NameCRM lead capture and website assessments: new contacts filed cleanly, and a prospect's site measured
NameCRM turns a photographed business card or a website form into a contact, holding back duplicates, and fills in details from email signatures and text threads. For website work, it crawls a prospect's site, scores it with Google PageSpeed and drafts a findings report.
In this guide
In short
- What it is: the doors new contacts come through, from card scans, email signatures, text threads, website forms and contest or workshop pages, plus Website Studio, which audits a prospect's website and prepares a first brief.
- Who it is for: service businesses that meet people at events and through their website, and agencies or consultants who open a sales talk with a measured look at a prospect's site.
- What it guards: duplicates are held back, a signature offers each changed field for you to accept, social profiles it finds are saved only when you accept, and contact details are pulled from text threads with no AI.
- Where the data is kept: client records and card pictures are stored in Canada. The servers that run the application are in the United States, and the AI that reads cards and writes reports runs outside Canada too.
- How to get it: NameCRM is not on sale yet. Request access and we will walk you through it on your own work.
How it works
From a stack of cards to a prospect's first brief
Scan the cards from an event
Photograph one card or a stack, front and back, with the camera inside the app. AI reads the name, title, company, email, phone, website and address, fills blanks from the back, holds back duplicates and files both pictures.
Every contact remembers where you met
Each new contact records where you met, from a list of places you can add to, with the date. Card batches and sign ups feed a report on whether the event was worth it.
Forms and sign ups file themselves
Your website's forms land as matched contacts with a notice to you, and job applications are filed and tagged apart. Contest and workshop pages tag each entrant and confirm by email and text, and a prize draw picks its winner on a wheel.
Details without retyping
When a sender's signature changes, each changed field is offered one at a time. A name, email, website or phone in a text thread is pulled out by pattern matching and shown with its message, and the social account finder suggests a business's profiles.
Audit a prospect's website
A polite crawler reads up to 15 pages for broken links, contact details, trust signals and technology, and Google PageSpeed scores the site. The written report takes its scores from PageSpeed, not the AI, and ends with a fix or rebuild verdict.
From findings to a first brief
Any finding becomes a task, a talking point or an outreach draft. Brand extraction reads the site's colours, fonts and logo, a research brief drafts positioning, a sitemap and a draft estimate, and reviewed mockups are published to the client's portal.
An example
A chamber breakfast, a bakery's website and a first meeting
Sofia runs a two-person marketing studio. At a chamber of commerce breakfast she collects a pocket of business cards, and back at her car she photographs the stack, fronts and backs, inside the NameCRM app. Each card becomes a contact with the breakfast recorded as where they met. Two people she already knew are held back as duplicates instead of added twice.
One card belongs to Tom, who owns a bakery. The social account finder reads the bakery's website, finds its profiles there and waits for Sofia to accept them. She does.
Before she calls, she runs a website audit. The crawler reads the bakery's pages, finds two broken links and a contact page with no phone number, and spots the technologies the site runs on. Google PageSpeed scores it. The written report sets those measured findings against her own criteria and ends with a verdict: fix, not rebuild.
Sofia turns the broken links into a talking point and the missing phone number into a task. When Tom agrees to a first meeting, brand extraction reads the bakery's colours, fonts and logo, and a research brief drafts positioning, a sitemap and open questions, with an estimate for her to check. A capped cloud run builds mock pages, which she reviews and publishes to Tom's portal.
That same week a café owner named Leah fills in the form on Sofia's own website. Her enquiry lands as a contact with a notice to Sofia, and a job application that came in the same day is filed and tagged apart, out of her way.
The names in this example are made up.
Every feature
Everything lead capture and Website Studio do today
Each card is one feature, in the words of NameCRM's own feature records. Live means it is in use in our own agency; NameCRM is not on sale yet.
Every way a new contact arrives8 features
Harvest a contact from a conversation
Name, email, website and phone are pulled from a text thread by pattern matching with no AI, each shown with the message it came from.
What sets it apartPrivate text threads are never sent to an AI for this.
Website enquiries into the CRM
Your website's forms land as matched contacts with a notice to you, and job applications are filed and tagged separately.
- First built for our own events
Contest and workshop pages
Public sign-up pages for contests and workshops tag each entrant, confirm by email and text, and a prize draw picks its winner on a wheel at the set time.
Where you met, on every contact
Every new contact records where you met them, from a list of places you can add to, with the date and the chapter, and card batches and sign ups feed a report on whether the event was worth it.
Business card scanning
Photograph one card or a stack, front and back, with the camera inside the app, and AI reads the name, title, company, email, phone, website and address, fills blanks from the back, holds back duplicates and files both pictures.
Email signature to contact
A sender's email signature is read and each changed field, such as phone, title or website, is offered one at a time, returning only values literally present.
- Wired to our own website
AI Readiness Check follow-up
When a visitor finishes the AI Readiness Check on the website, a reply matched to their first steps waits in your review queue, never sent by the system.
Website audits and Website Studio10 features
Website audit in minutes
A polite crawler reads up to 15 pages of a prospect's site for broken links, contact details, trust signals and technology, and Google PageSpeed scores it.
Technology detection
The audit recognises about 70 technologies, tracking pixels, mail providers and schema on a site.
Brand extraction
NameCRM reads a site's colours, fonts and logo and proposes a palette, checking the site's leading colour agrees before it trusts the logo.
Research brief and estimate draft
From the crawl and client history, AI writes positioning, voice, a sitemap, recommended templates and open questions, plus a draft estimate.
Publish outputs to the portal
Mockups and reports from a run are reviewed in a file manager and published into the client's portal.
Findings become action
Any finding can become a task, a talking point or an outreach draft, and many sites can be assessed in one batch.
AI report with measured scores
A consultant-style report combines measured evidence with your criteria, takes its four scores from PageSpeed rather than the AI, and ends with a fix or rebuild verdict.
What sets it apartThe AI cannot invent a performance number.
Cloud build and research runs
One click starts a hosted AI agent to build mock pages or run deep market research, each with a hard dollar cap, a stop button and measured cost.
What sets it apartAgency-grade mockups and research launched from the client record, with spend capped per run.
Knowledge bank
A built-in knowledge bank of quality pillars and industry playbooks guides every assessment before it looks at a site.
Limits
What it does not do yet
The audit reads up to 15 pages of a site, not every page of a large one.
The social assessment judges only what a screenshot shows. A profile behind a login wall comes back as not assessed.
Event pages come in two kinds today: contests with a prize draw, and workshops.
FAQs
Questions about lead capture and website assessments in NameCRM
How does NameCRM read a business card?
Photograph one card or a whole stack, front and back, with the camera inside the app. AI reads the name, title, company, email, phone, website and address, fills blanks from the back, holds back anyone already in NameCRM and files both pictures. The reading is done by an AI service outside Canada.
What does the NameCRM website audit check?
A polite crawler reads up to 15 pages for broken links, contact details, trust signals and technology, and it recognises about 70 technologies, tracking pixels, mail providers and schema. Google PageSpeed scores the site, and the written report takes its four scores from PageSpeed rather than the AI, so no performance number is invented.
Do website enquiries go straight into NameCRM?
Yes, once your website's forms are connected to NameCRM. Each enquiry lands as a contact matched to anyone already there, with a notice to you, and job applications are filed and tagged separately. Contest and workshop sign-up pages work the same way: each entrant is tagged and gets a confirmation by email and text.
What do lead capture and website assessments cost in NameCRM?
Lead capture and Website Studio come with NameCRM, and NameCRM is not on sale yet. Request access and we will walk you through it on your own work. Pricing is set with you after that walkthrough, because every business is set up differently. To talk it through now, call 604-900-2060.
Can you build lead capture like this into my own website and systems?
Yes. Nametech Canada builds custom websites and CRMs for other businesses, and the forms on our own website already feed NameCRM this way. Start with a free 30-minute assessment, and we will tell you where your leads arrive today and what it would take to file each one cleanly.
Custom software
Want lead capture like this in your own system?
Any of these features can also be custom built into a new system for your business, by the team that made NameCRM. Start with a free 30-minute assessment.
Other parts of NameCRM
- Clients, pipeline and follow-up
- Email and AI drafting
- Texting and business phone
- Calendar, booking and meetings
- Quotes, letters and e-signature
- Invoices, payments and QuickBooks
- Client portal and files
- Newsletters and campaigns
- Reports and dashboard
- Mobile app and team chat
- Integrations
- AI receptionist
- Security