Cleanform / Products / Cleanform Cards
Digital business cards your reps send by text in two taps.
A card for each product you sell, sent by text from the rep's own phone in two taps. Reps see who opened it, and the app reminds them when it's time to follow up.
The live app, with sample records and 555 numbers.
What it does
Two taps to send
Pick the card, type the customer's name and number, and it opens in the rep's own Messages app with the text written.
A card for each product
Each card has its own title, description, background and text message. Reps can tweak their own version without changing anyone else's.
See who opened it
Every contact shows whether they opened the card and how many times, so reps know who's warm.
Follow-up reminders
Set a call, text or visit for later and the app sends the rep a phone notification when it's due.
Follow-up text sequences
Put a customer on a sequence, like day 1, day 7 and day 30. When each text is due, the rep gets one notification and sends it with one tap.
Ask for a review
One button texts a happy customer the link to your company's Google review page.
Private notes
Reps keep notes on each contact, like the contract end date or who makes the call.
No app store
Reps add it to their home screen from the browser in about 30 seconds, and IT never has to approve an install.
One price for the whole team.
One license for your whole team. No per-rep fees, and every plan gets every feature.
Up to 25 usersreps, managers and admins
Or $2,700 paid up front, 10% off
Or $1,350 a year paid up front, 10% off
Up to 75 usersreps, managers and admins
Or $4,500 paid up front, 10% off
Or $2,700 a year paid up front, 10% off
Unlimited usersreps, managers and admins
Or $7,200 paid up front, 10% off
Or $4,050 a year paid up front, 10% off
*After 2 years on an annual license, it converts to a lifetime license and the payments stop.
Prices in US dollars. Every plan includes every feature.
Free for 30 days
Try it with your own team first.
We set up your cards and your reps send them to real customers for 30 days. If it doesn't fit, you walk away and owe nothing.
Start the free trialCustom features
Need a custom feature?
Want cards to send leads into your CRM, or a template for a new product line? We'll build it in free with any lifetime license.*
Ask about a custom feature*Within reason.
Questions people ask
Does the customer need to download anything?
No. The card is a web page that opens from the text message on any phone.
Do texts come from a company number?
No. Cards go out from the rep's own phone, through their own Messages app, so customers see a number they already know.
What happens if we stop using it?
Your contacts and notes are yours. You can export them at any time, on any license.
Can each rep have their own photo and title?
Yes. Every rep has their own card, and your company name and logo stay on all of them.