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Description

Odoo AI Business Card Reader App helps businesses turn paper business cards into digital contact records. It makes it easy to save, view, and manage contact details in one place.

Users can scan business cards, import card images from the gallery, or add contact details manually. This offers multiple ways to create and organize contacts.

This App organizes business card details and saves them in a clear format. Users can quickly find and use saved contact information whenever needed.

This App works with Odoo and supports both automatic and manual data sync. Users can choose how contact records are sent to Odoo.

Users can create Leads from captured contact details and track them in Odoo. This helps teams stay connected with potential customers.

This app also lets users save contact records locally for quick access. Stored records remain easy to view and manage.

Features such as notes, profile images, and location fields help users keep contact records complete and organized.

Odoo AI Business Card Reader App is a useful solution for sales teams, marketing teams, event attendees, and businesses that collect contact information regularly.

Highlighted Features of Odoo AI Business Card Reader App

  Manual Business Card Entry

Create contact records manually when a business card image is not available.

  Gallery Image Selection

Import business card images directly from the device gallery for processing.

  Camera Controls

Use flash, camera switch, and orientation for better scans.

  Auto and Manual Data Sync

Choose whether contact records are synchronized automatically or manually.

  Local Card Storage

Store contact records inside this app for quick access and review.

  Search and Sort Saved Cards

Find and organize contact records using search and sorting options.

  Multi-select Card Actions

Manage multiple contacts together through sharing and deletion actions.

  Add Notes for Contact

Save additional information related to contacts and business interactions.

  Country and State Selection

Maintain cleaner address information using searchable location fields.

  Draft Save Support

Save unfinished contact information and complete it later.

  Profile Image Support

Add and update profile image to contact records for easier identification.

  Logout With Data Choice

Choose whether local records remain available after logout.

Why do we need Odoo AI business Card Reader App?

Businesses often collect contact details from business cards during meetings, events, and networking sessions. Entering this information by hand can take time and increase the chance of mistakes.

Paper business cards can be difficult to organize and track. Businesses need a simple way to turn card details into digital contact records.

Odoo AI Business Card Reader App helps users capture, save, and organize contact information with ease. It also helps teams create Leads and keep contact records up to date.

This app is designed for everyday business use and makes contact management faster, simpler, and more organized.

Use Cases

  Sales Lead Collection

Turn business card details into Leads in just a few steps. This helps sales teams keep track of new opportunities and stay connected with potential customers.

  Trade Shows and Events

Collect contact details during trade shows, exhibitions, and business events. Save the information in Odoo and access it whenever needed.

  Customer Contact Management

Keep customer and company contact details in one place. This makes contact records easier to find, update, and use.

  Business Networking

Save contact details gathered during meetings and networking events. Keep valuable business connections organized for future communication.

  Partner Record Creation

Create Partner records from business card information with ease. Keep customer and company records clear, organized, and easy to manage.

  Sales Pipeline Tracking

Create Leads from captured contact details and track them in Odoo. Follow each opportunity through different sales stages from a single screen.

  Team Contact Sharing

Share contact records with team members when needed. This helps everyone work with the same information and stay informed.

  Digital Contact Organization

Convert paper business cards into digital contact records. Keep contact information organized, searchable, and ready to use at any time.

Business Card Settings

Set up the AI tools used to read business cards. The settings page helps administrators control how card information is captured and processed in Odoo.

  • Add the AI API key required to read and process business card information.
  • Select the AI model used to read business card information.
  • Turn the business card reader on or off whenever needed.
  • Manage all card reader settings from a single location.

Create Leads or Partners

Choose how scanned business card details are saved in Odoo. Users can create either Lead records or Partner records based on their workflow.

  • Decide whether scanned cards create leads or partner records.
  • Match business card details with the correct Odoo fields.
  • Follow the same record creation process across the business.
  • Keep contact information clear, consistent, and easy to manage.

Business Card Feed

View all processed business card records from one place. The feed makes it easy to check recently captured contact information.

  • See all scanned business card records on a single screen.
  • View newly added contact details without extra steps.
  • Keep collected records organized and easy to review.
  • Access recent business contacts whenever required.

Partners Saved Contacts

Access Partner records created from scanned business cards. This helps users keep customer and company information well organized.

  • Open saved partner records quickly whenever needed.
  • View customer and company details in one place.
  • Keep contact information organized for future use.
  • Access business contacts easily from a central list.

Lead Management Using Pipeline

Turn business card details into sales opportunities. Track Leads through Odoo pipeline and manage follow-up activities with ease.

  • Create new leads directly from captured contact details.
  • Track lead movement through each stage of the sales process.
  • View and manage opportunities from a single pipeline.
  • Stay updated on potential customers and follow-up tasks.

Support

For any query or issue, please create a support ticket here CREATE A TICKET HERE

You may also check our other top-quality Odoo Modules.

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Product Version
1.1.1
Supported Browsers
Firefox 5+Google Chrome 14+Internet ExplorerInternet Explorer 7Internet Explorer 8Internet Explorer 9Opera 11Safari 5
Tags
Released
1 year ago
Last Updated
13 days ago
Supported Version
Odoo16.x17.x18.x19.x