Scan a business card. Dossier builds the file — contact record, field notes, a background brief, and a follow-up sequence — then files it into Apple Contacts and your CRM.
Actual app screen · Dossier for iPhone
Card scanners give you a name and an email. By your next meeting, that's all you have. Dossier keeps the context — where you met, what you discussed, who they are, and what happens next.
Four steps from handshake to follow-up — most of them done for you.
Snap the card. AI vision reads it — name, title, company, phone, email — and populates the record. No typing in a parking lot.
Where you met and what you discussed, in thirty seconds while it's fresh. The event stays put across a whole stack of cards — you only type it once.
Dossier researches the contact — role history, company, LinkedIn profile — and writes a background brief so you walk into the follow-up already prepared.
A drafted follow-up sequence that references the actual conversation. A follow-up date so no file goes cold. One tap saves it to Apple Contacts and pushes it to your CRM.
Everything Dossier collects serves the follow-up. Nothing is decoration.
Vision-model extraction reads the card and structures every field — name, title, company, every number on it — so you're not typing it in by hand.
Event and conversation notes, captured in the moment. The event carries over card to card — because you meet twelve people a night, not one.
AI web research on the person and the company, cross-referenced with their LinkedIn profile, delivered as a brief you can read in a minute.
A drafted email sequence written from your notes and the research — specific to the conversation you actually had. Copy it, or share it straight to Mail.
Every file carries a relationship type, a case status, and a follow-up date. No relationship dies in a drawer.
One tap saves the contact to Apple Contacts. Another sends it to HubSpot, Pipedrive, or Monday with notes attached. CSV export when you need it raw.
Dossier works the moment you install it — no account, no sign-up, and card scanning runs on your phone, free and unlimited. Every file you build stays in the app on your device. AI research and follow-up drafts are the paid part: try a few on the house, then add Pro when you want them on every file.
Download it and scan your first card. Nothing to register — unless you choose to add your own AI key or a CRM token.
Every contact record you build stays in the app on your device.
Scanning a card is on-device. Research and drafts send that card and its details out to be processed — and a single switch in Settings turns all of it off.
Pro · Your Key is a one-time purchase: add your own AI key in Settings and every request goes straight to your own account instead of ours. Same for your CRM — optional, your token.
You meet a prospective client once. Six weeks later they call. Dossier means you open the file and pick up exactly where the conversation left off.
The stage before CRM is where deals are actually born. Capture the context at the handshake, then escalate the file to your CRM when it's real.
Twenty cards from a conference used to mean a lost weekend of data entry. Now it's twenty files — researched, briefed, and scheduled for follow-up.
Dossier comes from The Parker Group — the AI strategy and operations consulting firm that puts operations first and AI second. We built Dossier because we kept coming home from events with a stack of cards and no system. Now there's a system.