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How to use boothX

Follow this step process to utilize the boothX to streamline lead capturing, expense management, and gain valuable event analytics

 Create Your First Event

  • Traverse to Events page by clicking Events on navigation bar.

  • Click CREATE EVENT button on top right corner. 

  • Provide details for the event

    • Event Name

    • Address for the event

    • Event start date

    • Event end date

    • preferred expense currency i.e. currency in which expenses will be recorded. You can select multiple currencies.

  • ​Invite users from the team to access the event on the mobile app and capture leads at the event.

  • Upload documents associated with product/services to be showcase at the event. 

  • Configure an email template specific to the event that will be sent to each captured lead thus creating an immediate touch point with the prospective customers.

Get Started with boothX

  • Register on boothX. We offer first event for FREE. 

  • You will receive email for verification

  • Login to boothX once verified

 Real-Time Tracking

  • Real time dashboard provides overview of the tradeshows such as 

    • Total leads generated by sales/marketing person​

    • Total expenses category wise

  • The marketing/sales manager can export the leads in excel format. The downloaded excel file can be uploaded to the organization CRM

Capture Leads

  • Use iOS/Android mobile app to access the event. 

  • Sales/Marketing members can capture lead in multiple ways

    • Scan the QR code of the tradeshow/event or

    • Scan the business card or

    • Manually by adding all data

  • They can add additional notes, rate interest levels, and choose which documents to send to each lead.

  • The app is designed to function offline, ensuring seamless lead capturing regardless of connectivity.

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