Visiting card scanner
Scan a visiting card. Get the whole record.
Point the phone at a visiting card or a shop signboard. Field CRM reads it, checks the company isn't already in your CRM, and creates it on the spot, GSTIN included when it's printed.
How it works
From card to company in three steps.
- Step 1
Point the phone
Photograph the card a buyer hands you, or the name board outside their shop, in the middle of a visit or at an exhibition stall.
- Step 2
AI reads the details
The company name, contact and the other details on the card land in the right fields. A printed GSTIN is read too.
- Step 3
Checked, then created
Before anything is saved, Field CRM checks for duplicates. Then the company is ready for a visit log, a deal or a quote.
What it captures
Every way a lead reaches a field rep.
Why it matters
Leads die in the pocket.
A lot of B2B selling still starts with a visiting card: at a dealer's counter, on a factory visit, at a trade show. The card goes into a pocket, then a drawer, and the plan to “add it to the CRM tonight” loses to ten more visits and a long drive home.
By the time anyone types it in, nobody remembers what the buyer asked for. Scanning the card as you receive it closes that gap: the record exists before the conversation ends, so the next step can be logged against it straight away. Heading to an exhibition? Read the 18-day trade show follow-up plan.
FAQ
Card scanner questions.
Is this a separate scanner app?
No. The scanner is part of Field CRM, so a scanned card becomes a company your team can log visits against, quote and follow up. There is nothing to export and nothing to sync.
What if the prospect doesn't have a card?
Photograph the name board outside the shop or office instead. Field CRM creates the company from a signboard the same way it does from a card.
What happens if the company already exists?
Field CRM checks for duplicates at every entry, including scans, so the same dealer doesn't end up in your list three times. Older duplicates can be merged in bulk.
Can we add leads that arrived by email or message?
Yes. Paste the text, such as an email signature or a forwarded message, and Field CRM turns it into structured leads. Whole spreadsheets come in through CSV import.
Ready when your field team is.
Sign in and start the same day. No IT setup, no training weeks, and no data migration needed before you see value.
Prefer email? [email protected] · WhatsApp +91 90167 66703