Sales teams
Your rep taps their card, the prospect saves the contact and sends their details back. The new lead goes straight to HubSpot, Salesforce or your own system, every profile carries your brand, and the pipeline stays with the company when a rep moves on.
A rep collects cards at a client meeting or industry dinner, means to type them in, and doesn't. The prospect never gets a follow-up, and the CRM never knows they existed.
Old logos, outdated titles, personal email addresses and a mobile number from two jobs ago. Paper cards drift off brand, and reordering for a team of forty is a project in itself.
Salespeople change jobs. Their prospects are in their phone and their inbox. The company keeps paying for the deal that walks out the door with them.
Each new contact can sync natively to HubSpot, Salesforce, Microsoft Dynamics 365, Zoho CRM, Pipedrive or monday.com, go through Zapier or Make to other tools, or reach your own system through signed webhooks. CSV export is there too.
With Exchange, the person your rep meets sends their details back in a few seconds. If they hand over a paper card instead, the rep photographs it and it becomes a contact. Lead enrichment then looks up the contact's company and role on the public web, with sources. Scanning and enrichment are on every plan and use credits, with some included each month.
Set one company template with your logo, colours, website and shared links, and lock it. Reps add their own photo, title and number, so every profile is on brand without policing.
See taps, saves, link clicks and new contacts across the team and for each rep. Department managers see their own team. No tracking cookies, no IP addresses stored.
When a rep leaves, their card goes back to the pool, their profile can forward to a colleague, and the contacts they collected stay with the company.
Add a Booking card for Calendly, Cal.com, HubSpot Meetings, TidyCal, Google appointment schedules, Microsoft Bookings or Zoho Bookings next to your case studies and deck. Meetings booked through Cal.com, or Calendly on a paid Calendly plan, appear in your Nexus Meetings dashboard, and the person is added to your contacts.
A day with Nexus
Monday
A new account executive starts. The admin assigns a card from the pool; she activates it, adds her photo and title, and the company template does the rest.
Wednesday
A rep meets an operations director and two of her team. Two tap his card and send their details back; the third hands over a paper card, which he photographs. By the time he's in the taxi, all three are in Salesforce.
Thursday
The sales director opens team analytics: which reps are sharing, how many new contacts each brought in, and which links prospects opened. The new pricing deck is getting views, and two prospects from Wednesday have already booked demos from the rep's profile.
Friday
A senior rep hands in his notice. The admin offboards him: his card returns to the pool, his profile forwards to his successor, and every contact he collected stays in the company list.
For the whole company
Import your team from a spreadsheet, set the company template and decide what each person can change. Group reps into departments by region or segment, each with a manager who can see their team's results and approve profile changes. Order cards in PVC, wood or metal for everyone at once, and run them from a card pool. Teams starts from three seats; see pricing and Nexus for teams.
Set up your company template, connect your CRM and give every rep a card that sends contacts where they belong.
