Frequently Asked Questions
Everything you need to know about Lead2Team and each of its products. Can't find your answer? Talk to our team.
About Lead2Team
- Lead2Team is a platform for managing corporate digital cards for teams and companies. It is designed for organizations that need to manage their employees' contact identity centrally — from 1 to thousands of people.
- Lead2Team includes a digital card with vCard, Wallet Pass, physical NFC card, QR codes, email signature with QR code, Reviews Card, a contact Assistant to integrate into your website, and custom-built location directories by postal code.
- Yes. From the admin dashboard you can create, edit, distribute, and update the whole team's cards. Any change is applied instantly across all cards.
- From the dashboard you send an onboarding email to the whole team in one click. Each person receives their card with instructions and video tutorials to set it up in minutes, with no technical support needed.
- Yes. Lead2Team has API integration with the main management systems — CRM, ERP and HRIS. Data syncs automatically, with no manual work.
- Yes. You can create several design templates and assign the right one to each person or group. Ideal for multi-brand companies or those with different business areas.
- The management portal is available in Spanish, English and Portuguese. Digital cards can be set up in any language on request.
- We offer email support Monday to Friday. For Enterprise plans, onboarding is assisted by our team — including initial setup and a dedicated account manager with email and phone support.
- Yes. Lead2Team complies with the General Data Protection Regulation. Data is encrypted, the infrastructure is in the EU and the cards include built-in consent management.
- There's no lock-in period. You can cancel your subscription before your plan renews.
Lead2Team isn't just a card: it's a platform to manage a whole team's contact identity from a central panel —digital cards, NFC, wallet, email signatures and lead capture— with brand control, permissions and CRM integrations. It's built for companies with teams, not for a single user.
The Individual plan is free: one person, their digital card, forever. Individual PRO, for one person who wants no branding plus an email signature and full analytics, costs €3 a month in the first year billed yearly (€36, renewing at €54) or €4.99 a month. The Teams plan costs €1.67 per user per month in the first year when billed yearly (€20 per user, renewing at €30) or €2.99 per month billed monthly, from 2 users, with a 7-day trial, no credit card and no lock-in. Enterprise, for companies that need their own contract, custom integrations or hands-on support, is priced case by case. Prices exclude VAT.
Lead2Team is built for companies and sales teams: its value lies in creating, managing and measuring the digital cards, email signatures and leads of the whole workforce from a central panel, with brand control, permissions and integrations. It also works for individual professionals, but where it truly makes a difference is when there's a team behind it.
Digital card
- It is your digital contact profile — with your name, job title, contact details, and the links you choose. You can share it via QR code, NFC, Wallet, or link. Whoever receives it can save your details to their contacts, with no apps or installations needed.
- 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.
- You have several options: show the QR code for others to scan, send the link by WhatsApp, email, or LinkedIn, hold your NFC card near the other person's phone, or show your Wallet from your phone. You can also add it to your email signature.
- No. Anyone with a smartphone can open your card and save your details straight to their contacts.
- Yes. Your card includes a built-in form where the contact can leave you their details. You can also take photos of physical cards and the OCR reader will extract the data in seconds.
- You update your details from the dashboard and the change is reflected on your card instantly. No reprinting, no downloading it again.
- Yes. From the dashboard you have access to metrics on visits, clicks per connector and leads generated by date and time. If you manage a team, you can see each person's activity.
- You receive an automatic email notification every time a contact fills in your card's form, so you can respond and follow up commercially right away.
- Yes. The contacts who receive your details or who leave theirs can go straight to your CRM, with no manual work.
- 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.
- 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.
- 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.
- 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.
Yes. Your card only shows the details you choose to publish, and the other person doesn't need to install anything or hand over their data to view it. In Lead2Team the panel is access-protected, the platform is GDPR-compliant and you can update or remove information at any time.
It depends on the platform and whether it's for one person or a team. With Lead2Team, one person's card is free, forever. For teams it costs €2.50 per user per month billed yearly (€2.99 billed monthly), with a 7-day trial and no credit card. Physical NFC cards are bought separately in the shop.
There's no single "best" one: it depends on your case. For individual use the basics are enough; for a company with a team, what matters is centralised management, brand control, CRM integrations and contact measurement. Lead2Team is built precisely for that corporate use at scale.
The card opens in the browser, so it needs a connection to display. But if you save it to Apple Wallet or Google Wallet you can show your QR code offline, and the other person reaches your full profile as soon as they have internet.
They work for both, but management changes a lot. An individual needs a single card; a company needs to create, update and measure dozens or thousands of cards with a consistent brand image. Lead2Team is built for that corporate case —a central panel for the whole team— whereas tools aimed at the individual user fall short at scale.
NFC card
- It is a physical card with a built-in NFC chip. When you hold it near someone else's phone, your digital card opens instantly — no apps, no scanning, no typing details by hand.
- Compatible with iPhone 7 and later and most modern Android phones. On top of that, each card has a backup QR code on the back — if the phone doesn't have NFC, the QR code does exactly the same thing.
- The NFC card is linked to your Lead2Team digital profile. It shares everything you've set up on your card — contact details, connectors, catalog, videos, contact form and more.
- Yes. From the dashboard you can reassign the NFC card to another profile whenever you want — if someone changes role or leaves the company. The physical card is reused at no extra cost.
- Yes. NFC cards are encoded so you can manage them within the admin portal. You can reassign one to another person from the dashboard in seconds, without ordering a new card.
- Yes. The cards are printed with your logo, corporate colors and a custom design. Premium matte finish and high durability.
- Production within 48 hours of design approval (except large volumes, please ask). Delivery in 3–5 business days for Spain, Portugal and the rest of Europe. International shipping: minimum order required.
- Yes. From the dashboard you can register, assign and reassign all of your company's NFC cards. Each card is linked to a profile and you can manage them all from a single place.
- If you lose an NFC card, you deactivate it from the dashboard in seconds. No one will be able to access your profile with it.
- You can choose what the card opens when held near a phone: your full digital card, your vCard for direct contact download, your reviews card or any URL you need. And you can change it from the dashboard whenever you want, without touching the physical card.
When we approve your design, not when you pay. Until then the order is in your hands: you can upload the artwork the same day or two weeks later.
The days we quote are business days (Monday to Friday, excluding public holidays) and start counting on the next business day after approval. If we approve on a Friday afternoon, day one is Monday.
On iPhone, against the upper back; on Android, against the centre back. No app needed: a notification appears and tapping it opens the digital card.
Delivery times are good-faith estimates, not a guaranteed date: the last leg is in a carrier's hands. We commit to delivering within a maximum of 30 calendar days from design approval.
Delays caused by an incomplete or wrong address, by nobody being there at delivery or the parcel being refused, by customs, or by force majeure (storms, strikes, carrier incidents) are not on us. In those cases we reschedule the delivery with you; a second shipment due to a wrong address or repeated absence may carry a cost, and we tell you beforehand.
None of this affects your rights: if the order does not arrive within the maximum period, you can ask us to deliver within a reasonable additional period and, failing that, cancel and get your money back. And while the parcel travels the risk is ours: if it is lost or arrives damaged, we sort it out.
Almost always. It may not respond if the phone has no NFC, has it switched off, is in battery-saver mode, locked on some models or has the camera open. For those cases the card carries a printed QR code that does the same job.
Yes. A contact NFC card only holds a link to your public profile: it stores no sensitive data and can't read information from your phone. It only works at very close range (a few centimetres) and you always decide what details your card shows.
No. iPhones and most modern Android phones read NFC cards natively: just hold the card near the phone and a notification with your profile appears, with nothing to install.
The NFC chip has no battery and lasts for years of use (tens of thousands of taps). And because the Lead2Team card is dynamic, even if you change role or details you don't need a new card: you update the profile and the same card keeps working.
They don't compete: they're two ways to open the same digital card. NFC is handier in person (just hold the phone close) and a QR reaches anyone with a camera, even at a distance or in print. With Lead2Team you get both on the same card and choose to suit the moment.
The NFC chip transmits a URL to the smartphone. The phone's operating system (iOS or Android) detects that it's a web link and opens it automatically in the browser. No app or prior setup is needed.
Yes, in most cases. Silicone, plastic or thin leather cases don't block the NFC signal. Only thick metal cases or ones with powerful magnets can interfere. If it doesn't work, use the backup QR code on the back.
Between 1 and 4 centimetres. It's near-field communication by design: you need to bring the card close to the back of the phone for it to work. That's also a security advantage, because nobody can read your card without being physically next to you.
Team card
- It is a digital directory with the contact cards of everyone in your company — or of a specific team — accessible from a single link. It works like the "Meet the team" page on your website, but with each person's real digital card so you can get in touch directly.
- The visitor opens the link and sees the list of team members. They can browse through profiles and contact whoever they need directly — by WhatsApp, email, phone, or any channel each person has set up on their card.
- Companies use it as a team page on their website, as an internal directory so customers can find the right person, or as a shared link in sales communications.
- Yes. Each card in the directory is linked to the employee's digital profile. Any change to their details is reflected instantly, with nothing to update manually.
- Yes. The directory has its own URL that you can link from your website or embed directly as an item or button in your site's main menu.
HTML embed card
- It is a snippet of code that lets you embed a sales rep's or advisor's contact card directly inside any web page — next to the details or image of a product or service. Instead of an impersonal form, the visitor sees the real person they can contact.
- The Web Assistant is a floating widget that shows a whole team or group of advisors. The HTML Embed Card embeds a specific person's profile within the page content — ideal for linking a sales rep to a particular product.
- It's especially useful in automotive, real estate and personalized services — sectors where the customer wants to know who will be helping them before getting in touch. It humanizes the website and builds more trust than a generic form.
- It shows the sales rep's details — photo, name, job title — and the contact channels they've set up on their digital card: WhatsApp, email, phone, Calendly and more. The visitor chooses how to get in touch directly from the page.
- No. You add an HTML code snippet to the page where you want the card to appear.
- Yes. The embedded card is linked to the employee's digital profile in Lead2Team. Any change to their details is reflected automatically on the website, without touching the code.
- Yes. You can show the card of the sales rep or advisor that matches each product, service or geographic area — each page with the right person.
Wallet
- It is your digital contact card saved in the Wallet app on your phone — just like a loyalty card or a boarding pass. You open it, show the QR code, and the other person scans your details instantly.
- Yes. It works with Apple Wallet on iPhone and Google Wallet on Android. It downloads straight into the phone's native app, with nothing else to install.
- From your Lead2Team profile you generate the Wallet file and download it to your phone. On iPhone it is added automatically to Apple Wallet. On Android, to Google Wallet.
- Yes. The pass is stored on your phone, so you can show the QR code even without signal. The phone of whoever scans it does need a connection to open your profile.
- The Wallet QR code is linked to your digital card, so it always points to your up-to-date profile. If you change details in your profile, anyone who scans the QR code will see the latest version — with no need to download the pass again.
- Yes. From the admin dashboard you can generate and send each employee's Wallet by email, with download instructions included.
- Yes. You can customize the Wallet's colors and logo so it reflects your company's corporate identity. The result is a pass with your brand image, not a generic design.
- Yes. If your company has several brands, subsidiaries or business areas, you can create a separate Wallet template for each one and assign it to each person as appropriate. All from the same dashboard.
- You can customize the background color, the logo and the text fields shown on the pass. The Wallet design follows the Apple and Google standard, so the layout of the elements is predefined natively.
Email signature
- It is a corporate email signature that includes your professional details and a QR code linked to your digital card. When they scan it, the recipient goes straight to your up-to-date profile or your meeting scheduler.
- Yes. The signatures are responsive and optimized for Gmail, Outlook, and Apple Mail, on desktop and mobile. No broken images or distorted signatures.
- Yes. From the dashboard you create, standardize and distribute your entire workforce's signatures in minutes. Every email that leaves the company is 100% on brand.
- In one click from the dashboard you send it to the whole team. Each employee receives their signature with step-by-step instructions to set it up in minutes, with no technical support needed.
- They receive an email with their signature ready to copy and paste into their email client. No technical setup, no IT support. It's up and running in two minutes.
- More than 15 ready-to-use templates, previewed with each person's real details before you activate one.
- Yes. You can create several templates and assign the right one to each person or group. Ideal for multi-brand companies or those with different business areas.
- Tell it in natural language what you need — "change the button to corporate blue" or "add a button for reviews" — and the AI applies it instantly without breaking the design.
- Yes. The QR code is dynamically linked to the employee's digital card. If the details change, the QR code always points to the updated version — with no need to reinstall the signature.
- Yes. It includes an updatable banner to promote events, offers or content.
- Yes. You change it once from the dashboard and the next email anyone on the team sends already carries the new banner, without anyone having to do anything.
- Yes. The dashboard offers click and scan analytics — how many people access the card or interact with the buttons — with the option to export the leads to your CRM.
- Yes. You can add the legal notice and privacy policy directly in the template, so they appear in all of the team's emails automatically.
Web Assistant
- It is a widget that integrates into your website and shows your company's advisors or sales reps directly on the page. Instead of a generic chatbot or a static form, it gives your website a human face and makes direct contact easy by WhatsApp, call, or appointment booking.
- It is ideal for sectors where the customer needs guidance in their buying decision — automotive, insurance, real estate, personalized services. Any company that wants to connect a website visitor with the right person, at the right moment.
- Instead of the lead landing in a generic inbox, the visitor chooses directly who they want to talk to, or is routed to the right advisor based on the product, area, or department. The contact reaches the right person from the very first moment.
- Yes. You can set which people or teams appear on each page of the website.
- Yes. You can add filters by location, specialty, product or department so the visitor easily finds the person they want to contact. From the dashboard you organize your team into groups, geographic areas or business areas and decide how they're shown in each section of the website.
- The ones each advisor has set up on their digital card — WhatsApp, email, phone, Calendly, LinkedIn and more. The visitor chooses their preferred channel to contact that person directly.
- No. It is not a bot or a conversational AI. It is direct contact with real people from your team.
- Integration is immediate by inserting a small snippet of code (script) into your site's HTML, or through common tools such as Google Tag Manager, WordPress or Shopify. No custom development required.
- Yes. You can adapt the corporate colors, the typography, the button's position on the screen, the welcome text and the call to action (CTA) so it fits your website's visual identity perfectly.
- Yes. You can set up Sleep Mode by defining the company's service hours — outside those hours, advisors appear as unavailable. You can also disable instant-response channels such as WhatsApp outside working hours. And you can temporarily disconnect advisors during holiday periods.
- The dashboard records all interactions generated from the website: number of clicks on the widget, most selected channels, most contacted advisors and volume of leads obtained.
- Yes. Every contact or lead started through the Web Assistant is recorded in the dashboard and can be sent automatically to your CRM, so you don't lose traceability or sales response times.
Advisor Finder
- It is a custom-built tool that integrates into your website so visitors can easily find the sales rep, advisor, or office closest to their location and go straight to their digital contact card.
- It is a custom development. It is not included in the standard Lead2Team portal — it is designed and implemented specifically for each company based on its structure, business model, and needs. If you are interested, get in touch with our team to assess your case.
- For organizations with decentralized structures and many physical locations: franchise networks, retail chains, dealership networks, real estate agencies or insurers with agents spread across different geographic areas.
- The visitor comes to your website, enters their location (such as their postal code or city) in the advisor finder, and the system instantly shows them the profile of the nearest professional or location assigned to that area, with all their active contact channels.
- They access the professional's full digital card: photo, job title, phone, WhatsApp, appointment booking, catalogs, videos and any other connector set up from the dashboard.
- Yes. The dashboard provides interaction analytics — profile visits and clicks on contact channels — by advisor, office or geographic area.
- Yes. The contacts captured through the advisor finder can be integrated automatically with your CRM — Salesforce, HubSpot and more.
Review collector
- It is a feature (Review Mode) that turns each professional's digital card into a tool for gathering reviews. You can share it via QR code, NFC, or direct link. The customer rates their experience from 1 to 5 stars directly on their phone — no apps, no complicated steps.
- No. They just scan the QR code, tap the NFC card, or open the link in their browser and rate in seconds, with no friction.
- Reviews that come in through a specific professional build more trust and convert at a higher rate. The customer values the person they dealt with — not the company in a generic way — which makes the experience more personal and raises the likelihood of them leaving a review.
- If the rating is positive, the customer is taken straight to the public profile — Google, Trustpilot or Tripadvisor — to post their review. If it's negative, they first see a form to leave internal feedback and, at the bottom, a button to go to the public profile if they wish. We comply with current regulations: every customer has access to the public profile, regardless of their rating.
- Google, Trustpilot and Tripadvisor. You can enable one or several, depending on the ones your company uses.
- From the digital card, by enabling Review Mode — the QR code updates and the customer scans it to reach the rating page. You can also send the link by WhatsApp or email.
- Yes. You can set up a personalized link for each person or use a shared one for the whole company. You decide, based on how you want to manage your ratings.
- You just update the destination link from the dashboard. The change is applied automatically across all of the team's cards, QR codes and NFC — with no need to reprint or reconfigure anything.
- Yes. You can set up an NFC card to open the reviews page directly when held near the customer's phone. Ideal for counters, field sales reps or customer service staff. You can also order them customized with your logo and corporate image.
Yes. The dashboard gives you the full history —date, stars, and whether the review was published or stayed as internal feedback— broken down by person, team or location.
It isn't meant as a yardstick for measuring anyone. It's for the ordinary things a team does: seeing which moment of the interaction works best for asking, sharing it in Monday's meeting, and thanking whoever is bringing reviews in. A review isn't squeezed out of people: it happens when the team remembers to ask, and that is kept alive with recognition, not with a leaderboard.
When we approve your design, not when you pay. Until then the order is in your hands: you can upload the artwork the same day or two weeks later.
The days we quote are business days (Monday to Friday, excluding public holidays) and start counting on the next business day after approval. If we approve on a Friday afternoon, day one is Monday.
Delivery times are good-faith estimates, not a guaranteed date: the last leg is in a carrier's hands. We commit to delivering within a maximum of 30 calendar days from design approval.
Delays caused by an incomplete or wrong address, by nobody being there at delivery or the parcel being refused, by customs, or by force majeure (storms, strikes, carrier incidents) are not on us. In those cases we reschedule the delivery with you; a second shipment due to a wrong address or repeated absence may carry a cost, and we tell you beforehand.
None of this affects your rights: if the order does not arrive within the maximum period, you can ask us to deliver within a reasonable additional period and, failing that, cancel and get your money back. And while the parcel travels the risk is ours: if it is lost or arrives damaged, we sort it out.
QR generator
- It is a tool for creating QR codes linked to each employee's digital card. They are designed to be printed and used in physical spaces — trade show stands, leaflets, posters, the front desk, or any in-person point of contact.
- The employee's digital card opens straight away — with their contact details, connectors, and resources. From there, the person can save the contact, message, call, or book a meeting.
- The QR code's URL always stays the same, but the content it points to updates automatically. If an employee changes role, phone number or any other detail, whoever scans the QR code always sees the most up-to-date information — with nothing to reprint.
- You can download it in high-resolution SVG and PDF for printing. They're perfect to send straight to print and to add to physical cards, event badges, trade-show stands, brochures or point-of-sale posters.
- The QR code needs the scanner's phone to have a connection in order to open the digital card. The QR code itself requires nothing — it's printed and always available.
- Yes. You can customize the corporate colors and the QR code frame.
- When you create a QR code you can add a tracking tag to it. From the dashboard you have access to real-time metrics: contacts generated through each QR code, the channels customers use most, and a performance ranking by code.
- Yes. All leads and interactions captured through the QR code are recorded in the dashboard and can be exported or synced directly with your usual CRM.
A QR code itself doesn't expire. What can stop working is its destination: that's why Lead2Team uses dynamic QR codes, which point to a link you control and can change whenever you want without reprinting the code.
A static QR has the information baked in, so it can't be changed or measured. A dynamic QR points to an editable link: you can change the destination, brand it and measure every scan without generating a new code. Lead2Team cards use dynamic QR codes.
They don't compete: they're two ways to open the same digital card. NFC is handier in person (just hold the phone close) and a QR reaches anyone with a camera, even at a distance or in print. With Lead2Team you get both on the same card and choose to suit the moment.
Still a question about your case?
How many people you are, which systems you use and how you want contacts to come in. We go through it in a twenty-minute demo.
