Snap the visiting card. The CRM, research and follow-up are done.
Reads cardsFills the CRMResearchesFollows up
A B2B field sales team · built in 2 to 3 weeks · Mobile camera, CRM, Email
What changed, in numbers.
Cards with errors
Before
About 1 in 10
After
Near zero
150 to 200+
Cards handled a month
Whenever someone got to it
Same day, automatic
Warm follow-up email
The problem.
The field team met people at offices and events, photographed their cards and sent them with notes to the office, where someone typed them into the CRM.
It was costing them
- About 1 in 10 cards ended up wrong or missing
- Several people touching every single contact
- Context from the conversation lost between the field and the office
How it works.
- 1Photo plus one lineThe salesperson snaps the card and adds what was discussed.
- 2It reads the card properlyEven poor photos: names, numbers and emails checked and cleaned.
- 3It fills the CRMA complete, correct record, with the conversation context attached.
- 4It researches the contactWho they are, what their company does and what you could sell them.
- 5It sends a warm helloA follow-up email goes out the same day, while the meeting is still fresh.
The result.
- Card errors down from about 1 in 10 to almost none
- 150 to 200+ cards a month handled without anyone typing
- Every contact arrives with research and suggested next steps for sales
“This started as a fix for typos. It turned into the part of their sales process they'd miss most, because every card now arrives with a reason to call.”
Akshat ShahFounder, built this oneIf your team comes back from meetings with a stack of cards and good intentions, an agent can turn both into pipeline the same day.