Business Card Reader for Workbooks CRM

The easiest way to save your business cards into Workbooks CRM

Business Card Reader Workbooks CRM – this is exactly what you need to effectively work with business cards. Snap a photo of business card and it will import all card data directly to your Workbooks CRM. Moreover, this innovative solution allows to create a rich set of additional information about your potential client, partner or colleague.
Just two taps and you get a bird’s-eye view of the following information:
– personal info: interests, skills, social media contact, photos, etc.
– company info: size, industry, branch network, recent activity, etc.

 

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How it works

1. Capture a photo of a business card

2. App recognizes its data automatically

3. Get more data about person and company

4. A new contact is automatically stored into your CRM account

Watch on YouTube: Step by Step Guide

Features

Build-in Business Card Reader to Workbooks CRM integration

All the necessary information in one place – just a moment to snap а business card and transfer it to your CRM account

Processes up to 5 business cards per minute

Preview and make necessary changes before saving

Works via your Android smartphone’s camera

Recognition in 25 languages supported, including multilingual cards

Precise conversion of business card data

It does not violate any laws or the right of privacy

It always keeps your contacts secure

Pricing

FREE – includes limited amount of business cards recognitions.

Personal Pay As You Go plans:

$14.99
100 business cards recognitions

$27.99
200 business cards recognitions

$59.99
500 business cards recognitions

$99.99
1000 business cards recognitions

Corporate Plans:

$99.99
1000 business cards recognitions per year

$199.99
2500 business cards recognitions per year

$299.99
5000 business cards recognitions per year

$399.99
8000 business cards recognitions per year

Unique Features

Get extended person and company information on the fly from daaata.io

Frequently Asked Questions

What recognition languages are supported?

For now we are supporting 25 languages:

  • Chinese (Simplified and Traditional)
  • Czech
  • Danish
  • Dutch (Netherlands)
  • English
  • Estonian
  • Finnish
  • French
  • German
  • Greek
  • Indonesian
  • Italian
  • Japanese
  • Korean
  • Norwegian (both Bokmal and Nynorsk)
  • Polish
  • Portuguese (Brazilian)
  • Portuguese (Portugal)
  • Russian
  • Spanish
  • Swedish
  • Turkish
  • Ukrainian

Please, let us know if you need any other language for recognition your business card data.

Does the App provide accuracy of recognition?

Recognition accuracy depends on the quality of captured image. For better accuracy:

  • avoid glares that are produced by some types of illumination
  • take control of focusing your camera
  • try different angle to hold your smartphone snapping a photo
How business card contacts are stored into Workbooks - as leads, contacts or any other way?

By default business card data are stored as CRM Contacts.

What business card data are stored into Workbooks CRM?

Business card reader recognizes and stores

  • full name
  • three types of phone numbers and e-mail
  • company name, job title and department
  • full address
  • website, social networks accounts and IM accounts
  • meeting place

If any data are not present on the business card, you can add it manually.

Where I can find the API Key to my Workbooks CRM?
To get your Workbooks API key: This can also be viewed by navigating to your Account Menu and selecting Integrations:
  • login  into your Workbooks CRM
  • click on your Account icon (top right corner) and choose [Settings]
  • on the left side of the page find&press [API]
  • copy and paste it in the corresponding field in the wizard

Video tutorial

Can I get this for my company?

Yes, you can use Business Card Reader for the group of people – within your company or your team.
Each Team member will still need to configure his own CRM connection.
Read more Business Card Reader Corporate Licensing

Does the application store an image copy of the business card in Workbooks CRM?

This option is possible only on Amazon S3 server.
If you need you can turn ON/OFF this option in application “Preferences”.

Got any more questions?

Contact US!

Unfortunately terms and conditions of Apple prohibit apps to use and pass personal data (call details) to third parties. So, iOS version is not available for an undefined period.

The iOS version is under development process. Please fill in the form, so we could notify you when the application will be available. Your request can raise the priority of your CRM.

Your Name: *

Your Email: *

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