Scanning a lead or checking someone into a meeting in the Captello lead capture and meeting app now returns the full account record in-line with the live form: company and account detail, firmographics, open and closed opportunities, activity and open tasks, the other contacts in the conversation, and an AI summary of what matters.

DALLAS, Oct. 6, 2026 /PRNewswire/ — Captello today announced Intelligence Cards, a new feature of Captello lead capture that delivers a complete account brief in-line with the live form at the instant of the scan. When a rep scans lead data in the Captello lead capture app, or checks an attendee into a scheduled meeting, the card renders immediately in the same form they are already filling in, alongside the captured fields rather than behind them: who the company is, what the relationship looks like today, which opportunities are open or already closed, and who else at that account the business is talking to. No tap-through, no lookup, no second screen, no waiting until the flight home.

LEAD CAPTURE HAS ONLY EVER RUN IN ONE DIRECTION
Lead retrieval has been a collection act since the first badge scanner. The rep scans, the data moves into the system, and the rep learns nothing. Information travels one way, from the badge into the database, and the person best positioned to act on what the company already knows, the rep standing in front of the buyer, is the one person the system tells nothing.

So reps qualify blind. They ask discovery questions the account answered eighteen months ago. They treat an existing customer like a cold prospect and a strategic account like a badge, because the open deal, the closed business and the colleague who took a meeting last quarter all sit in a CRM nobody opens on a show floor.

“Until now, lead capture has run in one direction. Information flowed out of the badge and into the system, and the rep moved on to the next conversation with nothing new in hand. A badge is an identifier, not a relationship.

Intelligence Cards close the loop. The moment a lead is scanned, the account’s own record comes back to the rep, in-line, while the buyer is still standing in front of them.” Ryan Schefke, Chief Executive Officer, Captello

WHAT THE CARD SHOWS
Intelligence Cards render six layers of account context in-line with the captured lead data, as the rep is still working the form:

• Company and account detail comes from the connected CRM account record, so the rep sees the account as the business already understands it rather than a generic profile.
• Firmographics are appended from Captello’s enrichment through the Captello Proprietary 5-Layer Enrichment Engine and the Captello Enrichment Network of 125+ data providers, at up to a 98% match rate, mapped into the card wherever a match is found.
• Opportunities, open and closed surface the pipeline already in motion and the business already won on that account, read live from the connected CRM.
• Account activity and open tasks show the relationship to date and what the account team already has in motion, so a rep does not repeat a conversation or promise something already scheduled.
• Other key contacts’ names show who else at the account is already known to the business, turning a single badge into a view of the buying group rather than an isolated record.
• An AI summary distills all of it into the talking points that matter, so staff can identify what to raise at a glance instead of reading a record.

Each card is configured per form. Teams drag the Intelligence element onto a capture form and select which data components and objects reps see, so a field team and an enterprise account team can run different cards on the same show floor. Intelligence Cards are available for the Captello CRM, Salesforce, HubSpot and Microsoft Dynamics integrations.

The card is not a separate screen the rep has to go find. It sits in the form itself, next to the fields being filled in, so reading the account and qualifying the lead are one motion. Capture runs through IntelliScan™, which auto-detects a badge, business card, QR code, badge photo, LinkedIn profile code or contact details written on paper in a single action, and works offline, syncing when connectivity returns.

TWO MOMENTS, ONE CARD
Intelligence Cards serve both moments where an event conversation is won or lost.

At the booth, a rep scans a badge and the card renders in the capture form before the first question is asked. The rep knows within seconds whether this is a customer, a prospect, a partner or a competitor, and qualifies accordingly.

In a scheduled meeting, the same card does more work. When an attendee is checked in, whoever is running the meeting sees the account’s open opportunities, its history and who else is already in the conversation, so a thirty-minute slot starts at the right altitude instead of spending the first ten rebuilding context. Meetings convert at three to six times the rate of post-event follow-up, measured on Captello’s own event program, which makes walking into one cold the most expensive version of this problem.

WHY THE MOMENT OF CAPTURE IS THE MOMENT THAT COUNTS
The economics of an event conversation are decided in the seconds after the scan. Industry research finds that responding within five minutes makes a team 21 times more likely to qualify a lead, that a one-minute response converts 391% better than a twenty-four-hour one, and that 78% of buyers purchase from the first responder. Against that, only 0.1% of leads are contacted within five minutes, and the average B2B lead response time is 42 hours (MIT and InsideSales, 391 Advantage, and Lead Connect, all via 391 Advantage).

Intelligence Cards move that qualification decision forward, from days after the show to the moment of the handshake. The rep knows whether this is an expansion conversation or a first touch before the badge is put away, and routes it accordingly.

AVAILABILITY
Intelligence Cards are available now to Captello lead capture customers for the Captello CRM, Salesforce, HubSpot and Microsoft Dynamics integrations, with account, opportunity, activity and task data read from the connected CRM instance. The platform carries SOC 2 Type II, ISO 27001 and GDPR compliance, supports enterprise SSO, and operates in up to 75 languages. More information is available at captello.com.

ABOUT CAPTELLO
Captello is the lead capture system of record for enterprise event programs, connecting every event interaction to attributable pipeline. As the system of record for third-party events, Captello captures every conversation, meeting, and activation across trade shows, conferences, and field programs, and routes it to your CRM with AI-powered insights that align Sales, Marketing, and Events. A profitable company trusted by AT&T, IBM, Amazon, GE, Philips, and Thomson Reuters, Captello delivers world-class support and enterprise-grade security.

Captello is a three-time Inc. 5000 honoree, ranked #121 among the fastest-growing private software companies in the United States on the 2026 list, a three-time MUSE Award winner, and a G2 category leader in Lead Retrieval and Lead Capture with a 4.8 rating.

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SOURCE Captello