Donna alternative
Your field reps need more than an AI assistant.
Donna is built around the meeting workflow. Leadbeam orchestrates the entire field motion. Capture, route, coach, on your mobile, on any CRM.
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Where Donna stops, Leadbeam keeps going.

We grouped the comparison to extend beyond just the meeting layer to what actually drives the field performance: the scope of the system, the mobile experience the rep lives in, and the platform that ties it all together.
Sources: 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
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None
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Structured, pre-meeting brief
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Voice, review before CRM push
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iOS app + Android app
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None
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None
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Salesforce, Hubspot, Microsoft Dynamics
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None
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1 AI assistant
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Atlas - scoring across 30+ signals
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Beamly - structured, pre-meeting context
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Pulse - Voice or image, review before CRM push
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Native iOS + Native Android
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Live re-sequencing on traffic, scoring
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30M+ businesses mapped and enriched
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Any CRM, or Leadbeam CRM
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Studio - data-rooted coaching signals
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6 native AI products
Why teams choose Leadbeam
Three things an AI meeting assistant will not give you.
The whole field motion. Not just a faster meeting workflow.
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Donna handles the meeting. Leadbeam handles the day.
Leadbeam scores every account on 30+ signals before the rep loads the list. An AI companion briefs them in the 30 seconds before each visit. Voice and image notes are transcribed, structured, and staged for review before syncing to the CRM.
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A one-stop mobile app reps actually use.
A rep using Donna still needs a separate tool to navigate, plan stops, and prospect new territory. A rep using Leadbeam doesn't: Compass owns territory shape and live re-sequencing, all within one app which works even in bad signal.
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The complete loop - not focussed only on meetings.
Leadbeam's six products cover the full field sales workflow: Find with Atlas. Visit with Compass. Recall with Beamly. Capture with Pulse. Coach with Studio. Run on Leadbeam CRM or your existing CRM. Each step leads into the next.
Proof

Field teams that stopped
chasing the CRM.

“One of the most valuable software solutions SumUp has ever implemented.”
300%
More activity
5+ hrs
Per rep / week
60% revenue growth in Q2 2025. The data leadership needed to scale the field team with confidence.
60%
Q2 revenue growth
FY25
Field Expansion
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.

We already have Donna for meeting prep. Why look at Leadbeam?

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.

Does Leadbeam handle the pre-meeting brief, or only what happens at the door?

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.

Donna integrates with Salesforce, Dynamics, and SAP. What about Leadbeam?

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.

Our reps work in spotty signal. Will capture actually hold up?

Yes. Pulse captures voice notes and photos offline, queues them locally, and syncs the moment signal comes back. The review-before-push step means nothing ends up in the CRM incorrectly if you have bad reception.