1.1 What is Helpie Event?

Helpie Event is an event lead management platform for B2B exhibitors and event participants.

Helpie Event is an event lead management platform for B2B exhibitors. It includes a mobile app for your booth team and an admin console for you. Together, they replace paper forms, business card bowls, and post-event data entry — helping your team capture, qualify, and follow up with leads right at the event.

How it works

Your booth team uses the Helpie Event app on their own Android or iOS phones. There are three ways to capture a visitor’s contact details:

• Scan their business card

• Scan the QR code on their visitor badge (at partner events)

• Enter details manually

Beyond contact details, your team qualifies each visitor using custom questions you’ve configured. Interest level, product interest, budget timeline, next steps — all captured with simple taps, not typing.

They can also attach text notes, photo notes, and voice notes to any interaction. And send a personalised follow-up email or WhatsApp message before the visitor has even left the hall.

Everything syncs automatically to the admin console. That’s a web-based dashboard where you see all interactions across your entire team in real time.

What makes Helpie different

Helpie is built specifically for the event environment. High noise, high pressure, unreliable connectivity.

• The app works fully offline for card scanning, data entry, and qualification.

• Your team doesn’t need special hardware, training sessions, or reliable WiFi.

• Most users are productive within minutes.

Unlike organiser-provided badge scanners, Helpie lets you qualify leads with your own custom questions and send follow-ups immediately. Unlike paper forms, the data is structured, digital, and available the same day.

Where Helpie is used

Helpie is designed for B2B events — trade exhibitions, conferences, seminars, roadshows, and company-hosted events. Exhibitions are the most common use case, but the platform works wherever your team meets prospects and needs to capture structured data.

It has been used at over 300 events across India, South Africa, South East Asia, and Europe.

Who uses Helpie

There are two roles in Helpie:

• Account Admin (you): Manages everything from the console — event configuration, user management, data modules, templates, and reporting.

• End Users (your booth team): Use the mobile app to capture and follow up with leads.

You can add unlimited users at no extra cost.

Next steps

• How Helpie works: the Admin and User model (1.2)

• Your first 15 minutes: setup checklist (1.3)

• Console overview: what’s where (1.4)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561. We’re here to help.