Step01
Capture the person
WORKS OFFLINEPhotograph a business card or badge, scan QR or digital-card details, or add the contact manually.
Conference follow-up, without the post-trip admin.
One photo. One voice note. Follow-up ready in two minutes.
The part nobody budgets for
The trip went well. Then came the desk.
Business cards in a pocket. Notes in a notebook. Conversations that fade before they are filed.
80% of conference leads are never properly followed up. The first 24 to 48 hours decide it. A warm conversation either keeps moving, or becomes another name in a spreadsheet.
Real mobile interface, including offline capture
On site
You spend two minutes on the contact card and the voice note.
The rest happens in the background while you head to your next meeting.
Step02
Add what mattered
WORKS OFFLINERecord a 60-second voice note or type with what they need, what you discussed, and the agreed next step while it is still fresh.
Step03
Follow-up ready to send
Review the draft, then open it in your own email or WhatsApp with zero integration.
Why faster follow-up matters
Speed protects the value of the conversation.
Act within the first 24 to 48 hours and the conversation keeps its value. Wait, and it fades.
7×
more likely to enter your pipeline
when leads are contacted within 48 hours instead of after seven days.
Source: Trade Show PRO — 48-Hour PlaybookWhat comes home from the trip
The conference ends. The follow-up is already written.
The follow-up draft
Built from what was said, and from what you sell. It names the agreed next step and asks for it. Yours to amend before anyone sees it.
Generated follow-up
Hi Daniel,
Good to meet you at IMEX. You mentioned the events team is looking at venues for next year's regional meeting.
I have attached our meeting spaces factsheet, with capacities and layouts for the rooms we talked about.
You suggested bringing your Head of Events into the detail. Would Tuesday 11:00 next week suit for a call?
Sandra
From the conversation From your workspace
The meeting report
What they need, what you discussed, and the next step you agreed. Written from your voice note while the detail was still accurate.
Daniel Weber
IMEX
What they need
Venues for next year's regional meeting.
Discussed
Meeting spaces, capacities and layouts.
Agreed next step
Bring the Head of Events into a call next Tuesday at 11:00.
The contact record
Name, company, role and details extracted from the card. The original photo stays with the record, so you can check any field against the source.
Meridian Events
Daniel Weber
Head of Regional Events
daniel@meridian-events.example
- NAME
- Daniel Weber
- COMPANY
- Meridian Events
- ROLE
- Head of Regional Events
- EVENT
- IMEX
Digital lead capture and conference conversion
Capture the whole conversation, and more of it converts.
When the person, the conversation and the next step stay together, the follow-up has something real to work with.
up to 2×
higher lead-to-opportunity conversion
Reported for exhibitors who pair structured capture with follow-up, versus badge-scanning alone.
Source: CEIR, exhibition industry researchFollow-up control room
See what needs attention before opportunity goes cold.
Needs your input
The draft is waiting on a missing detail you still need to add.
Ready to send
Written and waiting for your review. Send the high-priority ones first.
Sent
Follow-ups you have already sent, marked and closed.
Product interface shown with synthetic review data.
AI handles the admin. You keep the commercial judgment.
CardToClose prepares the work. Every contact record, meeting report and follow-up stays yours to check before it goes.
Human approval checkpoint
AI assembles
Contact record, meeting report and follow-up after sync.
Your review
Refine details, amend the draft and approve it.
Confident send
Send from your own email or WhatsApp, or export a CSV to send them together.
AI prepares. You decide. The relationship moves forward.
Why CardToClose exists
“I didn't lose deals in the room. I lost them at the desk.”
Franziska Lein
Founder of CardToClose
Fifteen years of conference follow-up shaped the workflow.
Franziska built CardToClose after 15 years of conference-led sales across luxury hospitality, e-health SaaS and fintech. The same pattern kept repeating: strong conversations in the room, followed by days of fragmented admin before the first useful follow-up.
Before you start
Questions worth asking before you start.
What is CardToClose?
CardToClose is a conference follow-up tool for sales professionals. It turns a business card photo and a 60-second voice note into a CRM-ready contact record, a meeting report and a personalised follow-up draft, in about two minutes per contact. It works offline at the event, and you approve everything before it sends from your own email or WhatsApp.
How does CardToClose turn a business card into a follow-up?
You photograph the card and record a short voice note with what was discussed and the agreed next step. After sync, CardToClose extracts the contact details and drafts the follow-up from your note and your own account guidance. You review it against the original card image, amend anything, and send it from your own email or WhatsApp.
Does it work when the conference Wi-Fi fails?
Yes. Mobile capture is saved on the device while you are offline. When connectivity returns, queued records sync and AI processing continues. Visible sync and AI status show what is ready and what still needs attention.
Does it only work at conferences?
No. The same workflow works for trade shows, expos, networking events, roadshows, client trips and one-to-one meetings - anywhere a valuable conversation needs a useful first follow-up.
Do I need to connect my email or WhatsApp?
No email or WhatsApp integration is required for handoff. CardToClose opens the approved draft in the app you already use, and you decide when to press send.
What makes the follow-up different from a template?
Each follow-up you generate uses the captured contact and conversation, account guidance, approved facts and relevant collateral where available. If no agreed next step was captured, CardToClose proposes an honest connection starter rather than pretending one was agreed.
What if a business card is read incorrectly?
The original image remains with the record. Compare it with the extracted fields, correct the contact and conversation context, and approve the follow-up before you use it.
Does anything send without me?
No. When you choose Generate, CardToClose prepares the content and you approve it. The finished draft opens in your email or WhatsApp, under your control, when you decide to use it.
How do I move contacts into my CRM?
Download structured records as CSV or Excel, or sync reviewed data to Google Sheets for downstream import. CardToClose helps you prepare the first follow-up and portable record; it does not replace your CRM.
How long does one contact take?
About two minutes for the card or details and conversation context. Extraction, transcription and meeting-report preparation continue after sync.
Can a whole sales team use it?
Yes. Account admins can organise events, invite team members, keep account guidance and approved facts consistent, review captured records and export the team's reviewed data from the web workspace.
Where can I use CardToClose now?
The CardToClose web product is live for activated customers. New customer signup records your details so access can be arranged separately. Native iOS and Android apps are coming soon, and each store badge will become a download link when its production listing is live.
Ready for your next trip
Return with the debrief, not the backlog.
Your next conference ends with the debrief done, not a backlog waiting. Reviewed records and follow-ups ready before you are back at your desk.
14 days free. We will set up your access and be in touch within two working days.
14 days free CRM-ready contact record Review before anything leaves Export to CSV
Native apps are coming soon.
App Store and Google Play links will be added as each production release becomes available.
Coming soon onApp Store
Coming soon onGoogle Play