Booth Capture topic
CRM handoff
The booth and the CRM share one event and one history, so nothing is retyped after the show. Booth Capture is built into Autessa CRM: events live on the CRM campaign, leads are promoted from the CRM Event Leads screen, and booth activity lands on the contact.
Why it matters
What is crm handoff in Booth Capture?
Booth Capture is built into Autessa CRM rather than bolted on. The event is one record shared with the CRM campaign, leads are triaged on the event’s roster in the CRM, and every note, rating and follow-up from the booth lands on the contact, so nothing is retyped and nothing is lost after the show.
AT A GLANCE
- One shared event record
- Create contact, link or dismiss in the CRM
- Booth activity becomes CRM history
Features
Everything in crm handoff
Event leads in the CRM
Leads arrive in Autessa CRM’s Event Leads screen to accept as contacts, and Booth Capture shows which are In CRM, Dismissed or not there yet.
Read more →One event, one history
The booth event is the CRM campaign event, renames included, and every capture, note, rating, photo and follow-up is carried onto the CRM contact.
Read more →Quick answers
Questions about crm handoff
How do event leads get into the CRM?
They appear in Autessa CRM’s Event Leads screen, where your team accepts them as contacts. No export or import is needed.
Does booth activity show up in the CRM?
Yes. Captures, notes, voice notes, ratings, photos and follow-ups are carried onto the CRM contact as activity.
Next topic: Lead capture →
Capture every conversation at your next show
Autessa Booth Capture is event lead capture software for trade show and conference teams: photograph a badge, say a sentence, and save. AI reads the badge, pulls the qualification out of your voice note, rates the lead Hot, Warm or Cold and drafts a same-day follow-up in your own Gmail.
100% customizable, code and all
Make Autessa Booth Capture fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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