KARTEE

B2B Lead Capture& Smart Mini-CRM

Transform every in-person interaction into a governed, CRM-ready lead. Ensure no high-value contact is lost, from first handshake to pipeline.

Book a demo
KARTEE lead capture and mini-CRM
Contact capture and mini-CRM

High-Value Event Leads Are Lost in Scattered Notes and Paper Cards

Relying on physical business cards, quick chat notes, or manual phone entries after trade shows leads to delayed follow-ups and lost sales revenue.

After major industry conferences, executive dinners, or field sales meetings, business contacts end up fragmented across personal WhatsApp chats, paper cards stuffed into pockets, or forgotten smartphone notes.

Without a structured, immediate way to capture lead details on the spot, sales teams lose critical context. Days or weeks pass before leads are entered into the corporate CRM, resulting in cold prospects, poor attribution, and wasted event ROI.

Book a demo

Frictionless Contact Capture with an Embedded Mini-CRM Engine

Capture inbound prospect data instantly at the point of interaction, serving as a clean, governed gateway to your enterprise CRM.

  • Flexible Exchange Controls

    Toggle between full two-way contact exchange or "save-only" options managed centrally by administrators.

  • Lightweight Mini-CRM Inbox

    Tag leads, record meeting context, assign lead statuses, and set follow-up tasks directly on mobile.

  • AI Lead Enrichment & Summaries

    Automatically clean incoming contact entries, enrich company profiles, and summarize meeting notes.

  • Native Enterprise CRM Connectors

    Direct, automated sync with HubSpot, Salesforce, Zoho, Pipedrive, Monday.com, and Microsoft Dynamics 365.

  • Owner & Territory Mapping

    Automatically route captured leads to the right account executive based on organizational rules.

  • Real-Time Event Analytics

    Track lead capture volumes, top-performing representatives, and event interaction rates in one dashboard.

How Contact Capture and CRM Sync Work

Capture, enrich, and route event leads in four simple steps.

  • Tap or Scan to Connect

    Prospects scan your team member's NFC card, dynamic QR code, or Wallet pass to open the public profile.

  • Choose Connection Mode

    Prospects either submit their details (name, email, phone, company, note) in exchange for your vCard, or save your card directly.

  • Enrich in Mini-CRM

    Sales reps add meeting tags, voice notes, and follow-up deadlines, leveraging AI for contact enrichment and summaries inside the mobile KARTEE inbox.

  • Push to Enterprise CRM

    Verified leads instantly sync to your corporate CRM system with correct owner mapping and source tracking.

Who Uses Lead Capture & Mini-CRM?

Engineered for field sales reps, event teams, revenue operations, and recruiters.

  • Field Sales & BD Teams

    Capture structured lead data during in-person client visits and instantly populate active sales pipelines.

  • Trade Show & Conference Delegates

    Collect hundreds of qualified event contacts rapidly without managing stacks of paper cards.

  • Revenue Operations (RevOps)

    Ensure zero lead leakage and enforce standardized lead source attribution from offline events.

  • Recruiters & Talent Acquisition

    Capture candidate details, resumes, and interview notes directly at job fairs and networking events.

  • Executive Leadership & Founders

    Track networking ROI and ensure high-value executive introductions transition smoothly to account teams.

  • SMEs & Growing Agencies

    Manage lead follow-ups within the built-in Mini-CRM without needing complex external software upfront.

B2B Lead Capture & Mini-CRM FAQ

Answers to common questions about capturing contacts and syncing lead data with KARTEE.

Is the KARTEE Mini-CRM designed to replace platforms like Salesforce or HubSpot?

No. The KARTEE Mini-CRM is a lightweight, mobile-first staging inbox designed specifically for capturing, tagging, and organizing contacts you meet in real life. It acts as an agile bridge, feeding verified lead data into your primary corporate CRM where your main sales pipeline lives.

What happens if a prospect does not want to share their contact details back?

The platform supports flexible interaction modes. If a prospect prefers not to fill out a contact form, they can select the "Add Only" option to download your team member's digital card directly to their phone without submitting their own details.

Which corporate CRM platforms does KARTEE natively integrate with?

KARTEE provides direct, bi-directional sync and API connectors for major CRM systems, including HubSpot, Salesforce, Zoho CRM, Pipedrive, Monday.com, and Microsoft Dynamics 365. Custom webhook integrations are also available for enterprise setups.

Who owns and has access to the contacts captured by employees?

All captured contacts are securely stored under the enterprise account tied to the employee's profile. Company administrators maintain full ownership and visibility over captured leads, controlling permission levels, export rights, and CRM routing rules.

Can sales reps capture contacts while offline at events with poor cellular connectivity?

Yes. Contact forms and paper card scans captured in offline mode are stored securely on the device's local storage and automatically sync to the KARTEE Mini-CRM and your connected CRM once internet access is restored.

How does AI enrichment improve captured lead data?

The built-in AI assistant cleans up mistyped names or emails, formats phone numbers to international standards, extracts key details from free-text notes, and enriches lead profiles with public company information prior to CRM export.

Can we customize the contact exchange fields for different events or teams?

Yes. Enterprise admins can customize lead capture form fields - adding custom dropdowns, qualification questions, project timelines, or mandatory fields tailored to specific trade shows or department workflows.

Part of the same platform

Every channel points to one brand-controlled identity.

Resources & Insights

Best practices for event lead capture, digital business cards, and CRM integration.

All insights

Ready to deploy KARTEE across your organization?

Tell us about your team. We’ll map digital profiles, Wallet, signatures, and CRM capture to how you actually work - then show a rollout that stays on-brand.

Contact KARTEE

By sending this form you agree to our Privacy Policy.Product updates are optional.

WhatsApp