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Team Feature

Team Sync for
Trade Show Sales Teams

Your booth team captures contacts on their own phones. Background sync keeps everyone on the same page. Role-based permissions control who sees what. A built-in leaderboard adds healthy competition. No prospect pitched twice.

Auto background sync Owner / Admin / Editor roles Up to 20 members
Team Activity
Synced
JD
MK
SR
AL
4 online
Jake D. captured Sarah Chen — TechVentures
2m ago
Maria K. added notes to Tom Wright — Meridian Group
5m ago
Sam R. flagged as hot lead Lisa Park — DataFlow
8m ago
47
Leads today
8
Enriched
12
Hot leads
Auto
Background Sync
3
Role Levels
5–20
Team Members / Plan
100%
Offline Support

Why Sales Teams Choose Exporb for Team Coordination

Stop losing leads to miscommunication. Give your entire booth team a shared brain.

Automatic Background Sync

Contacts sync between devices and the cloud. Sync fires on dashboard load, window focus, after a save, on network reconnect, or via the manual button. A status indicator shows sync progress and online/offline state.

Team Visibility

See contacts captured by the team as they sync. Know who your colleagues are talking to. No awkward double pitches.

Team Leaderboard

A built-in leaderboard shows contact counts per team member, adding a gamification element that motivates your booth team. Track who is capturing the most leads at a glance.

Three-Tier Role-Based Access

Owner has full control. Admin can manage contacts and team members (except changing roles or deleting exhibitions). Editor can create contacts and access only their own. Fine-grained permissions keep your data secure.

Email-Based Team Invitations

Owners and admins invite new members by email. The recipient gets an invitation link — if they are new to Exporb, they create an account; if existing, they accept and join. Simple, no app store codes needed.

Contact Filtering by Team Member

Filter contacts by team member with multi-select. Owners and admins see all team contacts by default. Editors see only their own contacts from their current exhibition.

Fine-Grained Role Permissions

Three roles, clear boundaries. Everyone knows exactly what they can do.

Action
Owner
Admin
Editor
View all contacts
Own only
Create contacts
Edit contacts
Own only
Delete contacts
Invite team members
Remove team members
Not owner
Change roles
Delete exhibition
Export contacts
Own only

Roles are assigned per exhibition, so the same person can be an owner on one event and an editor on another.

How Team Sync Works

From invite to full team visibility in four steps.

01

Create an Exhibition

Set up an exhibition with title, location, and start/end dates. Each exhibition has its own contact pool and team — keeping events organized.

02

Invite Your Team

Owners and admins enter email addresses in the invite modal. Recipients get an invitation link — they click it to create an account or accept if they already have one. Assign Owner, Admin, or Editor roles.

03

Capture Independently

Each rep works their own conversations. Scan cards, record voice notes, snap selfies — all from their own device. Contacts are stored locally on your device and sync in the background.

04

Background Sync Keeps Everyone Updated

Contacts sync to the cloud when online. Owners and admins see all team contacts, editors see their own. The leaderboard tracks contact counts per member.

Organize Every Exhibition

Each event gets its own workspace with a dedicated contact pool, team roster, and leaderboard.

Create with Full Details

Set up an exhibition with title, location, and start/end dates. Everything is organized per event so contacts never bleed between shows.

Search & Filter Events

Find exhibitions by title or location. A split view separates current (ongoing) events from past events, so you always know what is active.

Dedicated Team per Event

Each exhibition has its own team with independent roles. Invite different people to different events, or reuse the same crew with different permissions.

Location-Based Organization

Tag exhibitions with their venue and city. Search across past events to find contacts from a specific location or show.

Per-Event Leaderboard

Every exhibition has its own leaderboard showing contact counts per team member. Compare performance across events to identify top performers.

Safe Deletion with Confirmation

Only owners can delete an exhibition. Deletion is soft-delete with a confirmation step — it removes all contacts, team records, and pending invitations for that event.

Gamification

Turn Lead Capture Into Friendly Competition

The built-in leaderboard shows contact counts per team member on every exhibition details page. Your booth team can see who is capturing the most leads at a glance, adding a gamification layer that keeps energy high throughout the event.

  • Contact count per team member, updated on every sync
  • Visible on the exhibition details page for owners and admins
  • Motivates reps to stay active and engaged at the booth
  • Managers see who is performing at a glance — no need to interrupt
Exhibition Leaderboard
Jake Donovan
18
Maria Kim
14
Sam Rivera
11
4
Alex Liu
4
47 total contacts captured
Invitation Flow

Invite by Email, Join in Seconds

No app store codes, no manual onboarding. Owners and admins send invitations directly from the dashboard.

1
Owner or admin enters email
Open the invite modal from the exhibition page and type the team member's email address.
2
System sends invitation link
The recipient gets an email with a unique link: /accept-invitation?token=xxx.
3
New user? Create account
If they don't have an Exporb account, they create one with a password right from the invite link.
4
Existing user? One-click accept
If they already have an account, they click the link and they're in — added to the exhibition team with the assigned role.
Sync Engine

Automatic Background Sync

Contacts are stored locally first, then synced to the cloud. No data loss, even with spotty venue WiFi.

Auto-sync triggers:
Dashboard load
Window focus (30-second throttle)
After saving a contact
Network reconnect
Manual sync button
Conflict Resolution

Local-wins-if-newer strategy: the system compares updated_at timestamps. The most recent edit always wins, so no data is overwritten by stale changes.

Online
or
Offline
Last sync shown in dashboard
Smart Filtering

Filter Contacts by Team Member

Multi-select team member filter lets you see exactly the contacts you need. By default, each user sees their own contacts. Owners and admins can toggle to view all team members.

  • Multi-select filter — pick one or more team members to view
  • Default view: own contacts only for fast access
  • Owners & admins can toggle to see all team members' contacts
  • Editors are restricted to their own contacts within the exhibition
  • "Clear all" button resets filters to defaults instantly
Filter by member
Jake Donovan
Maria Kim
Sam Rivera
Alex Liu
Showing contacts from 2 of 4 members

Team Plans That Scale With You

Start small, grow as your team does. All plans include automatic sync, role-based access, and the leaderboard.

Starter

$29/mo
Up to 5 members
  • Automatic background sync
  • Role-based access
  • Team leaderboard
  • Email invitations
  • Contact export
Start FREE
Most Popular

Growth

$59/mo
Up to 10 members
  • Everything in Starter
  • Priority support
  • Advanced filtering
  • Performance insights
  • Multi-exhibition
Start FREE

Scale

$99/mo
Up to 20 members
  • Everything in Growth
  • Dedicated support
  • Custom onboarding
  • API access
  • Team analytics
Start FREE

Exporb Team Sync vs. The Alternatives

Your team deserves better than group chats and shared docs.

Feature
Exporb
WhatsApp
Spreadsheets
Email
Automatic background sync
Real-time team visibility
Structured lead data
Manual entry
Role-based access (3 tiers)
Limited
Works offline
Team leaderboard
Contact filtering by member
Manual
One-click CRM export
Copy/paste
AI email follow-up
Voice notes & photos
Unstructured
Email-based team invitations

Built for Teams That Move Fast

Whether you have 3 reps at a local expo or 20 across multiple continents.

Large Trade Show Booths

Five reps working a 20x20 booth at CES or MWC. Each captures leads independently. The owner or admin monitors team contacts from a tablet, checks the leaderboard, and ensures no visitor falls through the cracks.

Multi-Event Sales Teams

Your team attends three expos in a month across different cities. All leads flow into the same workspace. Compare event performance, identify top-performing shows, and build a unified pipeline.

Owner & Admin Oversight Across Events

A VP of Sales needs visibility into what the field team is capturing without flying to every event. As an owner or admin, Team Sync lets them view all contacts, filter by team member, and check leaderboard stats from anywhere.

Team Sync FAQ

All contacts sync automatically between team members via background sync. Owners and admins can see every contact captured by the team, including who captured each one. This visibility helps coordinate follow-ups and ensures your team stays aligned throughout the event.

Team sizes depend on your plan: Starter supports up to 5 members, Growth up to 10, and Scale up to 20. Each member captures leads independently on their own device, and everything syncs automatically in the background. Owners and admins can see all team activity without interrupting conversations.

Yes. Owners and admins can view all contacts captured by every team member. The dashboard includes a leaderboard showing contact counts per team member, so you can track performance at a glance. Editors can only see their own contacts. Sync happens automatically in the background — triggered on dashboard load, window focus, after saving a contact, or via the manual sync button.

Exporb is built for unreliable venue WiFi. Each team member captures leads offline on their device. When connectivity returns, background sync kicks in automatically — triggered on network reconnect and window focus (throttled to every 30 seconds). Conflicts are resolved with a local-wins-if-newer strategy based on timestamps, so no data is lost.

Team Sync has three roles: Owner (full control — view/create/edit/delete contacts, invite and remove members, change roles, delete exhibitions, export all contacts), Admin (same as Owner except cannot change roles or delete exhibitions, and cannot remove the Owner), and Editor (can create contacts and view/edit/export only their own contacts). This gives you fine-grained control over who sees and does what.

Shared spreadsheets require manual data entry and create version conflicts. WhatsApp groups bury contact details in chat history and offer no structured data. Exporb gives you structured lead capture, automatic background sync, three-tier role-based access (Owner/Admin/Editor), a team leaderboard, and one-click CRM export — all purpose-built for trade show teams.

Your Team Is Stronger Together

Stop losing leads to miscommunication. Give your team automatic sync, role-based access, and a leaderboard that drives results — so your next trade show is your best one yet.