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Lead Capturing and Business Card Scanning
Seamlessly Connect, Engage, and Grow with Cmylead on Salesforce
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- CommunicationsHigh TechMedia & Entertainment
- Business Need
- SalesCustomer ServiceMarketing
- Requires
- Sales CloudMarketing Cloud EngagementB2B Commerce
- Compatible With
- None
✅ Scan a card -> Lead created in Salesforce. Your digital card -> Sent to the prospect automatically. ✅ Ditch expensive scanners and CSVs! ✅ FIRST register to cmylead.com FREE of charge, no credit card needed.THEN, go to > Group Settings, and simply sel
Highlights
Most professionals lose the value of in-person meetings because nothing is captured, connected, or followed up on, and Cmylead fixes that by turning every conversation into usable data that syncs instantly to Salesforce.
Dynamic Profile Management: Create and share dynamic profiles with up-to-date information that your contacts can save directly to their phone's contact list or email service in 33 languages.
Affiliation Tracking: The recipient of your Cmylead can easily share it with a third person without downloading Cmylead. You'll automatically, and in real-time, have visibility into who the recipient sent your Cmylead to and the context behind it.
Subscription Function: Keep your contacts informed about your latest updates, including company changes and new roles, ensuring they always have the latest information about you and your business.
Multiple Contact Channel Management: Overcome the challenges of managing multiple communication channels by prioritizing and organizing your preferred methods of contact.
Insightful Analytics: Assess sales channel performance with insights on visits, QR scans, and email shares, and integrate with Salesforce. Boost Efficiency: Save time and reduce friction by digitizing and organizing your contacts seamlessly.
Stay Updated: Ensure your network always has your latest information, fostering stronger and more meaningful connections.
Cmylead turns every in-person meeting into measurable revenue. With just one tap or a brief voice note, professionals can capture context and instantly sync it to Salesforce, requiring no additional app.
Eco-Friendly Networking: Share your Cmylead profile effortlessly with our Eco-friendly NFC Bamboo Card, customized with your own logo.
Provider Details
Stop renting expensive scanners and exporting CSVs. Start sync directly into Salesforce! At Cmylead, we saw how B2B companies struggled with capturing leads effectively, missing out on valuable opportunities. That’s why we built a fully SaaS-based platform that simplifies lead capture and conversion—no downloads, no friction. Our goal is for your business to take control of your lead capturing. With integrations into Salesforce, Cmylead ensures your sales process stays efficient and future-ready. When participants meet during an event, they can quickly exchange lead information using Cmylead’s platform. This function eliminates the need for manual data entry or exchanging business cards. As soon as a connection is made, lead details are automatically captured and reported to Salesforce, making it easy to follow up post-event without losing track of contacts. This feature allows participants to maximize their time, make valuable connections quickly, and ensure they don’t miss out on any potential opportunities during business events.
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
For one user, it is free.
5 users - USD 35/ user/ year 6 - 15 users - USD 30/ user/ year 16 - 25 users USD 25/ user/ year Enterprise - please ask us for a price offer
Freemium
$35 USD/user/year
Free trial available for 365 days