CRM and leads
How do I scan a paper business card into my phone and CRM?
Open Scan a card in your Scaanme dashboard, photograph the card with your phone camera or upload an image of it, and the reader returns eight editable fields: name, company, job title, phone, email, website, social links and address. Correct anything the print confused, then tap Save to phone to download a standard vCard that your phone adds to its own contacts, or Add to CRM to file the person as a lead. You can do both. Saving to the phone works on every plan; adding to the CRM needs a plan that includes it. Each scan costs one AI credit and is charged only when the read succeeds, and the photo of the card is deleted as soon as the text has been extracted.
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