Scan a business card at the stand, record a voice note after the conversation. The contact is read off the card, the company researched, the lead scored, and it is live for your team in seconds. Then you run the whole pipeline from the same CRM, at the trade show and every week after it.
Your team comes back from every trade show with stacks of business cards, a notebook full of half remembered conversations and a vague intention to enter it all into the CRM next week. By then, the lead is cold.
A pile of cards becomes a pile of typing back at the office. Hours of admin work no one volunteers for, while competitors are already on the phone with the same prospects.
What did they actually need? Which product caught their eye? Which volume did they mention? Without notes captured in the moment, the conversation is lost and the deal goes with it.
Leads end up scattered across spreadsheets, draft emails and post its. Two reps follow up the same prospect, three others fall through the cracks completely.
Two weeks after the show, the prospect barely remembers your conversation. Industry research suggests the majority of trade show leads never get a follow up at all.
Trade Show Companion was built for exactly this. Scan a card, speak a quick note, let AI do the rest. Before you turn to the next visitor, the lead is qualified, scored and waiting in your team's CRM.
A mobile app for the show floor, a full CRM for the office. Same data, same team, no double entry. Leads captured at the trade show are already in the pipeline by the time you sit down at your desk.
At your stand or walking the halls, scan any business card with the camera, record voice notes after each conversation, capture photos of product specs. The data is read off the card, the company researched and the lead scored before you finish your coffee.
Pipeline, companies, accounts, orders, and lead scoring. Run every deal from the first scan to a signed contract. Built around how sales teams actually work, not a generic CRM with extra fields bolted on.
Set up your own workspace in a few minutes, scan your first leads at the booth, and watch the whole pipeline fill up in your CRM. Prefer we set it up for you, or self-hosted on your own infrastructure? Book a demo.
The capture workflow is simple enough for a single rep with a phone. Underneath it is a multi-user CRM: roles and permissions, lead distribution, live sync across every device, and reporting that covers the whole team's pipeline.
Admin, sales and customer success roles with granular permissions. Control who manages users, edits settings, runs exports and sees team statistics.
Every lead has exactly one owner. Reassign with a click and the contacts, company and open reminders move along. The new owner is notified, the old one sees the change live.
Built on WebSockets. A card scanned at the booth is on your colleague's screen in seconds, whether they are at the stand, in the hotel or back at the office.
Assign people to each event, see who is on the stand which day, and route incoming QR leads to the rep on shift.
Every user builds their own dashboard from widgets. Admins additionally get the team view: conversion by rep, hot leads sitting untouched, who needs help.
Pipeline KPIs, stage conversion, won rate, time to close and average order value, per trade show and per team member. Compare events side by side.
Yes. It is a multi-user CRM with roles and permissions (admin, sales, customer success), lead ownership with one-click reassignment, real-time sync over WebSockets, team assignments per trade show, and team-level dashboards and reporting. There is no seat minimum and no seat limit a real-world team would hit: a single rep can use it alone, and the same workspace runs a fifty-person sales team.
Yes. Every lead has an owner, and you can reassign it with one click. The related contacts, company and open reminders move to the new owner, who gets a notification. Dashboards and reminder lists always show each rep exactly their own leads.
Yes. Changes sync live to every device over WebSockets. Each user assembles a personal dashboard from widgets, and admins see team performance: pipeline conversion stage by stage, won rate, time to close and average order value, filterable per trade show.
Yes. Every trade show has its own analytics: lead volume, qualified rate, won rate, time to close and the pipeline value it generated. Compare events side by side and decide which shows to keep and which to drop.
Business card OCR, company research, voice note transcription with automatic reminders and draft orders, follow-up suggestions, and a self-learning lead score from 0 to 100 that re-ranks the pipeline daily and adjusts its weights from your won and lost deals.
No. Trade Show Companion runs the full pipeline from the first contact at the booth to converted. From there the choice is yours: keep using it as your CRM, or hand converted customers over to an existing system. Today that handover works via full CSV and Excel export; native integrations with CRMs like Zoho and HubSpot are on the roadmap.
Yes. The trial is self-service and free for four weeks, no credit card required. You set up your own workspace in minutes, invite your team and can export everything at any time.
Book a walkthrough and we will run the workflow on your real data, then provision a workspace for your team. No slides, no pricing pressure.
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