Lead management
Lead management that turns every lead into a deal
Score every lead, assign follow-ups and track each one as a deal with a value. Keep it all in CloudCard's built-in CRM, or sync it to Salesforce, HubSpot or Zapier.
Lead management is part of Pro, which starts with a 14-day free trial. Lead enrichment is on Premium. See the full comparison.
Trusted by teams across the globe
Why a list of names is not a pipeline
Collecting contacts is only the start. The value is in knowing who to follow up, what was said and what each lead is worth.
A list of names
- Leads in a spreadsheet that nobody keeps up to date
- No record of what was said, or when to follow up
- Every lead looks equally important
- Deals tracked in someone’s head, or not at all
Lead management in CloudCard
- Every lead in one place, with the date it was captured
- Notes, tags and tasks attached to each contact
- Hot, warm or cold, so you know who to call first
- Deals with a value, a stage and a running pipeline total
Qualify every lead
Lead enrichment
PremiumLook up what the scan could not reach: work email, direct line, LinkedIn and employer. Every field is shown for review before you accept it, because each lookup is billed and a wrong field costs trust.
Scoring and status
ProHot, warm or cold. Open, qualified or disqualified. Two decisions that keep a list of names from becoming a graveyard.
Turn leads into deals
Deals
ProA board and a table, named stages, line items, quotes and VAT. Open pipeline and won totals at the top, so you know what is actually in play.
CRM integration
ProSalesforce, HubSpot and Zapier. The deal, the contact and the activity all arrive together, so nothing has to be re-entered.
Analytics
ProViews, taps, scans and shares per card and per organisation, plus a leaderboard: the answer to whether the rollout is actually being used. Free includes analytics for your own card.
Export
ProTake your leads out as a spreadsheet whenever you want them.
Know who to call first
Score every lead
Mark each lead hot, warm or cold, and open, qualified or disqualified, so the best ones rise to the top.
Tasks and a full timeline
Assign follow-ups, log what happened and read the whole history of a relationship in one place.
Fill the gaps with enrichment
On Premium, look up a work email, direct line, LinkedIn and employer, reviewed field by field before you accept it.
Every lead in one place
Leads arrive from your card’s lead form, from scanning paper cards and event badges, and from voice notes, and they all land in the same list.
Open a lead to see its timeline: when it was captured, what you noted and what has happened since.
- The date and full timeline on every lead
- Custom tags to group leads by event or campaign
- Follow-up notes and tasks
- Assign follow-ups to your team
Turn leads into deals
Open a deal against a lead and give it a value. Move it across the board through its stages, add line items, quote it and handle VAT.
Your open pipeline and won totals sit at the top, so you know what is actually in play.
- A board and a table, with named stages
- Line items, quotes and VAT
- Open pipeline and won totals at the top
- A value on every deal
Connect the CRM you already use
If your team already lives in Salesforce or HubSpot, CloudCard syncs new leads and deals straight in, with their tags, source and timestamps, so nothing is retyped.
Zapier connects CloudCard to the other tools you use, and you can export your leads whenever you need to.
- Salesforce and HubSpot sync
- Zapier for the other tools you use
- Tags, source and timestamps travel with each lead
- Export to a spreadsheet at any time
A contact is not a number. A deal is.
Open a deal against the lead, add line items and quote it. When it closes it syncs to Salesforce, HubSpot or Zapier as a real CRM record: deal, contact and activity.
- Open a deal against any lead
- Add line items and quote it, with VAT
- Synced to Salesforce, HubSpot or Zapier when it closes
- Deal, contact and activity arrive together
Who it is for
Sales teams
One list of leads for the whole team, with every note and follow-up attached.
Small businesses without a CRM
A built-in CRM means you can start tracking leads and deals without buying another tool.
Marketing and events teams
Tag leads by event or campaign and filter them to see how each one performed.
Customer stories
What customers say about tracking their leads
“The team at CloudCard were really helpful from the onset. Super responsive to our emails, walked us through an engaging demo, and answered all our questions. We ordered physical business cards too, with the tap functionality, and they work amazingly. We love how easy it is to track our leads, and manage all our info in one place.”
“I’ve been using my CloudCard tag for roughly 2 years now and have been impressed from the start. The information it gathers is the valuable info that we often miss out on. What stood out for me most: they listen to their customers and assist and adapt accordingly, and the rate at which this CloudCard app has evolved over the past 24 months.”
“CloudCard is fast, simple, and highly effective for networking and lead generation. The platform is easy to use internally, and the team is fantastic, always responsive, supportive, and proactive. It adds real value to both our internal operations and our vendor relationships.”
Lead management questions
Does CloudCard replace my CRM?
It can. CloudCard has a built-in CRM with scoring, tasks, timelines and deals. If you already use Salesforce, HubSpot or Zapier, it syncs your leads and deals to them instead.
What is lead scoring?
Each lead is marked hot, warm or cold, and open, qualified or disqualified, so you can see who to follow up first.
How does lead enrichment work, and what does it cost?
Enrichment looks up a lead’s work email, direct line, LinkedIn and employer. It is part of Premium, every field is shown for review before you accept it, and each lookup is billed by a third-party provider.
Can I export my leads?
Yes. On Pro and Premium you can take your leads out as a spreadsheet whenever you want them.
Can I assign leads to my team?
Yes. You can assign follow-ups to people on your team and add notes, so a lead can be handed over with its full context.
What stages can a deal move through?
Deals move across a board through named stages: New, Meeting set, Quoted and Won. You can also switch to a table view.
Keep exploring
Every lead starts somewhere. Here is where the journey begins.
Stop losing leads in a spreadsheet.
Try Pro free for 14 days, or book a demo to sync your whole pipeline to your CRM.