Habsy

Habsy

Habsy Inc
SalesExec

SalesExec

ClickPoint Software
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About

Habsy is an AI-powered business card scanner and event lead capture platform built for trade shows, conferences, and sales teams. It enables users to scan business cards, QR badges, and digital contacts, capturing structured data instantly without manual entry. Beyond basic scanning, Habsy records intent signals, voice notes with transcription, and follow-up reminders at the moment of interaction, ensuring no context is lost after conversations. The platform supports batch scanning for high-volume events, multilingual OCR across 200+ languages, and offline capture with automatic sync. Users can send personalized follow-up messages via email or WhatsApp using customizable templates directly from the app. With built-in de-duplication and direct CRM integration, Habsy turns raw contacts into clean, actionable, CRM-ready leads, helping teams move from networking to pipeline faster.

About

SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams, Event exhibitors, Freelancers, Marketing agencies

Audience

Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99/year/user
Access all Free features along with unlimited AI-powered business card scanning, unlimited person and company insights, categories and intent signals, voice notes with transcription, follow-up reminders, Excel/CSV export support, and multilingual business card scanning and translation.
Free Version
Free Trial

Pricing

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • After coordinating a vendor meetup for nearly 200 people, I had a stack of business cards on my desk and no patience to sort them manually. My old way was photos, notes apps, and a spreadsheet that I usually forgot to update. With Habsy, card scanning, card sharing using NFC, QR and voice notes turned out to be the part that really helped. It fit right into that post-event rush and made it easier for me to capture details properly, organize contacts faster, and actually follow up while conversations were still fresh.
  • Batch business card scanning is a lifesaver scans everything accurately and digitizes it perfectly. The "second memory" feature where I save conversation context and set reminders is something no other app offers. And the post-event summary? That alone is worth everything it tells me which companies I spent time with and gives real business insights. Never missed a follow-up since I started using Habsy. All my leads are safe and secure.
  • During a three-day corporate event I managed recently, I ended up collecting a pile of business cards that would normally sit in my bag for weeks. Earlier, I used to manually enter details into spreadsheets, which was slow and honestly easy to forget. With Habsy, the card scanning with OCR feature made a big difference.

Cons

  • A few cards needed small edits after scanning, especially when the print was fancy or unusually styled.
  • Actually, the application is very good. If we had direct CRM from the application, it would be even better. But Habsy has a product called the Habsy Platform, through which we can do the CRM integration whatever cards we scan in the app will be reflected there and synced to the CRM. Simple "set it and forget it" Habsy will take care of it.
  • Sometimes the scan struggles with very stylized fonts, so I had to correct a few entries manually. Not a dealbreaker but slightly slows things down.

Pros & Cons from Real Users

Pros

  • The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections.

Cons

  • I have never faced any major problems using this platform. No cons.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Habsy Inc
Canada
habsy.ai

Company Information

ClickPoint Software
Founded: 2007
United States
hubs.ly/H0KDh-70

Alternatives

Alternatives

CardAction

CardAction

KraftPixel
SMSBump

SMSBump

Yotpo
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Business Card Features

Contact Management
Data Extraction
Design Templates
Image Editor
Print Management
Step-by-Step Wizard

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

IVR Features

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Mobility Features

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

SMS Marketing Features

2-Way Messaging
Artificial Intelligence
Contact Management
Mass Texting
Message Personalization
MMS
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Telephony Features

Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
Inbound Reporting
IVR / Voice Recognition
Outbound Reporting
Predictive Dialer
Telemarketing Management
Voice & Data Integration
VoIP

Integrations

Adobe Marketo Engage
Attio
Axis LMS
Cisco Webex
Domo
FullContact
Google Calendar
Google Contacts
HubSpot CRM
Instantly
Intercom
Nutshell
Okta
Pipedrive Dealbot
RingCentral RingEX
Salesflare
Salesforce
VinSolutions Connect CRM
Zoho CRM
Zoom

Integrations

Adobe Marketo Engage
Attio
Axis LMS
Cisco Webex
Domo
FullContact
Google Calendar
Google Contacts
HubSpot CRM
Instantly
Intercom
Nutshell
Okta
Pipedrive Dealbot
RingCentral RingEX
Salesflare
Salesforce
VinSolutions Connect CRM
Zoho CRM
Zoom
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