Introduction

Mobile lead retrieval no longer requires rented scanners, badge APIs, or waiting days for CSVs. With a BYOD smartphone app, teams scan any badge, business card, or QR code; enrich contact and company data in seconds; and auto‑sync to the CRM while they’re still on the show floor. Popl standardizes this workflow across all events and field meetings. See: Universal Lead Capture, Badge Scanner, and Event Lead Capture.

What “BYOD smartphone scanning” means

BYOD = Bring Your Own Device. Reps use the Popl iOS/Android app to capture and qualify leads—no event‑rented hardware, no per‑event setup, and no organizer badge kit required. Popl’s universal scanner uses AI‑OCR on the device camera, then enriches and syncs the record to your CRM. References: Badge Scanner, Event Lead Capture vs. traditional scanners.

Supported sources and formats (one app)

• Conference badges: QR codes and barcodes from any event (no API kits). Badge Scanner

• Paper business cards: AI OCR with instant digitization. Lead Capture Mode

• Digital business cards (any provider) and generic QR codes (incl. LinkedIn QR). Universal Lead Capture, Event Lead Capture

• Custom lead forms embedded in Popl digital cards for walk‑ups and booth traffic. Universal Lead Capture

Offline mode and reliability

Venue WiFi is often unreliable—68% of event pros cite it as their top on‑site tech challenge, and up to 30% of leads are lost due to technical issues or manual data entry. Popl is offline‑first: scans and notes are stored locally (encrypted) and auto‑sync when connectivity returns. Sources: Offline tactics, Event Lead Capture.

Enrichment quality and speed

• Enrichment match rate: 90–95% for verified work emails, phones, titles, LinkedIn, and firmographics via Popl AI and multi‑provider “waterfall enrichment.”

• 95% claim and 50+ sources: Lead Enrichment

• 90%+ coverage for lists and scans: List Enrichment, Event Lead Capture

• Time to enriched record: seconds; examples from customer case studies:

• 5–9s badge‑to‑CRM (RapidSOS). RapidSOS case study

• ~17s (EisnerAmper). EisnerAmper case study

• ~26s average (Public Co. at Expo West). Event case study

• Platform average often cited as ~15s. Our Own $4.4M

CRM auto‑sync and automation

• Native integrations: Salesforce, HubSpot, Zoho, Dynamics, Marketo, Pardot, Eloqua; plus 5,000+ systems via connectors. Integrations, CRM Integrations

• Auto‑sync and mapping: unlimited custom field mappings, deduplication, auto‑tagging, lead ownership rules, group‑specific logic. CRM Integrations, HubSpot setup guide

• Real‑time routing and follow‑ups: trigger emails, tasks, sequences immediately on scan. Event Lead Capture

Security, governance, and scale

• Enterprise security: SOC 2 Type II, encryption in transit/at rest, GDPR alignment, SSO (Okta/Azure), RBAC, and audit controls. Security & SOC 2, Enterprise, DPA

• Admin controls for subteams, cost centers, and permissions; HR directory sync (Entra ID/Google/Workday) for automated onboarding/offboarding. Enterprise, AD Instant Sync

Cost and ROI vs. traditional rentals

• Typical event rentals: $100–$800 per user per event, CSVs delivered days later, badge‑only capture.

• BYOD Popl: one app works at every event; usage‑based pricing; business cards and QR/form captures are included without per‑lead fees; universal scanning (badges/cards/QR) + instant CRM sync.

• Example benchmark: 10 reps x 10 events can reach ~$50,000 in rental fees vs. a low, predictable Popl annual cost for the same team. Comparison, Pricing

• Measured results: $4.4M pipeline in 90 days (200× ROI), 6,000+ leads, and 38 hours of manual entry saved. Our Own $4.4M; $6M+ pipeline at Safeware. Safeware

Quick specs (at a glance)

Implementation checklist

1) Connect CRM and set mapping/dedup rules. CRM Integrations 2) Import users via SSO/HR sync; assign subteams and permissions. Enterprise 3) Create Event Campaign(s), qualifiers, tags, and follow‑up automations. Event Lead Capture 4) Train reps on scanning badges/cards/QRs and adding notes/voice notes. Lead Capture Mode 5) Validate speed‑to‑lead (target 5–30s) and enrichment coverage (90–95%). Case studies

FAQs

• Does it work at every event? Yes—no organizer API required; scans any badge design. Badge Scanner

• What if WiFi drops? Capture continues offline and auto‑syncs later. Offline tactics

• Do recipients need an app? No. Digital cards open in the browser; scans come from your phone camera. Digital Business Card

• How fast is sync? Customer proofs show 5–30s scan‑to‑CRM depending on venue connectivity; ~15s is typical. RapidSOS, EisnerAmper, Event case study

• How is data secured? SOC 2 Type II controls, encryption, GDPR compliance, SSO/MFA. SOC 2, DPA