Odoo AI Business Card Reader App
Table of Content
Live Demo
Introduction
Odoo AI Business Card Reader App revolutionizes contact management by converting scanned business cards into digital leads and contacts.
It creates a centralised business card feed in the Odoo system, ensuring no valuable contact goes unnoticed.
This seamless integration with Odoo CRM ensures that all essential details are captured and organized, effortlessly boosting your sales pipeline and enhancing customer relationships.
Check the video mentioned below for a brief overview of the module functionality:
Features
- Quickly capture contact details from business cards using your smartphone’s camera.
- It uses AI algorithms to ensure precise extraction.
- Business card feed allows you to have a complete overview of your contacts.
- In a single scan, all the important details are extracted and saved directly into Odoo.
- Directly integrate new contacts into your Odoo CRM system.
- Access and capture contact information on the go with your smartphone.
- Organize and manage contacts with ease through Odoo AI Business Card Reader App
- Effortlessly sync contacts between your mobile app and the Odoo database.
- Convert business cards into potential leads with Odoo AI Business Card Reader App
- Centralised business card feed allows you to have a complete overview of your contacts
Installation
- Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
- Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘odoo_ai_business_card_scan_app’.
- Copy and paste this folder inside your Odoo Add-Ons path.
- Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
- Then, open the AI Business Card Reader App Apps menu and click on ‘Update Modules List’.
- In the search bar, remove all the filters and search ‘odoo_ai_business_card_scan_app’.
- You will be able to see the module in the search results. Click on ‘Install’ to install it.
Workflow
- Once the Odoo AI Business Card Reader App is installed, open the camera within the app on your smartphone and scan the business card.
Scan the Card
Point your phone’s camera at the business card and wait for the app to recognize the text.
2. Contact Form will occur on the screen after scanning the card, here you can Create Contact, Save, or Send to Odoo.
Contact Form
Scan a card to access the Contact Form. Create, save, or send contact info to Odoo.
3. Create a business card template enable auto evaluate and select whether to save the contact as a Lead or Partner.
4. The contact that you saved will be shown here in the “Business Card Feed”
5. You can view the details of any saved contact directly within the system
6. List view of the sales pipeline, allowing for in-depth analysis and tracking of sales progress
7. In the sales pipeline, you can access details for each lead, including expected revenue, contact information, and other relevant data.
Need Help?
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