Digital business card CRM — every introduction captured, every follow-up on time.
A lightweight CRM built into your profile. Capture contacts the moment someone visits your card, organize them with notes and tags, and send the follow-up before they forget you.
The Anexus Connect mini CRM captures every contact automatically the moment someone taps your NFC digital business card or fills out your profile form. Each lead lands in your dashboard with name, email, phone, company, and source — NFC, QR, or link — so you can add notes, set follow-up reminders, and never lose an introduction.
What it is
Lead capture + contact book + follow-up reminders, in one place.
The Mini CRM lives inside your dashboard. Every time someone visits your profile and submits the contact-exchange form, they land here as a contact — with their name, email, phone, company, the source (tap, QR, or link — fully broken down in your Insights), and the time they reached out.
From there, you can add notes, attach a tag (lead, customer, partner, recruiter…), set a follow-up reminder, or — on PRO — move them through a simple pipeline (new → contacted → meeting → won/lost).
12 new contacts this week
Searchable, taggable, exportable. Yours forever.
How it works
From tap to follow-up in 4 steps.
They visit your profile
A "Get in touch" or "Send your info" prompt appears at the top of your profile. They fill it out in seconds — no signup required for them.
You both get a copy
An automatic exchange email goes out to both of you with each other's contact details — so the connection is mutual and on the record.
They land in your CRM
In your dashboard, the new contact appears with full context: name, email, phone, company, source (NFC / QR / link), the device they used, and the timestamp.
You follow up
Add a note, set a reminder, send a quick email, or open the contact in your synced CRM (HubSpot, Salesforce, Zoho — PRO) for the full pipeline workflow.
Inside the dashboard
A clean inbox, not a hairball.
The contact view is intentionally simple — three columns: contacts, details, actions. No sales-stage diagrams, no enterprise dashboards. Just enough structure to never lose a lead.
- Auto-captured fields: name, email, phone, company, message
- Source attribution: NFC tap · QR scan · direct link · UTM tag
- Notes & tags — searchable across every contact
- Pipeline stages: new · contacted · meeting · won · lost (PRO)
- Follow-up reminder system
- Export to CSV any time — your data, your call
- Optional Gmail send: draft and send directly from the contact card
Inbox · pipeline · reminders
Polished on the surface; organized underneath.
What you get
Basics included. AI follow-ups on PRO.
Basic · Free
Contact capture & storage
- Contact-exchange form on your profile
- Auto-emailed exchange copy to both parties
- Contact list in your dashboard with notes
- CSV export of all contacts
- Source attribution (NFC / QR / link)
PRO
Pipeline + AI follow-ups + CRM sync
- Everything in Basic
- Pipeline stages with drag-and-drop
- Business-card scanner for the paper cards you collect
- AI-drafted follow-up emails sent through your Gmail
- Two-way sync to HubSpot, Salesforce, or Zoho
- Bulk tagging and bulk export
Just want this one feature? Buy it on its own from Settings → Feature Store in the app — no full PRO needed. See how →
Related features
Pairs well with
Frequently asked questions
How does the Mini CRM capture contacts?
When someone visits your profile and fills out the contact-exchange form, they land in your dashboard automatically — with their name, email, phone, company, message, the source (NFC tap, QR scan, or link), the device, and a timestamp. Both of you also get an automatic exchange email with each other's details, so the connection is mutual and on the record. No signup is required for the person reaching out.
Is the Mini CRM free, or is it a PRO feature?
The core is free on Basic: the contact-exchange form, the auto-emailed exchange copy, a searchable contact list with notes and tags, source attribution, and CSV export at any time. PRO adds the drag-and-drop pipeline, follow-up reminders with email notifications, AI-drafted follow-up emails sent through your Gmail, two-way sync to HubSpot/Salesforce/Zoho, and bulk tagging and export. You can also buy just this feature from the in-app Feature Store instead of full PRO.
Can I get my contacts out or move them to a full CRM?
Yes — you can export all your contacts to CSV at any time on any plan, source-attribution columns included; your data is yours. On PRO, you can also two-way sync contacts directly into HubSpot, Salesforce, or Zoho, so leads flow into your main CRM's full pipeline automatically.
What can I do with a contact once it's captured?
You can add notes, attach a tag (lead, customer, partner, recruiter…), set follow-up reminders and flag lead priority — all free on Basic — and notes and tags are searchable across every contact. On PRO you can also move contacts through a simple pipeline (new → contacted → meeting → won/lost) and see which card or link brought each one in, so the CRM becomes your networking memory between the handshake and the next message.
Is this a full CRM like Salesforce?
No — it's intentionally lightweight: three columns (contacts, details, actions), just enough structure to never lose a lead, without enterprise dashboards or sales-stage diagrams. If you need the heavier workflow, PRO syncs your captured contacts into HubSpot, Salesforce, or Zoho, where the full pipeline lives.