OCR for CRM
Your users turn their documents into actionable data through your CRM
Integrate AI agents capable of automatically converting your customers’ documents into contact records, orders, and quotes.
Your CRM, our platform, enriched workflows, accelerated adoption !
Everything OCR brings to your CRM
Integrate OCR to automatically convert customer documents into structured data: contacts, orders, quotes, invoices, and transactions.
Comprehensive extraction of commercial data
Their purchase orders, quotes, and invoices are analyzed to automatically extract key information : product references, quantities, prices, dates, email, and payment terms.
Creation and updating of customer records and opportunities
The extracted data feeds directly into your CRM: creation or updating of customer records, order generation, quote tracking, and invoice recording.
Seamless integration with your CRM
Automatic synchronization of extracted data with your existing CRM environment. Connect OCR agents to your CRM via REST APIs or preconfigured connectors. Frictionless integration.
What your users can do on a daily basis
Concrete scenarios for your customers’ sales and customer service teams
Convert a PDF purchase order into a CRM order
Upon receiving a PDF or paper purchase order, the customer service team gets an order ready for validation : references, quantities, and prices already filled in.
Reconcile an acknowledgment of receipt with the ongoing order
Upon receiving the supplier’s order confirmation, the customer service team automatically sees any discrepancies in price, quantities, or lead times on the relevant order, and only needs to review the cases that require attention.
Create a contact record from a document
A sales rep takes a photo of a business card or a received purchase order : a complete contact record is created in your CRM, with no manual re-entry.
What OCR changes at every level
For your end users
Focus on selling, not on the tool
Your sales and customer service teams process their documents from their email or mobile, using natural language. No more back-and-forth in CRM forms.
For your customers
A CRM that’s finally up to date and actionable
Reliable data, captured at the source, with nothing missed. The pipeline reflects reality, reporting becomes actionable, and CRM adoption takes off.
For you, as a software publisher
A new generation of features, without 18 months of R&D
Enhance your offering with conversational AI agents in just a few weeks. Differentiate yourself in a space your competitors haven’t yet entered, and unlock a premium revenue stream.
Frequently Asked Questions about Application Agents
How long does it take to integrate OCR into our software ?
Integration typically takes a few weeks for simple use cases and a few months for more complex ones. Our team supports you at every step and provides training if needed to ensure a smooth and fast implementation.
Do our customers’ data remain secure with OCR ?
Yes, Agora Software strictly complies with GDPR and provides a trusted agent platform that integrates with your existing infrastructure without risk. Your customers’ data remains secure, hosted in France, with full control over processing and storage.
Can we customize OCR agents to fit our business needs ?
Absolutely. Your teams manage OCR agents from the Agora platform. We define the initial actions with them (contact, order, and quote extraction) and guide them through deployment to accelerate implementation and transfer the skills needed for your autonomy.
What types of software are compatible with OCR agents ?
Our OCR agents integrate with all types of business software: CRM systems, of course, but also ERP, HRIS, ATS, scheduling tools, and more. We work with your technical team to deliver a tailored integration that precisely matches your functional scope and your users’ needs.
How can we measure ROI after integrating OCR ?
We provide dashboards to track agent adoption by your users, as well as OCR-related metrics. This enables each software vendor to objectively assess performance and the benefits delivered by the agents. Across all agents, our software vendor clients report an average 40% increase in adoption, a 50% reduction in data entry time, and a 35% decrease in support requests.
Ready to transform your software with application agents ?
Do you want to :
Differentiate your CRM from the competition ?
Retain your customers with an unmatched user experience ?
Sell more with innovative features ?
Book a meeting today !