Share → Organise → Follow up

Make the introduction.Keep the conversation going.

Share your digital card, pages and forms. Keep the details people share in your CRM, and plan your follow-ups with Engage — all from one workspace.

Your CRM

Example
LeadCompanyStatus
Priya SharmaCreatorCourseCraftNew
Daniel OkaforFractional CMONorthbeamFollow-up
Maya RodriguezPhotographerSolaria StudioNew
Tom WhitfieldFreelance PMLedgerlyNew
Sofia AlmeidaAgency OwnerBrightlineFollow-up

Illustrative CRM activity and sample contacts — not live customer data.

Bring your own enrichment provider

Apollo.ioDropcontact

Connect your own validated API key. Provider charges and limits apply — no free platform allowance is included.

Your provider API keyOptional enrichmentExplore the beta

From introduction to follow-up

Less scattered information. More context.

A pile of forgotten paper business cards left behind at a conference

Share

Give people a simple way to find your details and links.

Digital cards and pages

Collect

Let people choose to share their details and answer your questions.

Contact capture and forms

Organise

Keep contact details, notes and tags together for the next conversation.

Your CRM workspace

Follow up

Set a reminder or build a workflow for the contacts you choose.

Reminders and Engage

Keep the details that matter, then decide what happens next.

[01] · Share & capture

Make it easy to exchange details.

Share your digital card and give people a place to find your links. Collect the details they choose to send through a form, or add contacts to your CRM yourself. A tap or visit alone does not identify a lead.

  • NFC card tap and QR share

  • Review contact details before saving

  • Forms for questions and contact details

  • Pages for your links and content

Explore capture
Scanning

Example card scan…

Name

—

Title

—

Company

—

Email

—

Phone

—

Sample details — review before saving to your CRM.

[02] · Enrich

Add context with your own provider.

Connect a validated Apollo.io or Dropcontact API key to enrich selected contacts. Enrichment is optional: results depend on your provider’s coverage, and your provider’s charges and limits apply.

  • Company and role details, where available

  • Additional contact information from your provider

  • Bring your own key — no platform allowance included

Start with your CRM
Enriched

Jordan Diaz

Adding details…

Northwind
/jordandiaz
northwind.co
Growth
Example contact · saved in your CRM

Requires your own provider API key

Apollo.ioDropcontact

Illustrative enrichment result. Provider coverage, charges and limits apply.

[04] · CRM

Keep the context for your next conversation.

Organise contacts with notes, tags and tasks. Review what you know, record what matters and choose when to follow up — without relying on a relationship graph.

  • Notes on each contact — keep the details you want to remember

  • Tags and groups — organise contacts for your workflow

  • Tasks and reminders — decide what happens next

Create your CRM workspace

Example contact workspace

Jordan Diaz

Product Lead · Northwind

Note

Asked for an overview of the project.

Tag

Follow-up requested

Next task

Send the information we discussed.

Illustrative contact data — not a customer testimonial.

For teams

A workspace for your organisation.

  • Org workspaces

    Create an organisation workspace and manage the members working with you.

  • Shared contact context

    Work with contacts in your organisation, with access shaped by workspace roles and settings.

  • Team analytics

    Review team activity using the analytics available to your workspace.

  • Roles & permissions

    Assign member roles and manage who can access organisation tools.

Team features and limits depend on your plan and role.

A team sharing contact details with visitors at an event stand

Example team activity

Captures this week

Amara O.

Sales lead

32

Daniel H.

Account exec

27

Priya S.

Field marketing

19

Illustrative data — not customer results.

Data & control

Your leads are yours.

Know how data is handled

Read our Privacy Policy, Data Processing Agreement and sub-processor list before deciding what is right for your work.

Choose your enrichment provider

Provider-powered enrichment requires your own validated API key. Review your provider’s terms and only enrich contacts you are authorised to process.

Work with your contact data

Use CRM import and export tools to move contact records between Titan and your existing workflow.

Good to know

Questions, answered

Does every card tap or page visit create a contact?

No. A visit is activity, not a contact record. People can choose to share their details through your card or a form. You can also add or import contacts into your CRM.

How does enrichment work — and where does the data come from?

Enrichment is optional and uses your own validated Apollo.io or Dropcontact API key. Connect your provider account before running enrichment. Provider charges and limits apply; Titan does not include a free platform enrichment allowance. Results depend on the information your provider can find.

What can I do with Engage?

Engage brings workflows, campaigns and broadcasts into your workspace. Choose your audience, configure supported triggers and actions, and manage follow-ups. Sending channels require their own setup and permissions; a workflow is not a guarantee of a reply or a sale.

Do my contacts have to join Titan?

No. People can view your public card and pages or submit a published form without creating a Titan account. You can manage their shared details in your CRM.

Where can I read about privacy and data handling?

Our Privacy Policy, Data Processing Agreement and sub-processor list describe how Titan handles data. Review those documents for your requirements, and only contact people when you have the appropriate permission.

Capture · Enrich · Nurture

Start with an introduction.

Create your account, share your card and keep your next conversation organised.