AI-powered CRM for SMEs & agencies worldwide

AI CRM for SMEs & Agencies: Every Lead, Call and Campaign in One Place.

Vcarddly CRM helps you capture campaign leads, assign them to the right salesperson with AI, call from mobile and track every follow-up, all from one dashboard.

Our AI agent assigns each lead to the best-fit salesperson based on expertise, language and current workload.

Book a free demo See how it works
Built for founders, sales heads and marketing teams at SMEs and agencies worldwide.
Your AI lead-assignment agentMatch expertise. Balance workload. Assign the next lead.See how AI assignment works
Prioritise every leadLeads, follow-ups and pending deals at a glanceTrack every sourceCampaign and UTM details on each leadWork as one teamClear owner for every lead
CaptureAssignFollow upMeasure

See Vcarddly CRM in action

One CRM Dashboard for Every Stage of the Lead Journey

A place for every part of the journey.

Watch a lead travel through Vcarddly CRM, from a campaign link to a won deal. Pause anytime, drag the timeline or click through the sidebar to explore.

All names, companies and figures are fictional. Nothing in this demo is saved.

The demo follows one lead through the Dashboard, Company, My Addressbooks, Digital Campaign, UTM Campaign, Assigned Leads, Activity and Sales Admin screens. The UTM dashboard shows lead sources, campaign performance and contact titles in one view, so you can see which campaigns bring the right leads.

Want to see this with your own data? Book a free demo

Smart Address Book

Smart Address Book CRM: Organise Every Contact with Notes, Tags and Context

More than just a contact list.

Vcarddly’s Address Book is a smart relationship system, not a simple contact list. Save contacts, add notes, organise them by category and manage your entire network the way a professional CRM does.

Add notes, tags and context to every contact, so you always remember who they are and why they matter.

  • Notes, tags and custom labels to add context to every contact.
  • Smart search by @tag, name, company or category, so you find any contact in seconds.
  • Category-wise organisation: group contacts as Business, Client, Personal, Vendor and more.
  • V-Card upload saves contacts instantly, with details extracted automatically.
  • Scan visiting cards or QR codes and save the contact to your address book in seconds.

See how the Address Book works

Mobile CRM · Lead assignment & call tracking

Assign Leads on Web. Call from Mobile. Synced in Real Time.

Watch a lead move from the web dashboard to a salesperson’s phone. The salesperson calls, adds a remark, and the remark and call recording sync back to the CRM instantly.

AI lead assignment

AI Lead Assignment: The Next Lead. The Right Person.

Pick a campaign and let the AI agent match every lead to the best-fit salesperson, based on expertise, language and current workload.

AI lead assignment · matched by expertise and workload

AI assigns the leads. Your team tracks the work in Assigned Leads, Dashboard and Activity.

See how the agent works

Explore the assignment workflow, from campaign to handoff.

Start with a campaign.

Choose the company and campaign, and the agent keeps every lead connected to its original context.

  • Find leads waiting for an owner.
  • Check contact details before assigning.
  • Skip leads that are already assigned.

Know your team.

The agent reads each salesperson’s profile and current workload from your workspace.

  • Check expertise, industry, product knowledge and preferred lead types.
  • Consider languages, open leads and pending follow-ups.
  • Use past wins and revenue, when available.

Match every lead to the right person.

The agent compares each lead’s needs with your salespeople. The best expertise match comes first, and workload balances out similar matches.

  • Works only with the information in your CRM.
  • If details are missing, the agent doesn’t guess.
  • Capacity is rechecked after each assignment.

Give every lead a clear owner.

Vcarddly CRM checks each match before saving it, so your team knows exactly who does what next.

  • Confirm the salesperson is eligible and has capacity.
  • Create the assignment with “New” status and follow-up details.
  • Show what was assigned and what is still unassigned.

Match by expertise and language.

Bring industry, product knowledge and specialisation into every assignment, instead of giving all leads to the same person.

Balance the workload.

Count both open leads and pending follow-ups, so no salesperson gets overloaded.

Keep every handoff clear.

Each assignment carries the company, campaign and contact context, so your salesperson knows the next step.

Bring one of your campaigns to the demo, and we’ll show how AI lead assignment works with your team.

Book a free demo
MAD = Marketing, Automation, Data

Marketing, Automation and Data in One CRM Platform

Three strengths. One connected platform.

Vcarddly CRM connects your marketing, automation and data in one platform, so your whole team works from the same information.

Marketing

Turn campaigns into conversations. Create campaigns and UTM links, then see which sources bring you the most leads.

From attention to opportunity

Automation

Connect AI lead assignment, AI-powered calling and follow-ups, so your team spends more time talking to customers and less on admin.

Less admin. More conversation.

Data

See your whole pipeline in one view: lead sources, sales activity and customer context, ready for better decisions.

Decide with data

See all six features in a free demo

UTM campaign tracking

UTM Campaign Tracking: Know Which Source Brings the Right Leads

Know what brings the right people to you.

UTM Campaign Intelligence links every lead to its source, campaign and contact title. Click any chart segment to see the leads behind it and decide where to put your next campaign budget.

UTM links are tagged web links that show exactly where each lead came from.

Where did the lead come from? Lead source (Google, Meta, Bing and more)

Which campaign brought them in? Campaign

Who are your leads? Job title (Founder, CEO, Manager and more)

See UTM tracking in a free demo
Every campaign shows its source, medium and the leads it brought in.
How Vcarddly CRM works

How It Works: Capture, Assign, Follow Up and Measure Every Lead

A simpler way to move forward.

  1. Capture

    Capture leads from campaigns, business cards, QR codes and CSV files, with the source saved on every lead.

  2. Assign

    Assign each lead to a salesperson, manually or with the AI agent, so everyone knows who is next.

  3. Follow up

    Call, message or email the lead, add a remark and update the status.

  4. Measure

    Review lead sources, campaigns and team activity to decide where to focus next.

Contact capture

Add Contacts Your Way: Manually, by Business Card, QR Code or CSV

New contact. Meet your next step.

Choose how you capture each contact. Manual entry, business cards, QR scans and CSV imports all save to your address book, ready for notes, tags and follow-up.

Add a contact manually

Enter the name, phone, email and role. Save now, or add company, WhatsApp, profile picture and address details.

Import contacts from CSV

Upload a CSV file and click “Upload & Import” to add many contacts to your address book at once.

Add via business card

AI-assisted extraction reads the card and captures the contact details for you.

Scan a QR code

Choose “Scan QR Contact” and save the connection from their QR code in seconds.

Contact capture · choose how the connection begins

AI-powered calling

Call leads straight from the contact profile and keep every call, remark and note in one place. See Calls history next to WhatsApp, email, messages and notes.

See AI calling in a demo

NFC contact capture

Capture a new contact by tapping an NFC card or tag and save it to your address book. Works alongside manual entry, imports, business cards and QR scans. Explore NFC business cards.

See NFC capture in a demo

Questions

Vcarddly CRM FAQs

What is Vcarddly CRM?

Vcarddly CRM is an AI-powered CRM that helps SMEs and agencies capture campaign leads, assign them to the right salesperson, call from mobile and track every follow-up from one dashboard. It also includes a smart address book and UTM campaign tracking.

Who is Vcarddly CRM built for?

It is built for founders, sales heads and marketing teams at small and mid-sized businesses and agencies that run campaigns and want every lead to have a clear owner and next step.

How does AI lead assignment work?

You pick a campaign, and the AI agent matches each waiting lead to the best-fit salesperson based on expertise, language and current workload. Vcarddly CRM checks that the salesperson is eligible and has capacity, then creates the assignment with a New status and follow-up details.

What happens if a lead's details are missing?

The agent works only with the information in your CRM and does not guess. Leads with missing details stay unassigned so your team can complete them.

Can my salespeople call leads from their phones?

Yes. Salespeople call from the mobile app, add a remark, and the remark and call recording sync back to the CRM in real time.

How does UTM campaign tracking work?

You create campaign UTM links, and each lead is saved with its source, medium and campaign. The UTM dashboard shows which sources, campaigns and job titles bring the right leads, so you can decide where to put your next campaign budget.

How can I add contacts to the address book?

You can add contacts manually, scan a business card, scan a QR code, upload a V-Card or import a CSV file. Each contact can carry notes, tags and categories such as Business, Client, Personal or Vendor.

How do I get started?

Book a free demo and bring one campaign. You set up a company workspace, add your address book and team roles, create one UTM link and follow its leads from first contact to assignment and follow-up.

How much does Vcarddly CRM cost?

See the Pricing page for current plans, or book a free demo to get a plan that fits your team.

Ready to manage every lead in one place?

See how Vcarddly CRM brings your marketing, sales and customer journey into one place.

Book a free demo

Free demo, tailored to your business. Prefer to talk? +91 8920-222-218 or [email protected].

Book a free demo

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Call sales+91 8920-222-218Mon–Fri · 10 AM–6 PM IST (GMT+5:30) Email[email protected]Business & sales

Inside Vcarddly CRM