Intelligence Cards

Dallas – October 06, 2026 -- Captello has launched Intelligence Cards, a feature that returns a full CRM account record directly inside its lead capture and meeting app the instant a badge is scanned or an attendee is checked in. The tool eliminates the lag between data collection and usable intelligence that has defined event lead capture since the first badge scanner.

Reps See Account History Before Asking the First Question

When a sales rep scans a lead or checks in a meeting attendee, Intelligence Cards render six layers of context in-line with the capture form: company and account detail pulled from the connected CRM, firmographic data, open and closed opportunities, account activity and open tasks, other known contacts at the account, and an AI-generated summary of key talking points. The card appears alongside the fields the rep is already filling in, requiring no tap-through or second screen.