From conversation to action.
Your reps send a voice note or a chat message after each meeting. Beam turns it into a clean CRM record and reminds them of the next step. We build it together with your team in about two weeks, on your own chat app, AI account and CRM. You pay once and own all of it.
Add a reminder?
Sales teams that meet clients all day and log it at night.
Sales reps
- Logging feels like a second job. After a day of meetings, CRM fields are the last thing anyone wants to fill in.
- Details fade. By the time a rep sits down to log, half the conversation is gone.
- The CRM lives on a laptop. Reps live on their phones and in chat apps.
Sales managers
- Chasing updates. "Did you log this?" comes up every single day.
- A pipeline you can't trust. Patchy records hide which channels and approaches convert.
- Hot leads go cold when a follow-up has no date and no owner.
Four steps your reps already know how to do.
Rep sends a message
A voice note or text in Telegram, WhatsApp, Slack or Teams, right after the meeting.
Beam pulls out the details
Name, company, stage, interest and next step. If something is missing, Beam asks once.
The CRM updates itself
New leads are created and returning ones updated. The rep confirms before anything is saved.
Follow-ups stay on track
Beam puts the follow-up in the calendar and sends each rep a daily list.
Every meeting logged in the time it takes to talk.
Reps message Beam the way they'd text a colleague. Beam handles the structure, the CRM entry and the follow-up.
- Understands the language your team speaks, including mixed Mongolian and English
- Voice notes turned into text automatically optional
- Recognises returning leads and keeps one record per person
- Calendar event created when a follow-up time is confirmed
- A daily follow-up list for every rep
- Ask Beam about any lead by name
- A weekly summary for managers
- Name
- Sarah Chen
- Company
- Northwind Logistics
- Stage
- Prospect
- Channel
- Call
- Interest
- Annual plan, 40 users
- Notes
- Asked about payment terms
- Next step
- Follow up, Tue 10:00
- Owner
- Your rep
Every account is opened in your company's name. Your data stays in your systems, and you can swap any part later.
Built on the tools your team already pays for.
We pick each piece with you in the first call, based on what you use today.
Telegram · WhatsApp · Slack · Teams
Wherever your reps already message each other.
Claude · OpenAI · Gemini
On your own API key, or your company's existing AI plan.
HubSpot · Salesforce · Notion · Airtable · Sheets
Mapped to the fields you already use.
n8n
On your own small server or n8n Cloud. Your admin can open it and change it.
OpenAI · Google · Chimege
Chimege for Mongolian voice notes, OpenAI or Google for other languages.
Google Calendar · Outlook
Follow-ups land where your reps plan their day.
About two weeks from first call to handover.
Your team spends 6 to 8 hours in total. We do the rest between sessions.
- Week 11 hour together
Discovery call
We map your sales process, your CRM fields and how reps report today.
- Week 130 min, your admin
Accounts ready
You open or share the chat app, AI key, CRM and n8n access using our checklist.
- Week 13 to 4 hours together
Build session
We connect everything live with your team and log your first real update.
- Week 2Normal work
Pilot
2 or 3 reps use it for real for a week. We tune the questions and fields.
- Week 21 hour together
Handover
Your admin learns to change fields and questions. You get a written guide and a recorded walkthrough.
WhatsApp, Microsoft Teams, Salesforce, or separate views for several teams take 3 to 5 weeks. Meta, Microsoft or Salesforce admins need to approve access, and there are more fields and roles to set up.
One build fee, quoted after discovery.
You pay Beam once for the build. Each tool is billed by its vendor to your company, usually $15 to $100 a month for a team of 10.
Your exact quote comes after the discovery call, once we know your current tools and the ones you want to use.
- Chat app: Telegram and Slack are quickest. WhatsApp and Microsoft Teams need Meta or Microsoft approval.
- CRM: HubSpot, Notion, Airtable and Sheets are simplest. Salesforce takes more setup.
- Several teams or regions that should each see only their own leads.
- Team size, for the number of training sessions.
Discovery call, build session, one-week pilot, written guide, recorded walkthrough, and 14 days of fixes after handover.
See the hours and deals your team gets back, and the monthly tool bill. Open the calculator
What teams ask before they book.
What if we need changes later?
Your admin can change fields and questions in n8n. For bigger additions, book another session.
Who owns the data?
You do. Records live in your CRM and your accounts, and access for our build is removed at handover.
Which languages does it understand?
Any language your AI model handles, including mixed Mongolian and English. For voice, we pick a speech model trained on your language.
Do we need a developer?
An admin comfortable with software settings is enough. We train them at handover.
Can we build it ourselves?
Yes. Our video tutorial walks your team through the main steps. Expect one team member to spend about 60 hours learning n8n, connecting the APIs and tuning the questions, spread over 6 to 8 weeks alongside their job. With Beam, your team spends 6 to 8 hours and reps start using it within two weeks. Compare the cost for your team
Build your team's sales assistant in two weeks.
Book a 30-minute intro call. We'll look at your tools and tell you which build fits.