Lead capture for sales reps

The problem is never meeting people. It is remembering them well enough to follow up. A rep leaves a conference with a stack of cards, a phone full of half-typed notes, and a memory that fades by the drive home. The prospect who was ready to talk gets a generic email three days later, if they get one at all.

• Paper cards that sit in a bag until the context is gone.
• No note on what the prospect needed or what you promised.
• Manual data entry that eats the evening and still misses people.
• Follow-up that lands after the window has closed.

The strongest capture is mutual. When you meet a prospect, they get your card and you get theirs, so neither side depends on remembering to follow up from a photo.

1. 1Show your QR code so the prospect opens your card and saves your details in a tap, with nothing to install.
2. 2Scan the card they hand you and the AI extracts name, company, title, email, and phone into a clean contact in seconds.
3. 3The original card image is kept, so you can cross-check anything the scan got wrong.
4. 4At a busy booth, a QR on a stand lets every passerby capture your card while you keep talking.

A name and a company tell you nothing about the opportunity. The moment you step away, record a voice note or add a note to the contact: what they need, the objection they raised, the timeline, the next step you agreed to.

That note is the difference between a follow-up that references the actual conversation and one that reads like a template. It also means your manager sees a real pipeline entry, not a business card and a vague memory.

A captured lead that never reaches your pipeline is still a lost lead. Close the loop before you leave the venue.

1. 1Review the day's captures each evening while the conversations are fresh, and fix any scan errors.
2. 2Sync new contacts to your CRM on a paid plan, or export a clean CSV on any plan.
3. 3Automate the routing with a Zapier connection so leads flow into the tools your team already runs, across thousands of apps.
4. 4Your notes travel with each contact, mapped to the right fields, so nothing is retyped.

Interest is highest in the first day or two after an event, before the prospect's inbox fills back up. Because every contact carries a note, your first message references the specific need instead of a polished blank.

Later, when you are working the pipeline, ask the AI Concierge in plain language, 'who did I meet with a data migration project?' or 'who was at the Austin booth?', and it pulls the list from your own captured leads. The room you worked on Tuesday keeps producing for weeks.

The same card captures leads everywhere field sales happens, not just at events. One QR code covers the whole territory.

• In a first meeting, to capture the prospect and note the opportunity on the spot.
• At a walk-in or a site visit, where a paper card would have been forgotten.
• In your email signature, so inbound interest is captured too.
• Handing a clean lead list to your manager instead of a notebook.