Lead management
From first touch to signed contract
Manage every exhibitor, sponsor, and partner relationship in one place. mytradeshow.ai gives your sales team a purpose-built pipeline — leads, deals, tasks, and collaboration tools designed for event sales, not adapted from generic CRM software.
Deal pipeline
A visual, kanban-style pipeline built for event sales. Drag deals through stages — prospect, contacted, proposal, negotiation, closed — and know exactly where every opportunity stands.
Team collaboration
Assign leads by event, territory, or rep. Leave internal notes, share context, and hand off deals without losing momentum.
Automated tasks
Trigger follow-up reminders, stage-change notifications, and task assignments automatically so nothing slips through the cracks.
Pipeline
Visual deal pipeline
See your entire event sales funnel at a glance. The kanban board lets reps drag deals between customizable stages — prospect, contacted, proposal, negotiation, closed-won, closed-lost — with deal values, expected close dates, and activity timelines on every card.
Custom stages
Define the stages that match your sales process. Add, rename, or reorder them any time without losing data.
Pipeline analytics
See conversion rates between stages, average deal cycle length, and total pipeline value in real time.
Expected close dates
Forecast revenue by event edition with automatic deal aging and close-date tracking.
Profiles
Company and contact profiles
Every prospect gets a 360-degree profile. Company details, past event participation, contacts and their roles, deal history, email threads, and enriched data — all in one view so reps never have to dig across systems.
Company intelligence
See industry, size, website, and social links alongside event participation history across your portfolio.
Multi-contact mapping
Link multiple contacts at the same company — decision-makers, influencers, assistants — to one deal.
Enriched data
Firmographic and technographic data is added automatically so profiles stay complete and current.
Activity
Task and activity tracking
Log every call, email, and meeting. Schedule follow-ups and set reminders that show up where your reps already work. Activity timelines give managers full visibility into rep effort and deal momentum without asking for status updates.
Call and email logging
Automatically capture outbound calls and emails on the deal timeline. Manual logging takes one click.
Smart reminders
Get notified before a follow-up is due, when a deal goes stale, or when a contact opens your proposal.
Scheduled follow-ups
Set the next action directly from the deal card. The system queues it and reminds the assigned rep.
Team
Team assignment and permissions
Distribute leads intelligently. Assign by territory, event edition, company size, or round-robin. Role-based permissions ensure reps see only their own deals while managers and directors get the full picture.
Territory rules
Auto-assign leads based on geography, event, or industry so the right rep gets the right prospect.
Role-based access
Sales reps, managers, and admins each see the data and actions relevant to their role — nothing more.
Audit trail
Every change — reassignment, stage move, note edit — is logged with timestamps and user attribution.
Your event sales pipeline, organized
Event organizers using mytradeshow.ai close deals faster with less manual work. See how a purpose-built pipeline transforms your exhibitor, sponsor, and partner sales.
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