ConnectMachine captures every lead a sales rep meets. Scan the cards you collect at a booth or conference, share your own card by QR or tap, and each person becomes a clean contact with a note on the deal. Everything exports to a CSV or syncs to your CRM on a paid plan, so nothing is lost between the event and your pipeline.
A rep's number depends on what happens to the people they meet. Events, booths, and meetings put you in front of dozens of prospects, but the return leaks away in the gap between the conversation and the CRM. Cards pile up, context fades, and by the time anyone types them in, the warm lead has gone cold.
Lead capture with ConnectMachine closes that gap. Every card you scan and every card you share becomes a structured contact with a note attached, and it flows straight into the pipeline you already run, so a full day of conversations is working leads by that evening.
Where event leads leak away
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.
Capture in both directions at the booth
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.
- Show your QR code so the prospect opens your card and saves your details in a tap, with nothing to install.
- Scan the card they hand you and the AI extracts name, company, title, email, and phone into a clean contact in seconds.
- The original card image is kept, so you can cross-check anything the scan got wrong.
- At a busy booth, a QR on a stand lets every passerby capture your card while you keep talking.
Note the deal while it is fresh
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.
Into your CRM the same day
A captured lead that never reaches your pipeline is still a lost lead. Close the loop before you leave the venue.
- Review the day's captures each evening while the conversations are fresh, and fix any scan errors.
- Sync new contacts to your CRM on a paid plan, or export a clean CSV on any plan.
- Automate the routing with a Zapier connection so leads flow into the tools your team already runs, across thousands of apps.
- Your notes travel with each contact, mapped to the right fields, so nothing is retyped.
Work the follow-up window
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.
Lead capture beyond the trade show
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.
