Details suggested from a photo
Extract company name, contact, email and phone details from your camera or a selected card image. JPEG, PNG, WebP and GIF images are supported.
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Module Detail
Add-onBusiness Card Scanning
Photograph a business card on your phone or choose a card image. AI suggests company and contact details; you review the fields, match existing records and approve them with Save. Scanning requires an internet connection and a business-card credit package.
Key capabilities
Review before saving
Check and correct the recognized fields. AI suggestions do not create records on their own; the approved information enters the system when you save.
Match existing records
Match the company and contact to existing records. Complete the relevant record’s information with review instead of creating the same relationship again.
Continue into sales follow-up
Open a lead or opportunity form using the card details. Relevant fields are prefilled; review and complete the new sales record in that form.
Mobile and online
Capture details on your phone at an event, meeting or field visit. AI scanning works online; card recognition requires a connection.
Scanning with credits
Scanning uses a business-card credit package. Check current packages and usage conditions on the pricing page and in the application’s allowance indicator.
Want to see this module live?
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
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