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Tap Card — Pocket CRM (NFC / QR Business Card)

A physical NFC/QR card that puts a digital profile in your pocket: tap it (or scan the QR) against any phone and the person lands on your public page — name, title, company, links, a Save Contact button, and a "Share your info back" form so THEY can send you their details on the spot. No app install required on either side. Each card has a permanent URL (app.crmown.io/c/{cardId}) printed nowhere but readable by any NFC-capable phone.

Steps

  1. The card starts unclaimed. The first person to tap/scan it lands on a short claim form: name and email are required; title, company, phone, and LinkedIn are optional. There's also a checkbox to opt in to CRMown updates.
  2. Submitting the claim form sends a verification email. Click the link inside it within 48 hours to activate the card — the link expires after that and the card resets to unclaimed so it isn't stranded on a typo'd email.
  3. Verifying does two things: your public profile goes live at the card's URL, and a second email arrives with a private "edit" magic link — that link is how you manage the profile from then on. No CRMown login or app install involved.
  4. Anyone who taps your card afterward sees your live profile: name, title, company, LinkedIn/website, and a "Save Contact" button that downloads a vCard straight to their phone's contacts app.
  5. On your profile page, visitors also see "Share your info back" — a small form (name, email, phone, company, optional note) they can fill out to send YOU their info, with a note about how you met or what you discussed.
  6. To edit your profile later — swap your title, add a photo, change what's visible — use the magic link from your verification email, or request a fresh one from the card's public page (enter the email you claimed with; if it matches, a new link is emailed).

Good to know

  • Phone number is hidden from your public profile by default — you have to explicitly turn it on. Every other field (title, company, email, LinkedIn, website) is shown unless you explicitly hide it. Toggle visibility per field from the edit-link page.
  • People you exchange info with via "Share your info back" go into YOUR private capture list only — tied to your card's profile, not to any CRMown organization's shared Contacts. Nobody else who has a Tap Card sees your captures, and you don't see theirs.
  • The edit magic link is valid for 30 days after it's issued (each verify or "resend edit link" request mints a fresh one) — if it expires, just request a new one from your card's public page with the email you claimed with.
  • Only one person can claim a given card — once it's claimed, tapping it again shows the live profile, not another claim form. If you lose access, use the "resend edit link" flow rather than re-claiming.
  • A profile photo (PNG/JPEG/WEBP, 2MB max) can be uploaded from the edit-link page — it shows next to your name on the public profile and in the downloaded vCard.
  • This is a standalone pocket-CRM product, separate from your CRMown org login — the card, its profile, and anyone captured through it are not stored inside your organization's Contacts list.
Example: A founder hands out Tap Cards at a conference instead of paper business cards. Each person she meets taps her card against their phone, sees her profile (title, company, LinkedIn — phone stays hidden), taps Save Contact, and optionally fills "Share your info back" with a one-line note ("met at the AI4 booth, wants a demo"). By the end of day two she has a private list of everyone who exchanged info back, each with context on how they met — no manual data entry, no app either side had to install.

Troubleshooting

Verification link says "expired" or "invalid"
The claim link is only valid for 48 hours, or it was already used once.
Fix: Go back to the card's URL and claim it again with a fresh submission — a new verification email will be sent.
The edit link no longer works
Edit links expire after 30 days from when they were issued.
Fix: Open the card's public URL, use the "resend edit link" option, and enter the email you originally claimed with. If it matches, a fresh link is emailed.
My phone number isn't showing on my profile even though I filled it in
Phone is hidden by default — it's an opt-in field, unlike the other profile fields.
Fix: Open your edit link and toggle phone visibility on.
Tapping the card does nothing on my phone
NFC is off (Android), the phone is locked (iOS needs it unlocked to surface the tap notification), or the phone doesn't support NFC reads.
Fix: Scan the printed QR code on the card instead — it opens the same URL.

Related

  • NFC Tap-to-Share Contacts (mobile app-to-app tap, a different feature from the physical Tap Card)
  • Social Bio Link (a shareable link page, without the physical card or exchange capture)
  • Contacts (CRMown org contacts — separate from a Tap Card holder's private capture list)

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