CRMAISales Enablement

Business Card Capture CRM

Turn business-card photos into a growing customer database

A CRM app for sales teams. Take a photo of a business card and AI automatically extracts the person's name and company, then registers it as customer data. The PWA supports the full sales workflow, from contact, company, and deal management to email sending, map views, and QR business-card exchange.

View service overview slides

Updated: 8/2026

The video is in Japanese.

Key Features

Support the full sales process from business-card capture to customer management and sales activity.

photo_camera

Business-card capture and AI parsing

Take a business-card photo and AI extracts the name, company, email, and phone number automatically. Choose between reviewing cards one by one or processing multiple cards in the background.

dashboard

Dashboard

Bring KPIs for captured cards, deal value, companies, and contacts together on one screen. Review the deal pipeline, capture-trend chart, processing donut chart, and recent cards and deals in real time.

contacts

Contact management

Manage contacts captured from business cards in a list. Search by name, company, or email, sync in bulk with an external CRM, and see unregistered and synced statuses at a glance.

business

Company management

Manage company information with domains, phone numbers, and contact counts. Reports make each company's sales status visible while company data accumulates seamlessly from business-card capture.

handshake

Deal pipeline management

Visualize the pipeline across six stages: lead, first meeting, proposal, quote negotiation, closed won, and closed lost. Manage value, probability, expected close date, and priority to standardize the sales process.

qr_code_2

QR business-card exchange

Display your business-card information as a QR code for instant in-person exchange. Scan the other person's QR code to import it, making information sharing easy even without paper cards.

email

AI email generation and sending

Combine preset prompt templates with customer details such as company, contact, and title to generate email copy automatically. Support individual and bulk sending while keeping a sending history.

map

Sales map

Map customer locations and filter nearby visit candidates by industry. Support efficient route planning for field sales.

photo_camera

Business-card capture and AI parsing

Take a business-card photo and AI extracts the name, company, email, and phone number automatically. Choose between reviewing cards one by one or processing multiple cards in the background.

Screen for Business-card capture and AI parsing
dashboard

Dashboard

Bring KPIs for captured cards, deal value, companies, and contacts together on one screen. Review the deal pipeline, capture-trend chart, processing donut chart, and recent cards and deals in real time.

Screen for Dashboard
contacts

Contact management

Manage contacts captured from business cards in a list. Search by name, company, or email, sync in bulk with an external CRM, and see unregistered and synced statuses at a glance.

Screen for Contact management
business

Company management

Manage company information with domains, phone numbers, and contact counts. Reports make each company's sales status visible while company data accumulates seamlessly from business-card capture.

Screen for Company management
handshake

Deal pipeline management

Visualize the pipeline across six stages: lead, first meeting, proposal, quote negotiation, closed won, and closed lost. Manage value, probability, expected close date, and priority to standardize the sales process.

Screen for Deal pipeline management
qr_code_2

QR business-card exchange

Display your business-card information as a QR code for instant in-person exchange. Scan the other person's QR code to import it, making information sharing easy even without paper cards.

Screen for QR business-card exchange
email

AI email generation and sending

Combine preset prompt templates with customer details such as company, contact, and title to generate email copy automatically. Support individual and bulk sending while keeping a sending history.

Screen for AI email generation and sending
map

Sales map

Map customer locations and filter nearby visit candidates by industry. Support efficient route planning for field sales.

Screen for Sales map

Project Overview

build_circleTechnology Stack (7 technologies)

  • Next.js (App Router)
  • React + TypeScript
  • Tailwind CSS
  • Clerk Authentication
  • External CRM integration API
  • AI OCR (business-card parsing)
  • PWA (native-like smartphone support)

fact_checkImplemented Features (7 features)

  • check_circleBusiness-card capture and AI parsing (single and batch)
  • check_circleAutomatic synchronization of contact and company data
  • check_circleDeal pipeline management (six stages)
  • check_circleQR business-card exchange
  • check_circleAI email generation (preset plus customer data)
  • check_circleSales map with industry filters
  • check_circleOrganization, user, and dashboard management

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Business Card Capture CRM | Case Studies | Ponotech