Visiting Card + CRM Automation Workflows

AI-powered card data extraction and automated CRM synchronization

Upload Visiting Card

Upload a visiting card image with a caption to extract contact details

The Challenge

Manual card data entry creates delays and errors

Manual Entry

Sales teams manually type card information into CRM

Data Errors

Typos and incomplete entries reduce data quality

Delayed Follow-up

Cards sit in inboxes before being processed

Lost Context

Meeting context and notes get separated from contact data

How It Works

Automated workflow from card image to CRM entry

1

Card Submission

Salesperson sends visiting card image with caption via WhatsApp or email

2

AI Data Extraction

AI uses OCR to extract card data and processes caption context for additional insights

3

Data Structuring

Extracted information is structured into name, company, title, contact details, and meeting notes

4

CRM Synchronization

Structured data automatically syncs to CRM/ERP systems with proper field mapping

5

Automated Follow-up

AI sends personalized email follow-ups, analyzes replies, and routes based on engagement

6

Confirmation & Logging

System sends confirmation notifications and logs all actions for tracking

Use Cases

Event Networking

Capture cards from networking events and automatically add contacts to CRM with event context.

Sales Meetings

After client meetings, send card images with meeting notes for instant CRM updates.

Trade Shows

Process multiple cards collected at trade shows with booth and product interest context.

Key Capabilities

OCR Technology

Advanced OCR for accurate text extraction from card images

Context Processing

AI understands caption context and meeting notes

CRM Integration

Seamless sync with major CRM and ERP systems

Reply Analysis

AI analyzes follow-up email replies and routes accordingly

Business Impact

90%
Time Saved
100%
Data Accuracy
Instant
CRM Updates
2x
Follow-up Speed

Ready to Automate Card Processing?

Let's discuss how AI-powered card extraction can streamline your contact management.