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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
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Traverse to Events page by clicking Events on navigation bar.
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Click CREATE EVENT button on top right corner.
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Provide details for the event
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Event Name
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Address for the event
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Event start date
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Event end date
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preferred expense currency i.e. currency in which expenses will be recorded. You can select multiple currencies.
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Invite users from the team to access the event on the mobile app and capture leads at the event.
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Upload documents associated with product/services to be showcase at the event.
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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
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Register on boothX. We offer first event for FREE.
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You will receive email for verification
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Login to boothX once verified
Real-Time Tracking
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Real time dashboard provides overview of the tradeshows such as
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Total leads generated by sales/marketing person
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Total expenses category wise
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The marketing/sales manager can export the leads in excel format. The downloaded excel file can be uploaded to the organization CRM
Capture Leads
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Use iOS/Android mobile app to access the event.
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Sales/Marketing members can capture lead in multiple ways
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Scan the QR code of the tradeshow/event or
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Scan the business card or
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Manually by adding all data
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They can add additional notes, rate interest levels, and choose which documents to send to each lead.
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The app is designed to function offline, ensuring seamless lead capturing regardless of connectivity.
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