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Trusted by field teams running 20M+ doors.
FAQ
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Donna handles the meeting layer - prep, notes, CRM sync, follow-ups. Leadbeam covers the rep's full in-person field day: who to visit (Atlas), how to route the day (Compass), what was discussed with the lead (Pulse), and what managers should coach next (Studio). Same problem, much bigger surface area.
Leadbeam includes Beamly, your rep’s AI companion. It provides the rep with context about the account before each visit by pulling information from the CRM. So you get the Donna-style brief, but on any CRM.
Salesforce and HubSpot are fully supported with bidirectional sync. If you are on SAP or Dynamics today, reach out so we can tell you more about the setup and timelines. If you don't have a company CRM, we can build you your own.