Contacts from business card photos
Snap a business card, and the contact lands in your customer records
A B2B sales team that spends its days at trade shows and in-person meetings set up a flow where uploading a card photo is enough: AI reads the name, company, title and contact details, registers the company and contact, and logs when they met on the customer record.
The problem
- 01
Cards piling up on the desk
After every event, reps had a stack of cards to type in by hand, so entry slipped by days.
- 02
Follow-ups that slip away
While entry waited, the window to follow up closed, and conversations from the event went nowhere.
- 03
A card app cut off from the CRM
Cards were saved in an app but never tied to customer records, so no one could see other contacts at the same company or past meetings.
How Trackit solves it
- 1
Get a card, upload a photo
On a phone, the rep opens the card web form, snaps the card, adds where and when they met, and submits. That is all the rep does. Once the photo is attached to a record, the workflow starts.
- 2
AI reads the card and links it to the company you already have
AI file analysis reads the name, company, title, phone and email off the photo. A create-or-update block looks up the company by email domain, links to it if it exists and creates it if not. The contact is matched by email too, so uploading the same person’s card again does not create a duplicate.
- 3
The meeting as an interaction, the follow-up as a task
A create-interaction block logs when and where they met on the contact and company. A create-task block turns the follow-up into a task with a due date and gives it to the company’s sales owner. The same day the card goes in, who to contact and by when is already on the task list.
- TriggerFile attached to a recordThe card photo from the web form lands on a record.
- AIAI file analysisReads name, company, title and contact details.
- ActionCreate or update recordFinds the company and contact, or creates them.
- ResultCreate interactionLogs when and where you met on the record.
- ResultCreate taskTurns the follow-up into a task with a due date.
What changed
Before Trackit
With Trackit
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