The short answer

AI business card scanning can prefill a new or edited customer, but extracted text may be incomplete or incorrect and must be reviewed by a person.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Open New Customer or Edit

    Find the AI business card scan area at the top of the customer form.

  2. Upload an image

    Choose a clear JPEG, PNG or WebP business card or advertisement that you are authorized to process.

  3. Choose Scan

    Wait for extraction to complete and review the displayed status.

  4. Review every populated field

    Verify name, company, job title, email, phone, website, source and notes against the image.

  5. Complete and save

    Add the intended status, deal value, tags and follow-up information, then save the customer.

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