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Agencies

Digital business cards for agencies

Consistent branded cards for your whole team, a custom domain, and admin controls. One brand at every client touchpoint.

Matching branded ConnectMachine team cards on a custom agency domain

Agencies live and die on consistent brand experience. Every touchpoint with a client, including how your team introduces themselves, should reinforce your positioning.

ConnectMachine's Team plan lets agency owners deploy branded digital business cards for the entire team, with a custom domain, admin controls, and centralized management.

01

Consistent branding across every card

Set your agency's brand colors, fonts, logo, and banner once, and every team member's card reflects that branding automatically. New hires inherit it on day one, so there is no inconsistent design across the team.

An agency team cards dashboard with matching branded cards, statuses, and an add member button
02

Custom domain for professional URLs

Instead of a generic connectmachine.ai URL, use your own: team.youragency.com/john. Your agency's brand shows in the URL bar. Included in the Team plan.

03

Admin controls for team management

Agency owners can update the bio, website, and calendar link for any team member from the admin dashboard. Onboarding a new employee takes minutes, not hours.

The agency admin panel with locked brand colors, a live custom domain, and member seats
04

AI client management for every account manager

Each team member gets the AI Concierge for their client accounts, AI Note Taker for meetings, and voice notes for client insights. Scale relationship management without hiring a coordinator.

05

Multi-seat pricing that makes sense

Team pricing scales with your headcount without punitive per-seat markups. Add or remove seats as your team changes.

06

How agencies use ConnectMachine

  1. 1Client kickoff meetings: the entire team shares branded cards, so the project starts with brand consistency
  2. 2New business pitches: the creative director, strategist, and account exec each have on-brand cards
  3. 3Trade shows and conferences: team members capture leads that sync to the shared CRM
  4. 4Client meetings: AI Note Taker records and transcribes with speaker identification
  5. 5Post-project handoff: contact ownership transfers cleanly between team members
07

Agency-specific features

  • Custom domain via CNAME: team.youragency.com URLs
  • Admin branding controls: enforce brand across team cards
  • Team member management: update team info from the admin panel
  • Multi-seat licensing: one plan, many users
  • AI Note Taker: client meeting transcription
  • AI Concierge: query client history per team member
  • Follow-up reminders: never let a client drift
  • CRM sync: push to HubSpot, Salesforce, or Airtable
  • Calendar integration: clients book meetings directly
ConnectMachine Team plan features: custom domain, admin branding, team management, multi-seat, transcription, CRM sync
08

Marketing and creative agencies

Give every account executive, strategist, and creative director a consistent branded card, with the custom domain reinforcing agency identity. AI Note Taker records client strategy meetings for reliable follow-up.

09

Design and brand agencies

Brand agencies obsess over consistency. Admin branding controls enforce your color palette, typography, and logo across every card automatically, and if you change your brand, one update refreshes the whole team.

10

Consulting and strategy firms

Every consultant gets AI-powered client management: transcribed meetings, follow-up reminders, and an AI Concierge for querying client history. Firm-wide brand consistency without heavy central process.

11

PR and communications agencies

PR teams meet many journalists and media contacts. LinkedIn QR capture and voice notes help every account rep manage their journalist relationships systematically.

FAQ

Frequently asked questions.

Everything people usually ask before switching from paper. Still curious? See the full FAQ.

Yes. Team plan admins set brand colors, fonts, logo, and banner, and every team member's card uses them automatically. Individual team members can customize their own photo but not the core brand elements.

We switched the whole team in an afternoon. Every card matches our brand now, and when we rebranded last spring it took one change instead of thirty.
Sofia Marchetti, Studio North

See how ConnectMachine's Team plan works for your agency. Contact sales for a walkthrough.

Team pricing includes the custom domain, admin controls, and multi-seat licensing, and it scales with headcount. Contact sales for a quote, or start a free trial to evaluate it with your team. See pricing

  • Free to start
  • No app required for the other person
  • Works in five languages