CASE STUDY · EVENTS & EXHIBITIONS
Trade-show lead capture for exhibitors
We designed and built a mobile CRM for exhibitors at conventions and trade shows, so booth teams can capture every conversation as a lead in seconds, using their voice, camera and documents, and follow it through to conversion.
THE CHALLENGE
What needed to happen
At a busy trade show, exhibitors talk to hundreds of people and most of those conversations end up on scraps of paper, business cards or a teammate’s memory. By the time the show is over, context is lost and follow-ups are slow. The client wanted an app booth teams could use mid-conversation: quick enough not to interrupt the visitor, rich enough to capture what was discussed, and organised so the team could see which leads to pursue.
WHAT WE DELIVERED
From a booth conversation
to a qualified lead in seconds.
Lead capture at the booth
- A fast capture flow for contact details
- Voice recordings transcribed into text notes
- Photos straight from the camera
- Documents attached to any lead
- Lead sources to track where each contact came from
Lead pipeline
- Pre-leads, leads and converted leads in one flow
- Lead details with a history of interactions
- Rich-text notes and in-app audio playback
- Search across leads, interactions and exhibitors
Conventions & exhibitor teams
- Browse conventions and their details
- Exhibitor profiles with social links
- Team members for each exhibitor
- Switch between exhibitor accounts
Account & security
- Sign in with a password or biometrics
- Credentials stored in the device’s secure keychain
- Account recovery with one-time codes and password reset
- Privacy settings, notifications and in-app account deletion
ENGINEERING & OPERATIONS
- TypeScript and Redux Toolkit throughout
- App state persisted to device storage so captured data survives restarts
- Form and data validation with Yup and Zod
- On-device speech recognition and audio recording
- Image cropping and resizing before upload
- Crash and error monitoring with Sentry
- A built-in network inspector to speed up debugging
WHAT IT MADE POSSIBLE
- Booth conversations captured on the spot instead of on paper
- Richer lead context through voice notes, photos and documents
- A clear pipeline from first conversation to converted lead
- Exhibitor teams working from one shared view of their leads
- Secure, store-compliant account management
TECHNOLOGY
Tools we used
MORE WORK
