Snapfiled reads business cards, handwritten door-knock sheets, adjuster cards, sign-in sheets and estimates, and files what it finds into JobNimbus, Follow Up Boss, HubSpot or Pipedrive — as a contact, a lead or a job, with the fields in the right places.
Built with a roofing contractor and a real-estate agent, for people who collect leads on paper and lose them on paper.
Whichever one your people will actually use is the right one. You do not have to pick.
Your company gets its own number and a crew member texts the photo to it — no app, no account, nothing to install on a phone you do not own.
US carrier registration for the text-in number is still in progress. Email and the phone camera work today; we will turn text-in on for your account the day it clears.
Your company gets an address like [email protected]. Forward the photo,
forward the estimate PDF, or forward the whole email a supplier sent you — the subject
line and the body get read as context, not thrown away.
Works from any phone, any laptop, any mail app.
Open the camera page, shoot, done — it goes straight in. It installs to a home screen like an app but there is no app store, no update to chase, and it is the same login you already have.
Best when it is your own phone and you want to see the result.
Nobody types anything. The only human step is confirming the handful of characters a machine would be lying to claim it was sure about.
Text it, email it, or shoot it in the app. Ten photos can ride in on one message — a sign-in sheet, four pages of an estimate, a stack of cards on a dashboard.
Not OCR. The model reads printed cards, handwriting, insurance estimate pages and measurement sheets, works out what kind of document it is, and pulls the fields that belong to that kind — a claim number off an adjuster's card, an MLS number off a flyer, squares and pitch off a measurement sheet.
Anything it was not sure about is highlighted, with the photo next to it. You are reading four characters, not retyping a card. Everything else is already right.
Into JobNimbus, Follow Up Boss, HubSpot or Pipedrive as a contact, a lead or a job — checked against what is already in there, so the same homeowner knocked twice does not become two records.
Storm season is a fistful of paper by four o'clock and a data-entry evening at nine. Door-knock cards, adjuster cards, an estimate page with an RCV and an ACV on it, a measurement sheet with squares and a pitch. The cards that never get typed are the leads you paid a canvasser to get and then threw away.
Ballpoint, on a wet porch, at 5:40pm.
Flagged for you: the first name, and one digit of the phone. Two taps.
The leads exist. They are on a clipboard in the passenger footwell. Lead speed is the entire game, and a sign-in sheet typed on Monday night is a sheet of people who already talked to somebody else on Sunday.
One photo of the clipboard. Eleven rows.
Flagged for you: two email addresses where the handwriting could go either way.
Every tool in this category hands you a block of text and lets you find the mistake in a month, in a CRM, when a phone number does not connect. That is the actual failure mode of reading paper, and pretending otherwise is how you lose someone's trust permanently.
Snapfiled marks its own uncertainty at the level of the individual field. A card where the model read everything cleanly and one digit is soft comes back as: this field, this reason, here is the photo. You look at one thing. Not the card. Not the other eleven fields it got right.
That is also what makes automatic filing safe to switch on later — you can say "file anything above this confidence without me", and mean it, because the confidence is about something real.
A plan is a monthly allowance of captures and the seats to send them. Every plan gets every CRM adapter — charging you extra for the one integration you will ever use would be a strange way to run this.
$39 / month
One person, a phone, and a CRM that stops being empty.
Trial first. No card until you decide.
$119 / month
A canvassing crew texting cards in all day. The common case.
Trial first. No card until you decide.
$299 / month
Several crews, several offices, one pipeline.
Trial first. No card until you decide.
Start on the free trial: 50 captures, no card, connected to your real CRM. Prices are in US dollars, monthly, cancel whenever.
Then you find out before it is filed, which is the whole point. Every field comes back with a confidence, and anything the model was not sure of is flagged and highlighted next to the photo. You are correcting four characters, not retyping a card.
Nothing reaches your CRM until a person clears it — unless you deliberately switch on auto-file for reads above a confidence you choose. Handwritten notes, insurance documents, measurement sheets and contracts always go to the strongest model; they are never sent down the cheap path.
Your captures belong to your company and are isolated by account — a file cannot be read by anyone outside your org, and that is enforced on every single request, not just in the UI. CRM credentials are encrypted before they touch the database.
Photos are sent to an AI provider to be read; the subprocessors page lists every third party that can see one and is generated from what this deployment actually has configured, not from a template. You can export or delete everything from Settings, and set photos to delete themselves after a number of days. The security page says where we are still weak, too.
Today: JobNimbus, Follow Up Boss, HubSpot and Pipedrive, with a real mapping for each — contacts, leads and jobs go to the right object with the right fields, not into a notes blob.
Every plan includes every one of them. Connecting takes an API key and about a minute.
Two answers that work the day you sign up: a signed webhook to any endpoint you control, which is enough for anything with an API or an automation tool in front of it, and CSV export in your CRM's own import layout.
And a third: tell us which one. An adapter is a single file written against a documented API. With two design partners there is time to write yours, and we would rather write it than lose you.
No. A canvasser texts a photo to your number, or emails it. They never sign in, never install anything, and never see your CRM. You add their number once so the system knows they are allowed to send.
The only per-capture cost is the AI reading the photo — a few cents at current prices, and it is included in your plan. We do not bill per photo, because pricing that way makes people ration the one behaviour the product depends on.
If you exceed a plan's monthly allowance nothing is lost: the captures still arrive and are stored, they simply wait to be read until you move up. See pricing.
Ten to twenty seconds from the photo landing to the extraction being ready, most of the time. A ten-page estimate takes longer. The slow part is never the machine — it is how long the phone takes to upload the picture on a bad signal, and a capture that arrives is queued and processed even if the phone walks out of coverage straight afterwards.
Something not answered here? [email protected] — it goes to a person.
Snapfiled is new. Two companies use it — a roofing contractor and a residential real-estate agent — and they shaped it, because both of them had independently spent a month of evenings building a worse version of it before we met. That is the whole customer list, and you are reading a page that says so rather than a page with a wall of logos on it.
What that buys you, if you are early: the person who writes the code answers the support email, and if your CRM is not on the list it can be on the list this month.
Sign in with your email — no password to invent, no card, no sales call. The first 50 captures are free.