Scan2CRM AI is a Salesforce-integrated solution that uses AI to capture contact information from business cards, email signatures, LinkedIn profiles, event badges, and more — and instantly creates Salesforce records.

The platform can extract contact details from:

• Business cards
• Email signatures
• LinkedIn profile screenshots
• Event badges
• Contact cards
• Images and screenshots

Yes. Scan2CRM AI integrates directly with Salesforce and can automatically create Leads, Contacts, and Accounts without manual entry.

Yes. The solution intelligently checks existing Salesforce records before creating new entries to help avoid duplicates.

Absolutely. You can trigger automated emails, Salesforce Flows, task assignments, campaign enrollments, and other workflows immediately after a contact is captured.

Yes. It is specifically designed to help sales and marketing teams quickly capture and organize leads during expos, conferences, networking events, and trade shows.

No. The application is designed with a simple and intuitive interface, allowing teams to scan and capture contacts with minimal training.

Yes. Users can capture contacts directly from their mobile devices, making it ideal for field sales and on-the-go networking.

Yes. Captured information is securely processed and stored directly within your Salesforce environment.