Captello vs CRM

Captello™ is the industry's first fully-integrated mobile lead capture tool. Captello™ syncs directly to all leading CRM and Marketing Automation Platforms so you can begin nurturing your new prospects before you even leave the trade show floor. This app is perfect to use for outside sales prospecting, trade shows, seminars, conferences, and more. Best of all, Captello™ can work offline, no internet at your event, no problem! Automatic Nurture When you capture a new lead in Captello™, leads can be sent to your CRM or Marketing Automation Platform. From there, you can automatically begin nurturing your leads. Distribute the lead, segment them into a marketing list, and then begin sending them relevant content without having to do anything manually. Live Form Capture Using a form built to your marketer's specifications, sales teams can capture lead details on the go while your marketing team gets valuable qualified leads instantly. Business Card Transcription Don't want to slow down manually entering forms on a busy floor? Simply take a picture of the prospect's business card and we’ll transcribe it for you. Kiosk Mode If you want to give prospects who don't have time to stop and converse, set up a form in Kiosk Mode. While in Kiosk Mode, GoCapture™ will lock itself down with a password and reload the form after every submission. List Import: Import trade show attendees ahead of time. At the show, simply search for their name and you're done! Badge Scanning: Scan the attendee's badge to capture data fast.

CRM-ish is a lightweight conference and event CRM built for the conversations that happen between sessions, at booths, and in busy hallways. CAPTURE CONTACTS WITHOUT THE BUSYWORK Create a contact in seconds, take a contact photo, or scan a compatible contact QR code. Add only the information that matters while the conversation is still fresh. REMEMBER WHAT YOU DISCUSSED Use quick, tappable topics to organize interests and opportunities. Create a new topic while entering a contact, add notes, mark priority relationships, and keep every conversation connected to its event. TURN CONVERSATIONS INTO ACTION Create follow-ups for email, LinkedIn, articles, calls, meetings, and more. View your open work alongside total team follow-ups, assign tasks to active collaborators, mark work complete, and find unassigned items. COLLABORATE THROUGH ICLOUD Create separate workspaces and invite specific coworkers using Apple's CloudKit sharing. Other CRM-ish customers cannot see your data, and coworkers only see a workspace after they are invited. YOUR DATA STAYS PORTABLE Export a complete CRM-ish archive, including contact photos, or export contacts as CSV. Import an archive whenever you need to restore or demonstrate a workspace. CRM-ish uses the Apple Account already signed into the iPhone. No separate CRM-ish account is required. An active iCloud account is required for synchronization and workspace collaboration.