Donna alternative
Not a meeting assistant. The operating system for field sales.
Donna preps meetings and updates the CRM. Leadbeam runs the field motion. Capture, route, coach, on any CRM.
Trusted by field teams globally
Trusted by field teams running 20M+ doors.
FAQ
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 is good at the virtual-call slice: pre-meeting briefs and notes after. Leadbeam runs the in-person field motion. Who to visit (Atlas), how to route the day (Compass), what got said at the door (Pulse), and what managers should coach next (Studio). Different problem, much bigger surface area.
Does Leadbeam handle the pre-meeting brief, or only what happens at the door?
Beamly is the rep companion. It briefs reps in voice or text before a stop, pulls context from the CRM, and runs in the app on the way over. So you get the Donna-style brief, but tuned for in-person visits and on any CRM.
Donna integrates with Salesforce, Dynamics, and SAP. What about Leadbeam?
Salesforce and HubSpot are first-class with bidirectional sync. We also offer Leadbeam's own CRM if you'd rather not bring one. If you're on Dynamics or SAP, get in touch. Fit depends on your setup and timeline.
Our reps work in spotty signal. Will capture actually hold up?
Pulse is built for that. Voice and photo capture works offline, queues locally, and syncs the second signal comes back. Review-before-push means nothing weird ends up in the CRM after a bad reception morning.
