Connections CRM

Manage your professional contacts with tags, follow-ups, and intelligent organization

Last updated: February 8, 2026

TitanCard's Connections CRM transforms how you manage professional relationships. Keep track of everyone you meet, add context to every interaction, and never miss a follow-up opportunity.

Unified Network List

All your connections live in one place - whether they came from NFC taps, QR scans, lead capture forms, or manual entry. The unified view makes it easy to search, filter, and manage your entire network.

  • View all connections in a single, searchable list
  • Filter by source (NFC, QR, Lead Form, Manual)
  • Sort by date added, last interaction, or name
  • Group by company, event, or custom tags

Tags & Organization

Custom tags help you categorize connections in ways that make sense for your workflow. Create tags for industries, lead status, relationship type, or any other criteria.

1

Open a Connection

Click on any connection to open their detail view.

2

Add Tags

Click the tag icon and type to create or select existing tags.

3

Filter by Tags

Use the filter bar to view connections with specific tags.

Create a consistent tagging system. Use tags like 'Hot Lead', 'Partner', 'Investor', or 'Mentor' to quickly segment your network.

Meeting Context

Never forget where or when you met someone. TitanCard automatically captures meeting context and lets you add notes for future reference.

  • Automatic event tagging when Event Mode is active
  • Location context from geofencing (mobile app)
  • Calendar integration to detect meetings
  • Manual notes for additional context

Follow-Up Reminders

Set reminders to follow up with connections at the right time. TitanCard will notify you via push notification and email.

1

Open Connection Details

Navigate to the connection you want to follow up with.

2

Set Reminder

Choose from preset intervals (Tomorrow, 3 Days, 1 Week, 2 Weeks) or set a custom date.

3

Add Reminder Notes

Include context about what to follow up about.

4

Get Notified

Receive a push notification and email when it's time to reach out.

The Follow-Up Dashboard widget on your home screen shows prioritized suggestions based on timing and connection strength.

AI-Powered Follow-Ups

Let AI help you craft the perfect follow-up message. Based on your meeting context and the connection's profile, TitanCard generates personalized email templates.

  • AI-drafted follow-up emails based on meeting notes
  • Personalized templates for different relationship types
  • One-click send or customize before sending
  • Lead scoring to prioritize high-potential connections

Duplicate Detection

Meeting the same person multiple times? TitanCard detects potential duplicates and helps you merge them to keep your network clean.

1

Review Duplicates

TitanCard highlights potential duplicate contacts based on email, phone, or name matching.

2

Compare Entries

View details side-by-side to confirm they're the same person.

3

Merge Connections

Combine duplicate entries, keeping all meeting contexts and notes.

When you meet someone you've connected with before, TitanCard shows a 'Met 2x' badge with your previous meeting history.

Quick Actions

Take action on connections with one tap from the mobile app or dashboard:

  • Call - Dial their phone number directly
  • Email - Open your email client with their address
  • LinkedIn - View their LinkedIn profile
  • Add Note - Quickly add meeting notes
  • Export - Save to your phone contacts

Export & Sync

Keep your contacts in sync across all your tools:

  • Export to CSV for spreadsheets
  • Sync to phone contacts (iOS and Android)
  • Integrate with CRMs via Zapier or webhooks
  • Direct sync to HubSpot, Salesforce, Pipedrive

Start Managing Your Network

Create your TitanCard account and take control of your professional relationships.

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