A connected platform built to help organizations grow smarter.
GrowthPath CRM brings relationship management, engagement, outreach, and operational visibility into one connected experience.
Explore the GrowthPath CRM engine
Click into each area to see how GrowthPath CRM brings engagement, communication, and operational visibility together in one system.
Where Growth Happens
- Disconnected tools and spreadsheets
- Manual event and contact workflows
- Generic communication with limited segmentation
- Reporting that lags behind the business
- Connected relationship and engagement platform
- Streamlined event and workflow execution
- Targeted outreach tied to real user data
- Actionable dashboards and operational visibility
Turn a stack of business cards into clean, event-attributed CRM contacts and logged engagements — without a single keystroke at the booth.
From booth to CRM in five steps
- Roster — upload the attendee list before the event.
- Scan — snap the business card or QR name tag at the booth.
- Read — name, title, company, email, and phone are extracted automatically.
- Match — recognized against your CRM and the event roster (email first, then name, typo-tolerant).
- Log — create or reuse the contact and log the activity or opportunity in one tap.
After logging, the rep lands right back on the capture screen with the same event selected — rapid-fire scanning between handshakes.
Why it matters
- Speed at the booth — snap, confirm, log in seconds, not minutes.
- No double data entry — cards are read and matched to people you already know.
- No leads lost — every scan is saved instantly and protected from post-event cleanup.
- Real event attribution — contacts and opportunities are stamped to the event and project for ROI.
- Smart account routing — matched to the right account by email domain or company; generic addresses are ignored.
- Privacy-conscious — sensitive photo metadata, including GPS location, is stripped before storage.
Business-Card Scanner
From Booth to CRM in Seconds
Turn a stack of business cards into clean, event-attributed CRM contacts and logged engagements — without a single keystroke at the booth.
See GrowthPath in action
A live look at the dashboard your team logs into every day.
Carrier Executive Overview
Built specifically for insurance distribution leaders evaluating measurable growth infrastructure.
Enterprise
Pricing based on agreed upon functionality
Options Included
- Annual Contract
- Full CRM Access
- Unlimited User Licenses
- Management and User Reporting
- Onboarding Accounts and Contacts
- Survey Tool
- Training Library and Testing
- Third Party Software Integration
Support and Delivery
- Virtual and Onsite Trainings
- Team and Sales Meeting Participation
- Dedicated Support and Enhancements
- Upgradeable UX
Blazing Nerd Leadership
Built by operators. Designed for measurable growth.