Covve's Scanner & Lead Capture

1. Find Covve's Scanner & Lead Capture App on iOS or Android

App Name: Business Card Scanner by Covve

1. Download the app from the App Store (iOS) or Google Play (Android).
2. Open the app

2. How to Find Your User ID

Your User ID is a unique identifier linked to your account. You may need it when contacting support or managing your subscription.

To locate your User ID:

1. Open Covve's Scanner & Lead Capture app.
2. Tap the menu icon at the top left of the home screen.
3. Tap Settings.
4. Select Account.
5. Your User ID will be listed at the top of the screen.

Your login method (e.g., Google or Apple ID) is also visible here, along with options to change login method or log out.

3. How to Scan a Card or QR Code

Covve's Scanner & Lead Capture App makes it easy to digitize your contacts instantly. You can scan paper business cards, QR codes, or even import a photo of a card from your phone's gallery. Every scan is automatically processed, structured, and saved as a digital contact - ready to use or export.

To scan or upload a card:

1. Open the app and tap the Scan button on the home screen.
2. Point your camera at a paper business card or a QR code, hold still and click the circle button.
3. The app will capture and process the scan in real time.
4. Alternatively, tap the Gallery icon to upload an image of a business card from your phone.
5. Review the extracted contact details and save the contact.

4. How to Add Groups

Groups help you organize your contacts by category - such as Leads, Colleagues, or Friends. You can create your own custom groups and assign contacts to them individually or in bulk.

You can access and manage groups directly from the home screen or within a specific contact's card.

To create and assign groups:

1. From the home screen, tap on any existing group at the top (e.g., Colleagues, Leads) or tap '+ New Group' to create a new group.
2. Enter a group name.
3. Select one or more contacts from the list and assign them to the group. Tap 'Save'.
4. You can also tap on any contact to open their card and scroll to the Groups section.
5. From there, tap to assign existing groups or create a new group on the spot.

A contact can belong to multiple groups at once, helping you manage overlapping categories like "Lead" and "Friend."

5. How to Filter

Filters help you quickly find the contacts you need by narrowing your view based on groups, dates, or lead type. You can access filters right from the main screen - making it easy to stay organized as your contact list grows.

To use filters:

1. From the home screen, tap the Filters button.
2. Use any of the available filter options:
   • Groups - Show only contacts tagged under specific groups (e.g., Leads, Colleagues).
   • Date - Filter by when a contact was added (start/end date).
   • Team Leads - If you're part of a team, filter by lead ownership (e.g., Your leads or leads from team members).
3. Tap Done to apply the filters and view the filtered contact list.

Note: The lead type filter appears only if you have enabled team collaboration, a premium feature available to Pro and Enterprise plans.

6. How to Research with AI

Covve's built-in AI-powered research tool helps you better understand your leads - in seconds. It gathers publicly available information to build a short profile, helping you qualify contacts, understand their background, and even find talking points for follow-ups.

To use the AI research tool:

1. Open a contact by tapping on their card.
2. Tap the "Research with AI" button under their card photo.
3. The app will instantly generate a summary, which may include:
   • Job title and role
   • Company information
   • Key achievements or background
   • Education and professional interests
   • Suggested reasons to reach out or follow up

This tool is designed to help you prepare for meaningful interactions - especially useful before meetings or outreach.

7. How to Enable Team Collaboration

For corporate users, Covve's Scanner & Lead Capture offers team collaboration - a powerful way to manage contacts across your organization. This premium feature allows teams to automatically share leads, collaborate on contact management, and maintain full visibility over team activity.

What you can do with team collaboration:

• Automatically share newly scanned leads with your team
• Add or remove team members
• View and export contacts scanned by others
• Assign admin roles to manage permissions
• Collaborate efficiently on lead capture at events or across departments

To set up team collaboration:

1. Go to Settings > Team Collaboration
2. Choose to Create a team or join a team:
   • Create a team: Enter your email, name, and team name. You'll get a Team ID to share with others.
   • Join a team: Use the Team ID shared by your team admin.
3. Enable the option to automatically share scanned cards with your team.
4. Tap Continue to activate your team.
5. Use the Manage team screen to invite, remove, or edit team members.

Only users on a Pro or Enterprise plan can create or join a team.

8. How to Integrate with Any CRM

Covve's Scanner & Lead Capture lets you seamlessly connect to popular CRMs like monday.com and send your scanned leads directly to the platform of your choice. Once connected, you can choose any contact and instantly push it to your CRM with a single tap.

To connect your CRM:

1. Go to Settings > Integrations
2. Find your CRM and tap Connect
3. Log in to your CRM account and authorize the connection
4. You're now ready to export contacts

To send a contact to your CRM:

1. Open the contact you want to export
2. Tap the CRM export button
3. The contact will be sent directly to your CRM account