The deal from your web form, the question dropping in on WhatsApp, last month’s quote — they all merge on one contact card. You read the history at a glance, move the deal through the pipeline and see satisfaction as a number. The era of customers lost between tabs ends today.
You build the landing page, the form and the popup from one panel; every entry lands on your target list and a contact card opens by itself. With UTM capture on, you see how many deals each channel brought — source by source — and site events like add-to-cart flow into the same profile. Visitors don’t vanish; they become records.
utm_source=google → list: spring-course trigger=exit_intent form=quote-request → contact card event=add_to_cart → profile Sent emails, incoming replies, WhatsApp messages and SMS line up on a single timeline; even the reply to a calendar invite (RSVP) is written to the contact’s history. Industry, region, source — you shape the card with your own custom fields and split contacts into segments with tags. “Who said what, and when?” closes in one glance.
You define the custom fields: industry, region, source…
Even the reply to a calendar invite (RSVP) lands in the history.
You name the stages after your own sales process; drag the deal from stage to stage, assign it to a teammate, mark it with tags like “waiting on support”. Changes apply to the whole team instantly. When the deal closes, the NPS survey kicks in — a dropping score shows up on the card, and you step in before the relationship cools.
When a sale or support case closes, you send the contact a 0-10 NPS survey.
Score and comment accumulate on the contact card — and feed the reports.
Filter contacts whose score dropped and put them on your follow-up list — before they leave.
At a trade fair, in a meeting, in your email signature: you share the link to your vCard-based digital business card, and the recipient adds it to their contacts with one tap. Paper cards get forgotten in drawers; the digital card lands in the phone book — and when you call, your name is on the screen. Give every team member their own card — 500 cards ready on the free plan.
Share the card as a link — the recipient saves it to their contacts with one tap.
500 cards on the free planWhere the contact card ends, the conversation begins: email, WhatsApp, SMS and web forms land in the same inbox, and conversations merge per customer. The AI assistant reads the history and drafts the reply — you just approve and send. The reply, like every other touch, is written to the contact’s timeline; the loop never breaks.
A scattered history costs you quietly: the forgotten quote, the unhappy customer noticed too late, the business card that never made it into anyone’s phone.
Create your free account — 500 sends per month, forever.