Method for capturing and storing contact information from a physical medium using machine learning

Abstract

Described herein are systems and methods for facilitating the information entry and task updates to a task database in a cloud server. The task database is in synchronization with a customer relationship management (CRM) system. The systems and methods described herein enable users to update the task database and enter information into the task database in a timely manner such that the task database can stay updated. The updated database can be used to construct a suggested task set at the beginning of a period of time to meet a preset target sales value for the end of the period of time. In one embodiment, a system includes a mobile application to capture contact information from a physical medium as an image, and to send the image to a cloud server, where a trained neural network model is to extract contact details and send the contact details back to the mobile application for editing and confirmation by a user. The confirmed contact details can then be persisted into the task database as a new task, part of a new task, or part of an existing task.