Frequently Asked Questions
Is BoothRev a replacement for our CRM?
No. BoothRev is a live workspace for event follow-through — the system for what happens at the event, not for the long-term customer record. Salesforce, HubSpot, and SAP keep running your pipeline exactly as they do today. You use BoothRev to capture and follow up during and immediately after the event. When you’re ready to hand off to sales, you export clean, qualified leads to Salesforce, HubSpot, SAP, or a generic CSV. No CRM migration required, and no changes to your existing CRM setup.Will my team actually use this?
That’s the right question to ask. The answer is yes, because BoothRev doesn’t ask reps to change how they work. Reps capture however they already do it: typing, scanning a card, or recording a voice note after the conversation. There’s nothing new to learn. The app works without Wi-Fi, so there’s no “I’ll do it later” excuse from bad event Wi-Fi. Your event manager gets a live view of the floor without chasing anyone for updates.Will my follow-ups sound like AI spam?
No. A lead is only processed by Rev after a rep confirms it’s a real person with a real email address. No scan, import, or AI inference can confirm a lead automatically. Every draft is grounded in what the rep actually captured, and the rep reviews and sends it themselves. Nothing goes out without a human in the loop.What if there’s no Wi-Fi at the venue?
BoothRev is built offline-first. Capturing leads, adding notes, scanning cards, and recording voice memos all work without a connection. Data syncs automatically the moment you’re back online. No lead is ever lost to a bad connection. See Working offline for the full details.Can I use BoothRev from Claude?
Yes, on any paid plan — this isn’t available on the Pilot. Click Connect from Claude.ai or Claude Desktop, or generate a personal access token (Account menu → Personal access tokens) for Claude Code or another MCP-compatible tool. It’s built for post-event work — reviewing leads, finding follow-up gaps, and preparing next steps for your CRM or sequencing tool — not for live capture during the event itself, and it only sees what your BoothRev role already lets you see. See Connecting Claude to BoothRev for setup.Can BoothRev pull in data from our CRM or an enrichment tool automatically?
Yes, on Enterprise, if you’re an admin. It isn’t available on the Pilot, Pro or a Single Event. Under Admin → Connections, you can connect BoothRev out to your own CRM or enrichment provider’s MCP server. Once it’s active, the moment a lead’s email is confirmed, BoothRev checks it against your connected tools and logs whatever it finds as a note on that lead’s timeline — no extra step for reps or event owners, and Rev picks the note up like any other note on the next analysis. BoothRev only reads from the connection; it never writes back. See Connecting your CRM or enrichment tools for setup.What are Named Accounts and Key Accounts?
Named Accounts are a curated list — company name, domain, territory, line of business — that you manage under Named Accounts in the app. BoothRev matches leads to that list automatically by email domain the moment an email is confirmed; nobody tags a lead as a Named Account by hand. Matched leads get a priority boost, and the event dashboard’s Named Account Coverage view shows which accounts engaged and which are still whitespace. Mark your highest-stakes Named Accounts as Key Accounts and add a strategy brief, and Rev goes further: a recommended next action for the account, and a flag whenever a conversation on another lead turns out to be about that Key Account too. See Named Accounts for the full picture.What does it cost?
- Pilot: Free, no card required. 1 event, 2 team members, up to 100 AI-analysed leads, 14 days from signup.
- Pro and Enterprise: see pricing for current plans and limits.