Scan business cards · photos into your CRM: Take the photo. emily does the rest.
A business card, an order sheet, a photo of a whiteboard: send the image on WhatsApp or in chat and emily reads what's there, confirms with you and creates the contact or the note in the CRM.
João Ferreira
Head of purchasing · Acme, Lda
+351 912 345 678 · joao@acme.pt
After the trade fair
From card to contact.
emily
0:20
- Rep📷 (photo of a business card) — add her to Norte Textiles.
- emilyI read: Marta Lopes, Purchasing, Norte Textiles. Shall I create the contact and link her to the open deal?
- RepYes.
A business card photo on WhatsApp
What you can send
Any paper worth keeping.
- Stage
- Proposal → Negotiation
- Next step
- Revised quote by Wednesday
- Close date
- 15/10
I read: Marta Lopes, Purchasing, Norte Textiles. Shall I create the contact and link her to the open deal?
Business cards
Name, company and role, offered as a new contact or added to an existing company.
Order sheets
Products and quantities, logged as a note on the right deal.
Confirmed before it's saved
emily reads back what she found; if something's wrong, you correct it before it's logged.
FAQ
Frequently asked questions.
WhatsApp and web chat. Calls and browser voice are voice only, so there's no photo to send.
No. She reads back what she found and asks whether to create a new contact or add the details to an existing company.
Tell her what's wrong before you confirm, and she logs the corrected version.
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