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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.

Overview

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.

See How AI Business Card Scanner, Voice Notes and Mobile Lead Capture for Salesforce Works

✓ 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.

Salespeople lose leads because data entry is painful. Seamless.ly fixes that. Point your camera at a business card, conference badge, or screen — a new lead, contact, or account is created in your Salesforce org instantly. Speak after a meeting or call — tasks, follow-ups, and new records land in Salesforce with full context. No typing. No forms. No friction. AI-powered scanning and voice notes deliver accurate, structured data every time. Your data goes directly to your Salesforce org — we never store it. Your objects, fields, layouts, and permissions load automatically. Sign in and go. Built for how salespeople work: • Scan business cards, badges, and screens to create records instantly • Speak voice notes to capture tasks and follow-ups • View your latest records, one tap away • Stay on top of today's tasks and upcoming follow-ups • Access full lead, contact, account, and opportunity records • Sign in and go — no setup, no config, no training Free to start. Unlimited scans and voice notes for $7.50/user/month. iOS and Android. Security review approved. Discounted pricing for non-profits.