Illustration of customer management

Customer Management

Scan a business card to create a contact record automatically and file it under the right customer company.

What problem does it solve?

Business cards and relationship data are often scattered across personal phones, desk drawers, and chat history, making handoffs difficult when someone leaves the team. Customer Management organizes contacts by customer company so sales knowledge stays inside the business. Core capabilities include AI business card recognition, company-based contact filing, contact management, sharing, and collaboration. It is ideal for sales teams and companies that need a durable way to manage customer relationships.

Keep customer knowledge inside the company.

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