Electronic Business Card Helper-Small CRM

Project name:Electronic Business Card Helper – Small CRM (for company business use)

project Manager:Vincent ( Smart4A 5 consultants)

Engineering time:Planning, design, and development are carried out simultaneously, with the total project taking two weeks and testing taking one week.

Cost range:Small projects (less than 30 yuan is small, 30 to 100 million is medium-sized, and more than 100 million is large)

Scan to join the Electronic Business Card Helper

To solve the problem:

Cost and customization advantages
Create your own electronic business card management tool to avoid purchasing expensive business card management APP, and it can be modified or customized according to special needs to improve the convenience of use. (Create your own business card king)
Cloud business card and company profile sharing
Store your own electronic business card and company profile in the cloud. After scanning the other party's business card, you can immediately send relevant information to improve communication efficiency.
Data comparison and real-time query functions
Combined with the cloud data of the Department of Commerce of the Ministry of Economic Affairs, we can instantly query the basic information of the other company and compare the data to ensure the accuracy of the data.
Internal sharing and customer management system
Business cards can be shared with other colleagues in the organization to form a small customer management system to improve the efficiency of team collaboration and customer relationship management.

use tools:

make.com (Automated serial connection service platform)
OpenAI – data cleaning and formatting
LINE OA multi-level client interface
LINE FLEX EXCLUSIVEInterface module
Jotform – a form application that provides users with an interface to modify business card information and email content.
Smart4A Application Tools – Use short URL conversion to make links in LINE conversations more concise and not interfere with reading
TWSMS – Provide SMS sending function for important event reminders
Department of Commerce, Ministry of Economic Affairs – Instantly check the business card company’s general information, including public information such as capital, person in charge, etc.
OCR recognition software – perform OCR recognition of business cards and identify the content of business cards with high accuracy
Google Sheet (data storage medium)

Scenario usage:

There are four main scenes
- Electronic business card helper
  Added ability to scan and manage business cards, including searching, modifying, deleting, and sending company profiles and greeting cards (made by AI)
- Electronic business card form modification
  Modify, maintain and manage business cards through forms, and have a complete interface for data editing.
- Receive form modifications
  Relevant actions after sending the form
- Modification of mailing content of electronic business cards
  Users' electronic signatures and related settings can be edited to facilitate sending and organizing.

Scene partial illustration

Electronic Business Card Helper – Small CRM

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