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IT Consulting Firms

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.

Create your IT team's free card
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How it works

3 steps, zero friction.

What a working day looks like for IT consulting firms once the paper cards are gone.

See it in motion
01

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.

02

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.

03

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.

Built for the job

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.

01

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.

02

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.

  1. 1An admin starts a Team plan and assigns a seat to each consultant, engineer, and account manager.
  2. 2Admin branding controls, plus an optional custom domain, keep every card on the firm's brand.
  3. 3Clients save a card by QR code, link, or wallet pass, with nothing to install.
  4. 4Staff 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. 5On a paid plan, Zapier sends new contacts to Salesforce, HubSpot, or other apps your firm already uses.
An IT consultant adding a note to a client stakeholder's contact in ConnectMachine
FAQ

Frequently asked questions.

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

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

Related professions

Roles inside IT consulting firms.

Consultants

ConnectMachine gives consultants one digital business card for every client meeting and conference, an AI scanner that turns collected cards into clean contacts, and a note on each person recording what you discussed.

Engineers

ConnectMachine gives engineers a digital business card that shares discipline, title, and technical profile by QR or link, an AI scanner that turns conference and site-visit cards into clean contacts, and a note on each person recording what they build.

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.

Founders

ConnectMachine gives founders one digital business card for demo days and pitch events, an AI scanner that turns collected cards into clean contacts, and an AI Concierge that recalls who you met and where.

Use cases

Use cases for IT consulting firms.

Team Business Cards

Equip your whole team with branded digital business cards and manage them from one place.

Contact Manager App

Capture the people you meet, remember your conversations, and follow up at the right time.

Export your contacts to a CRM

ConnectMachine pushes your scanned and saved contacts straight into your CRM, or exports them as a clean CSV. Names, titles, companies, and your own notes land in the right fields, so the people you met are in your pipeline the same day instead of stuck on paper cards or in your phone.

AI Meeting Notes

Record a conversation and get AI meeting notes with a full transcript, a clean summary, and who said what.

Every client contact, known to the whole firm.

Team plan: $5.99 per seat per month for every consultant and engineer. See pricing

Create your IT team's free card
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