Direct scanning - Insert your business card into your scanner and Scan IT saves the scanned information as contact and automatically sends email
History & Aktivities - Create history entries and other activities for the contact while you are scanning the business card
Duplicate check - Before saving your scanned contactinformations there will be a duplicate check. Existing contactinformations will be updated if you Save business card data and image and update existing contact information by the storage of data/pictures
Business card image - Scan It allows you to save front and back of business card to put it as an picture into your CRM system (black/white plus colour)
Integrated CRM workflow
Leadmanagement - Lead qualification
Screenshot function - Easily transfer electronic business cards, like website imprint and email signatures
Validation - Scanned informations will be checked.
Categorization of groups - Define new groups and save your contacts in the right place
Analysis of numbers - Phone, face and mobile numbers will be inserted directly in the TAPI compliant format with the country codes
Recognition of countries - Scan IT recognizes the country by the defined email addresses and phone numbers.
Domain review - Scan IT checks if the domain really exists. In the case of a negative test you will be able to make changes
Email / Domain entry - If there is only a domain and no email adress Scan IT creates an infodomain. If there is only an email Scan IT creates a domain entry
Status - Define a status for scanned contacts to find out what kind of contact it is at a glance. Customer or business partner?
"Referd by" function - Who is the record manager of the scanned contact/Who creates the contact?
Locations - Set up several scanners (card scan scanners) and send the data directly to your database with front end web communication
Default values - Define default values for activities, histories, groups, refered by and status. Therefore you have not re-enter again and again
System requirements
from ACT! for Web 2007
CardScan Scanner personal or Executive (starts with 500) installed CardScan Software 600 or higher