Frequently Asked Questions

Users must first be archived from the Active Users list. Once archived, they can be permanently deleted from the Archived Users list.

Yes, additional categories can be incorporated. Please submit the list of required industries to the Carddio support team for processing.

Permanent deletion of cards is not supported. Cards not in use should be archived instead.

Log in to the CRM web portal at crm.carddio.com.sg , navigate to Settings > General, and toggle the 2FA option to enable or disable it.

Event Management is fully integrated with CARDDIO CRM and Digital Business Cards, so leads and contacts sync automatically — no separate system needed.

Yes. CARDDIO CRM sends automated email and mobile push notifications ahead of the event to reduce no-shows.

Any attendee’s digital card can be converted into a CRM lead with a single click, instantly making them part of your sales pipeline.

No. Registration through the app automatically generates a digital business card for each attendee — no duplicate data entry.

Published events appear directly in the CARDDIO CRM Mobile App, where users can browse, view details, and register without leaving the app.

Yes. Events can be assigned to multiple internal users and shared with your wider team, with clear ownership at every stage.

Yes. Dynamic content fields let you auto-insert each recipient’s name, company, or custom CRM data into every campaign, at scale.

For email: Delivered, Opened, Clicked, and Bounced rates. For WhatsApp: Sent, Delivered, Read, and Failed status. Both feed into a unified campaign performance report.

No. Use the built-in drag-and-drop EDM builder, or generate a professional template instantly with AI by describing your campaign goal.

Yes. CARDDIO’s Campaign Management lets you plan, send, and track bulk email and WhatsApp campaigns from a single interface, using the same contact and customer data as your CRM.

Yes, CARDDIO is IMDA pre-approved, and eligible businesses can receive up to 50% funding support through the Productivity Solutions Grant.

Yes. Contacts can be assigned to multiple users, with full activity and audit logs tracking every interaction.

Yes, captured contacts can flow directly into CARDDIO’s accounting integration, keeping your sales and finance data aligned.

Yes. CARDDIO supports multi-company association, so a single contact can be linked to multiple organizations they represent.

CARDDIO’s OCR engine is purpose-built for business card layouts and achieves high accuracy across varied fonts, languages, and designs, with the ability to review and edit extracted fields before saving.

OCR (Optical Character Recognition) lead capture is a technology that scans business or visiting cards and automatically extracts contact information — such as name, phone number, email, and company — to create a lead or contact record instantly, without manual data entry.

Yes. Automation Triggers are designed to help SMEs with lean teams maintain consistent customer communication without hiring additional admin staff, making it especially useful for sales teams, event organisers, and professional service firms.

Supported triggers include Contact Created, Lead Created, Deal Created, Quotation Created, Invoice Created, Event Registration, Event Reminder, and Follow-up Due — covering the full sales and customer lifecycle.

CARDDIO CRM includes AI-generated content for automation emails and EDMs based on the trigger type. You can review and edit the draft before activating the automation, keeping full control over messaging.

Yes. CARDDIO CRM supports automation across both Email and WhatsApp, so you can choose the right channel — or both — for each trigger, such as lead follow-ups, quotation delivery, or event reminders.

CRM workflow automation lets you set rules that automatically trigger actions — like sending an email or WhatsApp message — when a business event occurs, such as a new lead or invoice being created. CARDDIO CRM executes these rules instantly without manual input.

Yes. CARDDIO is built for SMEs in Singapore, with flexible pipelines, PSG grant eligibility on select plans, and pricing that scales with your team size.

CARDDIO generates AI-powered deal summaries that highlight current status, recent interactions, and recommended next steps — helping sales reps and managers get up to speed on any deal in seconds.

Yes. Deal Management includes accounting integration, letting quotation, invoice, and deal value data sync directly with your accounting system to eliminate manual re-entry.

Yes. CARDDIO supports multiple sales pipelines, so you can run separate pipelines for different products, business units, or sales teams — each with its own customisable stages.

Deal management refers to the process of tracking sales opportunities — from first contact through to close — including pipeline stages, ownership, related contacts, documents, and forecasted value. CARDDIO’s Deal Management module centralises all of this in one platform.

The extension is built for Google Chrome and works on Chromium-based browsers that support Chrome extensions, such as Microsoft Edge and Brave.

The extension runs inside WhatsApp Web in your browser. The standalone WhatsApp desktop application is not a browser, so the panel does not appear there.

Yes. The extension writes into your existing CARDDIO CRM, so you sign in with your Carddio account and the data syncs to your organisation’s workspace.

The contact you save from the chat, plus any meeting notes, follow-ups, and tasks you create against that contact from the panel.

Yes. Each team member installs it and signs in with their own CARDDIO account, so records and assignments respect the same roles and permissions as the CRM.