Leads & CRM
Capture leads, scan business cards with AI, and follow up with tasks and deals.
Capturing leads
- What is lead capture?How CloudCard collects the details of people you meet, where those leads go, and who can see them.Pro · Premium
- Turn on the lead capture formAdd a lead form to every card in your organisation so visitors can share their details when they save a contact.Pro · Premium
- What visitors see on the lead capture formThe fields on the lead form, what's required, and what happens after a visitor shares their details.Pro · Premium
AI Scanner
Managing leads
- View and filter your leadsFind your leads list, read the counters and table, and narrow the list by date, owner, status, score or tag.Pro · Premium
- Lead score, status and tagsUse the lead score, the lead status and tags to show how close a lead is to buying, whether it's worth working, and what it's about.Pro · Premium
- Change a lead's ownerReassign a lead to another team member so it appears in their leads list and they get notified.Pro · Premium
- Export leads to ExcelDownload your leads, with their deals, activities, tasks and notes, as an Excel workbook that matches your current filters.Pro · Premium
- Edit, download or delete a leadCorrect a lead's details, save a lead to your phone's contacts as a VCF file, or delete a lead you no longer need.Pro · Premium
- What happens to leads when someone leavesLeads stay with your organisation when a team member leaves. Here's how to find them and hand them to someone else.Pro · Premium
Tasks and activities
- Add tasks and remindersPlan your next call, email or meeting with a lead, set a due date and get an email reminder before it's due.Pro · Premium
- Log calls, emails, meetings and notesKeep a record of every conversation with a lead on its Activities tab, and turn an activity into a follow-up task.Pro · Premium
Deals and quotes
- Create a dealRecord what you're selling to a lead as a deal, from the lead's page or straight from the deals board.Pro · Premium
- Deal stages explainedWhat each of the six deal stages means, which ones count towards your open pipeline, and how close dates work.Pro · Premium
- Add line items and quotesBuild a deal's value from line items with quantities, prices and discounts, and see the subtotal, VAT and total.Pro · Premium
- Set deal currency and VATChoose the currency your organisation quotes in and whether deals charge VAT, and at what rate.Pro · Premium
Lead enrichment
Can't find what you need?
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