Every business card in the field, a customer in your system
Snap a business card — iStartPay AI saves the contact in seconds. Lead tracking, routes & live field, campaigns and one-click conversion to accounts: your sales team's whole day on one screen.
Your CRM's entire sales flow — from card to win
It shares data with the core modules: when you win a lead, the account, quote and collection continue in the same system — no double entry.
AI Card Scanning
Upload a business card photo — name, company, phone, email, web and address become a contact in seconds; even the logo is extracted automatically.
Leads & Pipeline
Hot · warm · cold status; new → contacted → following → won flow. The AI suggests a status, you approve it.
Routes & Field Tracking
City-based route templates, visit check-in/out, live location, heatmap and SOS — your field team on one screen.
Voice Note → AI Summary
Leave a voice note as you leave the visit; iStartPay AI transcribes, summarizes and opens the follow-up task itself.
One-Click Account Conversion
A won lead becomes a customer account in one click — contact, address and logo move into bookkeeping.
Campaigns & Analytics
Bulk SMS + email to selected contacts; 12-month trends, sector/city breakdown, staff scorecards, VCF/Excel export.
A business card photo, a contact in seconds
That deck of cards after a trade fair — no typing them one by one. Upload the photos; iStartPay AI extracts the fields and saves the contact.
No typing, no copying — shoot, upload, done
Set up, run, close
Add your team; sector, city and pipeline fields are ready.
- Team & staff assignment
- Sector + city fields
- Pipeline out of the box
Business card photo → contact record.
- AI field extraction
- Logo auto-extracted
- Photo kept in archive
Notes, tasks, AI status suggestions.
- Notes + voice notes
- Task assignment
- AI hot/warm/cold suggestion
Plan the route, visit, check in.
- City-based routes
- Check-in / check-out
- Live location + SOS
Convert the lead to an account, nurture with campaigns.
- One-click account conversion
- Bulk SMS + email
- Trend & scorecard reports
Turn every business card in the field into a customer.
14 days free — no card required.
Pick a plan that includes this module on the pricing page and start right away.