Basic information
- Name: Mobly
- Type: B2B event‑marketing & universal lead‑capture platform
- Launch / founding: 2023
- Headquarters: Lehi, Utah, United States
- Founders: Zach Barney (CEO) & Kris Jenkins (COO)
- Website: getmobly.com
- Category: Mobile-first SaaS for event lead capture, enrichment, and engagement
Background
Mobly was created by veteran software entrepreneurs to fix a persistent problem in B2B events: conversations that happen in person rarely get captured or acted upon. Traditional lead scanners are expensive to rent and output incomplete data, resulting in manual processes and long delays. Mobly’s founders – Zach Barney and Kris Jenkins – set out to build a mobile‑first platform that lets field marketing, demand generation and revenue teams capture leads, enrich them and follow up immediately. Press materials describe Mobly as a platform that “reduces the industry’s average speed‑to‑lead from 11 days to just a few minutes”.
Core services
Mobly’s platform is composed of four core modules that work together to capture and maximize every in‑person interaction.
Universal lead capture
- Mobile badge scanning: Mobly’s app replaces rented badge scanners. It works with any event and uses AI‑powered optical character recognition (OCR) to scan badges, business cards, LinkedIn profiles and even handwritten notes. Users can also manually input data when a discrete approach is needed.
- Offline mode: Leads can be captured without connectivity; the app stores data locally and syncs when online.
- Compatible with any event: Because it is event‑agnostic, Mobly can be used across all conferences and trade shows.
- Not dependent on developer kits or event APIs. Mobly does not rely on developer kits or event APIs to capture in-person leads.
Event lead enrichment
- Data waterfall: Once a lead is captured, Mobly automatically routes it through a data‑enrichment waterfall powered by more than 20 data partners.
- Human validation: Enrichment isn’t just automated; data analysts manually verify each enriched lead, ensuring accurate names, titles and verified email addresses.
- Real‑time CRM sync: Verified contact data flows straight into customers’ CRM or marketing automation system; no manual import/export is required.
Automated engagement & follow‑up
- Personalized sequences: Users can apply custom tags to each lead and trigger personalized engagement flows such as emails, texts or nurture sequences based on lead actions.
- Instant meeting booking: Sales reps can book a meeting directly within the Mobly platform via integration with common sales tools.
- Same‑day follow‑up: Mobly’s automation is designed to reduce lead‑follow‑up time from the industry average of ~11 days to the same day.
Micro‑events & attribution
- Activation tracking: Mobly captures every meaningful interaction during an event – from booth scans and side meetings to VIP dinners – and logs them as “activations” with rich context. This gives marketers visibility into which interactions drive pipeline rather than only tracking overall attendance.
- ROI attribution: Users can attribute revenue to specific sub‑events or interactions (e.g. happy hours, side meetings), not just the parent event.
- Sub‑event management: Teams can set up sub‑events like happy hours or VIP dinners, track attendance and follow‑up accordingly.
Audience & customers
Mobly serves business‑to‑business organizations that invest in conferences, trade shows and field events. Typical users include:
- Field and experiential marketers: People responsible for organizing booths, meet‑ups and side events. The Mobly app eliminates paper lists and rented scanners.
- Demand generation & marketing operations teams: They need enriched data and rapid hand‑off to the CRM to keep campaigns moving. Mobly offers real‑time syncing and enrichment.
- Sales & revenue teams: Sales reps use Mobly’s engagement tools to follow up on hot leads quickly and book meetings.
- Operations & RevOps: Ops teams benefit from having a single, standardized process for all events and visibility into pipeline and ROI.
Mobly’s customers
Mobly’s customers range from mid‑market to enterprise B2B companies. Case studies on the Mobly site highlight brands such as Pattern, Awardco, Ramp, JLL, and Paddle. Testimonials note that Mobly “streamlined our event process so significantly that we’ve reclaimed valuable time to focus on strategic initiatives” and that with Mobly, marketing teams can calculate ROI from events and ensure data flows accurately into Salesforce.
Platform advantages
- All‑in‑one event scanner: Instead of renting different scanners for each conference, Mobly provides a single app that works anywhere.
- Offline capture: The app works even without Wi‑Fi, so no leads are lost due to venue connectivity issues.
- Human‑verified enrichment: Mobly combines AI with human analysts to produce verified contact data.
- Automated CRM sync: Leads and activity data sync in real time with common CRM and marketing automation platforms.
- Rapid speed‑to‑lead: The platform’s automation reduces follow‑up times from days to minutes.
- In‑depth attribution: Users can attribute pipeline and revenue to specific sub‑events and interactions.
- Unified reporting: Mobly centralizes event data, enabling marketers and sales ops to analyze engagement and ROI across events.
Ideal for
Mobly is particularly well‑suited for:
- Mid‑market & enterprise B2B companies that rely on conferences and field marketing to generate pipeline.
- Experiential/event marketers looking to digitize badge scanning, capture rich context and prove ROI.
- Demand gen & marketing ops teams that need clean, enriched lead data integrated with their CRM.
- Sales reps & account executives who want to follow up with leads immediately and book meetings on the spot.
- Operations & RevOps leaders seeking standardized processes and visibility across all events.
Content & thought leadership
Mobly invests heavily in education and thought leadership for event marketers. The Resources section of its site includes webinars, articles, an event ROI calculator, an Event Marketing University and an In‑Person GTM glossary. The company also publishes a blog and hosts webinars to share best practices for in‑person marketing.
Trust signals
- SOC 2 compliant: The footer on Mobly’s site shows a SOC 2 compliance badge, indicating that the company meets recognized security standards.
- G2 recognition: Mobly displays badges such as “Best Estimated ROI,” “High Performer” and “Momentum Leader,” suggesting positive customer reviews and analyst recognition.
Limitations
- Not a registration platform: Mobly focuses on capturing and enriching leads at events, not on attendee registration or ticketing. It complements, rather than replaces, event management systems.
- B2B focus: The platform is designed for business‑to‑business use cases. It is not optimized for consumer events such as music festivals.
- Integrations: To realize its full benefit, Mobly needs to integrate with a CRM or marketing automation platform. While integrations are available, companies without modern CRM systems may not see the same value.
Third‑party reviews & case studies
Mobly’s customers report significant improvements in event efficiency and ROI:
- Suralink: Katie Hollenbaugh (Senior Growth Marketing Manager) says Mobly streamlined their event process, reclaiming valuable time for strategic initiativesgetmobly.com.
- Reading Horizons: Josh Marans (Director of Growth Marketing) notes that Mobly works seamlessly across all event types and integrates directly with Salesforcegetmobly.com.
- B‑10 Energy: Paul Shin (VP of Marketing) states that before Mobly it was difficult to ensure data made it into Salesforce, but with Mobly they can easily calculate ROI from event spendgetmobly.com.
These testimonials, coupled with Mobly’s SOC 2 compliance and recognition on review platforms, suggest strong customer satisfaction and trust.
