The trade show is the entry point. The CRM is where you close.

Back at the office, run the whole follow-up from a full sales CRM: your pipeline, a self-learning score that ranks who to chase, and everything you captured at the booth already in place. Same product, no double entry, no export to a second tool.

Free for 28 days. No credit card.

The CRM, back at the office
The CRM, back at the office

A pipeline that fits your sales motion

Every lead from every trade show lives in one pipeline. Define your own stages with the names, order and colors that match how your team actually qualifies prospects, then drag each lead through them as the conversation moves along.

Filter by owner, by trade show, by priority or by stage, and search across companies and contacts in one box. Mark a deal won or lost, and the pipeline reflects exactly where things stand.

  • Custom pipeline stages. Configure your own workflow with stages, sort order and colors. Conversion is tracked stage by stage, so you can see where deals get stuck.

  • Reminders, manually or by voice. Set a follow-up date by hand or let AI extract it from a voice note. Due reminders surface on the owner's dashboard, never on someone else's.

  • Priority, status and ownership. Hot, warm or cold. New, contacted, qualified, converted, lost. Reassign owners with a click; the previous owner sees the change live.

  • CSV and Excel export. Pick the fields, the filter, the format, hit run. The export is generated in the background and ready to download a moment later.

A self-learning score tells you who to chase

Every lead gets a score from 0 to 100. It combines real engagement signals with an AI read of how well the company fits your ideal customer profile, works from day one with sensible defaults, and re-ranks your pipeline every day.

  • Engagement signals, counted automatically. Every touchpoint, response, note and order draft raises the score. No manual rating, no subjectivity.

  • AI fit factor from company research. The research on each company produces a customer fit rating with a written reason, and that rating is one weighted component of the total score.

  • Weights that learn from your deals. As you close and lose deals, the model updates its signal weights to match what actually predicts success in your market. No configuration required.

  • The score sets the priority, you can override it. The score drives cold, warm and hot, and always explains why the number is what it is. Pin a priority manually when you know something the score does not.

Engagement plus AI fit, learned from your wins
Engagement plus AI fit, learned from your wins
Urgency, not just score: who needs action today
Urgency, not just score: who needs action today

Open the dashboard, and the day is already prioritised

A separate, self-learning Attention engine watches your open leads and ranks which ones need action right now.

  • Urgency, not just score. A warm lead about to go quiet can outrank a hot one you already spoke to this morning, so nothing slips.

  • The leads about to slip sit at the top. No digging through lists to decide who to call first.

  • A dashboard built from your widgets. Due reminders, hot leads, trade shows to debrief, forms still open, arranged the way you work.

A workspace per trade show. Dates, location, timezone, team assignments and its own QR code, generated automatically. Leads from each show stay clearly attributed without manual tagging.

Custom forms with conversion tracking. Build the questions you actually need with the visual form builder. See when forms are opened, how long visitors spend on each step and where they drop off.

Team assignments per trade show. Assign people to events, see who is at the show which day, and route incoming QR leads to the team member on shift.

AI trade show discovery. Trade Show Companion searches the web for industry events that match your profile and scores how relevant each one is for your business.

Plan, run and post mortem every trade show

Each trade show gets its own workspace, its own capture form and its own QR code. Before the show, plan who attends and what gets asked. During the show, watch leads arrive live. Afterwards, compare shows side by side and decide which ones earned their stand.

The system even surfaces new trade shows you should consider attending, scored by how relevant they are for your business.

Stop guessing what a lead is worth

Mention products and quantities in a voice note at the stand. AI drafts the order against your own templates and pricing logic, and the lead's expected value is calculated from it, not estimated.

  • A forecast built from real conversations. Every draft order computes the lead's value, including a minimum to maximum range, and feeds your pipeline statistics.

  • Your pricing logic, not a spreadsheet. Quantities, tiered discounts, surcharges and product pickers from your catalog, with formulas that compute totals and validation that catches typos.

  • Set up in minutes, with AI doing the typing. An AI chat assembles the template form with you, and AI reads your existing price list, from a photo or a file, straight into the catalog.

  1. 1

    Voice note at the stand

    "They want the demo unit and the starter package."

  2. 2

    AI drafts the order

    Matched against your templates, prices and discounts.

  3. 3

    Lead value: calculated

    From the line items, with a minimum to maximum range.

  4. 4

    Forecast you can trust

    Pipeline numbers grounded in what was actually discussed.

Reporting your team can act on

Conversion stage by stage, which shows produced the best leads, and where deals get stuck. Every trade show gets a clear read on whether it was worth the stand.

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Pipeline reporting across the whole team

Drag and drop dashboards

Add widgets, resize them, save the layout. Each team member arranges the view that fits their job.

Per trade show analytics

Compare shows side by side: lead volume, qualified rate, won rate, time to close, average order value. Decide which shows to keep, which to drop.

Team performance for admins

Reps see their own numbers. Admins get the team view: who is converting, who is sitting on hot leads, who needs help.

Connect your personal AI assistant

Your team already talks to an AI assistant every day. Trade Show Companion connects to it over MCP, the open standard for tool connections, so the assistant can work inside your CRM.

The connection is off by default and enabled per workspace, with an explicit consent step.

  • Ask about your pipeline. Search leads, contacts and companies, pull up a lead's full picture, get statistics.
  • Let it do the typing. Create and update leads, add notes, set reminders, draft orders, from a sentence in the chat.
  • Everything stays attributed. Actions run under your account and show up in the CRM like your own work, visible to the team.

The rest of what a team needs

The essentials are built in, so you are not stitching tools together between shows.

Follow-ups per rep

Set reminders and follow-ups so due tasks land on the right person's dashboard and nobody else's.

Connected email inbox

Bring Gmail or Outlook into the CRM, with each message linked to the lead it belongs to.

Two-way calendar sync

Connect Google and Outlook, and the meetings you book stay in step both ways.

Export any time

Your data stays yours. Export to CSV and Excel whenever you want.

Roles for the whole team

Give every member the right level of access, from rep to admin.

Capture forms in five languages

QR self-capture forms let visitors enter their own details, available in five languages.

In-app notifications

Assignments, status changes, due reminders and incoming leads reach the right person inside the app.

Your logo in the app

Put your own logo and workspace name on the CRM your team works in every day.

API access and two-factor login

API keys for your own integrations, and two-factor authentication for every account.

Everything in this pipeline started as a scanned card or a voice note at the booth.

See the mobile app

See Trade Show Companion on your own data.

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.

Free for 28 days. No credit card.

No credit card Works offline at the booth Your data stays yours Set up in about five minutes Cloud or self-hosted

Or write to us directly: [email protected]