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AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce
Scan business cards and badges. Speak notes. Create records in Salesforce.
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal Product
- Business Need
- SalesProductivityMarketing
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
New to AgentExchange! Scan cards, badges, or LinkedIn profiles into Salesforce Leads, Contacts, and Accounts instantly. Speak voice notes to capture tasks and follow-ups. AI powered data entry. Native iOS and Android app for Salesforce. Seamlessly.
Highlights
✓ Scan to Salesforce Stop typing contact details from business cards, badges, email signatures, or LinkedIn profiles. Point your camera and Seamlessly extracts every field using AI, then creates a lead, contact, or account in Salesforce instantly.
✓ Speak to Salesforce Don't let meeting details fade. Speak a voice note after any call or conversation. Seamlessly transcribes and extracts details using AI, then creates tasks, follow-ups, and records in Salesforce with full context. Every detail saved.
✓ Your Recents Synced with Salesforce RecentlyViewed. Records you create or open in Seamless.ly appear in your Salesforce recents, and vice versa. Your latest leads, contacts, accounts, and opportunities — always one tap away.
✓ Stay Organized Synced with your Salesforce tasks. Today's to-dos, upcoming follow-ups, and overdue items — always at hand. Create new tasks from voice notes or manually. Everything stays in sync between Seamless.ly and Salesforce.
✓ The Full Picture Full record detail for leads, contacts, accounts, and opportunities on your phone. Every field, every related record, respecting your Salesforce page layouts and field-level security. View, edit, and act on records wherever you are.
✓ Plug & Play Sign in with your Salesforce credentials and go. Seamless.ly reads your objects, fields, page layouts, and permissions automatically. Works with any Salesforce org, any edition. No setup, no config, no admin required. Just log in.
Seamlessly's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Seamless.ly exists to remove the friction between meeting someone and that person existing in Salesforce with full context. Salespeople shouldn't have to choose between being present in a conversation and keeping their CRM up to date. We use the sensors already in your pocket — your camera and your microphone — combined with AI, to turn every interaction into structured Salesforce data instantly. Records are created directly in your Salesforce org. Not synced. Not staged. Not stored on our servers. Security review approved. Built with Salesforce's own technology. Your data, your org, your permissions. Free to start. $7.50/user/month for unlimited. iOS and Android.
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Free plan includes all features except Scan and Speak. 14-day trial includes full access.
$120 per user per year + the cost of prepaid AI credits
Professional
$120 USD/user/year
Free trial available for 14 days