Problem & Solution
Stop losing leads to forgotten notebooks
Field sales reps meet dozens of prospects daily. But without a proper CRM, leads slip through the cracks. TaskLens brings your entire sales pipeline into one simple app.
❌ The Problem
- Leads are scattered across phone contacts, WhatsApp, and paper notes.
- Follow-ups are missed because there are no timely reminders.
- Managers have no clear visibility into the sales pipeline.
✅ The TaskLens Solution
- Capture new leads instantly, wherever your team meets customers.
- Auto-organize follow-ups and track every customer interaction.
- Give managers a live view of upcoming, overdue, and won deals.
Sales Pipeline
Follow-ups: Due Today
All Leads
New
Won
Lost
Rajesh Tech Pvt Ltd
₹ 85,000
Apex Distributors
₹ 1,20,000
Horizon Realty
Won
AI Visiting Card Scanner
✓ Details Extracted
Name
Rahul Sharma
Phone
+91 98765 43210
Email
rahul@apex.in
Company
Apex Distributors
Save to CRM
AI Visiting Card Scanner
Scan cards, capture leads in 3 seconds
No more manual typing or losing paper business cards in a drawer.
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Instant AI extraction Just point the camera at a visiting card. TaskLens AI extracts name, phone, email, and company instantly.
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Edit & save directly Review the extracted details, fix any typos, and save the contact straight into your Mini CRM.
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One tap to lead Instantly convert a scanned contact into a lead and schedule a follow-up without leaving the app.
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Perfect for events Walk out of a trade show or exhibition with 50 new leads already digitized and ready to chase.
FAQ
CRM & Lead questions, answered
How does the AI visiting card scanner work?
Employees open the scanner in the TaskLens app, take a photo of a customer's visiting card, and the AI automatically extracts the name, phone number, email, company, and address. The contact can be reviewed and saved directly into the CRM in seconds.
Can managers track customer follow-ups?
Yes. Managers can view lead progress and monitor upcoming, overdue, and completed follow-ups directly from the website dashboard. Employees receive automatic reminders for scheduled follow-ups so no lead goes cold.
Can I track lead value and expected revenue?
Absolutely. When creating a lead, you can attach the expected product value. Managers can then view the total pipeline value and track which deals are marked as Won, Lost, or New.
Ready to digitize your field sales?
Start free today and see how easy it is to capture leads, scan cards, and close deals — all from one mobile app.
Prefer to talk? +91-90418-18149 · WhatsApp us