From booth to CRM in four steps
See how Helpie Event works at every stage of your exhibition - before, during, and after.
1
Before the event (15-Minutes setup)
Your admin configures the event in the Helpie Event console:
- Verify your event
- Configure custom qualification questions using Data Modules
- Add your booth team — system sends automatic email + SMS
- Booth team downloads app and logs in (takes less than 2 minutes)
Done. Your team is ready to capture and qualify leads.
2
At the booth (30-seconds capture)
When a visitor stops by your booth, your team member:
- Scans business card or badge (at partner events). AI extracts contact details.
- Taps buttons to qualify: decision role, product interest, urgency
- Sends WhatsApp or email follow-up instantly (while visitor is at event)
Everything works 100% offline. No waiting for slow venue WiFi.
3
Same day (Real-time intelligence)
While the event is running, you (the admin) can:
- Log into the console from anywhere
- See interactions as they're captured
- Filter by priority, product interest, urgency
- Share hot leads to senior sales reps immediately
- Monitor booth activity in real-time
4
After the event (Instant export)
The moment your event ends:
- Export clean, structured data to Excel (one click)
- Import to Salesforce, Zoho, or any CRM that accepts Excel or CSV import
- No data entry needed — everything already digital
- Start follow-up the next day (not 2-3 weeks later)
Ready to see it in action?
Start your 3-day free trial. Full Pro access. No credit card required. See how Helpie Event transforms your exhibition lead capture.
(Takes 2 minutes to set up)