Agentforce for Sales alternative
Leadbeam scores 30M+ businesses so reps know where to go and what to say, and captures what was said using voice AI in under 30 seconds. SumUp’s reps saved 5+ hours each week.
Trusted by field teams at
LEADBEAM VS AGENTFORCE SALES
Agentforce for Sales is Salesforce’s set of AI sales agents: an SDR agent for inbound leads, prospecting, deal updates from calls and email, quoting, and a Sales Coach for pitch practice. It’s built for the desk. Routes, mileage and territories sit outside it. Leadbeam is the AI sales assistant for reps in motion: it scores businesses Salesforce hasn’t seen, preps every stop and logs each visit for review. Leadbeam is proven to find your team’s revenue.
Choose Agentforce Sales if
Choose Leadbeam if
The difference
FIND
ATLAS
AGENTFORCE SALES
The prospecting agent ranks contacts and accounts on intent signals for outbound. It doesn’t map the businesses in a rep’s territory.
LEADBEAM
Atlas maps 30M+ businesses, scored on 30+ signals, right on the rep’s map. The next good stop is already in view.
CAPTURE
PULSE
AGENTFORCE SALES
Turns calls, meetings, emails and seller notes into opportunity updates, and can save them without review in autonomous mode.
LEADBEAM
One voice note, photo or text becomes the account, contacts and next steps, mapped to your Salesforce objects. Nothing syncs until the rep reviews it.
AI-Assistant
Beamly
AGENTFORCE SALES
Agentforce builds meeting and account briefs in Slack, ChatGPT and mobile, built around scheduled meetings rather than unplanned stops.
LEADBEAM
Beamly works directly on your CRM, including custom objects and fields. It can do analysis for both the rep and leaders with natural language, prep you for meetings and do any CRM action.
Side by side
Agentforce Sales automates the inside desk, from inbound leads to quotes and pitch practice. Leadbeam brings the same AI to reps on the road, scoring local businesses, routing the day, capturing visits and coaching from real conversations.
WHO WINS
FINDING & PREPARING
What the AI works from
Salesforce, Data 360, call recordings, the web and third-party data sources
Your CRM, plus 30M+ mapped businesses and live research.
Even
Finding new businesses
Prospect lists built from enrichment and intent data for outbound; no map of the businesses in a rep’s territory
Atlas. 30M+ businesses already enriched with owner, tech stack, hours and local competitors
Prospect scoring
Ranks contacts and accounts on online intent signals, built for SDR outreach, not territories
Atlas. Scores every business before it reaches your CRM: intent, tech fit, territory context and your closed-deal patterns. Shows businesses before they open.
Visit prep
Meeting and account briefs from Salesforce and the web, in Slack, ChatGPT and mobile, built around scheduled meetings
Beamly. Build custom reports, log any actions, and build battle cards per prospect from CRM history, company knowledge and live web research, including every promise made on past visits
IN THE FIELD
Field capture
Updates opportunity fields such as Stage and Next Steps from calls, meetings, emails and seller notes, in suggestive or autonomous mode
Pulse. Voice, photos and text from one visit become connected accounts, contacts and tasks, mapped to your CRM’s custom objects and required fields; the rep reviews before anything syncs
Inbound lead engagement
The SDR agent greets website visitors, answers lead questions around the clock and books meetings
Built for reps working accounts in the field; inbound lead handling stays with your marketing tools
Mobile app
Runs inside the Salesforce Mobile App, with briefs also in Slack and ChatGPT
Native iOS and Android
Routing
No route planner. Routing needs Salesforce Maps, sold separately
Compass. Sequenced by revenue priority, fixed meetings, business hours and live traffic. Updates dynamically as your plan changes.
Mileage
No mileage tracking. Business miles need a separate tool
Recorded along the route actually driven, ready for reimbursement
Follow-ups
Personalized outreach and follow-ups grounded in CRM and conversation data
AI-drafted follow-ups and tasks after every visit
Even
Quoting
Creates and amends quotes from natural language, with products, pricing and discounts set by your catalog and rules
Pulse logs the visit and creates the follow-up tasks; quotes stay in your CRM or CPQ
MANAGERS & PLATFORM
Pitch practice
Sales Coach records pitches and runs deal-specific role-plays with feedback for each rep
Studio coaches from real field visits; rehearsal before meetings isn’t part of Leadbeam
Manager coaching
Managers see opportunities kept current by AI; no alerts tied to field visits listed
Studio. Flags missed follow-ups, stalled deals and stages that contradict the field conversation. Ability to customize dashboards & reporting.
Territories
No territory view. Territory tools need Salesforce Maps, sold separately
Atlas + Studio. Potential beyond your CRM, including high-fit areas with no assigned rep; territories by rep and region, redrawn visually in Studio
CRM
Salesforce only, as an add-on to Sales Cloud Enterprise or Unlimited
Native to Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365 and SAP, or runs as Leadbeam CRM, with custom objects and required fields
Security
Covered by Salesforce’s compliance program, including ISO/IEC 27001 and SOC 2, with the Einstein Trust Layer for AI
ISO/IEC 27001:2022, SOC 2 Type II, GDPR, AES-256 and TLS 1.3, role-based access, audit logs
Even
Pricing
$125 per user a month as an add-on to Sales Cloud Enterprise or Unlimited, or Sales Cloud Max at $550; usage-based Flex Credits also offered
Published per rep: Starter $59, Pro $149 a month, billed annually; Enterprise quoted separately
Verified against Salesforce’s own pages on November 12, 2026. Sources:
Proof
Every number here comes from a published Leadbeam customer story, linked to the source.
“
Leadbeam has been an incredibly useful tool for our sales organization. It has helped our field sales team become more efficient and provided valuable insights.Read the SumUp story
#1 Momentum Leader, G2 Spring 2026 · Best Usability and Best Results, G2 Winter 2026 · Case studies:
SumUpFlipdishClassPassFloral ImageB+M IndustrialWhy Leadbeam Wins
Leadbeam has groundbreaking adoption. 90%+ of your reps will love it.
DESIGNDESIGN
A brief before every door
30 seconds
Voice note to CRM records
Under 30 seconds
G2 · Winter 2026
Best Usability
Of reps USE US daily
70%
POWERPOWER
Businesses scored by Atlas
30 million+
Scored against
Your closed deals
Products in one app
Six
Security
ISO 27001 · SOC 2
People use what they love. We built Leadbeam the same way.
Leadbeam saves time only when reps use it. When they do, Pulse logs the CRM entry and Compass plans the route, so the time saved goes back to selling. Enter your team size and how long a visit takes, including drive time.
That is the selling time of 5 full-time reps, without a new hire.
Hours saved assume 5 hours per rep per week, as reported by SumUp, over 48 working weeks. Revenue uses your win rate and average account value. Your team’s results will vary.
Book a Demo
Built for your industry
Every rollout is led by Leadbeam’s AI engineers, not a support queue. They configure scoring, revenue-based routing, briefs, capture and CRM field mapping.
01
POS & payments
02
Medical devices & pharma
03
Alcohol & CPG
04
Industrial
05
Conferences & events
POS & PAYMENTS
ATLAS
Merchants scored on their current tech stack, business hours and the traits of merchants you’ve already signed.
BEAMLY
The current setup, the likely contract objection and what the last rep promised.
PULSE
A photo of the counter and a voice note become the merchant, every contact and the follow-up, in your CRM.
MEDICAL DEVICES & PHARMA
ATLAS
Practices and clinics scored for fit, so scarce visits go to the accounts most likely to buy.
BEAMLY
A pre-call brief on the practice, past discussions and every open commitment.
PULSE
Visit notes structured into your CRM’s account and provider objects, with required fields enforced and every record approved by the rep.
ALCOHOL & CPG
ATLAS
On- and off-premise accounts scored for fit, including the ones missing from your current list.
COMPASS
Routes built around opening hours, fixed appointments, live traffic and the accounts worth the stop.
PULSE
Shelf and menu photos plus a voice note become a structured visit record.
INDUSTRIAL
ATLAS
Contractors, facilities and distributors across the territory, scored against the accounts you already win.
BEAMLY
Account history across long cycles, so a new rep picks up exactly where the last one left off.
PULSE
One site visit with three people becomes the account, three linked contacts and clear next steps.
CONFERENCES & EVENTS
BEAMLY
A brief before every booth meeting and scheduled session.
PULSE
Business cards, badge photos and booth conversations become leads and follow-ups by voice or photo.
COMPASS
The days around the event, planned: venue meetings plus nearby accounts worth a visit.
Configured to your CRM
Objects, required fields and workflows mapped before your reps log in.
Tuned to your wins
Atlas scoring calibrated to the deals your team has already closed.
Live on your accounts
See it working on your own territory by the second call.
Before you switch
Don’t see yours? A 20-minute first call covers it.
Is Agentforce for Sales built for field reps?
Agentforce for Sales is built around calls, email, meetings and Slack. It engages inbound leads, ranks prospects, updates opportunities and coaches pitches. Its pages don’t cover route planning, mileage or territory tools. That’s where Leadbeam works.
Can Leadbeam run alongside Agentforce?
Yes. Keep the Agentforce SDR agent and quoting for the inside motion, and run field reps on Leadbeam. Both work in the same Salesforce org, so inbound leads and field visits land on the same accounts.
Agentforce already preps account briefs. Why add Beamly?
Agentforce briefs pull from Salesforce, the web, third-party data and past conversations. Beamly builds a battle card for every stop on the rep’s route, including promises made on earlier visits. Atlas has already scored the businesses the rep hasn’t met yet.
How is Agentforce Sales Coach different from Studio?
Agentforce Sales Coach helps reps rehearse: pitch recordings, role-plays and feedback. Studio works after the visit. It flags missed follow-ups, stalled deals and stages that contradict what the rep heard, and routes each to the right manager.
Does Leadbeam replace Salesforce?
No. Leadbeam sits on top of Salesforce, mapped to your custom objects and required fields. No migration. No switching. It also works with HubSpot, Zoho, Pipedrive, Dynamics 365 and SAP.
How do we roll out Leadbeam next to Agentforce?
Start with one field team. Compare their visits logged and pipeline with the rest, then decide how far to roll out. Salesforce stays your system of record.
Will field reps use another app?
Reps keep tools that save time. Pulse logs the visit, Compass orders the day and Beamly preps each meeting. 100+ ClassPass field reps open Leadbeam every day.
Agentforce can update records autonomously. Does Leadbeam?
No. Pulse prepares the records. The rep checks every contact, field and relationship before anything is written to Salesforce.
Is Leadbeam secure enough for an enterprise Salesforce org?
Leadbeam is ISO/IEC 27001:2022 certified, SOC 2 Type II audited and GDPR compliant. Data is encrypted with AES-256 at rest and TLS 1.3 in transit, access is role-based and logged, and the platform runs on AWS.
How does Agentforce pricing compare?
Agentforce add-ons start at $125 per user a month for Sales Cloud Enterprise or Unlimited. Sales Cloud Max is $550 per user a month, and Salesforce also sells usage-based Flex Credits. Leadbeam starts at $59 per rep a month billed annually ($89 monthly), AI included. Pro is $149 billed annually; Enterprise is quoted separately.
Tomorrow · 07:40
Tomorrow at 7:40, your reps could already know which door comes first. Keep your CRM, or upgrade to Leadbeam CRM.
20-minute first call · ISO 27001 · SOC 2 Type II · 4.9 on G2 from 89 reviews
