Event Lead Management

All-in-One Event & Lead Management
No credit card needed
Unlimited time on Free plan

Who is this space for?

This space is built for teams who attend events and want an easier, smarter way to capture and manage leads on the go. Just snap a photo of a business card, and the system uses AI to automatically fill in contact details like name, email, and phoneβ€”saving time and ensuring fast, accurate follow-up. Perfect for sales, marketing, and field teams focused on turning conversations into conversions.

What problem does it solve?

This workspace solves the chaos of disconnected event planning, lead capture, and follow-up. It replaces scattered spreadsheets and missed deadlines with a clear, automated workflow. Teams get full visibility into event status, tasks, budgets, and resultsβ€”all in one place.

What are the benefits of your space?

This space keeps your team aligned, organized, and proactive from event request to post-event reporting. By centralizing planning, lead capture, and task management, it can reduce manual work by up to 40% and improve follow-up speed by 60%. With connected boards and automation, teams execute more efficiently and gain clear insight into event ROI.

Best for
Marketing
Sales & CRM
Integrates with
Apps recommended
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Resource Allocation Template

Time tracking per employee monthly at project level.
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Resource Allocation Template
CB
Chaney Barton-Nichols
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Resource Allocation Template
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Chaney Barton-Nichols
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CRM 2.0

A CRM platform with improved functional connections
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CRM 2.0
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Matt Frost
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CRM 2.0
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Matt Frost
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Job Booking and Scheduling

An easy set up for company's to manage customer booking
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Job Booking and Scheduling
CG
Clare Groves
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Job Booking and Scheduling
CG
Clare Groves
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