Captello

Captello offers a very robust program that meets all our needs. The connection between Captello and our CRM is very helpful, allowing booth staff and sales to contact attendees promptly. I wish I could afford the full suite of options. However, I probably wouldn't use all of them all the time. They are working on developing more ways to capture information when developer kits are not available.

I appreciate Captello's ease of use and intuitive design. It makes navigating the software simple and reduces wasted time. Additionally, the initial setup was very straightforward, which was a big plus for us. Some reporting options are a bit lacking, and I'd like more customization capabilities. It's important to allow greater customization of columns, data, and structure. We use Captello as a unified platform for client meetings, recording, CRM, and revenue management, which eliminates the need to juggle multiple solutions. Its ease of use and intuitiveness help reduce time wasted.

Captello is incredibly simple to use. Our team needed only a two-minute training session and they were using it effectively. I wish we didn't have to pay per event because we have hundreds of events each year. We have to choose which shows to use our licenses for, so we still end up using different lead capture methods. Captello has made lead capture at small events that don't offer badge scanning much simpler. We really appreciate the voice-to-text notes feature. It eliminates the need to upload lead lists to Salesforce. The real-time visibility is also a nice bonus.

The biggest game-changer for us has been the seamless Marketo integration. Leads captured at events flow directly into our system in real time—no manual exports, data entry delays, or lag in follow-up. Our team can start activating leads almost instantly, which has noticeably improved our post-event conversion process. What also sets Captello apart is how customizable the platform is. We can tailor the experience to each specific activation or event, keeping things relevant and on-brand no matter where we exhibit. And then there are the games—a genuinely fun feature that helps drive booth engagement and forge meaningful connections with attendees in a natural, unforced way. Honestly, I don't have any major complaints. Like any software, there's a slight learning curve when onboarding new team members, but Captello's support has been helpful in getting everyone up to speed quickly. Nothing that would make me hesitate to recommend it. Before Captello, lead retrieval at events required significant manual effort—cleaning data, adding steps, and creating delays before leads could be acted on. Captello eliminates all of that. Our lead capture process is now fully streamlined, and with the direct Marketo integration, every lead flows into our system automatically and is ready for immediate processing. It has removed an entire layer of administrative work from our post-event workflow and allowed our team to focus on what truly matters—following up and converting leads faster than ever.

The Captello team was fantastic to collaborate with. They were extremely helpful and spent time teaching us how to configure everything. The platform was user-friendly and genuinely enjoyable to customize. I also really liked the ability to record notes using audio. Occasionally, it was a bit unclear which features were included and which weren't. Understanding the differences between activations and experiences caused the most confusion. Captello is helping us generate more ROI for our event and for the sponsors who exhibit and use Captello at their booths. It also helps us engage attendees in new, entertaining ways throughout the event.

The ability to tailor our lead capture form to fit our niche industry perfectly was great. We also ran a booth challenge where attendees scanned QR codes around our booth to create an engaging experience, and it was a huge success! Overall, captured leads were 100% more qualified, easy to export from Captello, and we could customize exports to include only desired data. Very satisfied overall! The only glitch we noticed was during the booth challenge: after scanning a QR code, completing the question, and earning points, you had to wait for the pop-up screen to finish completely to receive the points. If you exited that screen before scanning another, the next window would appear inside the first QR code window. Having a single platform for lead capture at all trade shows at an affordable price that's super easy to use is fantastic!

Pros: - Simple configuration and intuitive interface - Instant lead capture and data synchronization - Adjustable forms and automation - Insightful dashboards for ROI tracking - Excellent customer support. The only downside is one common to any ULC software: gaining access to the dev/api kit for events can be tricky because some platforms don't share the information. We get around this by importing leads post-event into Captello so we can still enjoy all the benefits of unified lead capture. We've adopted Captello as our universal lead capture solution for all trade shows, and it's been transformative. Before Captello, our team dealt with inconsistent capture methods, manual processes, and poor visibility into lead performance and event ROI. Captello solved all that. The setup was straightforward, the support team was responsive, and the software is extremely flexible. We now have a centralized, efficient system that works for both small regional shows and large national conferences. It allows our sales and marketing teams to operate from the same playbook with customized forms, instant data syncing, and smart CRM integrations. A major win is the ability to generate real-time dashboards that clearly show event performance and lead quality—no more guesswork or chasing spreadsheets after shows.

We've been very pleased using Captello for our event lead capture. A major highlight is how smoothly it integrates with Microsoft Dynamics CRM, greatly streamlining our workflow. The platform is very customizable, allowing us to design lead capture forms to gather exactly the data our sales team needs at each event. The automatic lead upload directly into our CRM has been a huge time-saver. Before Captello, we spent significant time manually downloading spreadsheets, cleaning data, and importing it. Now, leads are available almost instantly, along with real-time notes from our event staff. This has greatly improved the speed and quality of sales follow-up and helped us engage prospects while conversations are fresh. Another standout is the customer support team. They're knowledgeable, responsive, and truly helpful whenever we've had questions or needed help configuring the platform. The main area for improvement is the IntelliScan data quality. While useful when available, we've noticed that contact information isn't always complete or accurate, requiring extra validation after events. Additionally, some conferences and trade shows don't allow third-party integrations with their registration systems. In those cases, we can't use Captello's full functionality and must rely on the event organizer's lead retrieval process. While this is mostly beyond Captello's control, potential users should keep this in mind when planning events. "We eliminated hours of manual spreadsheet imports after every event." "Our sales team can follow up the same day because leads are automatically available in Dynamics." "Real-time note capture has enhanced our post-event outreach quality."

Captello makes it easy to gather and centralize our event leads. Using it on the go is effortless, lead capture is very rapid, and syncing with our CRM eliminates tedious manual work. It's intuitive, and most of my team members can use it right away without training! It reliably collects all leads from an event. The reporting features are quite good, though you can always get more customizable reports than currently available. However, it would be helpful to have a more flexible dashboard layout and additional filtering options for event performance in a more adaptable way. Captello transformed our entire event lead management by replacing old data collection methods with an efficient approach that quickly and accurately captures lead data, reduces entry errors, and lets teams coordinate follow-ups more easily to close more leads from events.

Captello provides a structured, adaptable, and uniform method for collecting leads across diverse event types, from intimate scientific gatherings to expansive trade exhibitions. The seamless link with Salesforce is particularly beneficial for scoring leads and ensuring swift follow-ups. We haven't encountered any significant problems with Captello yet. Since we're still in the early stages of using it, we're continuing to gain experience and assess long-term outcomes like lead-to-opportunity conversion. Captello addresses the issue of inconsistent lead capture and delayed follow-up at events. Previously, some leads were missed, others were logged incorrectly, and follow-up could take several days or more. At larger trade shows, we occasionally relied on different lead retrieval systems, but that increased costs and lacked a unified process.