Business card scanner to CRM
Turn a business card into a qualified CRM lead.
Merchant Scanner captures business-card details from a phone and keeps the contact inside the same workflow used for payment sales. The goal is not only digitising the card, but making the contact immediately actionable.
Digitise the contact once
Instead of typing the same contact into a spreadsheet and later into CRM, scan the card and create the lead once. The record can then be corrected or enriched while the source image and context are still fresh.
Attach commercial context
Payment sales teams often need to know whether the contact represents a merchant, PSP, acquirer or partner and what was discussed. Capturing that context with the lead makes follow-up more useful than a generic address-book entry.
Keep the next steps connected
The same lead can move into merchant checks, outreach and onboarding. This makes the scanner part of the acquisition workflow rather than a standalone utility.
Questions
Frequently asked questions
Can Merchant Scanner read business cards?
Yes. The event capture workflow is designed to extract contact details from business cards and save them into the pipeline.
Does the scanned card become a CRM lead?
Yes. The captured contact is intended to become an operational lead that can be reviewed, qualified and followed up.
Can the lead continue into merchant onboarding?
Yes. If the contact becomes a merchant opportunity, it can continue into the onboarding and risk workflow without creating a separate record.