For field sales teams on Spotio
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
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LEADBEAM VS SPOTIO
Spotio is an 11-year-old field sales platform for B2B and B2C teams, strongest on territory administration and multi-step follow-up sequences. Leadbeam is an AI-native field sales platform for B2B teams to close more deals: it finds and qualifies businesses before they reach your CRM, preps reps for every visit, and turns every visit into structured CRM data. Leadbeam is proven to find your team’s revenue.
Choose Spotio if
Choose Leadbeam if
The difference
FIND
ATLAS
SPOTIO
Next Best Action, a paid add-on, scores records already in Spotio. New businesses come from searching Google Places listings.
LEADBEAM
Atlas has already enriched and scored 30M+ businesses on intent, tech fit and your team’s closed-deal patterns, before a rep ever logs them.
CAPTURE
PULSE
SPOTIO
DASH turns voice, chat or a photo into a Spotio record. The rep confirms, then it syncs to your CRM.
LEADBEAM
Voice & Image AI creates the 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
SPOTIO
DASH, its AI co-pilot, summarizes accounts and drafts follow-ups using data stored in Spotio. CRM data comes through its integration layer.
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
Spotio is built for door-to-door teams, with strong territory admin, offline days and follow-up sequences. Leadbeam runs the full B2B field motion: finding the account, briefing the rep, capturing the visit and coaching the deal.
WHO WINS
FINDING & PREPARING
What the AI works from
Records in Spotio and the documents you upload
Your CRM, plus 30M+ mapped businesses and live research.
Finding new businesses
Search Google Places listings from the map
Atlas. 30M+ businesses already enriched with owner, tech stack, hours and local competitors
Prospect scoring
Next Best Action (paid add-on) scores records already in Spotio, trained on your Spotio data
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
DASH IQ: 10-second record briefs and answers from your uploaded knowledge base
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
DASH turns voice, chat or a photo into Spotio records; the rep confirms, then it syncs to your CRM
Pulse. Voice, photos and text from one visit become connected accounts, contacts and tasks, mapped to your CRM’s custom objects and required fields
Routing
Up to 150 stops, ordered by schedule, distance or by hand; traffic via Google Maps or Waze handoff
Compass. Sequenced by revenue priority, fixed meetings, business hours and live traffic. Updates dynamically as your plan changes.
Mileage
Calculated from planned routes
Recorded along the route actually driven, ready for reimbursement
Offline
Download My Day: up to 24 hours offline, then automatic sync
Offline capture that syncs on reconnect
Follow-up sequences
Built-in calling, texting and email, plus multi-step AutoPlays
AI-drafted follow-ups and tasks after every visit
Mobile app
iOS and Android
Native iOS and Android
Even
MANAGERS & PLATFORM
Coaching
Custom reports, leaderboards, gamification and rep scorecards; the Next Best Action add-on flags at-risk accounts and coverage gaps
Studio. Flags missed follow-ups, stalled deals and stages that contradict the field conversation. Ability to customize dashboards & reporting.
Territory potential
Coverage and performance by territory
Atlas + Studio. Potential beyond your CRM, including high-fit areas with no assigned rep
Territory administration
Multi-level hierarchy, zip, county and custom boundaries, KML import
Territories by rep and region, redrawn visually in Studio
CRM
Native two-way sync with Salesforce; HubSpot, Dynamics and Zoho through Zapier connectors
Native to Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365 and SAP, or runs as Leadbeam CRM, with custom objects and required fields
Residential (B2C)
Lead Machine homeowner data and door-to-door workflows
Built for B2B field teams
Security
SOC 2 (all five criteria), SSO, role-based permissions, 99.9% uptime SLA, EU data centers
ISO/IEC 27001:2022, SOC 2 Type II, GDPR, AES-256 and TLS 1.3, role-based access, audit logs
Even
Pricing
Not published; B2B, B2C and Custom plans quoted per user
Published per rep: Starter $59, Pro $149 a month, billed annually; Enterprise quoted
Verified against Spotio’s own pages on November 10, 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
Still deciding? A 20-minute first call answers most of it.
What’s the difference between Leadbeam and Spotio?
Spotio is an established field sales platform for B2B and B2C teams, strongest on territory administration, offline work and follow-up sequences. Leadbeam is AI-native and built for B2B: Atlas finds and scores businesses before they reach your CRM, Beamly briefs reps with live web research, Pulse turns each visit into connected CRM records, and Studio tells managers what to fix.
Spotio has AI now. Isn’t that the same thing?
Spotio’s DASH and Next Best Action work from records already in Spotio and the documents you upload, and Next Best Action is a paid add-on. Leadbeam starts there and keeps going. Atlas finds and scores businesses you’ve never logged, Beamly briefs reps with live web research, Pulse turns voice, photos and text into connected CRM records, and Studio hands managers specific issues to coach.
Will our reps actually use it?
Field tools get abandoned when they add work. Leadbeam takes work away: Pulse writes the CRM entry, Compass plans the route and Beamly preps the visit. 100+ ClassPass field reps open Leadbeam every day.
How do we switch from Spotio without disrupting the team?
Start with one team on Leadbeam while the rest stay on Spotio, compare adoption and pipeline against that control group, and time the full switch to your Spotio renewal. Your CRM stays the system of record throughout.
Do we have to replace our CRM?
No. Leadbeam connects natively to Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365 and SAP. By Spotio’s own integration FAQ, its native sync is Salesforce, while HubSpot, Dynamics and Zoho connect through Zapier. No company CRM yet? Leadbeam CRM is built for the field.
Can it handle our custom objects and required fields?
Yes. Pulse is configured around your CRM’s custom objects, required fields and parent-child relationships. One conversation with several people can become an account, linked contacts and clear next steps.
Does AI update records without a rep checking them?
No. Pulse prepares the records and the rep stays in control, inspecting every generated contact, field and relationship before approving the update.
Is Leadbeam enterprise-ready?
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.
What if reps work without reception?
Reps can capture without reception. Pulse captures all the information and syncs it to the CRM once the signal returns.
How much do Leadbeam and Spotio cost?
Spotio doesn’t publish pricing; its B2B, B2C and Custom plans are quoted per user. Leadbeam publishes per-rep plans: Starter at $59 and Pro at $149 per rep per month, billed annually, with Enterprise quoted around your team, CRM and rollout.
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
