Meeting Management Platform
The event-to-revenue intelligence platform connects every booked meeting, check-in, and conversation to revenue on one record — from initial contact to closed deal.
Dallas, Oct. 20, 2026 – Captello, the event-to-revenue intelligence platform, today spotlighted its Meeting Management Platform, which gives enterprise sales, marketing, and event teams one system to book, run, and attribute meetings of any scale before, during, and after every event. Because meeting management lives in the same platform as lead capture, data enrichment, Conversation Intelligence, and Captello AI Agents, every meeting stays tied to the lead it came from and the revenue it produced. The result is a platform that brings all of it together in one system of record.
For most enterprise teams, the meetings that matter most still run on spreadsheets, shared inboxes, and a separate scheduling app. Rooms get double-booked, executives walk in unbriefed, and no-shows go unchased. When the event ends, nobody can say what those meetings produced. Captello closes that gap. Enterprise teams have already booked more than 2,400 meetings through Captello’s meeting management across 26 active enterprise accounts.
Whether a team runs 20 executive briefings or thousands of meetings across a global trade show, Captello’s meeting management runs the full meeting operation in one place:
Teams book target-account and customer meetings directly from their CRM, such as Salesforce, with real-time availability, using inbound request forms, outbound scheduling, approval workflows, and capacity limits that prevent overbooking. Every attendee walks in briefed, with executive briefs built automatically from live opportunity, account, and engagement data.
Staff scan a badge to surface a pre-scheduled meeting, check guests in on arrival, and get an SMS alert the moment their meeting arrives. Meeting context is captured. Rooms, locations, and staff availability are managed live on a drag-and-drop master calendar, and booth conversations convert into booked meetings on the spot.
Captello’s meeting management tracks show rates, cancellations, and Tentative RSVPs in real time. Automated email and SMS reminders cut no-shows before they happen, and rebooking fills the gaps when they do, so no opportunity is lost to an empty room.
Captello’s native 365 Meeting Scheduler books the next meeting from the capture app or the follow-up email, with two-way Microsoft and Google calendar sync, so momentum carries well past the show floor.
A bulk import engine configures hundreds of staff, rooms, and meeting types in a single pass. Custom roles, team-level permissions, and meeting goals by event and by rep let large organizations run multiple programs on one platform and track performance as it happens.
The results are measurable at Bosch Rexroth:
“Every enterprise sales leader I talk to has the same blind spot: the meeting happened, but nobody can prove what it produced. A scan is a maybe. A meeting is pipeline. With Captello, the badge scan, the booked meeting, the conversation in the room, and the follow-up all happen within a single platform. When I walk into a forecast call, I’m not guessing which events moved deals. I can show it, account by account and dollar by dollar. That’s the difference between filling a calendar and building a revenue engine.”
Aaron KarpatySenior Director of Enterprise Sales, Captello
Captello’s meeting management is one part of a connected system. Point solutions handle a single step and leave teams to stitch the data together. Captello captures, enriches, and connects every interaction on the same record:
Universal Lead Capture records every badge scan, card scan, and form fill at the booth or in the field.
The Captello Proprietary 5-Layer Enrichment Engine and the Captello Enrichment Network of 125+ providers complete each record in seconds.
The Meeting Management Platform books, runs, and tracks every meeting, linked to the same lead and account.
Recorded conversations become summaries, action items, buying signals, and full transcripts attached to the lead, governed by enterprise-level consent.
Agents reason over that data to qualify conversations, enrich records, and trigger follow-up that reflects what was actually discussed.
Revelation™, CapChat, and role-based dashboards roll it all up into a true view of event performance across every event, with meeting-to-revenue attribution tied to CRM.
The outcome is a single, defensible view of event data across an entire program. At its own industry event, Captello tracked:
Captello’s Meeting Management Platform is available now as part of the Captello platform. To see meetings booked from CRM, run on-site, and attributed to pipeline in one platform, request a demo at captello.com/demo.
Captello connects every event interaction to attributable pipeline. As the system of record for third-party events, Captello captures every conversation, meeting, and activation across trade shows, conferences, and field programs – and routes it to your CRM with AI-powered insights that align Sales, Marketing, and Events. A profitable company trusted by AT&T, IBM, Amazon, GE, Philips, and Thomson Reuters, Captello delivers world-class support and enterprise-grade security.
See meetings booked from CRM, run on-site, and attributed to pipeline in one platform.
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