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Explore the Top 5 AI Based OCR CRM Platforms

AI based OCR CRM platforms help businesses capture and manage customer data faster and with greater accuracy. AI powered CRM software integrates Artificial Intelligence with Optical Character Recognition for smarter automation.

They automatically extract key details from documents like invoices and web forms, saving time, reducing errors, and improving data quality in CRM systems. These tools are ideal for teams that handle large amounts of customer or lead information.

So In this blog, we explore the top 5 AI based OCR CRM Platforms known for smart automation, reliability, and smooth integration.

1. Freshsales CRM (OCR Addons)

Freshsales CRM helps businesses automatically pull important information from documents like business cards and invoices. It extracts names, manages emails, and phone numbers to create contacts or leads quickly.

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2. Krayin CRM (Magic AI & OCR)

Krayin CRM is an Open Source, Laravel based CRM that offers smart automation through Magic AI and OCR. It helps extract lead details from documents and manage them in a fully customizable CRM.

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3. Docsumo CRM (AI & OCR)

Docsumo uses AI and OCR to read and extract data from documents like invoices, receipts, and ID cards. The data is formatted for direct use in your CRM.

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4. HubSpot CRM (OCR & APIs)

So HubSpot CRM system becomes even more powerful when connected with OCR tools like Docparser, Nanonets, or Zapier. These tools extract data from forms, invoices, and business cards directly into HubSpot.

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5. Klippa (OCR & CRM Integration)

Klippa is an OCR based platform that helps businesses extract data from documents like receipts, ID cards, and contracts. It sends this data to your CRM system for quick and error free entry.

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Conclusion

Artificial Intelligence based OCR CRM System helps businesses work faster, reduce errors, and manage customer data more accurately. By turning paper documents into digital records, these tools save time and improve efficiency. 

So Whether you’re a small business or a large team, using OCR with a CRM system can make customer management simpler and smarter.

Thank you for reading this blog.

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