One scan, several records
Create a Lead — or an Account together with its Contact — from a single card, in the record types you allow.
PeriScan for Salesforce
The simplest way to get business cards into Salesforce.
Scan business cards with AI and turn them into Salesforce Leads, Accounts and Contacts — no manual entry, for teams of any size.
15-day free trial with 50 AI card scans. Mobile app on Google Play and App Store.
Built by Perigeon
- Perigeon rating on AppExchange
- 5/5
- Perigeon rating on AppExchange
- Projects delivered globally
- 120+
- Projects delivered globally
- Salesforce Consulting Partner
- Ridge (Silver)
- Salesforce Consulting Partner
- Delivery and support teams
- USA & India
- Delivery and support teams
Getting started
How it works
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Install and Sign In
Your admin installs PeriScan from the AppExchange in your org. On your phone, sign in with Salesforce SSO.
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Scan the Card
Scan the business card on your phone — one card or a whole stack.
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Choose and Submit
Select Lead, Account or Contact and its record type, then submit. PeriScan checks your duplicate rules and creates the record in Salesforce.
Why PeriScan for Salesforce
Built around how Salesforce teams actually work
Save now, process later
Scan at the booth or meeting and push to Salesforce when you’re ready — no need to stop and fill in records on the spot.
Duplicates stopped at the door
Every scan is checked against your duplicate rules before anything is created in Salesforce.
Lead, Account & Contact
Per-user object and record-type access, plus standard and custom field mapping for each object.
Comparing scanners? Ask for our competitor feature comparison.
Admin controls
Control the data before it reaches your CRM.
Admins stay in control with powerful tools to manage data quality, users and access.
Dashboard
A unified admin dashboard giving you real-time visibility into licenses, object configuration, field mappings, duplicate rules, and scan activity — everything you need to manage PeriScan, in one view.
See how many licenses are assigned and active, which objects are configured, whether field mappings and duplicate rules are set up, and how much your team scanned this month — the moment you land on the page.
License management
Assign and remove PeriScan licenses across your Salesforce users and securely pair each user’s mobile device — with total, assigned and available counts updating live.
Object configuration
Decide per user whether they can create Leads, Accounts or Contacts, and which record types — so nobody creates the wrong kind of record by accident.
Field mapping
Choose which standard or custom Salesforce field each piece of card data fills, per object — validated automatically so your data always lands correctly.
Duplicate management
Define which fields count as a match — email, phone, company or any combination — per object, so a card already in your CRM never creates a second record.
Built by Perigeon
A Salesforce partner behind every scan
PeriScan is built and supported by Perigeon Software, a Salesforce Ridge (Silver) Consulting Partner with teams in the USA and India. Installing PeriScan means being backed by people who design and run Salesforce orgs every day.
- Perigeon rating on AppExchange
- 5/5
- Perigeon rating on AppExchange
- Projects delivered globally
- 120+
- Projects delivered globally
- Salesforce Consulting Partner
- Ridge (Silver)
- Salesforce Consulting Partner
- Delivery and support teams
- USA & India
- Delivery and support teams
Who it’s for
Who Is PeriScan For?
Every lead in Salesforce before you leave the meeting
Skip manual contact entry after meetings and events. PeriScan sends every lead to Salesforce before you leave.
- Scan a card right after the conversation
- Create Leads, Accounts or Contacts in Salesforce
- Duplicate checks before anything is created
Grow your network — and know where each contact came from
Grow and organize your network. Track every connection’s source and prioritize outreach.
- Tag every contact with its lead source
- Search and filter your whole network
- Call, email or WhatsApp from the contact
Hundreds of cards, captured before the booth closes
Scan hundreds of business cards in minutes. Tag leads by booth, session, or interest for smarter follow-up.
- Batch-scan a stack of cards in one go
- Tag by booth, session or event
- Export the list to Excel for follow-up
Every connection is an opportunity — never lose one
Every connection is an opportunity. PeriScan keeps your CRM clean and never loses contacts.
- Start on the free plan
- Keep every contact in one place
- Sync to Salesforce as your team grows
Pricing
Simple plans that grow with you.
Pro
$8 /mo per user
- PeriScan mobile app for iOS and Android included
- Up to 3 registered devices per licensed user
- 500 card scans per user/month
- Salesforce Lead creation
- Account and Contact creation
- Record Type selection
- Standard and custom field mapping
- Duplicate detection before synchronization
- Tags, notes and Lead Source assignment
- Batch scanning
- Automatic Salesforce synchronization
- Unlimited storage of processed cards
- Admin controls and centralized configuration
Most Popular
Elite
$10 /mo per user
- PeriScan mobile app for iOS and Android included
- Up to 3 registered devices per licensed user
- 1000 card scans per user/month
- Salesforce Lead creation
- Account and Contact creation
- Record Type selection
- Standard and custom field mapping
- Duplicate detection before synchronization
- Tags, notes and Lead Source assignment
- Batch scanning
- Automatic Salesforce synchronization
- Unlimited storage of processed cards
- Admin controls and centralized configuration
Start a 15-day free trial with 50 AI card scans. Book a demo, or for non-profits, please connect with us.
Reviews
What users say
“One of the best features is its integration with Salesforce, which allows users to directly push scanned contacts as Leads in Salesforce. This is extremely helpful during campaigns, conferences, and business events… The app saves a lot of manual effort.”
“Great app for scanning business cards and instantly storing contact details. The Salesforce integration makes lead creation and lead management very simple and efficient.”
Stop manual entry. Start scanning.
Scan any business card and deliver structured contacts directly into Salesforce.
15-day free trial with 50 AI card scans.
FAQ
Frequently asked questions
What is PeriScan and what does it do?
PeriScan is a smart business card scanner app available on iOS and Android. It uses advanced OCR (Optical Character Recognition) technology to instantly capture contact details from any business card — including name, phone number, email, job title, and company. Scanned contacts can be synced straight to Salesforce, exported to Microsoft Excel, or saved to your phone's address book, eliminating manual data entry completely.
How do I scan a business card into Salesforce?
Your Salesforce admin installs the PeriScan app from the AppExchange in your org. Then, on your phone, sign in to PeriScan with Salesforce SSO, scan the business card, select Lead, Account or Contact and its record type, and submit. The record is created in Salesforce, and PeriScan checks your duplicate rules first.
How do Salesforce users sign in to the PeriScan app?
Users tap “Continue with Salesforce” on the sign-in screen and log in with their Salesforce credentials (or a custom domain / sandbox). Once their admin has assigned a PeriScan license, scans can be pushed straight into the org.
Which Salesforce records can PeriScan create?
PeriScan can create Leads, Accounts and Contacts — and a single scan can create more than one record, such as an Account with its Contact. Admins decide per user which objects and record types each person may create, so scanned cards always land as the right kind of record.
Is there a free trial for Salesforce teams?
Yes. Install PeriScan from the Salesforce AppExchange to start a 15-day free trial with 50 AI card scans, so you can try the full scan-to-Salesforce workflow. You can also book a demo with our team.
How does PeriScan prevent duplicate records?
Admins define duplicate-detection rules per object — matching on email, phone, company, name or any combination. PeriScan checks every scan against those rules before it syncs, and can block, warn or allow creation depending on how the rule is configured.
Can we map scanned data to our custom fields?
Yes. Field Mapping lets you choose which standard or custom Salesforce field each piece of card data populates, per object, and validates the mapping so required fields are always filled.
Do you offer pricing for larger teams or non-profits?
Teams of 5 or more get discounted first-year pricing on the Salesforce edition. For non-profits, please connect with us through the contact page and tell us about your organization.