Quickly scan business cards in your real estate CRM
QobrixScan: The Ultimate Contact Management Solution
QobrixScan is an intelligent contact management tool that seamlessly integrates with Qobrix CRM, enabling your sales team to maximize their efficiency and productivity. With our business card scanner, you can effortlessly manage your contacts, streamline your workflows, and supercharge your sales and marketing efforts.
In this step-by-step guide, we will walk you through the process of integrating QobrixScan with your Qobrix CRM, unlocking a whole new level of contact management capabilities. From capturing and organizing business card details to leveraging advanced AI-powered scanning, QobrixScan offers a comprehensive solution that perfectly complements Qobrix’s real estate CRM functionalities.
Ready to take your contact management to the next level? Be sure to check out our quick video tutorial to see the feature in action.
Step 1: Take a well-lit photo of the business card using your smartphone or camera. Transfer the photo to your computer for easy access during the upload process.
Step 2: Open your preferred web browser and log in to your Qobrix CRM account.
Step 3: Enable the QobrixScan integration, which will activate the business card scanning feature within the CRM.
Step 4: Once the QobrixScan integration is enabled, scroll down the left-side menu in Qobrix CRM. Locate and click on “Contacts and Organizations”.
Step 5: Locate the “Card Scanning” button positioned on the top right corner of the screen. Click on the button to initiate the scanning process.
Step 6: A new window will appear, displaying options for uploading the business card image. Select the desired photo and confirm your selection.
Step 7: After selecting the desired business card photo, press the “Upload” button to initiate the scanning and processing of the card’s information. QobrixScan’s advanced AI-powered scanning technology will extract the relevant details accurately.
Step 8: Once the scanning process is complete, the contact information from the business card will automatically populate within the Qobrix CRM system. You can review the extracted details to ensure accuracy.
Step 9: Scroll down the contact page to review the extracted information. Once satisfied, click on the “Save” button located in the top right corner of the screen to store the contact in your CRM.
Congratulations! You have successfully uploaded a business card to Qobrix CRM using QobrixScan. Repeat these steps for each additional business card you wish to add and enjoy the convenience of digital contact management within your CRM system.
