Leadbeam Features

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows field reps to create digital contracts within the software

Allows users to collect e-signatures within the software

Access previous interactions or concerns to maintain customer relationships

Store and organize documents in a centralized system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Automatically identify and save contact information of potential customers

Score a lead on their quality or likelihood to buy based on certain behaviors

Finding the most optimal routes for drivers based on various factors and constraints

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Addition of necessary external data, applications, tools, or features

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Track all opportunities for potential sales and convert them into recurring revenue

Customize contracts and forms to collect specific information

Swipe a credit card or manually process payments while with the customer in the field

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Manage sending personnel and resources to a site as needed

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access software remotely via mobile devices

Track and document all activities across devices, networks, and other systems

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Define, track, and/or automate sales activities and sales processes

Tracking, calculating, and paying commissions and earnings to employees

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize customer data and accounts by user or geography

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Use AI to generate content in the form of text, images, videos, etc.