Leadbeam 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Leadbeam

5.0

(9)

Pricing

Starting at $49.00 per month

About Leadbeam

Leadbeam is a cloud-based field sales software designed to automate data capture and CRM updates for sales teams. It serves outside sales organizations in industries such as insurance, pharmaceuticals, real estate and medical devices. The platform assists sales leaders in making data-driven decisions and allows field representatives to concentrate on selling activities rather than administrative tasks.

The software includes intelligent CRM updates that convert voice notes or photos into structured data entries quickly, saving representatives significant time on manual data entry. Leadbeam provides territory management with features such as prospect discovery to identify new opportunities, route optimization to reduce travel time, and meeting preparation tools that enhance leads with firmographics. It also generates context-aware follow-ups and next steps after meetings to ensure opportunities are not missed.

For sales leadership, Leadbeam offers a real-time dashboard that provides visibility into field activities, territory coverage, and representative performance. Additionally, the analytics suite tracks pipeline trends, sales velocity, and conversion rates across teams and regi...

Leadbeam Screenshots

Leadbeam Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Starter

$49.00

per user, per month

Plan includes:

Unlimited Voice & Image AI -> CRM
Up to 5 Custom Fields
IOS & Android
Salesforce or HubSpot Integration
Supports 36 languages & accents
Logging of Calls, Tasks, & Notes
1 Day Onboarding
No training or storage of customer data

Pro

$99.00

per user, per month

Plan includes:

Everything in the Starter plan
Unlimited Custom Fields (Excluding Custom Lookup Fields)
Territory-Based Lead Discovery for Core Industries & Geographies
Unlimited Route Optimizations
Google Maps Integration
Dedicated Customer Success Manager
Unlimited Support

Enterprise

Pricing available upon request

Plan includes:

Unlimited Custom Fields, Objects, & Integrations
Company Enrichment Capability
Custom Meeting Preparation Battlecards
Territory-Based Lead Discovery across all Industries & Geographies
Configurable with any CRM
SOC 2, ISO 27001, and GDPR-compliant
Optional, White-Labeled Solution

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Leadbeam Features

Popular features found in Field Sales
CRM
Mobile Access
Route Optimization
Sales Activity Management
More features of Leadbeam
Activity Dashboard
Activity Tracking
Contact Management
Customer Database
Customer History
Email Management
GPS
Lead Capture
Lead Management
Lead Qualification
Opportunity Management
Reporting & Statistics
Sales Forecasting
Territory Management
Third-Party Integration
Workflow Management

Leadbeam Integrations

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Pipedrive

Dynamics 365

Leadbeam User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.9

Value for money

4.7

Customer support

4.9

Functionality

4.9

Have you used Leadbeam and would like to share your experience with others?

Seth G.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed January 2026

Elite Field Sales Application/Hands-on support/AI used for good

Leadbeam is the definition of leveraging AI to optimize field sales...the UI is lightyears beyond the competition and you never feel left in the dark due to the hands-on support. It's mind boggling to me that companies are using anything other than Leadbeam in field sales...it's the best platform I've ever encountered. I think the key componenet of leadbeam that causes it to win is strategic setup in the beginning and ongoing maintenance that's offered by their team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, configuration with CRM was seamless, hands-on support for any needs. This application was truly designed for field sales and some features could even be implemented for inside sales. The capabilities are far beyond competitors and support is immediate/hands-on.

Cons:

Not many cons aside from expected maintenance with any new application for field sales. However, in my experience I would get slack direct messages from Leadbeam support the moment anything went wrong, and the fix was borderline immediate.

Vendor Response

Thank you for the feedback. We’re glad the ease of use, seamless CRM setup, and hands-on support stood out. Leadbeam is built specifically for field sales, and we believe proactive support and strong upfront configuration are key to delivering real results. We appreciate the trust and partnership.

Replied February 2026

Julia M.

Verified reviewer

Financial Services

10000+ employees

Used daily for less than 6 months

Review source

Reviewed January 2026

LeadBeam pilot review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LeadBeam immediately saved me 4+ hours a week on basic admin tasks! With that extra time, I'm able to focus on connecting with more prospects and creating higher value outreach. At this point, I can't imagine going back to the process I had before LeadBeam.

Cons:

Some minor lags in lead creation, but it wasn't a real issue. Overall the product is a huge value add.

Vendor Response

Wow! 4+ hours a week saved on admin is massive. We fixed the lag issue, so it shouldn't be an issue anymore. Thanks for leaving this review!

Replied February 2026

Carly R.

Verified reviewer

Health, Wellness and Fitness

51-200 employees

Used daily for less than 6 months

Review source

Reviewed January 2026

Leadbeam Review

My overall experience with Leadbeam has been pleasant, exciting, and innovative. I am saving time, having more targeted and efficient field days, and reduced admin time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a field sales rep, Leadbeam helps me in a variety of areas. I cover all of DFW, a major metroplex, so planning my routes and accounts can be overwhelming and time consuming. Leadbeam allows me to geographically plan my days while also helping me prospect nearby accounts that aren't in Salesforce. My post field day admin work always took a few hours, and now with Leadbeam, I can easily log my drop ins on the go!

Cons:

I would consider myself tech savvy, but I am still trying to figure out a lot of these advanced features such as voice commands, adding opportunities/contacts right from Leadbeam, etc. Also, I have noticed that some of the businesses that Leadbeam pulls on the map are outdated/permanently closed businesses.

Vendor Response

Hi Carly- Appreciate this feedback, we're continuously trying to make our App be as simple as possible to use! Glad you are enjoying it!

Replied February 2026

Verified

Reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Review source

Reviewed December 2025

Game Changer of a platform for GTM field teams

Our experience with Leadbeam has been outstanding. It has transformed how our field team operates—from planning efficient routes to logging visits on the go and converting those interactions into leads instantly. The customization the Leadbeam team provides has been invaluable; they truly listen and adapt the platform to match our workflows and goals. It’s a powerful, reliable, and easy-to-use solution that has become central to our daily operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Best-in-class route mapping for field teams - Lightning-fast field-visit logging - Effortless lead creation - Highly customizable to our organization’s unique needs - Exceptional customer support that actively collaborates with us - Clean, intuitive interface that saves time every day

Cons:

Honestly, very little. The platform consistently improves, and the team’s willingness to customize features for us means any gaps are quickly addressed.

Vendor Response

Thank you for the great review. We’re glad Leadbeam is helping your team plan better routes, log visits faster, and turn field activity into pipeline with less effort. We really appreciate the callout on customization and collaboration. Building around your workflows and improving continuously is core to how we partner with customers.

Replied February 2026

Nicole C.

Verified reviewer

Health, Wellness and Fitness

51-200 employees

Used daily for less than 6 months

Review source

Reviewed January 2026

Leadbeam x Classpass Review

Overall experience has been exceptional, optimizing routes, salesforce integration for notes and drops in and simultaneously prospecting is increasing my effectiveness in the field.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Leadbeam is very easy to use and intuitive which made it simple to get up and running quickly. I like having it integrated with salesforce, it makes field days so much more efficient and organized. Being able to prospect simultaneously is a gamer changer for sale as well.

Cons:

I would like a desktop version for admin days. While the platform works amazing in the field for quick updates, having a fully optimized desktop version would be helpful and efficient.

Vendor Response

Thanks for your feedback! We try extremely hard to make the solution as intuitive as possible. Good feedback on the desktop version. We should have this being released soon!

Replied February 2026

Connor T.

Verified reviewer

Financial Services

51-200 employees

Used daily for free trial

Review source

Reviewed December 2025

Leadbeam Review

i loved being part of the pilot and hope we can introduce this to the whole field sales team! i think this will make every rep incredibly productive

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

i really enjoyed the ease of use as well as the time savings! i was able to give myself at least 1-2 hours per day back from streamlining my admin work.

Cons:

app would lag a bit but nothing to the point of affecting how the product works. outide of that i was very happy with the product.

Vendor Response

Wow! 1-2 Hours a day is massive time savings. That's awesome. We fixed the lag so that should all be good to go now. Excited to roll this out to the entire team this month!

Replied February 2026

Jacqui H.

Verified reviewer

Health, Wellness and Fitness

51-200 employees

Used daily for less than 6 months

Review source

Reviewed January 2026

Incredible Prospecting and Mapping Tool!

Incredible experience! Highly recommend for any field sales role! Streamlines the prospecting and routing process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Incredible tool. Makes it very easy to prospect my accounts and similar businesses not in my BoB with its mapping tool.

Cons:

It is still a new tool that will find additional features and integrations helpful in the future. Like adding some cadence and marketing features to easily connect with prospects on the spot.

Vendor Response

Hi Jacqui- Appreciate this review. We're always building more functionality and integrations. Glad that you are getting value out of Leadbeam!

Replied February 2026

Sam B.

Verified reviewer

Professional Training & Coaching

51-200 employees

Used daily for less than 6 months

Review source

Reviewed January 2026

Loving Leadbeam

Leadbeam is so so helpful for logging info in SF while in field. It cuts down so much time doing admin work, and makes it way easier to log random drop-ins that I may have come across in the field which were not initially planned.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the ability to pull in my list of accounts as well as Fitness&Wellness venues in areas that I am going to that may not be in SF.

Cons:

That I can't access it on a desktop right now! Need this feature for pre-call planning. Would be so much easier to create routes if I could see the map on my monitor.

Vendor Response

Hi there- Love that Leadbeam is helping you be more efficient in the field. The user desktop functionality is coming soon, so that you can use Leadbeam where ever you are!

Replied February 2026

Verified

Reviewer

Consumer Services

501-1000 employees

Used weekly for less than 6 months

Review source

Reviewed January 2026

Simple, Efficient, and Time-Saving

Overall, my experience with Leadbeam has been very positive. It’s intuitive, integrates well with Salesforce, and significantly reduces admin work. While there are occasional connectivity issues, it’s been a helpful and efficient tool in my day-to-day workflow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use and well integrated with Salesforce. Being able to link all relevant information and automatically log activities has helped reduce manual admin work and save time.

Cons:

Occasionally fails to connect with Google Maps or open routes properly. It also requires repeated permission prompts to access Salesforce, which can be disruptive.

Vendor Response

Hi there- Thanks for the feedback glad that Leadbeam is saving you significant time with your admin. Also sorry about the Salesforce connection, this is a security requirement that your company has implemented for the time being.

Replied February 2026

Showing 1 - 9 of 9 Reviews