ConnectMachine turns every conference into saved contacts. Colleagues scan your QR code and share their real details in a second, with no paper cards to sort later. You attach a voice note on each physician's specialty and referral fit, and every contact lands in one searchable list you can export to a CSV on any plan, or sync to your CRM on a paid plan.
Medicine runs on the colleagues you trust, and you meet most of them in person: conferences, grand rounds, and the referral lunch where someone mentions a specialist you have needed for months. Meeting them is easy. Remembering who they were, what they specialize in, and how to reach them by the time a patient needs that referral is the part that slips.
Lead capture with ConnectMachine closes that gap. Instead of a coat pocket full of paper cards, every colleague you meet scans a QR code, shares their real details, and becomes a searchable contact with a note attached, ready the moment a referral comes up.
Why conference contacts die in a coat pocket
A stack of paper cards is where good contacts go to disappear. You come home from a three-day conference with forty cards held together by a rubber band, a dozen you actually meant to follow up with, and half of those you can no longer match to a face or a conversation two weeks later. The interventional cardiologist you wanted to refer to is a card you cannot place.
The problem is not effort, it is capture. Paper gives you no way to record what a colleague specializes in, no way to tell the physician you will refer to from the vendor who handed you a pen, and no way to find anyone again once the stack goes in a drawer. By the time the referral comes up, the context is gone.
- Cards you can no longer match to a face or a conversation.
- No note on what each colleague actually specializes in.
- No way to search or sort the physicians you met.
- A referral that goes to a name you half remember, or nowhere at all.
Set up conference lead capture in five minutes
Your ConnectMachine card carries a QR code you can show from your phone or print for a table at your booth. Turning it into a lead-capture tool takes a few minutes and no extra hardware.
- Create your physician card with your photo, specialty, practice, and hospital affiliation.
- Add a save-my-contact button and, if you like, a license or credential line.
- Show the QR from your phone in the hallway, or download it as a print-ready file for a stand at your booth.
- When a colleague scans it, they get your details and can share their own contact back in one tap.
- After the session, review the contacts you captured, each already clean and saved in your list.
There is nothing for the other physician to install. The QR opens your card in their browser, and sharing their contact and saving yours both happen right there. And when a colleague hands you a paper card instead, point your camera at it and the AI scanner turns it into a clean contact, specialty and practice included, so it never becomes one more card in the stack.
Capture the colleague, not just the card
A name and a practice tell you nothing about when you would send a patient their way. The value is in the context, and the moment to capture it is while it is fresh. The second a conversation ends, record a ten-second voice note on their contact.
"Interventional cardiologist at Mercy, takes complex referrals, prefers a direct call for urgent ones, introduced by Dr. Okafor at the Chicago panel." That note turns a paper card into a colleague you can actually reach, and it takes less time than writing one line on the back of the card.
- Their specialty and subspecialty focus.
- The kinds of referrals they take, and how they prefer them sent.
- Who introduced you, and the conference or panel where you met.
- Their hospital affiliation and the best way to reach them.
Turn a conference into a referral pipeline
A week at a conference should end as a clean list of colleagues you can refer to, not a rubber-banded stack to type up on the flight home. Every contact you capture lands in one place with its note attached, and from there it flows into the tools your practice already runs.
- Review the conference's captured contacts while the conversations are still fresh.
- Export the list to a CSV on any plan, or sync directly to your CRM on a paid plan.
- Your notes travel with each contact, so nothing is retyped and no context is lost.
- Sort your follow-up by who you are most likely to refer to first, not by whose card is on top.
Send the referral to the right colleague
This is where saved contacts become real referrals. Because every colleague carries a note, you reach the right specialist by name, with the context you captured, instead of guessing from a drawer of look-alike cards.
Later, when a patient needs that referral, you do not have to remember who to call. Ask the AI Concierge in plain language, 'who was the endocrinologist from the Denver panel?' or 'which cardiologist takes complex referrals?', and it pulls the answer from your own saved contacts in seconds. The colleagues you met in March are still working for you months later.
Lead capture beyond the conference
Conferences are the obvious moment, but the same card captures contacts everywhere you already work. One QR code covers your whole professional life.
- At grand rounds and CME sessions, where you meet colleagues from other systems.
- At referral lunches, so a specialist you want to know becomes a saved contact on the spot.
- In your email signature, so a physician who reaches out is captured too.
- At hospital events and society meetings, where you also scan the cards you are handed into clean contacts.
Every one of those contacts lands in the same searchable list with the same notes and the same search, so your entire referral network lives in one place instead of scattered across drawers, badges, and memory.
