Captello Features
Registration (8)
Event creation
Process of creating a new event
User registration process
User experience of registering for an event
Payment processing
Ease of use in processing attendee payments
Mobile check-in
Check attendees into events and sessions using a mobile device
On-site tickets and registration
Register attendees and sell tickets on-site
Event creation
Process of creating a new event.
User registration process
User experience of registering for an event
Mobile check-in
Check attendees into events and sessions using a mobile device
Marketing and Communications (11)
Event website creation
Design and manage a dedicated event website
Email automation
Automate email communications with attendees
Email customization
Design and customize email communications
Contact list management
Organize and manage contact list of attendees
Social media promotion
Advertise and promote event using social media integrations
Lead generation and retrieval
Tools for capture and follow-up of leads generated during an event
Lead generation and retrieval
Tools for capture and follow-up of leads generated during an event.
Social media promotion
Advertise and promote event using social media integrations.
Event website creation
Design and manage a dedicated event website.
Email customization
Customize email communications.
Contact list management
Organize and manage contact list of attendees.
Event Operations (5)
Hotel and transportation planning
Organize hotel blocks and transportation arrangements for attendees
Staff management
Manage staff resources and communications
Session scheduling
Plan and organize event sessions and schedule
Speaker submissions
Manage abstracts and proposals for event speakers
Exhibition management
Manage exhibitors or sponsors at an event
Attendee Engagement (8)
Event agendas and schedules
Ability for attendees to customize and access a schedule or agenda for an event
Floor plans / maps
Ability for attendees to access floor plans and maps of an event venue
Social media integrations
Tools for attendees to post to social media during an event
Attendee networking
Tools to enable networking for attendees during an event
Attendee surveys
Tools for gathering feedback from attendees during and after an event
Social media integrations
Tools for attendees to post to social media during an event.
Attendee networking
Tools to enable networking for attendees during an event.
Attendee surveys-attendee engagement
Tools for gathering feedback from attendees during and after an event.
Platform (4)
Performance and reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond
Reporting and dashboards
Access pre-built and custom reports and dashboards
API / integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications
Multiple event management
Ability to plan and organize multiple events within the platform
Pre-Meeting Tools (3)
Templates
Provides templates for various meeting types.
Scheduling
Schedules and coordinates meetings between participants.
Agenda
Creates agendas for meetings to follow.
Meeting Tools (4)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
Notes
Allows participants to record notes on meeting proceedings.
Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
File Sharing
Allows participants to share files or post them in a shared workspace.
Post-Meeting Tools (3)
Task Delegation
Delegates tasks based on agreed upon action points.
Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Integrated Workflows (7)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
At-Event Tools (3)
Business Card Scanner
Offers the option to scan a business card if a badge isn't available.
Notetaking
Allows you to take notes within the app.
Device Rental
Provides devices that host the application.
Post-Event Tools (3)
Lead Follow-Up
Allows you to follow-up with leads within the app.
Lead Analysis
Offers insights into the quality of leads.
Interaction History
View the history of your interactions and badges scanned.
Software Offerings (3)
Web Portal
Provides a corresponding web portal that can be accessed from a desktop computer.
Mobile Application
Software is available as a downloadable mobile application.
Integrations & APIs
Integrates with outside software like existing CRM or CMS.
Lead Monitoring (3)
Features
Provides features to create and manage lists of potential customers
Performance
Monitors form’s performance and contribution to the sales pipeline
Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Data Capture (4)
Mobile
Records leads using different types of devices
Websites
Captures form submissions from existing forms on websites or landing pages
Social Media
Captures leads across social media channels
Data
Captures measurable, real customer data gathered directly from a website
Analytics (2)
Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (4)
Forms
Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
Changes colors, calls to action, or form length to personalize lead capture
Templates
Provides pre-configured templates that can be customized by users
Integration
Integrates with sales and marketing software solutions to transfer lead data between them
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Event Management Platforms (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Retrieval (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Event Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting





