Leadbeam CRM: For Field Teams

Leadbeam CRM: For Field Teams

Mobile CRM for field sales

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Details

  • Released
  • Updated
  • April 28, 2026
  • August 11, 2026

Features

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About

The AI-powered CRM built for field sales from the ground up. Leadbeam CRM is the first end-to-end CRM designed for field sales teams—replacing the patchwork of desk-first CRMs, spreadsheets, and sticky notes with a single system reimagined for how reps actually work. Hundreds of field sales reps run their entire day on Leadbeam CRM, with teams seeing a 25% revenue increase, 6x more CRM data captured, and full deployment in days instead of months. A CRM THAT STARTS WITH THE FIELD, NOT THE DESK Mobile-first system of record, every feature designed for the phone first, not retrofitted from a desktop product No more double entry between your field tool and your CRM. One app, one source of truth Reps capture, managers see, leadership reports, all from the same data FIND THE HOTTEST PROSPECTS IN YOUR TERRITORY Instantly map high-value leads from a 20M+ SMB database with firmographics, menus, reviews, and tech stack built in Uncover untapped opportunities without leaving the app Build custom lists and prioritize with AI-powered lead scoring OPTIMIZE YOUR DAILY ROUTES Plan the most efficient route across your territory in one tap Minimize drive time and fuel costs Maximize face-to-face selling time MEETING PREP THAT WINS EVERY CONVERSATION Enrich leads in one tap with firmographics, tech stack insights, reviews, and more Summary card for every prospect before you walk in Full account and activity history, automatically maintained AUTOMATED DATA CAPTURE WITH VOICE, IMAGE, AND LOCATION INTELLIGENCE 12-second voice-to-CRM entries instead of 8 minutes of manual typing Snap a business card, menu, or back-bar photo—AI extracts and structures the data instantly GPS-based location intelligence logs visits and client meetings automatically PIPELINE, DEALS, AND REPORTING, BUILT IN Full deal tracking, pipeline stages, and forecasting Custom fields, workflows, and objects configured per vertical Manager dashboards with territory coverage, rep activity, and conversion insights Reports that actually reflect what's happening in the field AI-POWERED FOLLOW-UPS AND NEXT STEPS Intelligent follow-up suggestions based on every past interaction Schedule context-aware follow-ups without leaving the app Get prompted for your next drop-in and cover more locations daily SECURE, CONFIGURABLE, ENTERPRISE-READY Enterprise-grade security (SOC 2 Type II, ISO/IEC 27001:2022, GDPR-compliant) SSO, SCIM, and role-based permissions out of the box Vertical-specific configurations for bev alc, CPG, medtech, and more Works seamlessly across mobile and desktop In-app gamification keeps reps motivated WHY FIELD SALES TEAMS CHOOSE LEADBEAM CRM One app replaces your CRM, field tool, and lead database Capture 6x more CRM data with AI Increase sales activity by 4x Save 5+ hours per rep every week Boost conversion rates by 33% See a 25% revenue lift with AI-powered field execution Deploy in days, not months—no six-figure consultants required Experience the first CRM built for the field, not adapted to it. Download Leadbeam CRM today.
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What's New in Leadbeam CRM

1.1.7

August 11, 2026

• Fixed the Add Event calendar so you can tap to select any date (it could previously get stuck on today). • Stability and performance improvements. Keep the feedback coming at hello@leadbeam.ai.

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