Collect contact information during live events through in- forms. Save and organize leads with filters and search. Export data to CSV and integrate with CRM platforms. Set reminders for follow-up actions and manage event-specific campaigns.
Capture lead information and add notes for follow-ups. Track individual and team performance with real-time analytics. Manage schedules and assign tasks for sales reps. Sync data across devices for up-to-date insights.
Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members in real time.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Capture attendee contact information by scanning QR codes from badges or emails. Invite exhibitors to events and grant access to shared QR codes. Eliminate multiple QR systems by centralizing guest check-in and collection.