How My MASH Card Works
My MASH Card captures who you meet, remembers the context, and helps you take the next step immediately. It replaces memory, scattered notes, and missed follow-ups with a simple system that turns conversations into opportunities.
Most connections don't fail. They fade.
You meet someone valuable.
You intend to follow up.
You get busy.
You forget.
That gap between meeting and following up is where most opportunities are lost.
My MASH Card is built to close that gap.
A simple system that replaces how you manage connections
- CAPTURECapture who you meet, where, and why it mattered
- ORGANIZEStructure your leads with tags and context so nothing gets lost
- ACTIONKnow what to do next without relying on memory
- SYNCSend leads directly into your workflow
Capture every connection instantly
Stop relying on memory or scattered notes. Capture context the moment it happens.
The Exchange
The Scan
Two-way contact exchange
Both sides get the right information instantly. No forms, no friction, no drop-off.
Context capture
Log where you met and what mattered before it's forgotten.
Smart lead capture
Collect structured information without friction at events, meetings, or anywhere.
Paper card & event badge scanner
Photograph a paper business card or printed event badge, then review the details we read before saving. Skips the manual re-typing entirely.
Add a contact by hand
Type a contact straight into the Lead Feed when there's no card to scan. A phone number alone is enough, and where-met, tags, and notes stay optional.
Capture Inbox
Got something worth keeping before you know who it's about? Save the note now, and attach it to the right contact later. It lands in their timeline when you do.
Works for events, networking, client meetings, and in-person lead capture.
Keep your connections structured and actionable
Turn scattered contacts into organized relationships you can actually follow up on.
Tag leads instantly
Add tags like Hot, Follow-up, or Events to organize your pipeline.
Filter by priority or context
Quickly find the leads that matter right now.
Keep your pipeline clean
No complex CRM setup required.
Tag what the relationship is for
Client, investor, partner, or just staying in touch — tag every lead with what it's actually for, not just who it is. Fully customizable to match how you work.
Track opportunities as deals
Give a contact more than one deal, each with its own stage (Inquiry, Quoted, Won, Lost), optional value, next step, due date, and notes. Deal stages stay separate from the contact's follow-up status.
Dismiss what isn't a fit
Dismiss a vendor pitch, spam, or a contact that isn't a fit with a recorded reason. It leaves your lists, reminders, and syncs without being deleted, and you can restore it with its history intact (and deals, on Pro).
Turn contacts into next steps
Knowing who someone is isn't enough. You need to know what to do next.
Follow up instantly
Take action while the conversation is still fresh.
Instant LinkedIn Import
Launch your professional digital business card in seconds. Import your name and profile photo from LinkedIn so you can start sharing your work without building your profile from scratch.
Context system
Always know who someone is and why they matter.
Searchable memory
Find people by name, context, or conversation.
Status tracking and one-tap follow-up are free. Automated nudges, AI draftsBeta, and LinkedIn outreach are Pro.
Follow up at the right time
This is where the system starts working for you: across email, LinkedIn, and your workflow.
One-tap follow-up
Reach out in seconds with pre-filled actions.
Status tracking
See where each contact stands, from New to Closed. On Pro, see which open deals have a next step due.
LinkedIn outreach workflow
Copy a personalized message to your clipboard, open the lead's LinkedIn profile, then log the interaction: all from the contact dossier.
Automated nudges
We remind you, never the contact, when follow-up matters. When you saved a note with that follow-up date, the reminder quotes it so you know what to say.
Intelligent automation
Nudges cancel when you take action. Stay consistent without relying on discipline.
Make it easier for customers to leave a review
A dedicated card template built specifically for collecting reviews, not new leads: it removes the friction of finding your review page.
Review Card
Hand your phone to a happy customer and one tap sends them straight to your Google review page: built for the moment right after a job wraps.
Share the review page itself
A separate share icon lets you send the review page to someone who isn't standing in front of you: for a past client, not just an in-person moment.
See how one business used the Review Card to get 14 new reviews in 13 weeks →
Send leads where they actually get used
Your leads shouldn't live in isolation. Sync them instantly to Google Sheets, CRMs, or your workflow.
Before
After
CRM integrations
Push leads directly into NinjaPipe, DealDrive, Google Sheets, or any CRM via webhook.
Export functionality
Turn conversations into usable pipeline data you can work with anywhere.
Retry and delivery tracking
Ensure your data gets where it needs to go. Know when it doesn't.
On Pro, syncs with NinjaPipe and DealDrive, or any tool that accepts an incoming webhook.
See what's actually working
Track activity, build momentum, and improve how you follow up over time.
Card activity
See when your card gets attention.
Leads captured
Track new connections over time.
Momentum insights
Understand what leads to follow-ups.
Not a CRM. The part of one you actually use.
My MASH Card isn't built to replace a full CRM.
It covers the part people actually lose opportunities to.
Who you met, what it was about, what you owe them next, and whether you followed through. No admin project required.
- Organize contacts with context, notes, and a timeline
- Track opportunities with deals, stages, and next steps (Pro)
- Follow up with reminders that carry your note, and drafts you review before sending (Pro)
- Connect your CRM when you need one: NinjaPipe, DealDrive, Google Sheets, or a webhook (Pro)
Capture. Organize. Act. Measure.
Need pipelines, forecasting, and team reporting across an org? Keep your CRM and sync leads into it.
When this becomes essential
- ✓You've forgotten to follow up before
- ✓You're relying on memory or scattered notes
- ✓You've lost at least one real opportunity
- ✓You meet people regularly and need a system
When should you use this?
Use this if
- You meet people regularly
- You've missed follow-ups before
- You rely on memory or scattered tools
- You want conversations to turn into opportunities
Avoid if
- -You already have a strict CRM system with enforced follow-up processes
Stop letting valuable connections go cold
Capture, organize, follow up, and move conversations forward: before opportunities disappear.