Know what needs a second look.
Uncertain details are marked “Check this”. Compare them with the card and correct any mistakes before saving. You can also review job titles, departments, websites, and social links printed on the card.
Business card scanner
From business card to customer contact.
Take a photo of a business card or upload an image. WRKZY reads the details for you to check, then saves them to CRM with the person responsible for following up.
FROM CARD TO CONTACT01 → 02
DETAILS ON THE CARD
Aarav Mehta
Purchasing Manager
MEHTA STORESaarav@mehtastores.example Review, then save
REVIEWED CONTACT
LeadAarav Mehta
- aarav@mehtastores.example
- Owner
- Maya Sharma
How it works
Save the contact while you remember the meeting.
You can scan a card at an event or upload it later from your desk. Check the result before adding it to your contacts.
- 01
Capture the card.
Take a photo or upload an image. Include the back of the card if it has more details.
- 02
Check the details.
Review names, company details, phone numbers, and email addresses. Fields marked “Check this” need a second look. Correct anything the scan missed.
- 03
Check for matches.
Review matching contacts before adding someone new. Choose which details to add or replace in an existing contact.
- 04
Assign and save.
Choose who will follow up and set the lifecycle stage. Add an event list or tags, then save to CRM.
Event lists and ownership
Keep track of the people you met.
Group contacts by event, add tags, and choose who will follow up—so every introduction has a clear next step.
Ready for the next card.
Your event list and tags stay selected as you scan. Check the owner and lifecycle stage before saving each contact.
- Source
- Business card
- Event list
- September trade fair
- Owner
- Maya Sharma
- Lifecycle
- Lead
Review and consent
Review before you save.
Check permission before marketing.
Receiving a business card does not automatically give you permission to send marketing. WhatsApp and email marketing consent stay separate, with confirmation required when you record an opt-in.
FAQ
A few useful answers.
Yes. Use the browser camera or upload an image. You can capture the front and back of one card. Camera access requires your browser’s permission.
Use JPEG, PNG, WebP, HEIC, or HEIF images of an English-language business card. Choose a clear, well-lit image and review the extracted details before saving.
Yes. Review multiple phone numbers and email addresses from the card, add anything missing, and label them by type, such as work or mobile.
You need permission to manage contacts, business-card scanning enabled in your workspace’s AI settings, and available AI credits.
No. Scanning saves the details you review to Contacts. You can then create a follow-up task or start an appropriate conversation as a separate action.
Try business card scanning
Have a business card
to hand?
Try scanning it into WRKZY and check the details before saving your first lead.
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