Salesforce App

APPCard Capture AI

Available

Scan business cards, photos and screenshots with OCR and AI directly in Salesforce and automatically create Leads, Contacts and Person Accounts integrated into your existing company configuration, without using any external application.

Overview

Product details

Card Capture AI is the natively built Salesforce solution that lets you scan business cards, photos or screen captures containing similar data to automatically create Leads, Contacts or Person Accounts in Salesforce.

Card Capture AI uses advanced OCR processes to convert the image into text and AI processes to refine text that OCR did not fully capture, completing the information with any additional data so that Salesforce holds the most complete record possible.

Card Capture AI works directly in Salesforce and Salesforce Mobile, so it requires no additional applications, and it automatically inherits the configurations in place for the current user in terms of visibility, data-entry layouts, validation rules, required fields and visibility over objects and record types.

Card Capture AI guarantees that Leads, Contacts and Person Accounts are created — and subsequently managed — in line with the configuration previously set in Salesforce for each specific user, avoiding duplicate data or the entry of incomplete data.

Features

What it does

Advanced OCR scanning

Automatically recognizes data and information from business cards, photos and screenshots, ensuring data quality from the very moment of capture.

AI refinement and enrichment

After OCR scanning, AI verifies and completes the extracted information, recovering unrecognized content and automatically filling in missing data to ensure accurate, complete records.

Campaign association

Data captured via OCR and AI is automatically linked to Salesforce Campaigns, ensuring traceability and immediate context for the information collected.

Flexible contact creation

Creates Leads, Contacts or Person Accounts in full compliance with the business rules, layouts, permissions and configurations specific to the organization and the user.

Native to Salesforce and Mobile

Works directly in Salesforce and Salesforce Mobile with no external apps, inheriting the user's visibility, layouts and validation rules.

On request

Salesforce Marketing integration

Automatically creates contacts and prospects in Salesforce Account Engagement (Pardot) and Marketing Cloud for the immediate activation of marketing initiatives.

Benefits

Why choose it

User Experience

Immediate access via dedicated Tabs and Apps in Salesforce
A simple, intuitive and consistent user experience on Desktop and Mobile
Direct saving of data in Salesforce with no intermediate steps
Automatic compliance with business rules, layouts and business processes
Immediate connection to Campaigns, Events and commercial processes
Improved data quality from the source thanks to native Salesforce controls
Greater user productivity and a reduction in manual activities

Admin Experience

Fast, centralized installation directly in the customer's Salesforce Org
100% native Salesforce solution, with no complex integrations or additional infrastructure
Native multilingual support to foster global adoption of the solution
OCR and Artificial Intelligence included to automate data capture and enrichment
Centralized administration of users, permissions and configurations
Flexible configuration on standard and custom fields
Full data and security governance in line with company policies

Pricing

Plans and pricing

Card Capture AI

Personal

€ 140per user / year

Advanced OCR scanning
AI refinement and enrichment
Flexible contact creation
Native to Salesforce and Mobile

Card Capture AI

Campaigns

from€ 3.500per org / year

Advanced OCR scanning
AI refinement and enrichment
Flexible contact creation
Native to Salesforce and Mobile
Campaign association
Salesforce Marketing integration