How To Instantly Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App

Why This Feature Is Important

If you attend events, conferences, sales meetings, or networking sessions, you already know the problem:
business cards pile up, follow-ups get delayed, and some contacts never make it into your CRM at all.

The AI Business Card Scanner in Tekmatix eliminates this risk by turning physical business cards into fully saved CRM contacts in seconds directly from your mobile phone.

Instead of typing details manually or losing cards, you can:

• Capture leads on the spot

• Automatically organize them

• Trigger automations immediately
  

Every handshake becomes a saved, usable lead.

What Is the AI Business Card Scanner in Tekmatix?

The AI Business Card Scanner is a mobile-only, AI-powered feature that lets you scan physical business cards using your phone camera.

Tekmatix automatically extracts and fills key contact details such as:

• Full name

• Phone number

• Email address

• Company name

• Job title and website (when available)
  

With 98%+ accuracy, the feature ensures clean, reliable data without manual entry. You can also scan both sides of the card and refine the results using AI if needed.

Why It Matters for Tekmatix Users

For sales teams, agency owners, and professionals who network frequently, this feature provides major advantages:

Key Benefits

• Instant digitization: Convert cards into CRM contacts in seconds

• High AI accuracy: Over 98% reliable data extraction

• Zero manual typing: No re-entering names, emails, or phone numbers

• Immediate organization: Add tags to segment contacts and trigger automations

• Faster follow-ups: Leads are ready for outreach right away

Result: No lost leads, no backlog, and no missed opportunities.

How To Scan a Business Card Using the Tekmatix Mobile App

Follow these steps to capture a new contact using the AI Business Card Scanner.

Step-by-Step Instructions

1. Open the Tekmatix Mobile App
   

2. Go to Contacts, or use Quick Actions → Add Contact
   

   

3. Tap Scan Business Card

   

   
   

4. Use your phone camera to capture the front of the card
   

5. (Optional) Scan the back of the card for additional details
   

6. Review the auto-filled contact information:
   

   • Name

   • Phone number

   • Email

   • Company
     

7. Add Tags to categorize the contact (for automations or campaigns)
   

8. (Optional) Enable:
   

   • Save to Media Storage to keep the scanned image

   • Add to Files & Folders to attach it to the contact record
     

9. If needed, tap Refine with AI to improve accuracy
   

10. Tap Save Contact
    

The contact is now saved in your Tekmatix CRM and ready for follow-up.

Sample Use Case: Networking at a Live Event

Scenario: Business Owner at a Conference

Situation:
A business owner attends a two-day conference and collects 30+ business cards from potential partners and prospects.

Without the AI Scanner:

• Cards sit on the desk for days

• Some details are forgotten

• Manual entry takes hours

• Follow-ups are delayed
  

With the AI Business Card Scanner in Tekmatix:

• Cards are scanned immediately after each conversation

• Contacts are tagged as “Conference Leads”

• A follow-up automation is triggered the same day

• No cards are lost or forgotten
  

Outcome:
Faster follow-ups, better engagement, and higher conversion from in-person networking.

Usage Limits & Pricing

Daily Allowance

• 50 free AI scans or refinements per sub-account per day

Paid Usage

• $0.02 per scan beyond the free tier

• Free scans included with the AI Employee Plan
  

Each scan or AI refinement counts as one usage toward the daily limit.

Frequently Asked Questions

Can I scan both sides of a business card?
Yes. You can scan the front and back to capture all available information.

What if the extracted data isn’t accurate?
Tap Refine with AI to reprocess the card and improve accuracy.

Where are scanned card images stored?
You can choose to save them in Media Storage or attach them under Files & Folders within the contact record.

Is this feature available on desktop?
No. The AI Business Card Scanner is currently available on the Tekmatix mobile app only.

How are free scans counted?
Each scan or AI refinement counts as one use toward the 50-scan daily limit per sub-account.