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Trusted by field teams running 20M+ doors.
FAQ
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AI that was the first sketch, not an add-on. DASH was added on top of an 11-year-old platform, so it is automation layered on a transcript. Leadbeam was built AI-first: Atlas scoring, Beamly briefing, Pulse capturing, Studio coaching. Same field motion, sharper engine underneath.
Salesforce and HubSpot are fully supported with bidirectional sync. If you are on 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.
They will if they actually use it. Both are native iOS and Android. The day-to-day gap is Beamly (a real 30-second brief before each stop) and Pulse (voice and image capture that routes itself to the right records). Spotio's app is solid. Leadbeam's app is doing more.
Spotio has solid enterprise territory management. Atlas does something different: it scores 30M+ businesses on 30+ signals and rebalances territory as win rates, deal sizes, and pipeline velocity shift. Spotio tells you how the territory performed. Atlas decides how it should be shaped.