Tapni - Business Card CRM

What is Tapni - Business Card CRM?

Tapni is a digital business card and lead capture platform built for professionals, teams, and enterprises that want to turn every in-person interaction into a measurable business opportunity. With NFC cards, QR codes, email signatures, wallet passes, and customizable digital profiles, Tapni makes it easy to instantly share contact details, company information, links, and branded content—without requiring the other person to download an app. Beyond contact sharing, Tapni helps businesses capture leads, qualify prospects, and sync data directly into their CRM. Teams can standardize employee profiles, manage cards and assets centrally, track engagement, and gain insights into networking performance across events, sales meetings, and everyday interactions. Tapni is designed for modern go-to-market teams that need a faster, smarter, and more scalable alternative to paper business cards—combining digital identity, lead capture, CRM integration, and team management in one platform.

How to use Tapni - Business Card CRM?

Getting started with Tapni is simple: 1. Set up your digital profile Create your Tapni profile with your contact details, company info, social links, website, calendar link, and any other content you want to share. 2. Connect your sharing tools Link your profile to a Tapni NFC card, QR code, email signature, Apple Wallet or Google Wallet pass, or other sharing formats so you can instantly share your details anywhere. 3. Share in person or online Tap your NFC card, show your QR code, add Tapni to your email signature, or share your profile link in meetings, events, and follow-ups. The other person can access your info instantly—no app required. 4. Capture and organize leads Use Tapni’s lead capture features to collect contact details, qualify leads, and keep networking conversations organized in one place. 5. Sync with your CRM and tools Send captured leads and contact data into your CRM or connected systems so your team can follow up faster and keep records up to date. 6. Manage your team centrally For companies, admins can manage employee profiles, cards, branding, permissions, and performance from one dashboard. 7. Track engagement and improve follow-up Monitor profile views, link clicks, and lead activity to understand what’s working and make sure valuable connections turn into real opportunities.

Tapni - Business Card CRM's Core Features