Meetings first. Revenue follows.
Event meeting management that books, runs, and attributes every meeting to pipeline.
Captello's Meeting Management Platform operationalizes a meetings-first strategy that turns events into a predictable driver of pipeline, revenue, retention, and account growth. Sales books outbound meetings with target accounts while Marketing drives inbound demand, and every meeting is briefed from CRM data and executed onsite. One platform connects every interaction to the revenue it influences.
Walk in with a booked calendar, not a hope for booth traffic.
Top meetings get booked before the event starts.
Weeks out, Sales lines up outbound meetings with target accounts while Marketing drives inbound through campaigns and account-based programs. Native CRM and calendar integrations show real-time availability, so reps schedule in their own systems and connect with the right people.
Captello centralizes account and engagement data into a single meeting record with detailed briefs, organized by account, territory, or buying stage, giving every conversation a clear objective.
Read the case study →Run every meeting in real time, and never lose the next conversation.
Events move fast, and Captello keeps up. Staff check attendees in, manage rooms, coordinate executives, and book ad hoc meetings on the fly. Teams track show rates, cancellations, and outcomes in real time, while automated workflows fire reminders, follow-ups, and rebooking requests when meetings change. And if a prospect can't meet onsite, reps instantly book a future meeting with the native 365 Meeting Scheduler.
Turn the conversation you had into the meeting you need.
Not every opportunity starts with a scheduled meeting. When one can't be secured, Captello captures the conversation and turns it into actionable intelligence: lead capture, data enrichment, and conversation insights combine to collect company and contact details, interests, buying signals, sentiment, and recommended next steps. Instead of generic follow-up, sales teams get the context to deliver personalized outreach based on what was actually discussed.
The event ends. The opportunity doesn't.
Captello automatically captures meeting outcomes, action items, and next steps to power personalized follow-up. Because outreach is based on real conversations rather than templates, teams respond faster and convert more. Automated workflows drive follow-up across email, CRM, SMS, and marketing automation, so momentum never stalls. And with the 365 Meeting Scheduler, every interaction can prompt the next step, whether a demo, briefing, or renewal, straight from the follow-up.
Every meeting measurable. Every conversation attributable. Every event accountable to revenue.
If you can't connect meetings to revenue, you can't fully understand event performance. Captello links every meeting, conversation, follow-up, and opportunity into one unified attribution model, measured end to end in Revelation™, Captello's enterprise analytics. Track outbound and inbound meetings, onsite and post-event bookings, show rates, pipeline created and accelerated, retention and expansion, and revenue influenced.
Why Captello
A meetings-first strategy is run by people. We make the platform disappear.
Meeting management isn't a calendar widget; it's a revenue strategy your Sales, Marketing, and Events teams run together. Captello brings 10+ years of real-world event experience, on top of 15+ years in sales and marketing SaaS, so the platform fits how enterprise teams actually work and gets out of their way. When it matters, our world-class support team is in it with you.
One platform. Four core solutions. Every interaction tied to pipeline.
Meeting Management is one of four core solutions on the Captello platform. Explore the rest: Lead Capture, Activations and Engagement, and Event Revenue Intelligence, plus the Event Operations parallel track.
Meetings first. Revenue follows.
Book the meeting. Prove the pipeline.
Booking, execution, follow-up, and attribution, built together in one system of record. That's how a meetings-first program turns an event into a predictable driver of pipeline, revenue, and account growth, with every meeting accountable to the business outcome it produced.
Request a Demo →Event meeting management, answered
The highest-value meetings are booked weeks or months out. Sales secures outbound meetings with target accounts, customers, and strategic prospects, while Marketing drives inbound requests through event campaigns, invitations, account-based programs, and executive engagement. Native CRM and calendar integrations give real-time visibility into availability, so reps schedule inside the systems they already use and engage the right executives, subject matter experts, solution consultants, customer success managers, and product leaders. Captello pulls opportunity, account, contact, activity, and engagement data into a centralized meeting record and generates detailed meeting briefs, and meetings organize by account, opportunity, territory, solution area, buying stage, executive program, or strategic initiative, so every conversation has a clear objective.
Events move fast, and meeting execution keeps up. Captello gives complete visibility into every meeting across the event: staff check attendees in, monitor attendance, manage room assignments, coordinate executive participation, handle last-minute changes, and book ad hoc meetings as opportunities emerge. Teams see show rates, cancellations and their reasons, executive participation, outcomes, and next steps in real time, while automated workflows trigger reminders, follow-ups, rebooking requests, and internal notifications when meetings are canceled, missed, or rescheduled. If a prospect can't meet onsite, reps schedule a future meeting instantly with the native 365 Meeting Scheduler.
Not every opportunity starts with a scheduled meeting. When one can't be secured before or during the event, Captello captures the conversation and transforms it into actionable intelligence: lead capture, data enrichment, account intelligence, and conversation insights collect company information, contact details, interests, business challenges, buying signals, discussion topics, sentiment, and recommended next steps. Rather than sending generic follow-up, sales teams get the context to deliver highly personalized outreach based on what was actually discussed. The goal isn't to collect leads. It's to convert conversations into meetings, meetings into opportunities, and opportunities into pipeline.
The event ends; the opportunity doesn't. Captello automatically captures meeting outcomes, action items, conversation summaries, and next steps to power personalized post-event engagement. Because follow-up is based on actual conversations rather than generic templates, teams respond faster, write more relevant outreach, and convert at higher rates across the sales cycle. Automated workflows initiate follow-up across email, CRM tasks, sales engagement platforms, SMS, customer success motions, and marketing automation, so momentum is never lost. With the 365 Meeting Scheduler, every interaction can carry a call to action to book the next meeting, directly from the follow-up itself.
If you can't connect meetings to revenue, you can't fully understand event performance. Captello links every meeting, conversation, follow-up activity, opportunity, and revenue outcome into one unified attribution model, measured end to end in Revelation™, Captello's enterprise analytics. Measure outbound and inbound meetings, meetings completed onsite, ad hoc and post-event meetings, attendance and show rates, pipeline created and accelerated, retention and expansion, and revenue influenced. Instead of measuring activity, teams measure outcomes. Every meeting becomes measurable, every conversation becomes attributable, and every event becomes accountable to revenue. That is event-to-revenue intelligence applied to every meeting on the calendar.