Lead capture app

A lead capture app is mobile software that event staff use to record leads at a booth or meeting, by scanning badges or business cards, typing details, or taking notes, and to send those leads to the company’s CRM.

You’ll meet two kinds. The organizer’s app, sold as lead retrieval, works at that one show and hands you a file at the end. Your own app goes with your team to every show and writes to your CRM as your reps work.

What should you check before you choose one?

• Any show: it reads every badge your reps will see, plus business cards.
• No signal: your reps keep capturing on a crowded show-floor network, with offline capture.
• The conversation: it keeps what the buyer said, beyond the contact details.
• Your criteria: it asks your own qualification questions.
• Your CRM: it writes each lead to the right record, in your own fields.
• Consent: your reps disclose before they record, every time.

How do you get your reps to use it?

Your reps use the app that keeps up with the conversation. Count the taps between a buyer walking up and a saved lead, and pick the app with the fewest.

Where do you find it in FieldXM?

The FieldXM mobile app is FieldXM’s lead capture app. Your reps scan any badge or business card, and the app writes the notes from the conversation and fills in your qualification questions. FieldXM deletes the audio as soon as it writes the notes.