Are you tired of losing leads to manual dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry? In the fast-paced world of sales, every moment spent keying in contact details is a moment taken away from selling. Pipeliner’s Business Card Scanner is the crucial mobile tool that transforms fleeting connections into immediate, actionable CRM records—putting you ahead of the competition.
Instant Capture. Immediate Action.
Stop wasting time on transcription and start focusing on the follow-up. The Pipeliner Business Card Scanner eliminates manual data entry, providing the speed and accuracy your sales team needs to capitalize on every connection.
Simply snap a photo of a business card within your Pipeliner CRM Mobile App, and our smart technology does the rest. It instantly extracts and maps the contact information—name, title, company, number, and email—directly into the correct Pipeliner fields. Maximize selling time and ensure your data is clean, current, and reliable.
Optimize Your Sales Workflow: Key UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Benefits
Flawless Mobile Integration
Available directly within the Pipeliner CRM Mobile App (iOS and Android), this tool boosts field productivity. Capture a leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. right after a meeting or event—no more piles of cards or late-night data sessions. It’s the ultimate tool for sales professionals on the go.
Deep Context, Zero Effort
We ensure you have all the context you need. Beyond just saving the contact details, the original business card image is automatically saved to the Contact’s Document section. This direct archival provides the visual context, making it easy to recall the interaction later.
Rich Notes, Instantly Added
Immediately enrich the new record with crucial details. Seamlessly add detailed notes about the conversation, context, and follow-up plan using your mobile device’s built-in Voice-to-Text feature. This speeds up documentation and significantly increases the quality and detail of your CRM records.
Win Back Time. Close More Deals.
The Pipeliner Business Card Scanner isn’t just a feature; it’s a time-saving accelerator. By eliminating the friction of manual entry, you can immediately focus on the most important thing: the follow-up. This tool ensures you can capture every lead, every time, and begin the next-step sequence before you even leave the venue.
Activating Your Sales Advantage
The Business Card Scanner is a chargeable add-on designed for our top-tier users, underscoring its value as a powerful productivity tool.
- Available Tiers: Business, EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment., and Unlimited.
- Activation: Admins can quickly request activation via the Automation Hub in the Pipeliner Admin Module.
Once activated, this powerful tool is immediately available to all users across the Pipeliner CRM Mobile App, transforming the way your team connects and converts.
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FAQs
The Pipeliner Business Card Scanner is a powerful mobile feature built directly into the Pipeliner CRM Mobile App. It uses advanced Optical Character Recognition (OCR) technology to automatically read and extract contact details (like name, company, title, phone, and email) from a photo of a physical business card. It then instantly maps and creates a new Contact record in Pipeliner CRM, eliminating manual data entry for your sales team.
The primary benefits are speed, data quality, and productivity:
- Saves Time: Converts a physical card to a digital CRM record in seconds, maximizing the time your team spends on selling.
- Improves Accuracy: Reduces human error and typos commonly associated with manual keyboard input.
- Faster Follow-up: Leads are captured in real-time and immediately available for follow-up, dramatically increasing your speed-to-lead.
- Enhanced Context: The original business card image is automatically saved to the Contact’s document section for easy visual reference.
No. The Business Card Scanner is a chargeable add-on designed for our power users. It is available only in the Business, Enterprise, and Unlimited Tiers, and must be specifically requested and activated by your Pipeliner Administrator through the Automation Hub.
Yes, absolutely. The Pipeliner Mobile App seamlessly integrates with your device’s native functionality. After the contact data is scanned and populated, you can instantly use your mobile device’s Voice-to-Text feature to dictate and capture rich, detailed notes about the conversation or follow-up plan directly into the comments field. This ensures critical context is captured while the interaction is fresh.
While the scanner is designed for fast input, Pipeliner CRM’s underlying duplicate detection rules will apply when the new Contact or AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. record is saved. This built-in check helps maintain the cleanliness and integrity of your database by alerting you if a potential duplicate is found before the record is fully created.
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