Getting Started with Exporb
Trade Show Lead Capture Setup
From sign-up to your first captured lead in under 2 minutes. Follow the steps below and you will be ready for your next trade show.
5-Step Onboarding
A guided wizard walks you through setup. No documentation needed, but here is what to expect.
Set Your Name and Avatar
Choose your display name and upload a profile photo. This is how your team will identify you when you capture leads together.
Choose Your Use Case
Tell us how you plan to use Exporb: trade shows, conferences, networking events, or client meetings. This customizes your experience.
Test Your Microphone
Exporb uses your microphone for voice recordings. A quick test ensures everything works before your event. Grant permission when prompted.
Make Your First Demo Recording
Practice the capture flow with a quick test recording. See how voice notes, selfies, and card capture work together in under 30 seconds.
Choose a Plan
Select the plan that fits your needs. Free plan includes 10 AI credits per month. This step is skipped if you already subscribed during sign-up.
Create Your First Exhibition
After onboarding, create an exhibition to organize your leads by event.
Exhibition Title
Give your event a name: "Canton Fair 2026", "CES Las Vegas", or "Medical Device Expo".
Location
Add the venue or city. Helps your team find the right event when managing multiple shows.
Dates
Set start and end dates. Exporb organizes your leads chronologically within each event.
Your First Capture
The capture flow is designed to be fast: record, selfie, card, notes, save. Under 30 seconds per lead.
Open /new-note and Record
Navigate to the new note screen and tap the record button. Speak about your conversation, key topics, or agreements. Stop when done.
Selfie Popup
A selfie prompt appears automatically after recording. Snap a quick photo with your contact or skip. Helps you remember faces after meeting 50+ people.
Card Popup
Next, photograph their business card. Supports JPEG, PNG, WebP, and HEIC. The image saves locally, so no WiFi is needed on the trade show floor.
Notes
Add any additional text notes: follow-up items, product interests, pricing discussed. All fields are optional so the flow stays fast.
Save
Tap save. Your contact is stored locally and syncs to the cloud in the background. The entire flow takes under 30 seconds per lead.
AI Enrichment
After capturing a contact, tap the AI Enrich button on their detail page. One tap, one credit, full enrichment.
What AI Enrich Does
Extracts card fields: name, email, phone, company, title
Transcribes voice recordings to text
Identifies key topics and action items
Analyzes conversation sentiment
Scores lead as hot, warm, or cold
Credit Usage
Cost per contact
1 AI Credit
Free plan
10 credits/month
Paid plans
Unlimited
Export and Share
Get your leads into your CRM or share them with colleagues. Multiple formats, one-click export.
CSV
Universal format. Works with Salesforce, HubSpot, Pipedrive, and any CRM.
Formatted contact reports for printing or sharing via email.
JSON
Full GDPR-compliant data export across all 13 database tables.
Team Setup
Invite your team and capture leads together with shared visibility and role-based permissions.
Invite via Email
Go to Settings > Team and add members by email. They get a link, create an account, and join your team instantly.
Assign Roles
Choose from Owner, Admin, or Editor roles. Control who can manage the team, export data, or just capture leads.
Shared Dashboard
See all team captures in one view. Real-time visibility prevents two reps from following up with the same lead.
Common Questions
Ready to Capture Your First Lead?
Create your free account and be ready for your next trade show in under 2 minutes.