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.

Kanban deal board

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.

Company profile view

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.

Activity timeline

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.

Team assignment settings

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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