Call source attribution

Phone numbers tied to campaigns reveal which ad, keyword, or channel drove each inbound call, so calls are credited to a source rather than guessed at. A Beam agent reads new call records, applies your rule to label the lead by campaign, and updates your CRM or sheet with the source and call details. When a call lacks tracking data, or its source conflicts with the contact record already on file, the agent routes it to a person to attribute correctly instead of assigning a channel the data does not support.

Lead capture and qualification

Calls and form submissions are logged as leads that you can mark quotable, sales ready, or junk. A Beam agent reads each new lead, applies your qualification rule from fields like value and source, and writes the resulting status back so your pipeline reflects real quality, not raw volume. If a lead carries mixed signals, or its details fall outside the rules you set, the agent holds it for a person to grade rather than pushing an uncertain lead into an active sales stage where it could waste rep time.

ROI reporting by channel

Spend and lead outcomes roll up per channel, showing which marketing sources return actual revenue rather than clicks. A Beam agent reads these figures on your schedule, applies your rule, and posts a summary to the people who need it or updates a reporting record. When numbers swing beyond the range you consider normal, or a channel is missing data for the period, the agent notifies an analyst and hands over the anomaly so a person confirms the figures before anyone acts on the report.