Pipeline, companies, accounts and orders, all wired into the way you actually run fairs. No 600 fields you never touch, no complexity you have to grow into. Open the CRM, see what needs your attention today, ship the follow ups.
Every lead from every fair lives in one pipeline. Define your own stages with names, colors and icons that match how your team actually qualifies prospects. Filter by owner, by fair, by priority, by stage, search across companies and contacts in one box.
Configure your own workflow with stages, sort order and colors. Conversion is tracked stage by stage so you can see where deals get stuck.
Set a follow up date by hand or let the AI extract it from a voice note. Due reminders surface on the owner's dashboard, never on someone else's.
Hot, warm or cold. New, contacted, qualified, converted, lost. Reassign owners with a click; the previous owner sees the change live.
Pick the fields, the filter, the format, hit run. The export is generated in the background and ready to download a moment later.
Companies, contacts, leads, accounts. The same record keeps growing as the relationship moves from a fair conversation to a recurring customer, with the full history attached.
Every company comes with AI research, logo, address and a relevance score. When two of your reps scan business cards from the same firm, FairCRM recognizes the match through fuzzy comparison, even when one writes "Siemens AG" and the other "Siemens Aktiengesellschaft", and offers a one click merge that pulls the leads, contacts and notes onto a single record.
Convert a won lead into a customer account with one click. Orders move with it, history stays attached. Accounts have their own customer success owner, contract start and end dates, cancellation periods. The system flags renewals fourteen days before they are due and tags accounts so the right team member sees the right portfolio.
Build templates with the fields and pricing logic your business actually uses. Quantities, unit prices, tiered discounts, surcharges. Attach a formula and the totals compute as you fill in the line items. Reuse the templates across leads and accounts; the AI can even draft an order from a voice note with the real numbers you mentioned.
Numbers, prices, text, dropdowns, product selectors from your catalog. Each template is sortable and reusable, and you can clone an existing one with a click.
Write the pricing logic as a real formula with operators and math functions. Validation catches typos and unknown variables before the template goes live.
Mention products and quantities in a voice note at the fair, the AI matches them against your templates and your product catalog and creates a draft order with the right line items ready to review.
Each fair gets its own workspace with dates, location, timezone, team assignments and its own QR code. Build a custom multi step lead capture form for each event. The AI even surfaces new fairs you should consider attending, with relevance scoring, expected stand cost and known co exhibitors.
FairCRM searches the web for industry events that match your profile, scores them 1 to 10, estimates stand cost, lists known exhibitors and warns when registration deadlines approach.
Build the questions you actually need with the visual form builder. The system tracks when forms are opened, how long visitors spend on each step, where they drop off, in seconds.
Assign people to events, see who is at the fair which day, route incoming QR leads to the team member who is on shift.
Build a dashboard out of widgets you actually use. See pipeline conversion stage by stage, hot leads waiting for a follow up, form drop off rates, top fairs by value, team performance. Every team member arranges the layout that fits their job. Admins see across the team, sales reps see their own.
Add widgets, resize them, save the layout. Each user has their own dashboard. Reminders, hot leads, fairs to debrief, forms still open, contacts to revive.
Compare fairs side by side. Lead volume, qualified rate, won rate, time to close, average order value. Decide which fairs to keep, which to drop.
Reps see their own numbers. Admins get the team view: who is converting, who is sitting on hot leads, who needs help. Visible only to admin roles.
Your logo, your colors, two factor authentication, role based access, multilingual capture. The platform basics most teams only discover at enterprise pricing tiers.
Inside the platformBook a thirty minute walkthrough. We will spin up a sandbox tenant in your name, scan a few of your real cards together and you decide whether the workflow fits your team. No slides, no pricing pressure.
