What information can I include on my digital card?

Name, job title, photo, phone, email, social networks, website, WhatsApp, PDF catalogs, videos, meeting scheduler, and much more. You can add or remove connectors whenever you need to.

How do I set up many employees at once?

Import your team's data from an Excel or CSV file and the cards are created automatically in minutes. You can also connect Lead2Team with your HRIS or ERP so that additions and removals sync automatically.

Can I grant permissions and control what each employee can edit on their card?

Yes. From the dashboard you define which people have editing permissions and which fields can be modified — for example name, job title, phone number. This way you give your team autonomy without losing control.

What happens to an employee's card when they leave the company?

From the dashboard you can deactivate their card in seconds. From that moment, the link stops showing their profile and automatically redirects to the company website. No broken links, no outdated information circulating.

Can I manage all my team's cards from a single platform?

Yes. From the admin dashboard you can create, edit and distribute the whole team's cards. Any change to details or design is applied instantly across all cards, without relying on each person doing it themselves.

Does the digital card connect with my CRM?

Yes. The contacts who receive your details or who leave theirs can go straight to your CRM, with no manual work.

Guide · Digital Business Card

How to create a digital business card (virtual business card): quick guide

4 min read

How to make your virtual business card in ten minutes: which details to include, how to share it by QR, NFC or link, and how to roll it out to a team.

To create a digital business card: choose a platform, build your profile with your details and links, brand it, and share it by link, QR, NFC or email signature. With Lead2Team it's ready in a few minutes, and companies create and distribute the whole team's cards from a central panel.

Virtual business card, digital card or digital business card: three names for the same contact profile you share by link or by QR. We use them interchangeably here.

Step-by-step guide to create your Digital Card Watch on YouTube

Why are virtual business cards the new standard?

Digital business cards are increasingly used in business environments. Professionals, sales teams and companies across every sector have made the definitive leap. Which factors have driven this adoption?

1. Faster contact creation. We are always short on time, and generating contacts and growing your business network can be hard without the right technology. Digital business cards let you share your information in seconds through a link or QR code, with no need to meet in person.

2. Limitations of standard business cards. Most paper cards end up in the bin or in a drawer. Printed cards have lost their effectiveness in the digital age. Managing and distributing them is costly, and people prefer to save contacts on their phone and connect through email, WhatsApp or social media.

3. The smartphone as the main tool. Since digital business cards work perfectly with every mobile device, their adoption has grown exponentially.

The list of benefits of the digital business card over conventional ones is extremely long. If you don't have yours yet, these are the steps.

Networking scenario, digital business card and two hands showing a deal has been reached

How to make your virtual business card with Lead2Team in 4 steps

Step 1: Create your account or log in to Lead2Team.

If you already have an account, Log in
If you don't have an account yet, Create your account

Step 2: Create your contact profile.

From the side menu, go to Profiles. In this section you can add your contact details, links, videos, catalogues… Depending on your industry, you will want to customise the information you add about yourself or your company; here are some examples of digital business cards by sector.

How to create a digital business card with the Lead2Team platform - Step 1

How to create a digital business card with the Lead2Team platform - Step 2

Step 3: Choose a template or customise your card's design.

From the side menu, go to Settings > Design. In this section you have several templates available, so you only need to select the one you like best.

If you prefer, there are advanced design options to customise your card's colour, add a background image or define the styles of the contact buttons.

How to create a digital business card with the Lead2Team platform - Step 3

IMPORTANT! ➡️ Also go to the Company section to add your logo, social media and the link to the company's privacy policy. If you plan to include email forms so people can contact you and leave their details, it is important that users accept your company's privacy policy.

How to create a digital business card with the Lead2Team platform - Step 5

Step 4: Share your digital card with others

You have several options to share your contact: you can download the LINK to your card on your phone, add it to your WALLET and share it using the QR CODE, or through the NFC Card.

Here are video tutorials on how to share your contact

Advanced features of the Lead2Team platform

QR code generator and QR email signature

From the Lead2Team platform you can download unlimited QR codes and customise their colour and shape. You can also generate an email signature with the QR code of your digital card.

Web Assistant to improve your website's conversion

With the Web Assistant feature you can embed the digital business card on your website as a help button for web visitors. When users browse your site, they can click the assistant and contact you. This tool is perfect for teams and companies, because from the platform you can create teams and display different people depending on the web page your customer is visiting.

Review capture

Activate Reviews Mode from your digital card and easily request reviews. Get more 5-star ratings and improve your company's ranking on Google, Trustpilot or TripAdvisor.

Card manager with NFC technology

At Lead2Team, you can get an NFC card with a fully customised design. The platform includes an NFC manager and lets you set it up to show your digital card, a website, or automatically download your vCard.

Metrics and CRM integrations

The Lead2Team platform has a LEADS, CLICKS AND REVIEWS section. Here you can see all the contacts, leads and reviews you have generated through your digital card, sorted by date and time. To make management easier, you can export this information to Excel or connect it automatically to your company's CRM.

Cards for the whole staff, in one upload

If you need to set up more than ten people, doing it one by one gets long. From the panel you upload them from Excel, with the company design already applied and the physical card assigned.

Talk to sales See the team card

Corporate networking for sales teams

Common questions

What people ask most about creating a team's cards

How many people are onboarded at once, who can edit what and what happens when someone leaves.

What information can I include on my digital card?: Name, job title, photo, phone, email, social networks, website, WhatsApp, PDF catalogs, videos, meeting scheduler, and much more. You can add or remove connectors whenever you need to.
How do I set up many employees at once?: Import your team's data from an Excel or CSV file and the cards are created automatically in minutes. You can also connect Lead2Team with your HRIS or ERP so that additions and removals sync automatically.
Can I grant permissions and control what each employee can edit on their card?: Yes. From the dashboard you define which people have editing permissions and which fields can be modified — for example name, job title, phone number. This way you give your team autonomy without losing control.
What happens to an employee's card when they leave the company?: From the dashboard you can deactivate their card in seconds. From that moment, the link stops showing their profile and automatically redirects to the company website. No broken links, no outdated information circulating.
Can I manage all my team's cards from a single platform?: Yes. From the admin dashboard you can create, edit and distribute the whole team's cards. Any change to details or design is applied instantly across all cards, without relying on each person doing it themselves.
Does the digital card connect with my CRM?: Yes. The contacts who receive your details or who leave theirs can go straight to your CRM, with no manual work.