SPRING PUSH · N. PHOENIX · 4,280 PTS · 9 DEALS

Door-to-door sales app for the team that drives a route every day.

Beacon manages the door-to-door side of a sales operation (often called canvassing). It scores leads at the door, puts visit lists in route order, offers reps an AI sales coach on their phones as a paid add-on, and shows a leaderboard the team can review at the morning meeting. It is built for door-to-door (D2D) companies that have outgrown paper agreements and separate add-ons to their customer database (CRM).

Start free trial → See the Sunbeam demo

For: Solar · pest · security
Reps: Unlimited
Free trial: 14 days

SUNBEAM SOLAR · ALEX RIVERA #1

Beacon leaderboard for Sunbeam Solar's Spring Push, N. Phoenix campaign with Alex Rivera at 4,280 points, 412 doors, 9 deals, and a 12-day streak

Zones

Route-based sales canvassing zones drawn the way reps drive.

Draw a shape around a zone, name it, and assign reps. Each address gets a rule-based lead score, and the visit list is ordered to shorten the route. If a tier-1 (top-priority) neighborhood is fully covered partway through a campaign, you can redraw the zone and the visit lists update to match.

N. Phoenix, Arcadia 2,148 leads · 71% covered
N. Phoenix, Paradise Valley 1,895 leads · 49% covered
N. Phoenix, Biltmore 1,287 leads · 38% covered
Scottsdale, Old Town 985 leads · 62% covered
Tempe, South 1,532 leads · 81% covered

Beacon zone map showing five color-coded sales territories across north Phoenix and Scottsdale with live coverage percentages

The platform

Field sales canvassing software that keeps the sales manager and reps on the same record.

The sales manager runs the campaign from a laptop while reps work from their phones, and every door, lead, and signed agreement is saved to the same record. No one has to reconcile records at day's end or argue at the morning meeting about whether a sale closed.

/01, DESK

Sales manager console

The office screen where you divide zones, score your full lead list, write scripts, and assign reps. Its live map fills in as the team works through its visit lists. The team can show the same leaderboard on screen at the morning meeting.

Lead list import + data enrichment
Visit-list builder with rule-based lead scoring
Script & survey editor (utility bill, etc.)
Leaderboard + activity feed

/02, DOOR

Door-to-door sales app for reps

The phone app for reps. It holds the visit list, the door screen, the AI Sales Coach (a paid add-on), and an upload queue. Anything recorded without cell signal is saved on the phone and uploaded when the connection returns.

Visit list ordered to shorten the route
Door screen: lead score 92 and earlier visits
AI Sales Coach add-on, talking points per door
Leaderboard tab, see your standing live

/03, MAP

Live tracking + leaderboard

Each visit updates the map as it happens. The dashboard shows doors per rep, door results, and the contact rate, and each zone shows its coverage, so no one needs to run a report.

Real-time rep location (opt-in, Growth plan and up)
Zone coverage % live-updating
Doors, contacts, and contact rate per rep
Streaks, badges, public leaderboard

Sales verticals

Door-to-door sales app for solar, pest control, and security companies.

The terms stay the same across industries, but the door results, the survey at the door, and the steps of a sale change to match what reps do on the porch. The same account handles solar, pest control, and security without being rebuilt for each.

Solar

Solar & energy door-to-door sales.

Each lead has a rule-based lead score from its visit history and contact details. A survey question records the monthly bill at the door, and the rep can book an in-home consultation on the spot.

Captures: Bill $ · Lead Score · Consult Booked · Hard No

SCORELead score 92 = high-value door, knock first
SURVEY"What's your APS bill running?", $287 avg
NOTESEarlier visits and notes shown at the door
CLOSEIn-home consult booked at the door

Pest control

Pest & lawn route-based sales canvassing.

Reps record a quote on the porch as a survey answer and book a first treatment for the same week. Visit lists are ordered to cover closely spaced homes along the route.

Captures: Quote Given · Booked · Renewal · DNC

ROUTERoutes ordered so nearby homes are visited together
QUOTEQuote recorded at the door as a survey answer
MAPNearby contacts shown on the map by status
BOOKFirst treatment scheduled at the door

Security & services

Security, roofing, and HVAC field sales.

For security, customers who sign up for a free quote can have the system installed the same day. For roofing and HVAC, reps book appointments with interested homeowners and have a digital agreement signed at the door. Interested homeowners who have not bought get a follow-up flag for the next visit.

Captures: Free Quote · Install Booked · Follow-Up · Hard No

SIGNDigital agreement signed at the door
BOOKSame-day install slots for security
WARMFollow-up flag for interested leads who have not bought yet

How a zone gets worked

Door-to-door sales from lead list to closed deal in four steps.

The steps are the same for a 600-door neighborhood campaign and a 30,000-door pest control territory across several states. Most teams can finish the setup in an afternoon.

/01

Import the lead list

Import your lead list from a CSV file. Data enrichment can add phone numbers, emails, homeowner status, and property value, and each address gets a rule-based lead score.

/02

Draw the zones

Draw zones on the map, and the visit list inside each one is ordered to shorten the route. Reps do not double back, and managers can see coverage.

/03

Visit and record

At each door, reps use the door screen to record the result, survey answers, and digital agreement signatures. This works offline, and the records upload as soon as signal returns.

/04

Live leaderboard

Doors per rep, contacts, door results, and streaks are totaled automatically. At the end of the week, you export the results to calculate commissions.

Sales FAQ

Door-to-door sales app FAQ: the questions sales managers ask first.

/Q, REP COUNT

Is pricing per rep?

No. Pricing is based on the number of leads on your list (contacts), not the number of reps, so you can add seasonal reps without paying more. There are six tiers, from Starter at $59 (2,500 contacts) up to Enterprise at $599 (250K+).

/Q, LEADS

Where do leads come from?

Import your own leads from a CSV file, or from a data provider's export. Data enrichment can add phone numbers, emails, homeowner status, property value, and length of residence, and each lead gets a rule-based lead score that reps see on the visit list.

/Q, AGREEMENTS

Can customers sign a digital agreement at the door?

Yes. Beacon captures the e-signature with the GPS location and timestamp and saves it on the lead record. Paper agreements no longer sit in a glovebox until Friday.

/Q, LEADERBOARD

Is there a real-time leaderboard?

Yes. Doors, contacts, points, 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

Does it work with weak cell service in the suburbs?

Yes. The mobile app keeps working without cell signal. Door results are saved to the phone and uploaded to the server when the connection returns, so results recorded on a back patio or in a basement are not lost.

/Q, INTEGRATION

Can we send text follow-ups after a visit?

Yes, from CampaignCNX+, a separate texting product with its own plans and its own account. A door result in Beacon does not start a CampaignCNX+ text, so your team sends the follow-ups from CampaignCNX+. The CNX Suite's four products (Beacon, CampaignCNX+, Alma, and CoreCNX, a CRM) can be bought together on one bill, and you sign in to each with the same email address. Beacon door results, appointments, and contact status are added to the contact's record in CoreCNX.