Pipeline, companies, accounts, orders, lead scoring. From the first card scanned at a trade show to a signed contract, everything lives in one place. Not a generic CRM with trade show fields bolted on. A CRM built around how trade show sales actually work, every week of the year.
Every lead from every trade show lives in one pipeline. Define your own stages with names, colors and icons that match how your team actually qualifies prospects. Filter by owner, by trade show, by priority, by stage, search across companies and contacts in one box.
Configure your own workflow with stages, sort order and colors. Conversion is tracked stage by stage so you can see where deals get stuck.
Set a follow up date by hand or let the AI extract it from a voice note. Due reminders surface on the owner's dashboard, never on someone else's.
Hot, warm or cold. New, contacted, qualified, converted, lost. Reassign owners with a click; the previous owner sees the change live.
Pick the fields, the filter, the format, hit run. The export is generated in the background and ready to download a moment later.
Trade Show Companion scores each lead from 0 to 100. The score combines deterministic engagement signals (recent activity, touchpoints, responses, stage progress, expected value, open orders) with an AI fit factor that measures how well the company matches your ideal customer profile. Works from day one with sensible defaults, and adjusts its weights over time as you close and lose deals.
Every touchpoint, response, note and order draft raises the score. No manual rating, no subjectivity. The score reflects what actually happened with the lead.
The AI research on each company produces a customer fit rating. That rating is one weighted component of the total score, calibrated against your real conversion data.
As you close and lose deals, the scoring model updates its signal weights to match what actually predicts success in your market. No configuration required.
The score drives cold, warm and hot. Pin a priority manually when you know something the score does not. The pin holds until you remove it.
Companies, contacts, leads, accounts. The same record keeps growing as the relationship moves from a trade show conversation to a recurring customer, with the full history attached.
Every company comes with AI research, logo, address and a customer fit assessment. When two of your reps scan business cards from the same firm, Trade Show Companion recognizes the match even when one writes "Siemens AG" and the other "Siemens Aktiengesellschaft", and offers a one click merge that pulls the leads, contacts and notes onto a single record.
Convert a won lead into a customer account with one click. Orders move with it, history stays attached. Accounts have their own customer success owner, contract start and end dates, cancellation periods. The system flags renewals fourteen days before they are due and tags accounts so the right team member sees the right portfolio.
Build templates with the fields and pricing logic your business actually uses. Quantities, unit prices, tiered discounts, surcharges. Attach a formula and the totals compute as you fill in the line items. Reuse the templates across leads and accounts; the AI can even draft an order from a voice note with the real numbers you mentioned.
Numbers, prices, text, dropdowns, product selectors from your catalog. Each template is sortable and reusable, and you can clone an existing one with a click.
Write the pricing logic as a real formula with operators and math functions. Validation catches typos and unknown variables before the template goes live.
Mention products and quantities in a voice note at the trade show, the AI matches them against your templates and your product catalog and creates a draft order with the right line items ready to review.
Each trade show gets its own workspace with dates, location, timezone, team assignments and its own QR code. Build a custom multi step lead capture form for each event. The AI even surfaces new trade shows you should consider attending, scored by how relevant they are for your business.
Trade Show Companion searches the web for industry events that match your profile and scores how relevant each one is for your business.
Build the questions you actually need with the visual form builder. The system tracks when forms are opened, how long visitors spend on each step, where they drop off, in seconds.
Assign people to events, see who is at the trade show which day, route incoming QR leads to the team member who is on shift.
Build a dashboard out of widgets you actually use. See pipeline conversion stage by stage, hot leads waiting for a follow up, form drop off rates, top trade shows by value, team performance. Every team member arranges the layout that fits their job. Admins see across the team, sales reps see their own.
Add widgets, resize them, save the layout. Each user has their own dashboard. Reminders, hot leads, trade shows to debrief, forms still open, contacts to revive.
Compare trade shows side by side. Lead volume, qualified rate, won rate, time to close, average order value. Decide which trade shows to keep, which to drop.
Reps see their own numbers. Admins get the team view: who is converting, who is sitting on hot leads, who needs help. Visible only to admin roles.
Role-based access, multilingual capture, your logo across the whole app. Everything your team needs to work from day one, nothing to configure first.
Inside the platformBook a walkthrough and we will run the workflow on your real data, then provision a workspace for your team. No slides, no pricing pressure.