Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Lead Capturing and Business Card Scanning
Seamlessly Connect, Engage, and Grow with Cmylead on Salesforce
Cmylead
- Headquarters
- Employees
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.
Additional Help
At Cmylead, we support through email, info@cmylead.com, and live chat. There are tutorials, and FAQs to learn how to make the most of Cmylead's features under each section. We offer onboarding sessions and training materials.