Support
Help articles, feature requests, and product roadmap
Considering
6Expanded card customization - rearrange, hide, and theme more of your card
A future enhancement to card customization, beyond what the app offers today. Today you can pick a template, set an accent color and font, frame your profile photo, add and rename social links, add captions under your contact details, choose your card goal and button order, show or hide the QR code, and opt a card into search indexing on Pro. This would go further: rearrange or hide sections of your card, control layout and spacing, and theme more of the page than the accent color. Not shipped. Under consideration.
Roll-up value across a customer’s deals
Half of this is already live: on Pro you can track multiple deals per contact, each with its own value, stage, next step, and notes. Tracking several jobs for one customer works today. What is still missing is the aggregation. There is no summed or lifetime value per customer, no cross-deal reporting, and no deal-level reporting in analytics. The older single 'deal value' field on a contact also stays separate from deal values and is not added up anywhere. This item now covers only that roll-up and reporting work.
AI contact enrichment for captured leads
Automatically fill in missing details on a captured lead, title, company, LinkedIn profile, using public data sources, so an incomplete share-back form still ends up with a complete lead record.
Calendar integration — book meetings directly from your card
Embed a Calendly-style booking link or native calendar integration directly on your digital business card. Booking links already work in Action Links; this would be calendar sync.
Multi-business support — multiple emails and phone numbers per card
Support users who operate multiple businesses or roles by allowing multiple email addresses and phone numbers on a single card.
Apple Wallet and Google Wallet integration
Add your digital business card to Apple Wallet or Google Wallet so it's always one tap away on your phone.
Up Next
2AI conversation notes — quick voice or typed note, cleaned up automatically
Add a quick voice-to-text or typed note right after meeting someone, and let AI clean it into a structured summary attached to the lead. No conversation recording required — you dictate what you want remembered, not a full transcript of the conversation. Planned, no date.
Automated follow-up email sequences (Gmail-connected)
Connect your own Gmail account and build a follow-up sequence that sends automatically after you capture a lead. Write your own messages ahead of time, set your own timing, and let My MASH Card handle the sending — for example, a first note shortly after you meet someone, then a check-in a few days later if you haven't heard back. Sequences stop automatically the moment someone replies. Planned, no date.
In Progress
0Nothing here yet
Recently Shipped
46Webhook v3: contact and deal events with independent notes sharing
Outbound webhook v3 supports separate contact.upserted, deal.upserted and deal.deleted events with stable IDs, multiple deals per contact, explicit destination consent, Manual/Automatic/Off modes and separate Contact Notes and Deal Notes inclusion controls. Legacy v1/v2 formats remain compatible. This is outbound-only, not native two-way CRM sync. Production deployment and automated/schema checks passed; hosted regular-user permission and persistence checks remain unverified due to QA tool limitations.
Capture Inbox: save a note now and attach it later
Save context immediately before you know which contact it belongs to, then attach the note to the right relationship timeline when you identify the person. A private note is not automatically a follow-up activity.
Dismiss and restore contacts without deleting history
Remove irrelevant, spam or not-yet-relevant contacts from everyday follow-up views while preserving their record and history. Restore them when needed; deletion remains a separate action.
Manual contact entry, including phone-only contacts
Add a contact directly to your Lead Feed without requiring someone to scan your card. Save available context such as phone number, company, where you met and personal notes; a separate CRM connection is optional.
Met in person? Now part of every contact
Every contact now has a simple Met in person? answer: Yes, No, or Not sure. It sits with your other context in the contact's details, and you can set it for a stack of contacts at once from the bulk bar after an event. AI drafts use it, so they only say things like "great meeting you" when you actually met.
AI drafts stick to what actually happened
AI follow-up drafts now stick to what's true. They know how a contact actually reached you (QR scan, flyer, paper card, referral, LinkedIn), whether you met in person, and when they came in. They won't invent a conversation you never had or claim you met at a place you only wrote down as context. Draft Context is also available right in the Lead Feed draft now, not just on the full contact profile, so you can add a line about what you talked about and get a sharper draft. Still Beta.
Draft with AI, right from the Lead Feed
Improvement to AI drafts (Pro, Beta). Tap Follow Up on any lead in the Lead Feed and pick Draft with AI. You get the same draft as the full contact profile: subject and body, edit it, then copy it or open it in your mail app or Gmail. Follow-ups are also more honest now. Opening an email no longer marks a lead as followed up on its own. When you come back, we ask if you sent it, and only a yes counts. Your follow-up numbers and reminders stay accurate. Draft with AI is a Pro feature.
Card customization: photo framing, social links, captions, and styling
Card customization now goes well beyond picking a template. Reposition and zoom your profile photo so it sits right in the frame on every template. Add Instagram, Facebook, and YouTube links and rename any social link to say what you want. Add a short caption under your phone, email, and website, such as "Text or Call" or "Email Us." Choose an accent color and a font, set your card goal and, for a balanced card, the order of the two buttons, show or hide the QR code, and opt a card into search-engine indexing on Pro.
Review Card: lead with your name or your business name
Choose what shows up biggest at the top of your Review Card page, your name or your business name. Handy if customers know the shop better than they know you, or the other way around. Whichever you pick now carries through to the review button too, so it reads "Leave [your business] a Google Review" instead of always using your name.
Bulk tag, untag, and assign to events
Select multiple leads in the Lead Feed or Contacts and add tags, remove tags, or assign them to an event in one step. Useful after a busy event when you've got a stack of new contacts to sort.
Log who reached out: you or them
Log Activity now tracks direction. Record what you did (sent an email, called, got no response) or what they did (replied, reached out first, referred someone to you). Every interaction is saved to a clean activity history on the contact instead of one long notes field. AI follow-up drafts read this too, so a draft won't talk about a conversation they started as if you started it. Pro feature.
Deals: multiple opportunities per contact, with stages and next steps
Deals are live on Pro, and a contact can carry more than one. Each deal has its own name, an optional estimated value, a stage (Inquiry, Quoted, Won, Lost), a next step with an optional due date, and its own notes, so a repeat customer's second job never overwrites the first. Deals are kept if you switch to Free and return when you upgrade. Deal stages are deliberately separate from the contact's follow-up status. A contact can be In Conversation while one deal is Quoted and another is Won, and moving a deal never changes where the relationship stands. Deals appear on the contact's dossier and in the Deals view, which flags open deals that have no next step or a step due today or overdue. Not built yet, and not claimed anywhere: rolled-up or lifetime value per customer, cross-deal reporting, and deal records inside CRM sync.
Affiliate Program — earn commission for referrals
Refer other business owners to My MASH Card and earn a one-time commission on each referral's qualifying paid upgrade. Get your referral link from your affiliate dashboard, share it, and see your commissions there.
Closed Reason — tag why a lead closed, not just that it did
When a lead's status is set to Closed, you can now tag why: Won, Lost, Went Cold, or Parked (a relationship that's still alive, just not an active pipeline item anymore) by default. Fully customizable in Settings → Display, same pattern as Relationship Intent: reorder, rename, add your own, archive without losing it from any lead already using it. This sits alongside your follow-up status, not inside it, so nothing about how New / Followed Up / In Conversation / Closed works has changed. If you've connected NinjaPipe, DealDrive, or a webhook, the resolved reason now rides along in the outbound sync payload automatically.
Contact profile photos, with automatic Gravatar fallback
Click any contact's avatar in the Contact Details panel to upload a photo from your device. If you don't upload one, the app automatically checks for a Gravatar tied to that contact's email and uses it, falling back to initials if neither exists. Photos now show consistently everywhere a contact's avatar appears — Lead Feed, Contacts, and the dossier.
Contact Details — reordered for what actually matters first
Two small layout fixes to Contact Details based on real usage: the Context section (where you met, relationship intent, event tag) now sits right at the top, above generic contact info, since it's the part of the record that actually differentiates a relationship rather than just how to reach someone. Marketing opt-in moved out of Context and into the Contact section, where it fits better as a consent flag tied to reaching this person.
Load More on Lead Feed and Contacts — no more silent 500-lead cutoff
Lead Feed and Contacts previously showed only your 500 most recent leads with no way to see anything older — past that count, older leads just silently stopped appearing. Both pages now show a Load More button when there's a real chance more exist, so nothing gets permanently hidden as your contact list grows.
Clarified Lead Feed vs. Contacts — what each page is for
Lead Feed and Contacts show the exact same captured leads, just in different layouts, which made it unclear what each page was actually for. The subtitles on both now say so directly — Lead Feed frames itself as what needs your attention, Contacts frames itself as your full searchable directory. Lead Feed also has a Capture Inbox for quick notes you can attach to a contact later. You can dismiss a contact you don't need to act on; dismissing keeps the contact rather than deleting it.
Relationship Intent — tag what a lead is for, not just who they are
Every captured lead can now be tagged with what the relationship is for — Client / Prospect, Investor, Partner, Referral Source, Hire / Talent, or Just Staying in Touch — right alongside Where Met and Event Tag at capture. Fully customizable in Settings → Display: reorder, rename, add your own, or archive ones you don't use (archiving never deletes it from a lead already using it). Editable inline from the Contact Dossier, Edit Lead, or right at capture, with a clear way to leave it unset or clear it if you change your mind. The AI Follow-Up Draft now reads this signal too, so a draft to an investor and a draft to a client read differently, not just with a swapped-in word.
AI Follow-Up Draft marked BETA
The AI Follow-Up Draft feature is now labeled BETA everywhere it appears — in the Contact Dossier, the Edit Lead modal, Settings display preferences, and on the site's feature pages. The feature still works and is available on Pro, but the draft quality is still being refined, and the label reflects that honestly rather than presenting it as a finished, fully-polished feature.
Contact Details panel — centered on desktop and tablet
The Contact Details panel (opened from Lead Feed or Contacts) previously slid out from the right edge of the screen at every size, wasting most of the screen on desktop and tablet. It now opens as a centered modal on larger screens with room to breathe, while mobile keeps the original full-height slide-out that already worked well there.
Pro background push alerts and home-screen unread indicator
Pro users can opt into standards-based background Web Push for newly captured contacts and eligible follow-up reminders on supported browsers and installed PWAs. Alerts can arrive while the app is closed; where supported the icon shows a simple unread indicator rather than a numeric count. Settings → Automations → Notification Channels. Free retains in-app notifications. A successful owner-operated pilot phone test was reported; Android parity and scheduled reminder delivery were not separately verified. Device/OS permission and badge limitations apply. Pro-wide access published November 6, 2026.
Delete contacts from the Contacts page
You can now delete one or multiple contacts directly from the Contacts page — select any number of contacts and bulk delete, or open a single contact's detail view and delete just that one. Matches the same delete confirmation already used in the Lead Feed.
In-app notifications and per-card alert/reminder controls
New-lead and eligible follow-up notifications appear in MMC's in-app bell. Owners now have two On/Off controls in each card editor: New contact alerts and Follow-up reminders. For public share-back contacts captured through that card, each switch applies to all applicable enabled channels (bell, email and Pro background device push), while account-level channel preferences remain in control. Defaults are On; turning alerts off preserves capture, Lead Feed, Contacts, CRM sync and Needs Follow-Up visibility. Re-enabling reminders does not immediately replay old overdue alerts. Available on Free and Pro, while device push remains Pro-only. Shipped November 6, 2026.
Fixed contact info contrast on Bold template (was invisible on white)
Contact info (email, phone, website) on the Bold template was rendered with the same faded, high-contrast-for-dark-backgrounds color used on Executive, but Bold's content area sits on a plain white background — making the text nearly invisible. Bold now renders standard dark text like every other white-body template (Minimalist, Modern Grid, Headliner, Business Capture).
Display settings — hide optional dossier fields
A Display tab in Settings letting each user hide the optional Contact Dossier sections they don't use (Deals on Pro, Marketing Opt-In, AI Email Draft, LinkedIn Outreach) for a cleaner view. Purely a per-user display preference.
Deal value (now part of Deals, Pro)
An optional dollar-value field on a lead, so businesses that manage repeat or existing customers (not just new-lead capture) can note what a customer or job was worth and sort/filter by it. Off by default since most users are using My MASH Card for networking, not customer value tracking. This is a lightweight starting point, not a full deal-pipeline — it represents a single value per lead, not an aggregate across multiple jobs with the same customer.
See which card captured each lead
Every captured contact records the card that did the capturing, stored as the card's stable identity plus a snapshot of its name at capture time, so the attribution still reads correctly after a card is renamed or removed. The Card filter on your lead feed and the contact dossier both use it, and leads captured with no card at all are labelled as such. Captures also snapshot the card goal (and button order, on a balanced card) that was active at that moment. Those snapshots are immutable: changing a card's settings later never rewrites history. Free shows views, contact downloads and contact-save rate for each card. Pro adds a performance snapshot: weekly views, leads and downloads, your top cards, and leads per card view.
Automatic webhook sync on new leads
Leads captured through your public card now automatically sync to your configured webhook, not just NinjaPipe. Previously webhook sync only ran on manual retries.
Fixed text readability on Executive template
Fixed low-contrast contact info (email, phone, website) on the Executive template, which applies your accent color to the whole card including the content area below the header. Text now automatically adjusts for readability against whatever color you choose, the same way header text already does.
Mark an Event as a permanent location
Events can now be marked as a permanent location (e.g. a storefront) instead of a time-boxed event. Hides the end date and displays as "Ongoing since [date]" — useful for business owners with multiple locations who want to tag leads by location the same way a booth tags a conference, without creating separate cards per location.
Snooze a follow-up reminder
Replaced the old "Send Now" nudge action with Snooze — push a lead's scheduled follow-up reminder out 3 days instead of firing it early or cancelling it outright. Sits next to Cancel Nudge on any lead flagged for a follow-up. Pro.
Business Capture Card — storefront and event booth lead capture template
A card template built for a business collecting customer or lead details, rather than an individual sharing their own contact. It leads with the business name and an incentive or headline, such as an offer or entry prompt, and makes the capture form the primary action: one tap opens it from a storefront counter display or an event booth QR code. The form includes an optional marketing opt-in checkbox, and Save Contact stays visible as a secondary action for anyone who just wants your details. It uses the existing Events system as a flexible location or event tag, so a business with several locations tags each one the way a booth tags a conference. Choose Business Capture from the template picker when editing a card.
Email signature with embedded card link and QR code
The Email Signature tool builds a signature block for your email app from your card: your name, title, company, contact details, a link to your card, and a QR code, in a text-only or image layout. You copy it into your email app's own signature settings yourself; nothing is installed into your account and it does not sync to mobile email settings. The signature links to a stable card-ID address instead of your editable slug, so renaming the card never breaks a signature already in the wild. The QR image is generated once on the server for that same destination and reused, so it isn't regenerated on every visit. Available to every signed-in owner on Free and Pro.
Save captured leads straight to your phone
Save a contact to your phone without a CRM. Open a contact's details and choose Save to Phone, or use Save to Phone on a lead in the Lead Feed, to download a standard .vcf contact file that your phone's contacts app opens and imports. It is a file download: nothing syncs in the background, and your phone's address book changes only when you import the file. Also in this release: Lead Feed's bulk actions (Tag, Untag, Event, Status) work reliably and are easier to use on mobile, and Contacts no longer cuts off names on smaller screens.
Bulk "Save to Phone" — export multiple contacts as one .vcf file
Improvement: save several captured leads to your phone at once. Select any number of contacts in the Lead Feed or Contacts, then choose Save to Phone in the bulk action bar. You get a single .vcf file holding every selected contact, so your phone's contacts app can import the whole group in one step instead of one at a time. It is a file download: you decide when to import it, and no contact details are written to your phone automatically.
MASH App — Install to Home Screen
Add the My MASH Card web app directly to your phone's home screen for quick, one-tap access. Works on iOS (via Safari Share → Add to Home Screen) and Android/Chrome (native install prompt).
Card Goal: choose how each card works
Every standard card has a goal. Get their info first makes Share Your Info the main action, with Save Contact still clearly visible. Let them choose keeps both actions equal. Share my info first leads with Save Contact and puts Share Your Info below it as a lighter action. On a balanced card you can also order the two buttons: Share Your Info first or Save Contact first. Ordering changes position only, never weight. The goal is set per card, so an event card and an everyday card can behave differently. Review Card keeps its own flow, and Business Capture is always capture-first. Included on every plan.
Live Preview — Full Card Hierarchy in Editor
The card editor's live preview now renders the complete card layout, including CTAs, contact details, bio, action links, media gallery, QR section, LinkedIn button, and footer — exactly as visitors see the public card. Interactive elements in preview mode show a safe placeholder instead of triggering real actions (no leads created, no contact downloads, no navigation away from the editor).
Event-based lead tagging with QR codes
Create event-specific QR codes that automatically tag incoming leads with the event name, date, and context for easy follow-up segmentation.
Paper business card and event badge scanner — scan and import contacts
Scan a paper business card or a printed event badge and turn it into a contact without retyping anything. Take a photo or pick an image from your library, and we read the visible printed details from the picture: name, email, phone, company, title, and website. Those details open in an editable form first, where you can correct anything we misread and add where you met, notes, and relationship intent. Nothing is saved until you confirm. A scanned contact goes through the same lead pipeline as any other capture, so duplicate detection, event tagging, plan limits, CRM and Sheets sync, and new-lead alerts all apply, and it is labelled 'Scanned Card/Badge' as its lead source. Cards and badges use the same scanner. It reads printed text only, not event-specific QR codes or barcodes printed by event organizers. Available on Free and Pro.
Google Sheets integration with automatic sync
On Pro, new leads are added to your Google Sheet.
LinkedIn outreach workflow with interaction logging
Structured LinkedIn outreach workflow built into the contact dossier. Copy a context-aware message to your clipboard, open the lead's LinkedIn profile in one tap, then log the interaction when you return. All interactions are timestamped and visible in your Activity Timeline.
AI-powered follow-up email drafts
Ask for an AI first draft of a follow-up email, then edit and send it yourself. Pro. Beta.
Card customization — custom fonts, colors, and layout themes
First version: an accent color and a curated font (7 options) in the card editor, applied across every template except Review Card, with automatic text contrast so header text stays readable against any chosen color.
Dedicated search page with keyboard shortcut (Cmd+K)
Press Cmd+K (Ctrl+K on Windows) from anywhere in the app to open a global search over every captured contact. Search reaches across name, company, notes, tags, and where you met — not just names — and results can be narrowed by tag so you can pull up every contact carrying a given tag. Selecting a result jumps straight to that contact's dossier. The search opens as a quick overlay, so you stay on whatever page you were on until you pick a result.
Have an idea or found a bug?