In the field, timing is everything. Field sales reps are constantly moving between conversations, events, and opportunities—often juggling multiple prospects at once. At smaller corporate events where face time is limited, capturing the right lead at the right moment can be the difference between a missed opportunity and a closed deal.
Captello 365 is built to meet the real-world needs of field sales and marketing teams. It’s a mobile-first, all-in-one platform designed to capture, qualify, follow up with, and convert leads on the spot. From custom lead capture forms and badge scanning to meeting scheduling, business card transcription, and AI-assisted follow-up, Captello 365 empowers sales reps to do more with less effort.
If your team is still relying on paper forms, manual notes, or post-event CRM entry, here’s how Captello 365 can transform your process—and your results.
Instant Lead Qualification, Right From the App
Capturing leads is only half the battle—knowing which leads are worth pursuing is what drives revenue.
With Captello 365, reps can rate and qualify leads immediately after each interaction. The in-app lead rating solution lets your team rank prospects based on their potential, helping prioritize high-value contacts. Captello’s AI-assisted follow-up recommendations provide next-step suggestions based on engagement, profile data, and pre-set rules, ensuring your team never misses a moment of momentum.
Leads can also be auto-assigned to specific team members based on geography, role, or workload—saving time and creating better coverage across your team.
Real-Time CRM Integration
Delayed data entry can derail deals. With Captello 365, your leads sync instantly into your CRM or marketing automation platform—fully enriched and ready for follow-up.
Whether your team uses Salesforce, Marketo, HubSpot, or any of the 6,000+ tools Captello connects with, you can ensure:
- No manual uploads or exports
- No missing fields or outdated info
- No delay in your sales cycle
This real-time sync ensures your marketing and sales teams stay aligned and always working with the most up-to-date information.
Built-in Meeting Scheduling—
Book While Interest is High
Reps using Captello 365 don’t have to “circle back” to book meetings—they can lock in a follow-up while the conversation is still happening.
With real-time availability and integrated scheduling, reps can offer prospects a list of open time slots directly on the lead capture form. Meetings are confirmed on the spot and added to your calendar. This eliminates back-and-forth emails, reduces no-shows, and improves event ROI by increasing your lead-to-meeting conversion rate.
Scan Badges and Business Cards with Ease
At small corporate events, not every badge has a QR code—and not every contact carries one. That’s why Captello 365 supports multiple capture methods, including:
- Business card scanning (with AI or human transcription)
- Group scans for collecting multiple cards at once
- Badge scanning, even without a developer kit or integration
This versatility means your team is always equipped, no matter how basic or advanced the event format is.
