Digital business card CRM — every introduction captured, every follow-up on time.
A lightweight CRM built into your profile. Capture contacts the moment someone visits your card, organize them with notes and tags, and send the follow-up before they forget you.
What it is
Lead capture + contact book + follow-up reminders, in one place.
The Mini CRM lives inside your dashboard. Every time someone visits your profile and submits the contact-exchange form, they land here as a contact — with their name, email, phone, company, the source (tap, QR, or link — fully broken down in your Insights), and the time they reached out.
From there, you can add notes, attach a tag (lead, customer, partner, recruiter…), set a follow-up reminder, or move them through a simple pipeline (new → in-progress → won/lost).
12 new contacts this week
Searchable, taggable, exportable. Yours forever.
How it works
From tap to follow-up in 4 steps.
They visit your profile
A "Get in touch" or "Send your info" prompt appears at the top of your profile. They fill it out in seconds — no signup required for them.
You both get a copy
An automatic exchange email goes out to both of you with each other's contact details — so the connection is mutual and on the record.
They land in your CRM
In your dashboard, the new contact appears with full context: name, email, phone, company, source (NFC / QR / link), the device they used, and the timestamp.
You follow up
Add a note, set a reminder, send a quick email, or open the contact in your synced CRM (HubSpot, Salesforce, Zoho) for the full pipeline workflow.
Inside the dashboard
A clean inbox, not a hairball.
The contact view is intentionally simple — three columns: contacts, details, actions. No sales-stage diagrams, no enterprise dashboards. Just enough structure to never lose a lead.
- Auto-captured fields: name, email, phone, company, message
- Source attribution: NFC tap · QR scan · direct link · UTM tag
- Notes & tags — searchable across every contact
- Pipeline stages: new · contacted · meeting · won · lost
- Reminder system with email notifications
- Export to CSV any time — your data, your call
- Optional Gmail send: draft and send directly from the contact card
Inbox · pipeline · reminders
Polished on the surface; organized underneath.
What you get
Basics included. AI follow-ups on PRO.
Basic · Free
Contact capture & storage
- Contact-exchange form on your profile
- Auto-emailed exchange copy to both parties
- Contact list in your dashboard with notes
- CSV export of all contacts
- Source attribution (NFC / QR / link)
PRO
Pipeline + AI follow-ups + CRM sync
- Everything in Basic
- Pipeline stages with drag-and-drop
- Follow-up reminders with email notifications
- AI-drafted follow-up emails sent through your Gmail
- Two-way sync to HubSpot, Salesforce, or Zoho
- Bulk tagging and bulk export
Just want this one feature? Buy it on its own from Settings → Feature Store in the app — no full PRO needed. See how →
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