How Can Open Source CRM Use OCR to Automate Document Data Extraction

[williamchan]

Open source CRM can use OCR to read data from invoices, receipts, and forms. The system takes a scanned file and turns the image into text. It then picks key fields like names, dates, and amounts. After that, the data moves into the right CRM fields. Open source CRM can also create leads or records from the extracted text. Simple rules help reduce errors. A team member can review changes when needed. This approach saves time and supports fast data entry. It also keeps daily work easy for staff.