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Team plan

NexaLink Team Plan: Setup & Quick-Start Guide

Get your whole team on branded digital cards, capture leads, and manage contacts in one shared workspace.

$129 founder · $249 retail · 10 seats · Pro + team management

Who it's for

Small teams and growing businesses on the NexaLink Team plan (Pro tier, multi-seat). You manage a roster of teammates, want consistent on-brand cards, and want every conversation to turn into a tracked contact. Note: custom domains, white-label (removing NexaLink branding), Wallet passes, and advanced device/geo analytics are part of the Business and Agency (Premium) plans, not Team.

What's included

  • Up to 5 cards per person — Every team member can create and switch between up to 5 digital cards (e.g. one for sales, one for events).
  • Team management — Invite, organize, and remove members, and view your whole team in one shared Directory.
  • Brand & Templates with field locks — Set your logo, banner, brand color, company, website, and email domain once, lock the fields you don't want changed, and Sync to all members.
  • Lead Capture campaigns — Define a campaign window so new contacts are auto-tagged, then filter your CRM by campaign and track ROI.
  • Custom brand colors & AI bio — Style cards with your own colors and generate a polished bio with AI while editing your card.
  • NFC tap & custom slug — Share by tapping your phone (NFC via the mobile app) and claim a clean personal link like /c/you.
  • See who viewed you — Turn card views into warm leads by seeing who looked at your card.
  • Contacts / CRM with import & export — Keep all contacts in one place across My / Team / All scopes, add AI notes, and import or export your lists.
  • 90-day analytics — Track views and engagement over a rolling 90-day window.

How to set it up

1. 1. Set up your team workspace

/app/team

  1. Open the Team dashboard at /app/team.
  2. Go to the Members tab and invite your teammates by email; resend or remove invites from here anytime.
  3. Open the Directory tab to confirm everyone who has joined shows up in your shared team list.

You'll need an available seat for each member you invite. Manage seats and your plan under the Billing tab.

2. 2. Lock in your team branding

/app/team → Brand & Templates

  1. Open the Brand & Templates tab in /app/team.
  2. Upload your logo and banner, set your brand color, and fill in company, website, and email domain.
  3. Use the per-field LOCK toggle on any field you want to keep consistent (e.g. lock the logo and brand color so members can't change them).
  4. Click "Sync to all members" to push the branding to every teammate's card.

Locking a field keeps it identical across the team; unlocked fields stay editable by each member. (Removing NexaLink branding entirely is a Business/Agency feature.)

3. 3. Build and personalize your own card

/app/card/edit

  1. Go to /app/card/edit to add your name, title, company, department, bio, and tagline.
  2. Add up to 20 social, messaging, and payment links, plus highlights and testimonials.
  3. Pick a profession template, then apply your custom brand colors; tap "AI bio" if you'd like help writing your bio.
  4. Set a custom slug so your link reads /c/you, then preview your finished card at /app/card.

Team members on the Pro tier can create up to 5 cards and switch between them.

4. 4. Share your card

/app/card

  1. Open /app/card to show your live QR code or copy your share link.
  2. On the NexaLink mobile app, use NFC tap to share by touching your phone to another device.
  3. Send your custom slug link (/c/you) in email signatures, chats, or your bio.

NFC tap is available through the mobile app; QR and share links work anywhere.

5. 5. Run a Lead Capture campaign

/app/team → Lead Capture

  1. Open the Lead Capture tab in /app/team and define a new campaign with its date/time window.
  2. While the campaign is active, new contacts your team collects are automatically tagged to it.
  3. Review results and ROI in the Lead Capture tab, and filter your CRM by campaign to follow up.
  4. Find tagged contacts anytime in /app/contacts using the campaign filter.

Great for trade shows, conferences, and time-boxed outreach pushes.

6. 6. Manage contacts and follow up

/app/contacts

  1. Open /app/contacts and switch between the My, Team, and All scopes to see the right set of contacts.
  2. Add AI notes to a contact to capture context after a conversation.
  3. Use Import (via /app/tools → Contact import at /app/contact-import) to bring in existing lists, and Export to back up or move data.
  4. Check who's engaging with your card under /app/card/analytics and /app/viewers.

Analytics on the Team plan cover a rolling 90-day window.

Tips

  • Lock your logo and brand color before clicking "Sync to all members" so a single update keeps the whole team consistent.
  • Create a separate card (you get up to 5) for big events, then point a Lead Capture campaign at that event window for clean ROI tracking.
  • Explore the My Tools hub at /app/tools for extras like vCards (/app/vcard), QR codes (/app/qr-code), profile links (/app/profile-link), virtual backgrounds (/app/virtual-bg), and the business card maker (/app/card-maker).
  • Check /app/viewers regularly — a card view is a warm lead worth a quick follow-up.
  • Use the Team scope in /app/contacts to avoid duplicate outreach when multiple teammates meet the same prospect.

Next

Want custom domains, white-label cards (no NexaLink branding), Apple/Google Wallet passes, or advanced device/geo analytics? Those come with the Business and Agency (Premium) plans — see /lifetime-deal to compare, or manage your current plan under /app/settings and the Billing tab in /app/team.