Habsy Platform

The event lead management platform for teams

Your team scans on their phones. Every contact lands in one dashboard, grouped by event and assigned to an owner, and a post-event report shows what each event brought in and who to call first.

Every rep, one live listPost-event reports for every showSync to 10+ CRMs
app.habsy.ai
Habsy Platform Campaigns dashboard listing event campaigns with contacts, scores and owners
How it fits together

The app captures. The platform organises.

STEP 1

Set up the event

Create a campaign, add the team, set categories and intent signals.

STEP 2

Capture on phones

Each rep scans cards, badges and QR codes in the Habsy app.

The app is available in 14 languages, and contacts can be translated into any of them for free.

STEP 3

See it live

Contacts appear in the dashboard as they are scanned.

STEP 4

Follow up and report

Outreach, CRM sync and the post-event report.

Campaigns

One campaign per event, set up in minutes

Create a campaign for each exhibition or conference with its name, dates and team. Set the intent signals and default categories everyone uses, so every contact from every rep is captured the same way and grouped under the event automatically.

Default categories per campaign and per user
Organisation-wide intent signals, or create them with AI from your website or a business description
Team participation tracked per event
PackTech Expo 2026
Hall 4, Booth 412 · 3 days
RSSCDM
Line capacity needed
60 cpm120 cpm200+ cpm
Rollout timeline
ImmediateQ3 2026Exploring 2027
Buying authority
Decision makerCommitteeRecommender
Default categoryPackTech Expo 2026
Lead scoring

Lead scoring in every post-event report

When the event ends, the campaign report ranks every contact by seniority, urgency, engagement and the intent signals your team recorded, so you know who to call first. It also shows how senior the people you reached were, company by company.

Who to call first · from the report
#1
Marcus Vance, Northbay Beverage Works
Decision maker · 120 cpm · Q3
Rahul
#2
Elena Rostova, Prairie Grain Co.
Committee · 2027 refit
David
#3
Kevin Patel, BioPack Solutions
Exploring 2027
Sarah
Seniority reached
C-level
12
VP
19
Director
30
Manager
27
8 companies with three or more contacts reached, ready for multi-threaded follow-up.
Lead management

Work every event lead as a team

Search and filters

Find any contact across the team by name, company, role, tags, intent signals or event.

Assign and remind

Give each contact an owner and a follow-up reminder.

Export with filters

Export selected or filtered contacts to CSV or VCF, with your own column templates.

Duplicate alerts

Spot it when two reps meet the same person.

Manual entry and CSV import

Add contacts by hand or bring in an existing list.

Meetings

Schedule a meeting from a contact straight to Google Calendar.

Outreach

Follow up with event leads from the platform

Reach your leads straight from the campaign, by the channel that suits them, with AI-written messages that combine the contact card with your own input. Every contact keeps an email timeline, and outreach analytics show what is working.

Email

Personalised templates with variables and a shared email signature, sent from your company domain or a Habsy domain.

Bulk sequences

Multi-step email sequences and analytics through Instantly.

WhatsApp

Messages written from the contact card, with rule sets for a consistent tone. For accounts with WhatsApp Business API access.

LinkedIn

Find LinkedIn profiles directly in the platform, then reach out with AI rule sets and analytics.

app.habsy.ai
Campaign follow-ups screen selecting leads and choosing email, WhatsApp or LinkedIn
Send follow-ups from a campaign
app.habsy.ai
Email template editor with variables, brochure attachment and shared team signature
Email template and signature
app.habsy.ai
Multi-step email sequence with Instantly outreach analytics
Multi-step email sequence
app.habsy.ai
AI-written WhatsApp and LinkedIn message drafts with history
AI-written WhatsApp and LinkedIn drafts
app.habsy.ai
Lead assignments with owners, follow-up reminders and meetings
Assignments and reminders
Post-event reports

See what every event was worth

When the show ends, the post-event report shows what it brought in: total contacts, unique companies, enquiries from your stall QR, seniority reached, top companies, how capture built up across the days, and how each team member performed.

Collection timeline across event days
Top companies ranked by industry and size
Team leaderboard and per-user analytics
Where contacts came from: scan, import, QR scan or contact
PackTech Expo 2026 · Post-event report
3 days
142
Total contacts
96
Unique companies
23
From stall QR
31
C-level and VP
Lead scoring: top ranked
1Marcus Vance, Northbay Beverage Works
2Elena Rostova, Prairie Grain Co.
3Kevin Patel, BioPack Solutions
By team member
Rahul
58
Sarah
49
David
35
Integrations

Connected to the tools your team already uses

CRM
SalesforceHubSpotZoho CRMDynamics 365OdooZapier+ custom CRM on request
Email
GoogleOutlookZoho MailMicrosoft ExchangeAmazon SES
Contacts and calendar
Google ContactsOutlook ContactsGoogle CalendarOutlook CalendarZoho Calendar
Outreach and booking
InstantlyWhatsApp Business APICalendly

10+ CRMs supported, and we can build a custom integration for yours on request. Push selected leads to your CRM, or export to CSV or VCF with filters and your own column templates.

Admin and security

Control for the whole organisation

Add, remove or freeze users
Add new users anytime and pay right away on a pro rata basis. Remove or freeze users when someone leaves or takes a break.
Shared defaults
Set categories and intent signals for the whole organisation.
Team cards and business digital card
Professional digital cards for every team member and a business digital card.
Your data stays yours
Encrypted in transit and at rest, exportable anytime.
Built for the whole team

What each role gets from Habsy Platform

One platform, four jobs. Everyone involved in an event works from the same live list, and each person sees what matters to them.

Sales leaders

Every lead with an owner on day one
Follow-up status across the team
Leads synced to your CRM

Marketing and event managers

Prove what each event delivered and plan next year.

Post-event report for every show
Seniority reached and top companies
Compare events before you book

Booth reps

Capture fast and get back to the next conversation.

Scan cards and badges on their own phone
Intent signals and voice notes in seconds
Templates ready when the show ends

Sales ops and admins

Keep the data clean and the setup consistent.

Add, remove or freeze users, with pro rata billing
Duplicate alerts across reps
CRM sync and CSV or VCF export
What is Habsy Platform?
How do the Habsy app and Habsy Platform work together?
What is event lead management?
How does lead scoring work?
Which CRMs does Habsy Platform connect to?
Can I import contacts I already have?
How is Habsy Platform priced?

Trusted by 500+ businesses

Exhibiting teams use Habsy at 500+ events in 70+ countries
500,000+cards scanned
500+events
70+countries
30,000+active users
Customer stories

What event teams say about Habsy Platform

“We run around 30 events a year. Habsy Platform gives us one campaign per show, every rep's contacts in real time, and a post-event report we take straight into our planning meetings.”
Mrs. Catherine Lewis
“Adding new reps before a big show takes minutes, and billing is pro rata.”
Mr. Andrew Mitchell
“Duplicate alerts stopped two reps from emailing the same buyer.”
Mrs. Grace Kim
“Syncing event leads to our CRM is now one step, not a weekly spreadsheet.”
Mr. Lucas Bennett
About Habsy Platform

What is Habsy Platform?

Habsy Platform is an event lead management platform for teams, made by Habsy Inc. It works with the Habsy mobile app: reps scan business cards, event badges and QR codes on their phones, and every contact appears in one web dashboard, grouped by event.

Managers set up campaigns, assign owners, follow up by email, WhatsApp or LinkedIn, sync to Salesforce, HubSpot, Zoho CRM, Dynamics 365, Odoo, Zapier or any of our 10+ CRM integrations, and read a post-event report with lead scoring for every show.

Platform at a glance
Made by
Habsy Inc, Toronto
Access
Web, at app.habsy.ai
Works with
Habsy app for iPhone and Android
Lead scoring
In the post-event report
CRM
10+ CRMs, custom on request
Pricing
For teams, on request

See what your next event brings in

Habsy Platform is priced for teams. Explore it, or talk to us about your events.

Contact us

Talk to us about Habsy Platform

Tell us about your team and your event calendar, and we will show you how Habsy Platform fits, with pricing for your team size. Send us a note and we will get back to you within one working day.

OfficeHabsy Inc, 181 University Avenue, 3rd Floor, Toronto, ON M5H 3M7