User guide
10-step walkthrough: first event, event prep, categories, OCR & document scan, qualification, contact sharing, digital card, supplier catalogs, backup and CRM export.
Every minute counts on a trade show floor. Our team helps you get the most from PikScan · knowing that your data never leaves your phone and PikScan collects nothing. From first capture to CRM export, you stay in full control.
10-step walkthrough: first event, event prep, categories, OCR & document scan, qualification, contact sharing, digital card, supplier catalogs, backup and CRM export.
Detailed documentation screen by screen, field by field — with screenshots: events, scan, prospects, calendar, dashboard, settings and PikScan Pro.
Questions about PikScan, your Pro subscription, backup, CRM export, or pre-event setup? Write to us: we understand your field challenges.
Guaranteed response time: within 48 business hours
Prepare your team in 15 minutes: create an event, build your exhibitor visit plan (manual entry or CSV/Excel import), set up categories, configure your digital business card, test OCR, document scanner and QR badge scanning, then validate your preferred CRM export or .pikscan backup. The 7-day Pro trial lets you validate the full workflow before show day.
Settings → DATA: export a lightweight .pikscan JSON file or a full .pikscan.zip archive, media organized per prospect (photos, cards, voice notes, catalogs). Free plan: up to 10 contacts per backup. Pro: unlimited. Restore by merge or full replace when changing phones.
Yes. From the Scan tab, use More options → Document scanner for auto edge detection, manual crop, result orientation and a clean white-background card image before OCR.
When creating or editing an event, pick an optional ambiance color. It tints the event in the list and on the calendar alongside appointments, reminders, samples and planned exhibitor visits.
Settings → Emails: customize built-in templates (welcome, sample, quote, validation) or add your own. Choose the writing language independently of the app interface. Send from the contact profile with one tap.
On a contact typed as Supplier, open the detail page and add a catalog by link (website, Drive…), PDF file or photos: with an optional custom name. Files stay on your device: PikScan does not upload them.
Go to Settings → Create my card, fill in your profile and photo. Add optional WhatsApp, WeChat, address and location. Show the card in landscape mode: another PikScan user can scan the vCard QR from the Scan tab to add you as a prospect.
Open the Scanner tab, choose "Scan trade show QR badge," and frame the code on the badge. PikScan automatically extracts vCard details, LinkedIn links, email, and phone: alongside OCR scanning of paper cards.
Native Excel (.xlsx), JSON, vCard (.vcf), ICS calendar (Excel or ICS), .pikscan backup, Salesforce, HubSpot, Odoo, Pipedrive, and custom formats. Full multi-CRM export is included in PikScan Pro: ideal for syncing contacts right after the show.
Yes, fully. Capture, storage, pipeline qualification, and export work offline. Perfect for exhibition halls with limited connectivity. Sync with your CRM once you're back online.
From the app: Settings → Upgrade to Pro to subscribe, or "Restore purchases" after changing devices. A 7-day free trial is offered to eligible new users.
Manage from your Apple account (Settings → Subscriptions). Cancellation takes effect at the end of the current period, with no immediate loss of Pro access.
No, never. PikScan collects no data during app use. Everything is stored exclusively on your phone, offline. We have no access, no copy, and no server for your contacts: including backup files you choose to share elsewhere.
Settings → My data → Delete all data. This is permanent and entirely local: PikScan holds no copy, because no data is ever sent to our servers.
Yes. French, English, German, Spanish, and major Latin-script languages for international cards. When in doubt, verify and correct extracted fields before export: this ensures CRM data quality.
Yes. If WhatsApp or WeChat numbers are stored on the contact profile, use the quick-action buttons to open the conversation directly from PikScan.
Each rep uses PikScan on their device. With Pro, export to a shared CRM to centralize leads. Pipeline and calendar enable structured post-show follow-up: turn cards into qualified opportunities.
Review our official documents for a complete view of our commitments.
Collected cards often end up piled in the office, qualified weeks later. PikScan structures everything on the show floor: scan, document scanner, hot/warm/cold qualification, voice notes, voice-to-text (iPhone) and supplier catalogs: local data, nothing on our servers.