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A Comprehensive Guide to Effective Lead Management CRM
The Leading Digital Business Card Platform for Companies
Collect more leads, maximize your revenue, and go green with Popl Teams.
4.9/5 with 50,000+ reviews
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Teams and professionals around the world trust Popl
What Is Popl Teams
Digital Business Cards
Create, distribute, and manage digital business cards across your team for sharing important company info.
Create Your Cards
Lead Management
Collect 300% more leads than your industry standard. View, manage, and export team-wide leads with one central contact book.
Capture More Leads
5000+ Integrations
Export to CRMs, sync team members from HR platforms, automate data entry, create marketing flows, and more.
Start Integrating
Measure ROI at Events
Measure key KPIs, identify top performers, and learn the ins-and-outs of your team. Export your data at any time.
Measure ROI
Universal Scanner
Scan ANY event badge, paper business card, or QR code into a digital contact with our AI-powered, #1 ranked universal scanner. Unlimited scans for each member
Scan Event Badges
Fully Secure Logins
Connect to your existing SSO logins through Azure or Okta SAML 2.0 to ensure secure authentication company wide. No additional passwords needed.
Book a Demo
Card Templates
Use templates to provide consistent digital card branding and business info for each group on your team.
Create Templates
Subteams
Use subteams to organize your team's digital cards into groups, setup unique CRM syncs, assign card templates, and set permissions/restrictions.
Set Up Subteams
Why We're The #1 Platform for Enterprise
Scalability
From 10 to 1,000,000 members, we grow as your company grows.
Manage unlimited members with no buffering or speed issues.
Create and update members any time with robust CSV file uploads.
Create multiple admins, subteams and roles, and assign specific permissions to each.
Use templates and bulk actions to do tasks for multiple members efficiently.
Integrations
Access 5000+ integrations like Azure Active Directory and Salesforce...
Fully built-in CRM integrations that don't require a 3rd party in between.
Onboard your team instantly by connecting to tools like Azure Active Directory.
Fully customizable CRM mappings so leads, activities, and tags sync as expected.
Access the Popl API for creating custom connections and webhooks.
Security
Your data is fully secure and never shared with others.
Popl is SOC 2, GDPR, and CCPA Complaint. Compliance is constantly monitored.
Utilize SAML 2.0 with Okta or Azure to ensure secure authentication for each team member.
99.9% uptime, daily backups, encryption at rest and in transit all come standard.
Access our real time Trust Report at any time: https://security.popl.co.
Why We're The #1 Platform for Enterprise
Scalability
From 10 to 1,000,000 members, we grow as your company grows.
Integrations
Access 5000+ integrations like Azure Active Directory and Salesforce...
Security
Your data is fully secure and never shared with others.
Manage unlimited members with no buffering or speed issues.
Create and update members any time with robust CSV file uploads.
Create multiple admins, subteams and roles, and assign specific permissions to each.
Use templates and bulk actions to do tasks for multiple members efficiently.
Fully built-in CRM integrations that don't require a 3rd party in between.
Onboard your team instantly by connecting to tools like Azure Active Directory.
Fully customizable CRM mappings so leads, activities, and tags sync as expected.
Access the Popl API for creating custom connections and webhooks.
Popl is SOC 2, GDPR, and CCPA Complaint. Compliance is constantly monitored.
Utilize SAML 2.0 with Okta or Azure to ensure secure authentication for each team member.
99.9% uptime, daily backups, encryption at rest and in transit all come standard.
Access our real time Trust Report at any time: https://security.popl.co.
Popl Teams
10,000+
Global companies trust Popl Teams as their digital business card provider
500 million+
Digital Business Card shares across the world (Market Leader)
4.9/5
Highest Rated in the space on G2, Capterra and the App Store
Key Benefits
Share With Anyone
Others don’t need an app or a Popl device to receive.
Card Templates
Use templates and bulk edits to maintain cards at scale.
SOC 2 + GDPR
Your data is fully secure and never shared.
24/7 Support
We’re here to help with free setup, onboarding, and more.
Unlimited Cards
As your team grows, we grow with you.
Share On The Go
Share & exchange contact info with anybody, anywhere.
Create Sub-teams
Organize your team with subteams and groups.
#1 Rated Mobile App
Members can share on the go using our top rated app.
Popl Case Studies
Aria Real Estate Group
Summit Medical Staffing
Sales Management Platform
Effective team leaders need the best sales management platform – especially in industries where networking plays a key role.
Popl Teams provides actionable data on how effectively your team is using their digital business cards – from making new connections, to managing follow ups, and more.
With Popl’s sales management software you can create unlimited digital business cards, easily manage and update members, and build fully customizable CRM mappings so leads, activities, and tags automatically sync with your existing sales processes and systems.
Collect, organize, and close more deals with Popl Teams – the #1 sales management platform.
Digital Business Card ROI & Environmental Impact Calculator
*industry average for basic paper cards is between $0.25 and $0.50
Return on Investment (ROI)
Paper Business Card Costs:
$175,000
Popl Digital Business Card Costs:
Total costs you’d save per year:
$134,000
Increase in leads generated per year:
2000 leads
Environmental Impact
Number of tress your team would save per year:
25 Trees
Gallons of water your team would save per year:
10,000 Gallons
LB of carbon emissions your team would save per year:
1,520 Lb of CO2
Get Started
Our Sources
https://www.doorway.io/blog/are-digital-business-cards-worth-it/ https://virtualspirit.me/insights/313/the-environmental-impacts-of-paper-and-digital-business-cards https://shop.virtux.in/en-rw/blogs/our-blog/the-environmental-impact-of-digital-business-cards-vs-traditional-printing?shpxid=1eefa4ad-595a-4ba2-b729-ac1bba0ba70b https://www.cleantechloops.com/business-cards-environment/ https://us.tapni.com/blogs/digital-business-cards/the-environmental-impact-of-paper-vs-digital-business-cards?shpxid=c693e99e-3ec4-42d3-8813-0c109d1876a1Frequently Asked Questions
See All FAQsHow long does it take to get my team setup on Popl Teams?
Using bulk creation tools such as instant sync with Azure Active Directory, CSV import and bulk creation of cards from scratch, Popl Teams allows you to have your team setup with digital cards within seconds.
Bulk edits, templates and card duplication make editing multiple cards quick and easy. Our platform also handles member invites, ordering of free Popl devices and device activation automatically, allowing you to spend minimal time on setup.
Learn more >
What happens if someone leaves my team?
When a member leaves your team, our dashboard allows you to deactivate their digital card and re-assign their Popl device without needing the device physically with you. The digital card and device can then either be claimed by a new member of the team or removed for good.
Of course, all leads captured by the deactivated member will still remain accessible to the admins via the Leads tab.
Learn more >
What happens if someone loses their device?
With a Popl Teams subscription, we provide free Popl devices for each team member, including replacements! If a device is lost, broken or stolen, we are always ready to re-send at any time.
Learn more >
What CRMs does Popl Teams integrate with?
Popl Teams directly integrates with:
- Salesforce
- HubSpot
- Microsoft Dynamics
- Zoho
- Pardot
- Outlook
- Pipedrive
- Follow Up Boss
We also integrate with almost every single CRM on the planet with our Zapier app! Our Zapier app can connect to 5000+ apps and if you'd like help setting up a connection through Zapier, just let us know!
How do we capture leads with Popl Teams?
Popl digital business cards are designed to capture leads quickly and efficiently. Leads can be captured in 4 ways:
- Via the customizable lead capture form that is on every digital card
- Via our AI-powered paper (and digital) business card scanner
- Via Lead Capture Mode™ which instantly captures leads when a member uses their Popl QR code or Popl device
- Via the Popl mobile app when a team member meets another Popl user or creates a lead from scratch
Learn more >
Does everyone on a team need Popl accessories in order to use Popl Teams?
No, Popl teams can be fully used without Popl accessories. Our platform can provide a full end-to-end solution using just custom in-app QR codes or branded digital wallet cards (Apple and Google).
Does everyone on a team need to download the Popl App in order to use Popl?
No, Popl Teams can be fully used without having everyone download the Popl App. Our platform provides a full end-to-end solution with just the Popl dashboard and branded digital wallet cards (Apple and Google).
Digital wallet cards can be instantly added to each member's Apple or Google wallet by simply scanning a QR code on the Popl dashboard.
How many members do I need to use Popl Teams?
Popl Teams can be used by teams of any size ranging from 5 members to 100,000+ members.
If your team has less than 5 members, we recommend checking out Popl Pro
Do I get free Popl Devices with Popl Teams?
Yep! You can order a free Popl device + replacements for each member included in your Popl Teams subscription.
Learn more >
Why is Popl the best digital business card platform for my team?
Popl is the best digital business card option for teams because it is the only end-to-end solution that includes all of the following:
- Team Management Dashboard
- #1 Rated Mobile App with over 50,000 reviews
- Lead Collection Features (2-way instead of 1-way connecting)
- 5000+ CRM Integrations
- Paper Business Card Scanner
- SOC 2 + GDPR level security and compliance
- Largest variety of tap-to-share smart products
- 24/7 Customer Service
- 50+ link and content options
Continue reading here
What is sales management software?
Popl Teams is the best sales management software for in-person sales and marketing teams. Sales managers can use Popl Teams to track team member activity, manage digital business cards, reduce admin tasks (like sending personalized follow ups), and assign leads.
How can a sales management platform grow sales?
Popl Teams empowers your company to collect 300% more in-person leads. Popl Teams is about more than digital business card management, it’s also the key to measuring, improving, and optimizing your sales team’s performance at in-person events and conferences.
Why is Popl Teams the best sales management software?
Popl Teams helps sales professionals quickly and easily connect, collaborate with coworkers, and automate their sales funnels. Companies that use Popl Teams for in-person sales close more deals, with less time and effort.
Is Popl Teams the best sales manager software?
Yes. Popl Teams is uniquely built for sales managers, especially those leading in-person teams who use sales manager software to monitor and optimize performance. Use Popl Teams for insights into how many digital business cards each individual team member exchanged, followed up on, and closed.
How do sales management tools like Popl Teams fit in with my existing CRM?
Popl Teams is a fully integrated sales management tool. Users can export leads to existing CRMs, sync team members from HR platforms, automate data entry, create marketing flows, and more.
Ready to accelerate your team's growth with
30 Day Free Trial
4000+ Satisfied Teams
