#slides

B2B CRM Software for Exhibitions, Events and Sales Teams

#intro
The B2B CRM Built for Exhibitions, Events and Field Sales

CRM by BIM POS is a cloud B2B CRM for exhibitors, event organizers and sales teams who meet their customers face to face. Scan a business card and the lead is created in seconds, assigned to the right salesperson and ready for a WhatsApp or email follow-up. It works in English, Arabic, French and more, on phone, tablet and desktop. Sign up on your own, add your logo and start a free trial, no credit card needed.

#stats
1 tap Scan a business card into a lead
Any Language: English, Arabic, French and more
3 Devices: phone, tablet and desktop
5 min From sign-up to your first lead
#benefits

Why B2B sales teams choose CRM by BIM POS

Faster Follow-Up

Reminders, a daily agenda and automatic nudges make sure no lead waits and no deal goes cold.

WhatsApp and Email Built In

Send templates, pictures and quotations on WhatsApp or email and see when they are delivered and opened.

Full Pipeline Visibility

See every deal by stage, salesperson and branch, with live sales KPIs on your dashboard.

One Team, Every Branch

Assign leads, chat on deals and send calendar invites across branches and countries.

#industries

Industries

Exhibitions and Trade Shows
Events and Conferences
B2B Distribution and Wholesale
Manufacturing and Industrial
Real Estate and Property Developers
Construction and Building Materials
Automotive Dealers
Medical and Pharmaceutical Sales
IT, Software and Telecom
Hospitality and Food Service Suppliers
Education and Training
Professional Services and Agencies
#stripes

Everything your sales team needs, in one CRM

#scroll-capture-leads-at-exhibitions-and-events-in-seconds
CRM business card scanner capturing a lead at an exhibition

Capture Leads at Exhibitions and Events in Seconds

Stop collecting business cards in a drawer. Point your phone at a card and CRM by BIM POS reads the name, company, phone and email for you. The lead is saved to the right branch and salesperson before the visitor leaves your stand.

  • Business card scanner (OCR) on any smartphone
  • Duplicate check that tells you whose lead it already is
  • Website and form leads arrive automatically
  • QR codes, NFC and phone contacts
  • Leads shared between your salespeople by branch, in turn, and taken back if nobody follows up in time
#scroll-a-sales-pipeline-your-team-will-actually-use
CRM sales pipeline with drag and drop deal stages

A Sales Pipeline Your Team Will Actually Use

Drag and drop deals from New to Contacted, Proposal and Won. The pipeline updates itself: when a salesperson sends a WhatsApp message or a quotation, the lead moves to the right stage automatically.

  • Visual Kanban pipeline by branch, salesperson and period
  • Automatic stage rules
  • Deal values and won revenue at a glance
#scroll-follow-up-on-whatsapp-and-email-and-know-it-arrived
CRM WhatsApp and email follow-up with read tracking

Follow Up on WhatsApp and Email, and Know It Arrived

Reply where your customers are. Send ready-made WhatsApp templates with pictures, or professional emails with your branch details. Every message is logged on the lead, so the whole team knows what was said.

  • WhatsApp and email templates in your languages
  • Sent, delivered and opened ticks on every email
  • Email campaigns with open, click and bounce tracking
  • Emails sent under your company name, with your logo and colors
#scroll-professional-quotations-in-minutes
CRM quotation software with PDF and view tracking

Professional Quotations in Minutes

Build a quotation from your product catalog, share it as a link or PDF on WhatsApp or email, and see the moment your customer opens it. Call back at the right time, while the offer is still on their screen.

  • Branded PDF quotations with revisions
  • Quotation view tracking
  • Lead moves to Proposal automatically
#scroll-team-chat-follow-ups-and-calendar-invites-on-every-lead
CRM team chat, follow-ups and calendar invites on a lead

Team Chat, Follow-Ups and Calendar Invites on Every Lead

Discuss a deal right on the lead, mention a colleague, and plan the next step. Invite your team and your customer to a meeting: they get a calendar invitation and can accept, decline or suggest another time.

  • Team chat with read receipts on leads and quotations
  • Action plan with reminders and mentions
  • Calendar invites and a personal Google, Outlook and Apple calendar feed
#scroll-let-clients-book-meetings-online-always-in-sync
BIM POS Meetings online booking page synced with Outlook and Google Calendar

Let Clients Book Meetings Online, Always in Sync

Stop booking meetings by phone, chat or email. Share your booking link: your leads and clients see your free times and book by themselves. BIM POS Meetings checks your Outlook or Google Calendar, saves the meeting straight in your calendar, creates the Zoom or Google Meet link and sends the invite and the reminders, even when you're away from your laptop.

  • Your own booking link, synced with Google Calendar, Microsoft 365 and Outlook
  • Zoom, Google Meet or Teams link created automatically
  • Invites and reminder emails for you and your client
  • Every booking saved as a lead in the CRM
  • Windows desktop app with today's meetings, Join button and Outlook sync
#scroll-a-dashboard-and-agenda-that-keep-you-on-track
CRM sales dashboard with KPIs and daily agenda

A Dashboard and Agenda That Keep You on Track

Start every day knowing what to do. Your agenda groups follow-ups into Overdue, Today, Tomorrow and This week, and the dashboard shows new leads, open pipeline and won deals for you, your branch or the whole company.

  • Sales KPIs and lead source reports
  • Smart notifications and SLA alerts for unanswered leads
  • Roles and permissions for managers, sales and presales
#ctab
Exhibition or Event Coming Up?

Give your team CRM by BIM POS before the show. Every business card scanned at your stand or event becomes a lead, assigned and followed up before you are back at the office.

#features

CRM Features

Scan business cards with your phone camera, read QR codes and NFC, or pick from your phone contacts. Name, company, phone and email are filled in for you.

CRM by BIM POS checks phone numbers and emails, shows whose lead it already is, and lets you merge your details into the existing lead.

Manage deals visually by stage, salesperson and branch, with values and won revenue always up to date.

Leads move forward on their own when a WhatsApp message, an email or a quotation is sent.

Send saved WhatsApp messages and product pictures in one tap, in your languages, and keep a record on the lead.

Send campaigns under your company name, with your logo and colors, to selected leads, and follow deliveries, opens, clicks and bounces. Bounced addresses are excluded from future campaigns.

Create branded quotations with revisions, share them by link, PDF, WhatsApp or email, and know when the customer opens them.

Chat with colleagues and managers on any lead or quotation, with quick replies, reactions and read receipts.

Invite colleagues and customers to meetings with email invitations they can accept, decline or reschedule, plus a calendar feed for Google, Outlook and Apple.

Clients book your free times from your booking link, synced with Outlook and Google Calendar, with the Zoom or Google Meet link created for you.

Follow-ups grouped by Overdue, Today, Tomorrow and This week, with reminders so nothing slips.

Manage branches in different countries with their own work week, team and settings, and see everything from one account.

Admins, branch managers, salespeople and presales each see exactly what they need.

Get notified about new, assigned and unanswered leads, quotation views, mentions and replies, on your phone and desktop.

Use the CRM in English, Arabic, French and many more languages, with Arabic written right to left. Your company picks its languages for stages, products and templates.

Sign up online and start your free trial with no credit card. Install CRM by BIM POS on your phone's home screen straight from the browser. It updates itself automatically.

New leads are shared between your salespeople by branch, in turn. If nobody follows up in time, the lead is taken back and given to someone who will.

Your company gets its own private CRM, with your logo in the app and your colors and company name on every email.

#cta
Try CRM by BIM POS Free

Start your free trial today, no credit card needed. Prefer a walkthrough? Leave your details below and our team will call you back.

#form

Interested in CRM by BIM POS? Leave your details and our team will call you back.

#videos
See CRM by BIM POS in Action

Capture trade show leads in seconds, follow up automatically and close more deals.

Book Meetings Online with BIM POS Meetings

Your clients see your free times and book in one click, synced with Outlook or Google Calendar.