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Scanning a Business Card

Photograph a paper business card and let CRMown AI read it into a contact, or scan someone’s QR / digital card. Works on the phone in Meet Mode and on the web.

Open in CRMown →

Steps

  1. On the phone (the usual case — you are standing with them): open the app → More → Meet Mode → Start, then tap the "Scan Card" tile. Fill the frame with the card and press the shutter.
  2. CRMown AI reads the card and shows you the fields it found — name, email, phone, company, job title, website, LinkedIn. Check them, fix anything misread, add a note about the conversation, then Save.
  3. On the web: Settings → Account → "Capture Card" → the "Scan a card" tab. "Photo of card" uploads a photo for the same reading; "Scan QR" uses your webcam for a QR or vCard, with a paste box if the camera will not open.
  4. To hand over YOUR details, use the "Share my card" tab in the same place for your personal link and QR, or a physical NFC card from Tools → Lead Generation → Tap Cards.

Good to know

  • Scanning someone you already have does not create a duplicate. The contact is matched on email first, then on the last digits of the phone number, and only the blank fields are filled in — your existing notes and owner are left alone.
  • A card photographed in Meet Mode carries where you met them into the contact note automatically, from the event name and location on the session.
  • Hold the phone square to the card and fill the frame. The reading is only as good as the photo, and a low-confidence reading is flagged above the fields so you know to check them.
Example: At a chamber breakfast someone hands over a card. Meet Mode → Scan Card → shutter → four seconds later the name, title, mobile and company are on screen. A line typed into the note — "wants a quote for 40 units" — and Save. The contact is in the CRM before the conversation has finished, tagged with the event.

Troubleshooting

Card reading unavailable / "cannot read images"
Reading a photo needs a vision-capable AI provider, and the workspace's provider does not offer one.
Fix: Use the QR Scan or Manual Entry tile instead, or change the AI provider under Settings → Integrations.
The fields came back wrong or half empty
Glare, a busy background, an angled shot, or very small or stylised type.
Fix: Retake it square to the card, filling the frame, with the card flat on a plain surface. Every field stays editable — type over anything it misread before saving.
"Too many scans this hour"
Card reading is rate limited per workspace to keep AI spend predictable.
Fix: Wait for the hour to roll over, or add the remaining cards with Manual Entry.

Plans

Card scanning is included on every plan. Reading the photo uses your monthly AI allowance, like other AI features.

Related

  • Meet Mode — On-Site Capture (Photos, Videos, Voice)
  • Tap Card — your own NFC/QR card
  • Adding & Managing Contacts

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