics, SAP

Out of scope

One AI assistant

Beamly — in-app, voice or text

Pulse — virtual and in-person

Atlas — risk flags, propensity

Compass — territory + routing

Pulse — multi-record, reviewed

Map-native, GPS, offline-ready

Any CRM, or Leadbeam CRM

Studio — signal-routed coaching

Six AI products on one stack

Why teams choose Leadbeam

Three things an AI assistant can't replace.

Not a brief plus a CRM nudge. The whole field motion.

Territory and routing carry their weight.

Compass owns territory shape and live re-sequencing. Atlas finds the right businesses on 30+ signals. The two together move revenue in ways a meeting assistant simply doesn't touch.

Capture is more than a meeting note.

Pulse handles voice, image, and text from in-person visits. Donna covers virtual call notes. Field reps work in person, in noise, in spotty signal. Pulse is built for that. Review-before-push keeps the CRM clean.

Six products, one stack, one truth.

Find with Atlas. Visit with Compass. Capture with Pulse. Recall with Beamly. Coach with Studio. Run on Leadbeam CRM or your existing CRM. A point tool sits on top of a CRM. Leadbeam is the stack.

Proof

Field teams that stopped
chasing the CRM.

Customer story

“One of the most valuable software solutions SumUp has ever implemented.”

300%

More activity

5+ hrs

Per rep / week

Read the SumUp story

Customer story

60% revenue growth in Q2 2025. The data leadership needed to scale the field team with confidence.

60%

Q2 revenue growth

FY25

Field Expansion

Read the SumUp story

Awards • Spring 2026

9 G2 badges across 11 reports.

4.8

60+ reviews

Verified, G2

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.

Where Geopointe stops, Leadbeam keeps going.

Field teams that stoppedchasing the CRM.

See Atlas with your territory loaded in.

Frequently Asked Questions

Field teams that stopped
chasing the CRM.