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Business Card Scanner

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Maria Herrell
Updated 1 month ago
The Pipeline CRM mobile app's built-in Business Card Scanner makes it incredibly fast and easy to turn physical cards into valuable digital contacts! Spend less time on data entry and more time building relationships.


How to Scan a Business Card in Seconds:

  1. Open Your Mobile App
  2. Click on the + icon.
  3. Select "Scan Business Card": 
  4. Position & Capture:
    • Take a New Photo: Place the business card within the on-screen red corners and snap a clear picture.
    • Upload from Camera Roll: Prefer to use a photo you've already taken? You can also select an existing picture from your phone's camera roll.
  5. Map the Fields: The app will intelligently read the card. You'll then be prompted to quickly map the fields (such as Name, Company, Email, and Phone) to ensure that all information is correctly assigned to the right place.
  6. Save & Sync: Once you've mapped the applicable fields, simply tap "Save." Your new contact record will be instantly added to your Pipeline CRM account, ready to be accessed from any device – desktop or mobile!



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