Add business card OCR scan to the mobile app
upcoming
Y
Yamille E Kosowan
Allow creation of a contact on the mobile app by scanning a business card and pertinent fields filled in automatically via OCR.
When attending networking events and other in-person interactions, collecting business cards and manually importing them later is really time intensive and error prone. It would be very convenient to have the user click the plus icon , when in contact mode, and be given the option to either enter contact manually (using pencil icon or similar) OR via a scan (using camera icon). Then when the user takes a picture of the card, the system would match those fields (user can verify) and store the person as a contact right then and there.
HIGHLVL-I-6628
Log In
K
Keith Besherse
Hello RevEx Group Core Platform Sales & Marketing Nikhil Satish Pallavi Kothari Prasoon Dadhich.
First, THANK YOU. The way it works now is much smoother.
Second, It still very much needs a catch-all bucket to save data that it found but doesn't have a field. My suggestion is to put all info read by the AI into a note attached to the contact. The user can then copy & paste out of the note into the correct fields.
Business card scanner in action: https://youtu.be/03Jk2o3YCwA
Again, Thanks!
K
Keith Besherse
https://ideas.gohighlevel.com/mobile-app/p/business-card-scan-should-connect-to-company-object Daniel Ndaya is correct!
A
Alejandra Rodas
Hey, any updates on this?
O
Oren Powell
Have there been any improvements on this? I'm embarrass to even show this feature to client, yet two guys from India, built one for free that is flawless. Are you able to swipe and deploy (bizconnectus(dot)com). Like come-on, who in the world is going to have their DOB on a business card (thank you for removing this part), yet doesn't give the option to add business name???
A
Andy Nathan
The business scanner is so backwards. I feel like going back in time to 2012 business card scanner technology.
N
Nicholle Hernandez
We have two users trying to use the mobile app and each one have different problems with it (both Androids).
One is not able to scan business cards, when he tries to do it as soon as he captures, the screen whites out and does nothing else; just receives an error message about a "bug".
The other is able to scan but before saving the contact, is not able to choose contact type (We have a dropdown menu with 5+ options to choose from).
Any insight from the feedback team that could guide us on what might be happening? Could it be the android versions or the app itself still not working on all phones?
I have an Android as well and all features are working for me thus far.
Thank you.
K
Keith Besherse
Nicholle Hernandez, The first problem sounds like a technical issue, what did Support say?
The second is a long-standing issue that has existed since the product was launched as a skateboard. Please see my issue 4 below.
Nikhil Satish Core Platform Sales & Marketing Chase Buckner
Urvash Singh Pallavi Kothari Prasoon Dadhich Shivam HighLevel
R
Raymond Strippy
Nikhil Satish you know whats really good at accuracy of data extraction from photos, chatgpt. Instead of using traditional ocr can you use ai to analyze image of biz card and extract structured data. This would likely also open up the ability for each user to provide custom instruct and training for how they want their data parsed should they find a particular use case that better suits their need
K
Keith Besherse
Raymond Strippy, I find that the SECOND biggest issue is the reader doesn't recognize line breaks as field breaks. Thus what should be separate name and title or company fields gets treated as extra data and thrown into the basket at the bottom of the screen. I have to manually drag that data into the first and last name fields then delete the extra words.
The #1 BIGGEST issue is simply the lack of fields as a place to drag the data that was collected by the scanner. The scanner isn't the problem. The Add Contact modal is the problem.
Thank you Nikhil Satish.
https://youtu.be/28kveWpeujE, IgniteU business card scan demonstration with Gil Quante, 2025 May 6
N
Nikhil Satish
Keith Besherse we are 100% on it, we are doing a POC to evaluate best means and accuracy. More updates to follow soon
S
Stephen Moore (Blu Sun)
Nikhil Satish what is the timeline for this feature to work properly. We cannot use it in its current state due to very poor accuracy.
Also, are there any plans to be able to import a contact directly from an iPhone contacts to the LC app?
K
Keith Besherse
Nikhil Satish, I don’t know the term POC in this context. But, thank you! Your assurance that this feature is getting the attention it deserves is very encouraging! Chase Buckner Shivam HighLevel Sales & Marketing
K
Keith Besherse
Stephen Moore (Blu Sun), I find the scanner accuracy to be adequate (not great). Please review my demonstration videos. Do you have a different experience?
K
Keith Besherse
Nikhil Satish, The Add Contact form is woefully inadequate! We have only the most basic of contact fields and only 5 (including time zone). We have to make the Contact then immediately open the contact record to add notes, tags (to initiate relevant workflows), and additional contact data. The Add Contact form needs more fields and needs to be customizable.
K
Keith Besherse
Please merge in: https://ideas.gohighlevel.com/crm/p/drivers-license-scanner-with-business-card-wcanner
Would allow capture of other id numbers and DOB!
K
Keith Besherse
K
Keith Besherse
The OCR technology is secondary.
If there is a superior technology then by all means the developers should utilize the newer technology. But the PROBLEMS with the skateboard version of the card scanner have nothing to do with the ability of the parser to find data and everything to do with what I can do with that that data once detected and whether the Create Contact workflow trigger has the right filters.
Right now I have to manually re-type data that the scanner detected. And I have to put every new contact through the card scan workflow then If/else by my custom Contact Type.
https://youtu.be/0f2c3i3iwuA, business card scan
https://youtu.be/gUy72CZPXGk, Business Card Scan Demonstration
Load More
→