Beacon runs the door-to-door side of a sales operation — lead scoring at the door, route-ordered visit lists, an AI sales coach on rep phones, and a leaderboard the team can pull up at the morning huddle. It's built for D2D orgs that have outgrown paper agreements and one-off CRM bolt-ons.
— Zones
Draw a polygon around a zone, name it, and assign reps. Beacon scores every address inside for conversion likelihood and orders the visit list to keep windshield time down. If a tier-1 neighborhood gets saturated mid-push, the zone can be re-cut and the visit lists update with it.
— The platform
The sales manager runs the push from a laptop while reps run from their phones, and every door, lead, and signed agreement writes to the same record. End-of-day reconciliation and "he said he closed it" arguments at the morning meeting aren't part of the workflow.
/01 — DESK
The desk-side console for cutting zones, scoring the universe, drafting scripts, and assigning reps, with a live map that fills in as the team works through its visit lists. The leaderboard is the same view the team can pull up on the screen at the morning meeting.
/02 — DOOR
The mobile side of the platform, with the visit list, door screen, AI Sales Coach, and sync queue all running on a rep's phone. Anything captured without cell signal is held locally and synced when the connection returns.
/03 — MAP
Each visit updates the map as it happens, so doors per rep, conversion by zone, and $/door by neighborhood are all visible on the dashboard without anyone needing to run a report.
— Sales verticals
The vocabulary stays the same across verticals, but the disposition set, the at-door survey, and the deal flow change to match what reps do on the porch. The same install handles solar, pest, and security without being rebuilt for each.
Lead scoring runs on roof orientation, utility cost, and ownership tenure. The door screen captures the monthly bill, and an in-home consult can be booked on the spot.
Captures: Bill $ · Roof Score · Consult Booked · Hard No
The door screen quotes at the porch and books a same-week first treatment. Visit lists are density-ordered along the route, and reps can see which neighbors on the block are already on service.
Captures: Quote Given · Booked · Renewal · DNC
For security, free-quote signups can run same-day install. For roofing and HVAC, the workflow is warm-lead booking with a digital agreement signed at the door. Warm-not-closed dispositions get a follow-up flag for the next pass.
Captures: Free Quote · Install Booked · Follow-Up · Hard No
— How a zone gets worked
The loop is the same whether the program is a 600-door neighborhood push or a 30,000-door multi-state pest territory. The setup work fits in an afternoon for most teams.
/01
Bring your lead list — or buy one — and Beacon enriches it with property data, utility patterns, and ownership tenure, then scores each address for conversion likelihood.
/02
Polygon zones on the map and the visit list inside is ordered by score and drive time, so reps aren't doubling back and managers know where coverage stands.
/03
Reps run the door screen — capturing disposition, at-door survey responses, and digital agreement signatures — all offline-safe so it queues for sync the moment signal comes back.
/04
Doors per rep, deals per day, $/door, conversion per zone, and streaks all roll up automatically — then export at end of week for commissions.
— On the doorstep
Lead score, ownership tenure, utility bill range, EV ownership, and prior touchpoints (if the file carries them) all surface on the door screen. The AI Sales Coach pulls that context into a one-line opener for the household. The app continues to work offline and syncs when cell signal returns.
See the rep flow →
— Sales FAQ
/Q — REP COUNT
No — pricing is by the size of the lead universe (contacts), not the rep headcount, so seasonal reps can be added without the meter running. There are six tiers, from Starter at $59 (2,500 contacts) up to Enterprise at $599 (250K+).
/Q — LEADS
Bring your own via CSV import, or pull from a data provider. Beacon enriches with property age, ownership tenure, and utility patterns, then scores each lead so the high-score doors get knocked first.
/Q — AGREEMENTS
E-signature capture with GPS and timestamp logged, and the PDF stored to the lead record. Paper agreements stuffed in a glovebox until Friday aren't part of the workflow.
/Q — LEADERBOARD
Yes — doors, deals, $/door, streaks, and badges all update live. Reps see their standing on the visit list screen, and managers can project it on the wall at the morning meeting.
/Q — OFFLINE
The mobile app continues to function without cell signal. Doors are saved to the phone and synced to the server when the connection returns, so dispositions captured on a back patio or in a basement aren't lost.
/Q — INTEGRATION
One login across the suite. Door dispositions can trigger CampaignCNX+ SMS sequences via webhook, and Alma writes inbound chatbot leads into Beacon visit lists. The three apps share a billing account and contacts move between them.
— Start the push
Open an account, upload your lead universe, and draw your first zone. Within a few days your reps will be out knocking with route-ordered visit lists and the AI Sales Coach available on their phones.