Business card scanner to CRM
Upload a business card, review the extracted details, and save the contact to ParsaLink. You can then prepare a follow-up or configure supported automation steps.
Snap, review, save, then follow up
A business card scanner helps turn printed details into a CRM record. Review and correct the OCR output, save the contact, then create a follow-up task or configure a supported automation.
Snap or upload
Take a photo of the card or upload an image you already have. A booth, a hallway, or a desk — the card does not have to be typed in.
Business card OCR
OCR reads the card and pulls out the contact details: name, title, company, email, phone, and address when they are printed on it.
Review and save the contact
Review and correct the extracted details, choose a contact source, and save the record to ParsaLink.
Prepare a follow-up
Create a follow-up task or configure a supported automation for the new contact. Automated actions depend on your workflow setup.
Business card follow-up automation
After saving the contact, you can create a follow-up task or configure an automation using supported triggers and actions. Review the workflow settings before relying on automated actions.
AI-written follow-up emails
Use Parsa AI to draft a follow-up email, then review or edit it before sending. Email sending requires a connected sending account.
Tagging
A configured automation can add a tag to a contact, such as an event or source label, when its trigger and action are set up.
Adding to a pipeline
A configured automation can update a contact stage or create a task using supported actions.
Use it inside ParsaLink
Use the scanner inside ParsaLink to capture, review, and save contact details. Supported follow-up tasks and automations can then be managed in the same workspace.
Direct integrations with external CRM platforms are not available yet. You can use ParsaLink as its own CRM and review the documented import/export options if you need to move data between systems.
- Save reviewed card details as ParsaLink contacts
- Create follow-up tasks from contact records
- Direct integrations with external CRMs are not available yet
Review and save card details here. You can then create tasks or configure supported automation actions.
Direct integrations with other CRM platforms are not available yet; check import/export options for supported data transfers.
Where the cards actually show up
The scanner is for the moments when contacts are handed to you on paper.
Trade shows
A booth generates a stack of cards. Upload them, review the extracted fields, and save each contact while the conversation is still fresh.
Networking events
Capture the card while the conversation is fresh, then create a follow-up task or use an automation you have configured.
Sales reps
Sales reps can review and save card details as contacts, then use tags, tasks, and supported pipeline workflows to manage next steps.
Questions about scanning cards into a CRM
How do I scan business cards into a CRM?
Upload a photo or image of the card. OCR extracts the printed details for review. Correct any fields, choose a source, and save the contact. You can then create a follow-up task or configure supported automations.
What does business card OCR capture?
OCR can extract printed details such as name, title, company, email, phone, and address when present. Review and correct the fields before saving the contact.
Can I upload a card instead of taking a photo?
Yes. Upload a supported image or PDF. OCR extracts the fields, which you can review and correct before choosing a source and saving the contact.
What follow-up automation can run after a scan?
You can create a follow-up task from the saved contact, or configure an automation using supported triggers and actions. Email automations require a sending account and should be tested before use.
Does the scanner work with the CRM I already use?
The documented workflow saves contacts in ParsaLink. Direct integrations with external CRM platforms are not currently available, so do not assume that scanned contacts sync automatically to another CRM.
Who is a business card scanner to CRM for?
Teams that meet people in person: trade-show booths, networking events, and sales reps who collect cards through the day and need those contacts in the CRM before the follow-up goes cold.
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