ConnectMachine for sales reps

ConnectMachine gives sales reps a digital business card to share in every meeting, AI scanning that turns collected cards into clean contacts, and a note on each prospect covering what you discussed. Everything exports to your CRM, so the people you meet are in your pipeline the same day, not lost on paper.

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How it works

  1. Share your card in every meeting

    Send your digital card by QR, tap, or link at events and meetings. Prospects save your details instantly, with no app to install on their side.

  2. Scan the cards you collect

    Turn a stack of cards from a booth or a conference into clean, deduplicated contacts in minutes, each with the original card image saved.

  3. Sync to your CRM

    Push new contacts and your notes straight into your CRM, so every prospect is in your pipeline and your follow-up is tracked from day one.

A sales rep's contact list in ConnectMachine

Why sales reps choose ConnectMachine

Capture leads fast

Scan cards in bulk and share your own card in a tap, so a full day of meetings becomes a clean contact list instead of an evening of data entry.

Context on every prospect

A note on each contact records what you discussed and what they need, so your follow-up is specific and your pipeline notes are not blank.

Straight into your CRM

Export to your CRM or a CSV with names, titles, companies, and notes mapped to the right fields, so nothing is retyped and nothing is lost.

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Frequently asked questions

What is the best app for sales reps to manage business cards?
One that scans cards in bulk, shares your own card without an app, and exports to your CRM. ConnectMachine does all three and keeps a note on every prospect.
How do sales reps get business cards into their CRM?
Scan the cards with ConnectMachine and export the clean contacts, with notes, straight to your CRM, so prospects are in your pipeline the same day.
Can I share my contact details without the prospect installing anything?
Yes. Prospects scan your QR or tap to open your card in their browser and save it, with no download required.
Does ConnectMachine keep notes on each prospect?
Yes. Every contact has a notes field for what you discussed and next steps, and those notes export with the contact to your CRM.