# Digital business cards for IT consulting firms

> ConnectMachine gives IT consulting firms and managed service providers branded digital business cards for every consultant, engineer, and account manager on one Team plan with centralized billing and admin branding controls. Staff capture client stakeholders by scanning their cards, keep notes on each contact, and send contacts to a CRM through Zapier on a paid plan.

ConnectMachine is an AI agent for digital business cards and contact management.
Web version of this page: https://www.connectmachine.ai/for/it-consultants/

## How it works

### A card for every technician and account manager

An admin assigns a seat to each person who meets clients. Cards share the firm's branding, so the engineer on site and the account manager on the call look like the same company.

### Capture the client's stakeholders

Kickoffs and site visits put IT managers, finance leads, and vendors in the same room. Scan their cards and each person becomes a clean contact.

### Keep context on every contact

Note who owns the budget, which systems they run, and what was promised. The next person from your firm to meet that client starts with the context.

## Why IT consulting firms choose ConnectMachine

### Firm-wide branding

The Team plan's admin branding controls and optional custom domain keep every card on the firm's brand, whoever hands it out.

### Contacts that reach your CRM

On a paid plan, Zapier sends new contacts to Salesforce, HubSpot, or thousands of other apps your firm already uses.

### Seats that follow headcount

Centralized billing and seat management mean cards scale with the firm as consultants and engineers join.

## Why IT consulting firms lose track of client stakeholders

An IT consulting firm or MSP rarely has one contact per client. A single account can involve an IT manager, a finance lead who signs renewals, an operations head, and outside vendors, and different people from your firm meet each of them at kickoffs, site visits, and reviews.

When those contacts live in individual inboxes and phones, it gets hard to know who owns the budget or who asked for what. Digital business cards for IT companies give every engineer and account manager a card on the firm's brand, and a quick way to scan client stakeholders' cards and note their role, systems, and open requests.

## How an IT consulting firm or MSP rolls out ConnectMachine

Start with account managers and the engineers who go on site, then add seats as the firm hires. [See how ConnectMachine works as a contact manager.](https://www.connectmachine.ai/use-case/contact-manager.md)

1. An admin starts a Team plan and assigns a seat to each consultant, engineer, and account manager.
2. Admin branding controls, plus an optional custom domain, keep every card on the firm's brand.
3. Clients save a card by QR code, link, or wallet pass, with nothing to install.
4. Staff scan stakeholders' cards at kickoffs and site visits and add a note on role, systems, and next steps. The AI Concierge finds them again later.
5. On a paid plan, Zapier sends new contacts to Salesforce, HubSpot, or other apps your firm already uses.

## Pricing

- Free plan: Your digital business card and QR sharing, with 4 cards included.
- $5.99 per month: Unlimited AI card scanning, voice notes, and the AI Concierge, or $59.99 per year.
- Teams, $5.99 per seat: Team plan: $5.99 per seat per month for every consultant and engineer.

## FAQ

### Can every technician and consultant at our firm have a card?

Yes. On the Team plan an admin assigns a seat to each person, with centralized billing and admin branding controls.

### Can we keep notes on client stakeholders?

Yes. Every contact carries notes, and the AI Concierge helps you find people later by company or by what you discussed.

### Does it sync with our CRM?

Yes, through Zapier, which connects to Salesforce, HubSpot, and thousands of other apps. Zapier access needs a paid plan, a seat on an organization license, or an active Premium trial.

### How is this different from a card for an independent consultant?

This page is for firms running a team on one brand and one bill. If you consult on your own, see ConnectMachine for consultants.

## Get started

Every client contact, known to the whole firm.

[Create your IT team's free card](https://www.connectmachine.ai/download-app/)

## Use cases for IT consulting firms

- [Team Business Cards](https://www.connectmachine.ai/use-case/team-business-cards.md): Team business cards make sure everyone in your company presents the same polished, on brand identity at every meeting.
- [Contact Manager App](https://www.connectmachine.ai/use-case/contact-manager.md): A contact manager app is only as good as what it helps you do next.
- [Export your contacts to a CRM](https://www.connectmachine.ai/use-case/export-contacts-to-crm.md): ConnectMachine pushes your scanned and saved contacts straight into your CRM, or exports them as a clean CSV.
- [AI Meeting Notes](https://www.connectmachine.ai/use-case/ai-meeting-notes.md): AI meeting notes free you from scribbling while someone is talking.

## Also built for

- [Consultants](https://www.connectmachine.ai/for/consultants.md)
- [Engineers](https://www.connectmachine.ai/for/engineers.md)
- [Sales Reps](https://www.connectmachine.ai/for/sales-reps.md)
- [Founders](https://www.connectmachine.ai/for/founders.md)