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Met someone at an event? Scan their business card in the Reevo iOS app, check the details Reevo reads from it, and confirm. Your team’s workflows take it from there, for example finding or creating the contact and account and sending you a summary with links.

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Before you start

  • The Reevo iOS app, signed in to your Reevo account.
  • Business card scanning set up by an admin. Until then, the scan button doesn’t appear. Admins, see Automating Business Card Scanning.
  • Camera access for the Reevo app, if you want to take photos. You can also choose a photo from your library.

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Scan a card

  1. Start a scan. On the app’s home screen, tap the business card icon at the top.
  2. Add the photo. Tap Take photo to photograph the card, or Choose from library to pick a photo you already took.
  3. Wait while Reevo reads the card. The screen shows Uploading photo…, then Reading card…. Reading usually takes a few seconds and can take up to about 20.
  4. Check the details. Reevo fills in the fields it found. Fix anything wrong and fill in anything missing. A field marked This may have been misread is worth a second look. If the photo is blurry, tap Retake photo.
  5. Pick a category. Choose Lead, Investor, Vendor, or Other. A category is required.
  6. Add notes (optional). Use Notes for where you met and what you talked about.
  7. Confirm. Tap Confirm to send the card to your team’s workflows.

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Fields Reevo reads

Add at least one detail from the card before you confirm. Phone numbers outside the US need their country code, and each field must be under 500 characters.

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After you confirm

What happens next depends on how your admins set up scanning. With Reevo’s ready-made rule, you get a message in Slack or Microsoft Teams with links to the contact and account and a line on what was created or matched.
If you leave the review screen before you tap Confirm, the card isn’t sent. Reevo asks Discard your changes? first if you edited any fields.

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Troubleshooting / FAQs

An admin needs to set up business card scanning for your organization first. Ask your Reevo admin, and make sure you’re using the Reevo iOS app.
Reevo couldn’t read the photo. Tap Retake photo in good light with the whole card in frame, or fill in the details yourself.
Reading a card uses AI credits. When your organization has none left, the form opens empty so you can fill in the details yourself and still confirm the card. Let your admin know.
Your admins decide what happens to scanned cards. With Reevo’s ready-made rule, a card needs an email address to create a contact, and your message says when none was found. Add the contact manually in Reevo.
No. Once a card is sent, update the contact or account directly in Reevo.
Allow camera access to take photos of cards. You can change this later in your iPhone’s Settings, or tap Choose from library instead.
Ask Reevo can create a contact from a photo, but you tell it what to do each time. Business card scanning is built for events: snap, check, confirm, and your team’s workflow handles the rest the same way for every card.
Still have questions? Sign in and use Ask Reevo for instant answers or to raise a support ticket.