For business & teams
Turn conversations into real pipeline
For sellers and growing teams who capture and work leads. Everything in Free, plus lead capture forms, a built-in CRM, AI scanning and team management, for anyone whose card has to do real sales work.
R55 per user per month, excluding VAT. You are only billed if you continue after the trial.
Trusted by teams across the globe
Everything in Pro
- Everything in Free
- Lead capture forms and a built-in CRM
- AI card scanner, badge extraction and voice notes
- Lead scoring, tags, tasks and a full timeline
- Deals pipeline with values, line items and quotes
- CRM sync with Salesforce, HubSpot and Zapier
- Team management and organisation-wide analytics
- Microsoft Entra ID single sign-on
- Your own branding, locked fields and no CloudCard branding
- Branded virtual backgrounds
- Dedicated onboarding and support
Capture leads wherever you meet people
Visitors open your card and leave their details. You photograph the paper cards and badges you are handed, and record a voice note when you have a moment.
Every one of them becomes a lead in your dashboard, with the date and your notes attached.
- A lead form on your card, with a QR code for your stand or slide
- AI scanning of paper cards and event badges
- AI voice notes, transcribed onto the lead
Work your pipeline in one place
Keep every lead organised in one place, then open a deal against the ones that matter and give it a value. Your open pipeline and won totals sit at the top.
If your team already uses a CRM, Pro syncs your leads and deals straight into it.
- Score every lead hot, warm or cold
- Tasks, tags and a full timeline
- A deals board with values, line items and quotes
- Sync to Salesforce, HubSpot or Zapier
Keep your team on brand and in sync
Pro is built for teams as well as individuals. Manage everyone from one dashboard, keep every card on brand, and see who is using theirs.
- Add and remove users, with role-based permissions
- Your own branding, and locked fields that stay consistent
- Organisation-wide analytics and a leaderboard
- Microsoft Entra ID single sign-on
Every lead, captured the moment it happens.
Scan a paper card, photograph a conference badge, or drop an AI voice note after a call. Pro turns each into a scored, tagged lead with a full timeline, not a name in a pile.
- Scan a paper card or photograph a conference badge
- Drop an AI voice note after a call
- Each becomes a scored, tagged lead with a full timeline
Get started in three steps
- 1
Start your 14-day free trial
Sign up with your work email and try Pro. You add your billing details to start it, and nothing is charged today.
- 2
Invite your team and set your brand
Add your people, then add your logo and colours and lock the fields that must stay consistent.
- 3
Capture, follow up and close
Capture leads wherever you meet people, work them in the CRM and sync deals to yours.
Who Pro is for
Sales reps and account managers
Capture leads wherever you meet them and follow up while the conversation is fresh.
Growing sales teams
Share leads across the team and see who is actually using their card.
Founders and small businesses
Get a built-in CRM and branded cards without buying a stack of separate tools.
Customer stories
What customers say about CloudCard for teams
“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.”
“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.”
Questions about Pro
What is the difference between Pro and Premium?
Pro covers lead capture, the built-in CRM, integrations, team management and analytics. Premium adds AI-powered lead enrichment and an email signature licence for every seat, plus Security Trust Portal access.
How does the 14-day trial work?
You add your billing details to start it, nothing is charged today, and you can cancel any time before the trial ends. You are only billed if you continue.
How is Pro billed?
Per user, per month, excluding VAT. You can pay monthly, or annually, which saves 10%.
Can I connect the CRM we already use?
Yes. Pro syncs leads and deals to Salesforce and HubSpot, and connects to other tools through Zapier. CloudCard also has a built-in CRM if you do not use one yet.
Can I manage my whole team on Pro?
Yes. Team management, role-based permissions, Microsoft Entra ID single sign-on and organisation-wide analytics are all included in Pro.
Stop losing leads between the handshake and the CRM.
Try Pro free for 14 days, or book a demo and we'll help you plan a rollout for your whole team.