AI Powered Business Card Scanner

Overview

The AI Business Card Scanner is a powerful tool built into the mobile app that transforms the way you capture contact information. Using advanced artificial intelligence, it allows you to quickly scan a physical business card with your phone's camera and automatically pull key details like name, phone number, email address, and company name directly into your CRM. This feature is designed for professionals who need to efficiently manage contacts from events, meetings, or conferences, eliminating the need for slow, error-prone manual data entry.

Availability and Pricing

This feature is currently available exclusively on the mobile app. Each sub-account receives 50 complimentary AI scans and refinements per day. Any usage beyond this free daily allowance is charged at a rate of $0.02 per scan. To use the scanner, you must grant the mobile app permission to access your device's camera.

How to Scan a Business Card

Follow these steps to capture a new contact using the AI Business Card Scanner:

1. Open the CRM mobile app.
2. Navigate to the Contacts section or use the Quick Actions menu and select Add Contact.
3. Tap the option for Scan Business Card.
4. Position the business card within the camera viewfinder to capture the front side. You can also scan the back side to capture any additional information.
5. On the contact creation screen that appears, review the details that the AI has automatically extracted and filled in.
6. You can add or select tags to help with contact organization and segmentation.
7. Optionally, you can enable the Save to Media Storage toggle to keep an image of the scanned card, or the Add to Files & Folders toggle to attach the image directly to the contact record.
8. If any of the extracted information is incorrect, tap Refine with AI to have the system reprocess the data for greater accuracy.
9. Finally, tap Save Contact. The new contact will be instantly added to your CRM.

Frequently Asked Questions

Can I scan both sides of a business card?

Yes. The scanner allows you to capture both the front and back of a card to ensure you collect all available information.

What should I do if the scanned details are not accurate?

If the information pulled from the card is incorrect, simply tap the Refine with AI button on the contact creation screen. This will prompt the AI to reprocess the scan and improve the data accuracy.

Where are the images of the scanned cards saved?

You have the option to save the card image. You can choose to save it to your general Media Storage or attach it directly to the contact's record in the Docs & Files section.

Is the scanner available on the desktop version of the CRM?

No, the AI Business Card Scanner is only available on the mobile app at this time.

How is the daily scan limit calculated?

Your sub-account's daily limit of 50 uses applies to each individual scan and each use of the Refine with AI function. Each action counts as one use toward the limit.