Most card scanners were built for one person clearing a stack of cards. Sales teams have a different problem: several reps meeting buyers in different places, and a manager who needs those contacts in the CRM with enough context to act on. The scanner is only the first step; what happens to the contact afterwards is what decides whether it turns into pipeline.
Short answer
A sales team needs more than text recognition from a card scanner. It needs accurate fields, a note about the conversation saved with every card, one shared list for the team, and a controlled way to send contacts to the CRM.
A scanned card captures a name and a phone number. The reason the person matters (budget, timeline, pain point) lives in the rep's head and is lost by Monday.
When each rep uses their own scanner, contacts end up in personal phone address books and spreadsheets that the team cannot see.
Bulk-importing scanned cards creates duplicates and half-filled records. Teams often skip the import altogether, and the leads never reach the CRM.
Reps scan a single card in seconds, or use Batch Scan to process a stack after a busy day. Genify extracts name, title, company, phone, and email.
Each contact gets a note or voice note about what was discussed, plus tags and a connection type, so a client, a partner, and a prospect are never mixed up.
Reps share contacts to the team campaign for an event or territory, and the whole team sees the same list and each lead's stage.
Send contacts to HubSpot or Salesforce, or through outbound webhooks, with the notes attached. Teams control which contacts sync, so the CRM stays clean.
Genify uses AI to read the card and fill in name, title, company, phone, and email. Reps should glance at the result before saving, especially on cards with unusual layouts.
Yes. Batch Scan processes multiple cards in one go. The number of batch-scanned cards included depends on the plan.
Genify syncs with HubSpot and Salesforce and can send contacts to other systems through outbound webhooks, including Zapier and Make.
The note is what makes the follow-up specific. Without it, reps send generic messages and managers cannot tell which contacts deserve attention.
In the rep's Genify account first. From there, reps can share them with a team campaign and sync them to the company CRM. Agree as a team which contacts are shared and synced, and which stay personal.
Genify features
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In 20 minutes we will show how your reps capture leads, share them with the team, and get them into your CRM with the context attached.