Captello shipped Intelligence Cards in its lead capture and meeting app. Scanning a lead or checking an attendee into a meeting now shows an account brief inside the capture form, with CRM account detail, firmographics, open and closed opportunities, recent activity, other known contacts at the account and an AI summary of talking points. Admins choose which data reps see per form, with CRM data read live from Captello CRM, Salesforce, HubSpot and Microsoft Dynamics.
Event staff get account context at the moment of the conversation, so booth and meeting conversations start from what the company already knows.