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CardSync AI - Business Card Scanning for Odoo Card Upload

  • Edition
    Community / Enterprise
  • Supported version
    17.0
200 USD

Installation : Free

Support period for 120 days : Free

About Primacy Infotech

Primacy Infotech is a leading provider of cloud-based enterprise solutions, specializing in Odoo ERP development, CRM solutions, mobile app development, and AI-driven automation tools. With a strong presence in India and global markets, Primacy Infotech is committed to delivering innovative technology solutions that streamline business processes and enhance productivity.

Introducing CardSync AI
Business Card Scanning for Odoo

CardSync AI is an AI-powered business card scanning application designed to seamlessly integrate with Odoo. It enables users to scan business cards, extract relevant contact information using AI, and automatically create leads in Odoo. The app also schedules the next activity in Odoo, ensuring follow-ups are never missed, and saves the contact details directly on the user's phone.

Workflow Process

    Business Card Scanning
  • Uses AI-powered OCR (Optical Character Recognition) to extract contact details such as name, email, phone number, company name, and designation.
  • Data Processing & Verification
  • AI verifies the data
  • User can edit and confirm extracted details.
  • Option to save data as a draft record before pushing it to Odoo.
  • Lead Creation in Odoo
  • Verified data is pushed to Odoo CRM as a new lead.
  • If the contact exists, it updates the current record.
  • Next Activity Assignment
  • Based on predefined rules, a next step is scheduled in Odoo.
  • Save Contact on Phone
  • User chooses to save the contact details to their mobile contacts.

Multiple organization unit

PI BioSync enables efficient management of multiple organizational units, allowing you to oversee various departments or branches seamlessly. This feature offers distinct attendance settings, reporting structures, and permissions for each unit, enhancing visibility and control. By catering to the unique needs of each unit, PI BioSync promotes operational efficiency and streamlined attendance management. Leverage the innovative Biometric attendance app to achieve precision in workforce operations.

Device assignment

PI BioSync simplifies the process of device assignment, allowing you to allocate specific devices to various users or locations effortlessly. This feature ensures accurate attendance tracking by linking each device to the designated employee or team. With clear visibility over device utilization and user assignments, you can enhance operational efficiency and maintain robust attendance records tailored to your organization’s structure. Integrate the reliability of the Finger Biometrics Attendance Device to elevate tracking accuracy.

Biometrics Attendance log

Effortlessly synchronize attendance data from biometric devices with the Odoo Attendance module in real time. This feature ensures that attendance records are accurately captured and immediately updated, providing reliable insights into employee attendance across your organization. Trust the efficiency of the Face id attendance System for real-time attendance data syncing.

Attendance

Monitor employee attendance with precision and ease. PI BioSync provides a comprehensive view of attendance records, enabling you to track punctuality, absenteeism, and overall attendance patterns. This feature empowers managers to make informed decisions, streamline workforce management, and enhance productivity across the organization. With our state-of-the-art biometric attendance machine in Kolkata, managing attendance has never been more efficient.

Features of CardSync AI

  • Business Card Scanning
    Uses AI-powered OCR (Optical Character Recognition) to extract contact details such as name, email, phone number, company name, and designation.
  • Create Odoo Leads
    Extracted contact details are automatically structured into an Odoo lead.
    Fields such as name, email, phone number, company, and notes are populated based on the scanned card.
    If the contact already exists in Odoo, the system updates the existing lead instead of creating a duplicate.
    The system allows saving the scanned data as a draft record before final confirmation.
  • Data Source & Verification
    AI models verify extracted data against existing contact records in Odoo.
    Users can manually edit and confirm details before syncing with Odoo.
  • Next Activity Scheduling in Odoo
    Automatically assigns a follow-up task for the sales team based on predefined workflow rules.
    Users can customize the next activity (e.g., send an email, schedule a call, or set up a meeting).
  • Save Contact on Phone
    After scanning, users have the option to save the extracted contact details directly into their phone’s contact list.
    Syncs seamlessly with Android and iOS contact apps.

Seamless Integration: Face and Finger Device with Odoo Attendance Module

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