Capture every lead at trade shows and exhibitions
Scan at the stall, even with no signal. Every card tagged with the expo.
How do you use it at an expo?
Your exhibitor journey, from before the show to the first follow-up.
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Step 1
Before the event
- Create a source with the expo's name
- Invite the colleagues working the stall
- Add your follow-up templates to the source
- Source: Example Expo
- Team invited
- Templates ready
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Step 2
At the stall
- Choose the expo as your active source
- Photograph each visiting card, front and back
- With no signal, the scan waits in Pending Sync
- Tagged: Example Expo
- Pending Sync
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Step 3
After the event
- Back online, the scans upload
- Follow up by WhatsApp, call or email
- Export to Excel, or send leads to ERPNext
- Uploaded
- Excel
- ERPNext
Stall staff sign in once with their work email and a code. Team invites and the ERPNext connector depend on the plan you choose.
Planning for a large stall team? Talk to us
Every card knows which expo it came from
The active source stays on the scan screen, so each lead carries the expo's name without anyone typing it.
How do I tag leads by event or source?
Create a source for each expo, event or campaign, and choose it as the active source before you scan. Every card you then capture carries that source tag, even when it was scanned offline, so you can later see which event each lead came from. How many sources you can have depends on your plan.
Get set up before your next expo
Start free, then pay only when your team needs more.
Want a person to walk you through it? Talk to us