Capture scanned business cards into CRM for sales reps

Sales reps scanning business cards lose prospects when contacts go unrecorded, leaving pipeline gaps. Capture each scanned contact into your CRM or central spreadsheet so reps follow up faster.

Overview

Unrecorded business cards create blind spots in the sales funnel, letting prospects slip past outreach and stalling pipeline momentum. This workflow captures every scanned contact into your CRM or central spreadsheet and notifies the right sales rep, eliminating missed follow-ups and accelerating first touch.

Notable Features

Create CRM contact from scans
Format names and phone numbers
Notify reps when new lead added