A Business Card Is a Contact Now
Typing a business card into a CRM is the kind of job that never gets done on the day. Snap to CRM turns a photo into record data — with a box on every value so you can check it before it saves.
After an event, there is always a stack. Business cards from the stand, a printed form someone filled in by hand, a photo of a whiteboard from the workshop. Everyone agrees they should go into the CRM. They sit on a desk for a week, then in a drawer, and then the leads they represent are cold.
Nobody avoids this work because it is hard. They avoid it because it is tedious, and tedious work loses to everything else on the list.
From photo to fields
The Snapshot button in the top bar — or simply pasting or dropping an image anywhere in the CRM — turns a photo into record data. Sentinel finds what belongs in the record, draws a box around each element, proposes a field for it and reads the value from the photo: name, email, phone, company, licence plate, contract number, whatever the image holds.
It works on more than business cards. A printed form, an invoice, a vehicle, a whiteboard. PDFs and plain text work too. If one photo holds several cards, each becomes its own record.
You check, then it saves
Nothing is written until a person looks at it. The pre-filled values sit next to their boxes on the photo, so checking them is a glance rather than a re-read. Tick, rename, retype or correct anything, add a field by hand where something is missing, and choose whether this is a contact, a deal or a lead.
Then pick where it goes. Add as new contact — pre-selected for business cards — creates the record and fills it in the same click. Or choose an existing record and fill that instead. If the person is already in the CRM, Snap points out the likely duplicate before you create a second one, and when it is unsure about a value it says so.
The work that never gets done on the day is the work that should take ten seconds.
The phone is the camera
Most of these photos are taken on a phone, but the CRM is usually open on a laptop. The Snapshot window on a computer has Show QR code: scan it with the phone camera and a camera page opens — no app, no login. Take the photo, tap Send to computer, and it lands in the open Snapshot window. The link belongs to whoever opened it, lasts fifteen minutes and ends when the window closes.
Where it fits
Snap is not a scanner for your whole archive. It is the habit that keeps today's stack from becoming next month's drawer:
- After an event, photograph each card as you leave the stand and clear the stack before you get home.
- On site, photograph the printed form or the vehicle and let the values fill the deal while you are still there.
- At the desk, drop the PDF someone emailed you into the CRM instead of copying fields across by hand.
Like the other Sentinel tools, Snap follows the owner's AI switch, and usage has hourly and daily limits so one account cannot run away with it. The photo itself is stored with the record, so the source is never lost — and if someone asks you to delete their data, the GDPR erase removes the files with it.
Data entry will never be anyone's favourite job. It can at least stop being the reason good leads go cold.
Try it without signing up: Snap to CRM on our features page lets you snap a business card, a handwritten note or a signed delivery note yourself.