Frequently Asked Questions (FAQ)

Lead form scanning

You can download a free, editable lead form template from the Lead Form Template tab on the LeadIndexer website. It’s a Word (.docx) file, A4/Letter size, ready to print and customize for your event.

Yes, the template your print is fully editable as per your branding guidelines. Our A.I will support to match the content of the form to the fields in LeadIndexer. 

Beyond company information and contact information data, we provide customizable segmentation fields for:
- Type of lead (if you want to have categories like Media, Competitor, Prospect, Lead with opportunity).
- Lead interest level (eg. Hot / Cold).
- Reason to contact.
- Application (to map the prospect end-product/service).
- Business unit (to map to your internal organization).
- Segments (to map the prospect according to your segments).
- Follow up actions (eg. Call, Send email, etc.)

LeadIndexer’s handwriting recognition feature boasts 95% accuracy, even for handwritten notes in over 80 languages. It efficiently captures handwritten information, ensuring minimal errors in the data conversion process.

Yes, you can provide custom additional parsing instructions to the A.I. to guide how it processes your lead forms, ensuring it captures the specific information you need.

LeadIndexer processes image (JPEG, PNG) and multipage PDF files, with a maximum file size of 2MB per file. You can upload up to 30 files per batch, with one lead per file. For a multipage PDF, the two first pages of the PDF will be used to parse the information (useful if you have paper leads printed on both sides of document).

To get started, simply create an account on the LeadIndexer website. Once you’re signed in, you can upload your scanned lead forms or business card images, and our A.I. will process the data into a clean, actionable lead list. You can then export the data and share it with your team.

Bulk processing in LeadIndexer allows you to quickly upload and process multiple lead files in one go. Here's how it works:
1. Pick your campaign: Select the campaign you want to process from the app or website.

2. Upload your lead files: Import your lead files in bulk by selecting the campaign (e.g., BAPA Foodpro 2025 Leads).
Note: Only one lead per file. If your leads are spread across multiple files, combine them into a single PDF file.

3. with A.I.: LeadIndexer will process the uploaded files (image or PDF, max 2MB per file, up to 30 files) using A.I. to extract lead data.

LeadIndexer requires an internet connection to upload the pictures. If you do not have access to internet, you can temporarily store paper forms as photographs on your phone using the standard camera app, and upload them later to the platform.

Collaboration

LeadIndexer generates a unique URL for each campaign and for each individual lead. Each lead URL includes the data of the lead and a picture of the original lead form. You can easily share these links with your Sales team or attach them inside your CRM for quick reference to the original document.

Yes, LeadIndexer supports collaboration. Multiple team members can work on the same campaign, with access to the lead data, ensuring smooth coordination and faster processing.

Confidentiality

No, your data is not used for machine learning training. Your lead data is processed through our A.I partner vendor (OpenAI) only for the purpose of data extraction to LeadIndexer and is not retained for model development or improvement.

Absolutely. Your lead data is fully private and secure. We use advanced encryption and secure cloud services to protect your information at every stage, ensuring that your data is always handled with the highest level of security.

To delete leads you have imported into the platform, please go to Campaign view, select the leads to delete, click "Delete" and confirm. Please note deleting a lead will also delete its associated attachments (eg. pictures or PDFs) from our server. Please note that once deleted, lead information is not visible anymore through the platform or sharing URL and can't be retrieved (permanent deletion).

To permanently delete your company/user account from the platform, please contact us.

By default, the leads collected on the platform are accessible by you. 

A first level of collaboration is possible by inviting collaborator to your workspace.

At the campaign level, it is also possible to enable "URL sharing". This mean you will be able to share the lead (including attachment pictures) in "guest" page (not editable). This is useful for the Sales team to view the lead, for example as a link included in your CRM in a comment box. 

Integration & Analytics

LeadIndexer allows you to export your lead data in .CSV format, making it easy to integrate with Excel, Google Sheets, or re-import into your CRM system.

Yes, LeadIndexer allows you to review and edit the lead data in platform before exporting. You can make any necessary adjustments to ensure accuracy before exporting the final lead list in your preferred format.

Advanced connection capabilities exist to connect to Looker and PowerBI by providing a JSON object that can be parsed by your B.I tool. This option is available on request. Contact us for more information.

LeadIndexer provides simple .CSV exports which allows to export all the leads from a campaign. You can then batch import the leads into your prefered CRM.

Pricing model

LeadIndexer offers a simple pay-per-use pricing structure, with no subscription required. Choose the plan that fits your event size in our pricing page.

For larger needs, explore our Enterprise plan, which offers customizable scans, event workspaces, collaboration features, and more. Contact us for a demo.

Not sure yet? Try our free trial, which includes a few free scans, to test the service before purchasing.

All prices are in USD. Taxes may apply based on your location.

There is no limit to the number of leads you can collect under a single campaign as long as you have purchased tokens to process them. Check our pricing page for more information.