RMS

CardFollowUp

From Handshake to Follow-Up in Minutes

CardFollowUp helps you act while the conversation is still fresh. Scan a business card, preserve the details that made the meeting meaningful, and prepare a personalized follow-up without returning to a pile of cards days later.

Download on the App Store

Part of the Platform

Connect sooner. Build the relationship longer.

CardFollowUp captures business-card information, preserves meeting context, and prepares a thoughtful, ready-to-send follow-up. The captured information is also prepared for future connection to the Relationship Management System and CRM synchronization.

Business-card scanning

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Contact-information capture

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Event organization

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Meeting-note capture

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Personalized follow-up drafting

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Contact export

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HubSpot synchronization

Planned Integration

Workflow

From introduction to meaningful reply.

A focused workflow for business development teams, event organizers, and professionals who cannot afford to lose valuable contacts after an event.

01

Scan card

Capture key contact details after a conversation.

02

Review contact

Confirm names, company, and context before taking action.

03

Organize by group

Keep contacts aligned to an event, segment, or opportunity.

04

Generate email

Prepare an AI-assisted follow-up message grounded in context.

05

Open in Apple Mail

Review, personalize, and send through your familiar inbox.

Preparing For Your Next Event?

Plan your event follow-up before the room fills.

Get Started