Convert PDF customer databases, contact sheets, and sales reports into fully functional CRM dashboards. Our AI extracts customer data from your documents and structures it into an interactive management app.
Use Cases for PDF to CRM Dashboard Converter
Sales Teams
Turn document-based customer data into actionable tools.
Convert PDF client lists into searchable CRM dashboards
Transform sales reports into pipeline tracking apps
Extract customer details from contracts into contact management tools
Small Business
Digitize paper-based customer management.
Convert customer information sheets into organized databases
Transform order histories into customer tracking dashboards
Turn business card scans into contact management apps
Consulting
Manage client relationships efficiently.
Convert client briefs into relationship tracking tools
Transform project proposals into client dashboards
Extract stakeholder information into engagement trackers