Qualify Leads Customize a survey and add notes to each scan to qualify a lead as sales or marketing ready. Save and edit any time.
Analyze Reports Instantly save and download lead reports with segmented data from the cloud, and integrate with your CRM or marketing automation system.
Custom Surveys Create custom surveys including the list of solutions your audience might be interested in, and easily indicate if a lead is “sales ready” or not. When a lead’s badge is scanned, instantly qualify your lead using your custom survey, and add additional notes. Edit notes at any time from your app.
Zoom and Auto-Focus Scans Scan lead badges faster with the latest updated software built with zoom for scanning more accurately, and Auto-Focus for fuzzy or low light scans.
Add and Edit Notes to Saved Scans Save every scan on your mobile device, and edit each saved name at any time. Even after a lead walks away from the booth, go back and fill out additional information to report back to your sales and marketing teams.
Instantly Report to Sales & Marketing Automatically route your leads to your sales or marketing teams based on the answers to the custom survey your leads answered. Integrate with the Captix server’s open and flexible API.
Rapid Scan Scan a crowd quickly after a presentation lets out, or there’s a bum rush for your swag giveaway. Turn on the Rapid Scan feature to tag all of the folks in the area, but skip the survey to scan the crowd quickly.
Five Star Support Build out and customize your app one-on-one with a Project Coordinator, get app training, and full support during your event, with on-site support if needed.
“Captix:Scan is a great solution, because it is cost effective, provides better qualified data, and is a better use of my resources and time.”
“Captix allows us to talk to prospects faster with more efficient qualifiers. We attend or host an event with a focused message, and with Captix, we come out with more segmented and prioritized leads.”