CRM & Business Card Assistant

AI-powered business card scanning with batch processing, automatic field extraction with confidence scoring, comprehensive customer tracking with interaction history, revenue metrics and task management.

System Demonstration

1

CRM Assistant Dashboard

CRM Assistant Dashboard with business card scanning, customer tracking, data management, opportunity management, sales forecasting, and customer segmentation.

2

Single Business Card Scan & Edit

AI automatically extracts business card information including name, title, company, department, email, phone, mobile, website, and address with confidence scoring and manual editing.

3

Batch Business Card Scanning

Upload multiple business cards for batch scanning. AI automatically recognizes and structures data, displays confidence scores for each card to improve data entry efficiency.

4

Scan Completion Summary

Display scan completion status with statistics including new contacts added, high confidence rate, scan success rate, with options to continue scanning or close.

5

Customer Tracking Management

Comprehensive customer profile management with key metrics like interactions, revenue, pending tasks. Track all interaction records and to-dos with tags like active/potential customers.

CRM Assistant Dashboard

CRM Assistant Dashboard with business card scanning, customer tracking, data management, opportunity management, sales forecasting, and customer segmentation.