Every card from the expo.In your pipeline before you are home.
Your sales team and executives meet people every week. Targets turns the cards and numbers they collect into a contact list the whole company can work from.
From handshake to contact
- 1Scan the cardPoint the phone at a visiting card. The details become a contact.
- 2Or scan a QR codePick up a contact's details from their code.
- 3Or type it inAdd a contact by hand when there is no card.
- 4It joins the listEvery scan lands in one shared contact list, with who captured it and when.
- 5Reach outSend a text from the contact record.
What is live today
Card scan
Built into the Targets app. No separate scanner app.
QR scan
One tap to capture.
One contact list
Every lead from every event, searchable, under your company's account.
Controlled from head office
Decide who sees the CRM section in the app.
Coming soon
Coming soon
Connect your lead sources
Bring leads in from your lead-generation tools.
Coming soon
Follow-up calls, meetings and emails
Plan the next step on every lead and see what is overdue.
Made for the people who are out meeting customers
At the exhibition
The team scans as they go. By the end of the day the contacts are already in the system.
Back at the office
The list is ready for the office to pick up, with who met whom and when.
Anywhere in between
Visits, meetings and introductions all land in the same list.
Questions about CRM
Who is this for?+
Company sales teams and executives who collect contacts at events, visits and meetings.
Do we need a separate app?+
No. It is a section of the Targets app, switched on from head office.
Can we add contacts without a card?+
Yes, by hand or by QR code.
Is follow-up tracking included?+
Follow-up calls, meetings and emails are coming soon. Contact capture and the shared list are live today.