How to digitise business cards in seconds with Lead2Team's OCR scanner
Photograph the card and Lead2Team's OCR scanner fills in name, company, email and phone on its own. The seven steps, from scan to CRM.
You come back from a trade show with ten cards in your pocket. Typing them into the system takes time, and there is always a detail that gets lost or mistyped.
With Lead2Team's OCR scanner you take one photo and, seconds later, every field is ready to save. Here is how it works, step by step.
Step 1 — Open your digital card and go to "New contact"
From your Lead2Team digital card, tap New in the bottom bar. The form to add a contact opens.
Step 2 — Choose "Card" or "Badge"
At the top of the form you will see three options: Card, Badge and Files.
- Choose Card to scan a physical business card.
- Choose Badge to scan an event or trade show badge.
Step 3 — Take the photo
Point the camera at the card and take the photo. The OCR reads the details automatically and fills the form — name, company, email and phone — without you typing anything.
Step 4 — Check the details
Make sure everything was read correctly and fix it if needed. You can also add notes in the Comments field — ideal for remembering where you met that person or what you talked about.
Step 5 — Turn on consent
If the person gave you permission to process their data, switch on the contact's Consent toggle. It is good practice for GDPR compliance and keeps everything in order.
Step 6 — Send them your card by email (optional)
Before saving, you can turn on Send my card by email. Your contact automatically receives an email with your digital card — so the exchange is mutual and you do not depend on them looking you up later.
Step 7 — Save the contact
Tap Save contact and you are done. The contact is recorded in your Lead2Team panel, with every field, the notes and the consent record.
Does the data reach the CRM?
If you have Lead2Team connected to your CRM, the contact syncs automatically. No manual work, no delays.
In short
Lead2Team's OCR turns collecting contacts at a trade show into something you finish on the spot — no paper, no typing errors, and your card sent to the contact before the conversation is over. It is one of the five ways to organize the business cards you bring back from an event.
Put it into practice with your team
Create your team's digital cards and share them in seconds, with full brand control.