Odoo Business Card Scanner for Contact Management
Your Odoo CRM is powerful, flexible and, like every flexible system, prone to messy data when users enter records inconsistently. Your business card scanner enforces consistency at the point of capture.
Odoo Contacts done right
Your Odoo Contact model handles individuals and companies in the same table, with a parent-child relationship to link them. Your scanner walks that model properly:
- Scan creates Contact (individual)
- If company name is present, scanner finds or creates parent Contact (company)
- Parent-child link established
Your Odoo reporting by company, by city, by country all works cleanly because the parent-child structure is always right.
CRM module integration
Your Odoo CRM module sits on top of Contacts. Your scanner can create CRM Leads and Opportunities from the same scan flow, with pipeline and stage set appropriately.
Your Odoo sales team has a pipeline view that reflects every in-person conversation, not just the ones that survived the post-meeting data entry.
Custom tags and categories
Your Odoo tags segment contacts by interest, region, product line or any custom dimension. Your scanner applies the right tags based on qualifying answers and event Campaign.
Your mailing list management in Odoo stays accurate. Your segmented email campaigns go to the right people.
Event-driven tagging
Your scan at a specific exhibition tags every contact with the show name. Your event follow-up mailing lists build automatically.
Product-interest tagging
Your qualifying questions capture which product the prospect’s interested in. Your scanner tags the contact accordingly.
Self-hosted and Odoo Online
Your Odoo runs self-hosted? Your scanner integrates via the standard XML-RPC or JSON-RPC API. Your Odoo Online instance? Same API, same integration path.
Your IT team doesn’t need a custom adapter, the scanner speaks Odoo’s standard APIs.
Module-aware field mapping
Your Odoo modules, CRM, Sales, Marketing, Helpdesk, each have their own custom fields on Contacts. Your scanner’s field mapping is module-aware: fields you configured in CRM show up as CRM fields.
Your cross-module reporting stays coherent. Your contacts carry the right attributes for whichever team’s using them.