Scan business cards and visiting cards to save them as Salesforce Records.
A robust Salesforce CRM Business Card Scanner that enables teams to scan, convert, and sync business cards and visiting cards to Salesforce. Convert business cards into Salesforce Lead Records in just one scan, eliminating manual data entry for smarter lead management.
No more typing in details or sorting through piles of cards. Get accurate data into Salesforce with a single tap using a reliable business card scanning software.
You can scan a double-sided business card using our business card reader app in Salesforce. Our app ensures you don’t miss any detail when you scan both sides of your visiting card.
You can convert scanned digital business card into multiple Salesforce records by creating a Lead, Contact, and Account. This field mapping ensures your name, company, email, and phone details are saved in the correct Salesforce Object, making it a complete CRM with business card scanner solution.
You can use advanced OCR to extract text from both images of your business card and automatically merge the data into a single Salesforce record, while preventing duplicate data in your CRM with powerful contact management software capabilities.
You can generate a Lead + Account, Contact + Account, or just a Lead from a single business card scan. Our App follows your admin-defined logic to support efficient salesforce lead management.
You can create a Business Card or Lead record, or you can save your scanned data into any custom object based on your industry workflow. Our app lets you use custom objects to align business card data with your unique business needs and streamline salesforce contact management.
You create a Business Card or Lead record or save your scanned data into any custom object based on your industry workflow. Also, you can use custom objects to align your business card data with your unique business needs using a flexible CRM business card scanner.
Our Salesforce visiting card scanner app integrates with our App’s matching rules to prevent duplicate record creation. It works seamlessly with your salesforce QR code scanner and other tools to maintain clean records.
Easily check your existing Leads, Contacts, and Accounts with real-time duplicate detection before saving new data. This helps prevent duplicate entries and keeps your records clean and organized during every business card scan.
You can improve your CRM data accuracy and reporting with automated duplicate prevention. Our app helps you avoid duplicate follow-ups and protects your Salesforce data integrity as a reliable salesforce lead capture app.
Scan Business Cards and Visiting Cards into Salesforce in seconds
Scan business cards and visiting cards using your iPhone or Android mobile and smartphone camera in the Salesforce mobile and smartphone App.
Upload images of business cards, visiting cards, and more from your mobile and smartphone photos gallery and convert them to Salesforce records.
Save scanned data directly into any standard or custom Salesforce object, such as Leads Records, Business Card Records, or other custom objects. Admins can manage and change the default settings at any time.
The Business Card Scanner scans all available details like name, email, phone, company, title, website, address, and more. Review, adjust, and modify details before saving them as Records in Salesforce.
Advanced OCR technology scans business cards into Salesforce in more than 15 languages. Easily scan cards in any Salesforce supported language, font, or layout without extra translation tools.
Admins can control and manage which users can view and access client logs using the Salesforce Permission Sets. Ensure data privacy and user access with the Salesforce Business Card Scanner App.
Start scanning business cards and visiting cards instantly by accessing the Salesforce App within the Salesforce Mobile and Smartphone App. It is compatible with iOS and Android devices, allowing you to scan business cards into Salesforce directly from your mobile and smartphone.
The Business Card Scanner App adheres to Salesforce’s highest development standards following PMD rules, ESLint for JS Validation, and CSpell.
Install the Salesforce Mobile and Smartphone App and scan business cards into Salesforce immediately. No code or technical configuration is required.
Get your free lifetime access by starting your free trial today!
Book a free consultation with us for on-demand customization based on business needs!
You can find answers to the most asked questions below. If you still have questions, you can always reach out to us, we’re here to help.
Yes. Your Salesforce Business Card Scanner App works smoothly with Salesforce Lightning Experience and the Salesforce Mobile App, so you can manage everything on the go without any issues.
The Salesforce Business Card Scanner App requires an internet connection to process scans in real time. However, you can take pictures and upload them from your photo library once you reconnect.
We prioritize understanding Client’s business goals from the outset. Our team works closely with you to ensure that the Salesforce implementation strategy is fully aligned with your objectives, designed to improve efficiency, enhance customer relationships, and drive growth.
Yes. The Salesforce Mobile and Smartphone App will prompt you to grant camera access to scan business cards into Salesforce. Without camera permission, you cannot scan using your mobile camera. However, you can upload business card images from your photo library without camera access.
Yes. Besides scanning business cards or badges with the app, you can manually create new Leads in the Salesforce at any time using the standard New button. This lets you enter Lead details without scanning.
Yes. The advanced OCR technology in the Salesforce visiting card scanner app recognizes both horizontal and vertical card layouts and extracts text accordingly. The app also recognizes Salesforce supported languages across various fonts.
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