Slack Sales Elevate 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 SLACK SALES ELEVATE
Slack Sales Elevate brings Salesforce opportunities, deal alerts and KPIs into Slack, built for sellers at a desk. From March 1, 2027, those features live in Business+ plans. Leadbeam is built for reps in motion: it finds businesses Salesforce has never seen, briefs every visit and logs it by voice. Leadbeam is proven to find your team’s revenue.
Choose Slack Sales Elevate if
Choose Leadbeam if
The difference
FIND
ATLAS
SLACK SALES ELEVATE
Sales Home lists opportunities already in Salesforce. Businesses nobody has logged never appear.
LEADBEAM
Atlas maps 30M+ businesses and scores each on 30+ signals, including intent, tech fit and your win history. Reps know which doors are worth knocking.
CAPTURE
PULSE
SLACK SALES ELEVATE
Reps update opportunity fields by hand in Sales Home. Voice notes and photos stay on the phone.
LEADBEAM
Voice, photos and text from one visit become an account, contact, deal and the follow-up tasks, mapped straight to your CRM’s custom objects and required fields. The rep reviews, then confirms.
AI-Assistant
Beamly
SLACK SALES ELEVATE
Sales Home has no visit prep. Meeting briefs need the separate $125 Sales Cloud in Slack add-on.
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
Slack Sales Elevate keeps deal updates and approvals moving inside Slack. Leadbeam brings that visibility to the field, where reps find new accounts, prep each stop and log every visit without opening a channel.
WHO WINS
FINDING & PREPARING
What the AI works from
Your Salesforce opportunities and reports; agents in the separate Sales Cloud in Slack add-on also draw on Slack conversations
Your CRM, plus 30M+ mapped businesses and live research.
Finding new businesses
No prospect database. Sales Home shows opportunities already in Salesforce, so businesses you’ve never logged never surface
Atlas. 30M+ businesses already enriched with owner, tech stack, hours and local competitors
Prospect scoring
No business scoring. Reps decide who to visit from what’s already in Salesforce
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
Not in Sales Elevate. Meeting briefs come from the Account Management Agent in the $125 Sales Cloud in Slack add-on
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
Reps edit opportunity fields by hand in Sales Home; nothing turns a voice note or photo from a visit into contacts and tasks
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
Where reps use it
Slack mobile lets reps view and update deals, but metrics and notifications can only be set up on desktop
Native iOS and Android app built for the field
Routing
No route planner. Sales Elevate has no view of where or when a rep visits
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
Offline
No offline capture listed for Sales Home
Offline capture that syncs on reconnect
Follow-ups
Custom reminders to update opportunities; the rep still writes every follow-up
AI-drafted follow-ups and tasks after every visit
MANAGERS & PLATFORM
Coaching
Deal-change notifications and up to six KPI metrics; managers decide what to coach from there
Studio. Flags missed follow-ups, stalled deals and stages that contradict the field conversation. Ability to customize dashboards & reporting.
Deal collaboration
Salesforce channels tie a Slack channel to a record, now on every Slack plan, and Slack Connect brings customers and partners into the conversation
Studio sends each issue to the right manager with the account context; team chat stays in your messaging tool
Workflow automation
Workflow Builder starts workflows from Salesforce events, such as deal approvals and support requests
Pulse turns visits into follow-up tasks and filled CRM fields, with no workflow to build
Even
Territories
No territory view or tools. Untapped areas and coverage gaps stay hidden
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 Sales Cloud only: Professional, Enterprise and Unlimited editions
Native to Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365 and SAP, or runs as Leadbeam CRM, with custom objects and required fields
Security
ISO/IEC 27001, SOC 2 Type II and FedRAMP, published on Slack’s trust center
ISO/IEC 27001:2022, SOC 2 Type II, GDPR, AES-256 and TLS 1.3, role-based access, audit logs
Even
Pricing
Sales Home comes with Slack Business+ at $15 per user a month, billed annually, but AI meeting prep needs the $125 Sales Cloud in Slack add-on, on top of Sales Cloud Enterprise or Unlimited licenses
Published per rep: Starter $59, Pro $149 a month, billed annually; Enterprise quoted separately
Verified against Slack’s and 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
Most of these get answered on a 20-minute first call.
What happens to Sales Elevate in 2027?
The $60 add-on can’t be renewed after March 1, 2027, as announced on March 3, 2026. Its features continue as Sales Home in Slack’s Business+ and Enterprise+ plans, and the AI agents sit in Sales Cloud in Slack. None of them plan a route or log a visit. Leadbeam does.
What does Leadbeam do that Sales Elevate doesn’t?
Sales Elevate reads and updates pipeline in Slack. Leadbeam runs the field day: Atlas finds and scores businesses, Compass routes the day, Beamly briefs every visit, Pulse logs it, and Studio shows managers where deals stall.
Slack AI already summarizes our deals. Isn’t that enough?
Slack AI summarizes what was typed into Slack. Field reps learn the most at the counter, not in a channel. Pulse captures it by voice or photo, and Atlas and Beamly add 30M+ mapped businesses and live web research.
Does Leadbeam replace Slack?
No. Keep Slack for team chat and deal channels. Leadbeam runs the field and writes to the same Salesforce org your Slack workspace reads.
Do we need to leave 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 switch before our renewal?
Move one field team to Leadbeam and keep the rest in Sales Home. Compare visits logged and pipeline created, then roll out before the renewal date. Salesforce stays your system of record.
Will reps use another app?
Reps drop tools that add work. Leadbeam takes it away: Pulse logs the visit, Compass plans the stops, Beamly preps the meeting. 100+ ClassPass field reps open Leadbeam every day.
Does the AI write to Salesforce unchecked?
No. Pulse drafts the account, contacts, fields and tasks. The rep reviews each one before anything syncs.
Will Leadbeam pass our security review?
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 with audit logs, and the platform runs on AWS.
How does Slack Sales Elevate pricing compare?
Sales Home is included in Slack Business+ ($15 per user a month, billed annually), on top of a Sales Cloud license. AI agents that prep reps for meetings cost $125 per user a month more, as Sales Cloud in Slack for Sales Cloud Enterprise or Unlimited. 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
