Business Card Reader
Automatic transfer of lead information
The add-on that will scan physical business cards and automatically generate the information into your monday.com-board.
Time efficient
With the Business Card Reader, you no longer have to put in time and effort manually typing in new leads into your CRM. The add-on quickly scans the business card and the information automatically populates into the monday.com-board.
SMART Linkedin Search
In case the business card doesn’t contain a link to the lead’s LinkedIn profile, the Business Card Reader will add a link to LinkedIn with the search result on the lead’s name and company name.
No room for errors
With this add-on you ensure that the information that is put into your CRM is correct. It leaves no room for misspellings or incorrect information compared to manually having to type it in.
How does the Business Card Reader work?
Starting conditions
So how exactly does the Business Card Reader work? Let us go through the basics! You have a CRM in monday.com and within this CRM you have a contact list with lead prospects. This contact board has columns such as name, company name, email, phone number, etc. Instead of having to manually type in all the information into each column, the add-on will do it for you.
Phone app download
In order for the Business Card Reader to work properly, you need to download a card scanner application to your phone called SnapADDY.
Scanning information
Once you’ve downloaded SnapADDY, you can easily scan your business cards using the app and it’ll recognize the different sources of information on the card.
Transfer of information
Once the business card has been scanned through the application, the add-on will take the information and put it into its matching columns in your monday.com-board.
LinkedIn search
Lastly, in case the business card you just scanned doesn’t contain a link to the lead’s LinkedIn profile, the Business Card Reader will add a column with a link to a LinkedIn search result on the lead’s first and last name as well as the company name.
More Add-ons to explore!
Here are some additional features that can easily be applied to your CRM. Designed to fill those needs you’ve always wished your CRM could fill.
Security and privacy
monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Get started with the Business Card Reader
If you have any questions regarding the Business Card Reader add-on, feel free to contact us below and we’ll answer any questions for you. Are you curious to get started with the Business Card Reader? Get in touch with us today and we’ll set it up right away!
