Customer story

How TrustFunds moved event badge capture from Blinq to Swopi

TrustFunds compared five lead capture services and replaced a $7,000 Blinq quote with Swopi. They sell to other businesses, where booth leads are harder to win. A typical event brings in 30 to 50 leads. One of their biggest events of the year reached 155, against a target of 50 to 100. Event badges scan into Zoho CRM.

24 hours

Demo to event setup

From demo to set up for an event

$7,000

Blinq quote

Replaced with Swopi

Zoho

CRM integrated: Zoho

Connected. Contacts sync as Zoho Leads.

155

Leads at one of their biggest events

Target: 50 to 100. Typical event: 30 to 50.

Services reviewed

They compared five lead capture services, then chose Swopi

5 / 5

G2 review

Kris Pearson, validated review, 6 November 2026

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The event

NAR NXT 2026

At NAR NXT 2026, the TrustFunds team used Swopi at the booth. In Swopi the event is set for 2 to 10 November 2026 in New Orleans, with 3 people on the event.

Before the event

Kris created the event in the admin panel and added the sales reps. The overview shows who captured which leads, the count for each day, and pipeline from the CRM.

The team needed the same tags on every lead, and a note that kept the follow-up context. Swopi added shared team tag presets within 10 hours of the request. Kris set the presets for the sales reps to tag leads in the app.

Kris Pearson wrote: “The Tag solution worked PERFECT! Thank you!” She also wrote: “The team had very positive feedback of Swopi after the event!”

During the event

Reps scanned badges into the event. A dashboard snapshot shows 140 leads. 139 came from a Swopi AI scan and 1 was entered manually. The best day was 6 November, with 80 leads. The snapshot also shows 1 lead on 5 November, 47 on 7 November, and 12 on 8 November.

TrustFunds reported 155 leads at one of their biggest events of the year. This dashboard snapshot shows 140, against an event goal of 50. The screen calls that 280 percent of the goal.

After the conversation

Swopi AI marked 20 of the 140 leads as high intent, 14 percent. High intent is that AI score. It is not a count of deals. The snapshot shows 47 medium, 72 low, and 1 lead with no score yet.

A team note on a high-intent lead keeps the conversation context for the follow-up.

Into Zoho CRM

Leads sync to Zoho CRM as Leads, with automatic sync on. Tags append to native Zoho tags. The team note is saved as a Zoho note titled Swopi team note. The AI summary stays in Description. Captured by maps to Owner, the Zoho user who collected the lead, when that email matches an active confirmed Zoho user. The write mode on Owner is Overwrite.

A custom text field cannot hold a Zoho user. If the email does not match, the lead still saves and Owner stays unchanged. If the note fails to save, the lead still saves. Connected with records a digital business card connection. A badge scan leaves it empty. A manual entry leaves it empty. Captured by is a column on the event and on Contacts.

Zoho is connected, with Lead as the sync object and Tags mapped to native Zoho tags. Owner and the team note follow this mapping when a lead syncs.

Zoho and Zoho CRM are trademarks of Zoho Corporation Private Limited.

About the customer

TrustFunds helps MLS partners, brokers, agents, title and escrow teams move earnest money online. The platform replaces paper checks with a secure digital workflow built into the MLS.

Industry: Electronic earnest money for real estate
CRM: Zoho CRM

TrustFunds used Blinq for event lead capture until Blinq quoted $7,000. The team runs about 6 to 10 events a year and chose Swopi instead. They went from demo to set up for an event in 24 hours. TrustFunds sells to MLS partners, brokers and title teams, so booth leads are harder to win than at a consumer show. A typical event brings in 30 to 50 leads. One of their biggest events of the year had a target of 50 to 100 and reached 155 leads. Every reviewed scan was enriched with contact and company data.

Marketing Manager Kris Pearson reviewed five lead capture services before choosing Swopi. The team scans event badges at an expo booth for a major real estate event. Swopi reads even super thin fonts on paper business cards. Leads arrive in Zoho Lead during the show. Their strongest day brought in 80 leads. 99 percent were captured by scan. Every lead was sent to the CRM.

In her G2 review she wrote that users can immediately see CRM information, which gives them a quick reference point for relationship building, and that the AI enhancement is the best she has seen so far. Lead capture is fast and simple, with instant integration with Zoho CRM. The team on site understands prospects better through the integrated feedback, and the AI adds critical information to their prospecting. Support, in her words, has been top notch.

Bridging the booth and Zoho in one scan

What changed for TrustFunds

$7,000 Blinq quote replaced with Swopi
Five lead capture services reviewed before choosing Swopi
155 leads at one of their biggest events of the year. Target: 50 to 100. Typical event: 30 to 50.
80 leads on their strongest day
99 percent of leads captured by scan
Every lead sent to CRM
Every reviewed scan enriched with contact and company data
Instant integration with Zoho CRM at a major real estate expo
AI enhancement that, in Kris's words, is the best she has seen so far

Earnest money made easy. Event leads made clear.

TrustFunds closes the digital gap on earnest money. Swopi closes the gap from badge scan to Zoho CRM.

Kris Pearson, Marketing Manager at TrustFunds — Kris PearsonMarketing Manager, TrustFunds

“Top-Notch Support, Best-in-Class AI Lead Capture, and instant CRM integration with Swopi”

Kris P., Marketing Manager at TrustFunds · Validated review · 6 November 2026

What they liked

“Users can immediately see CRM information, which gives them a quick reference point for relationship building. The support so far has been top notch. The AI enhancement is the best I've seen so far. We reviewed five different lead capture services before working with Swopi, and we're really glad we did.”

How Swopi helps at the booth

“We're using Swopi at an expo booth for a major real estate event. So far, it has made lead capture fast and simple, with instant integration with Zoho CRM. It's also helping the team on site understand prospects better and more quickly through the integrated feedback. The AI enhancement is incredible, and it's adding critical information to our prospecting activities.”

Join TrustFunds and other teams using Swopi for event lead capture

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