AI sales automation

From conversation
to action.

Sales reps send a voice note or message after a meeting. Beam extracts the key details and logs them into the CRM automatically.

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Who this is for

Sales reps

😩 Logging feels like a second job. After a full day of meetings, filling in CRM fields is the last thing anyone wants to do.
🕐 Details go missing. By the time a rep sits down to log, half the conversation is already forgotten.
📋 Too many fields. Name, status, source, product, notes, next step — each entry takes 5 to 10 minutes to do properly.
📱 The tool does not match the workflow. Reps live on their phones and in messaging apps, not inside a CRM dashboard.

Sales managers

🔁 Constantly chasing updates. "Did you log this?" is a daily conversation that should not need to happen.
📉 No visibility into what is working. Without consistent logs, there is no way to see which channels or approaches are converting.
🤷 Hard to coach. If there is no record of what was said or what the next step is, there is nothing to review or improve.
🔥 Hot leads go cold. Without a next action logged somewhere visible, follow-ups slip through the cracks.

How it works

💬

Rep sends a message

Voice note or text in Telegram, right after a meeting. No app to open, no form to fill.

🧠

Beam extracts the details

Name, status, product interest, and next action pulled out automatically. If something is missing, Beam asks once.

📋

CRM is updated

New leads are created. Existing ones are updated. No duplicate entries, no manual data entry.

📅

Next action is tracked

When a rep confirms a follow-up time, a Google Calendar event is created. A daily Telegram digest shows upcoming actions.

Everything captured.
Nothing to fill in.

Reps send a message the same way they would text a colleague. Beam handles the structure, the CRM entry, and the follow-up tracking.

✓Text input via Telegram in Mongolian or English
✓Voice notes transcribed via Chimege STT optional
✓Recognizes returning leads and prevents duplicate records
✓Google Calendar event created when a next action time is confirmed
✓Daily Telegram digest of upcoming follow-ups for each rep
✓Ask Beam about any lead by name and get an instant answer
✓Weekly summary report sent to management automatically

beam

Sales assistant

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👤 Болд Нарантуяа
📊 Prospect · Visit
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📌 Мягмар 10:00д холбогдох

Сануулга нэмэх үү?

Тийм

✅ CRM-д хадгалагдлаа. Calendar-т нэмэгдлээ.

Today, 2:14 PM

Works with your existing tools

☁️

Salesforce

Beam writes directly into your Salesforce org via API. Leads, contacts, activities, and next steps all map to your existing fields.

Recommended for teams already on Salesforce. Filtered by Lead Owner so group org data stays separate.

🟠

HubSpot

Connects to HubSpot CRM via API. Works with the free tier for contact and deal logging, no paid seat required to get started.

Good entry point for teams without an existing CRM investment.

◻️

Notion

Beam currently runs on Notion as a CRM. Fastest to set up and ideal for piloting before committing to a full CRM migration.

Used in this demo. Easy to switch to Salesforce or HubSpot as the next step.

🔧

Other systems

If your team uses a different CRM or internal database, Beam can be adapted as long as an API or data export exists.

Discussed during setup. Most systems with a REST API are connectable.

Every implementation is different. Beam is built around your team's existing tools and workflows, not the other way around. Field mapping, user roles, language, and integrations are all configured to fit your setup from the start.

Typical build timeline

Weeks

1 – 2

Setup and build

Discovery, CRM field mapping, Telegram bot connected, user access configured. Core logging built and tested with your team.

Weeks

3 – 4

Handover and quality control

Reps using the system in real conditions. Edge cases handled, prompts refined, reporting configured. System signed off and handed over.

Week 5+

Ongoing support

Depending on your preference, continued support is available as a monthly retainer covering iterations and improvements, or on a per-ticket basis for specific requests as they come up.

Timeline is an estimate based on a standard setup. Complexity varies depending on your CRM, number of users, voice input requirements, and any custom workflows your team needs. This is figured out together during discovery.

From conversationto action.

Sales reps

Sales managers

Everything captured.Nothing to fill in.

From conversation
to action.

Everything captured.
Nothing to fill in.