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Why now

Events

Prioritize who to find at the conference, then capture follow-up before the flight home.

Use workspace context to decide who matters in the room and capture follow-up before it fades. You still attend. The product helps you show up with a plan and leave with owned next steps.

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01Capabilities

Show up with a plan

Built for review and follow-through, not a passive database.

01.1

Plan who matters

Make expensive event attendance more intentional by connecting the attendee plan to your existing contacts and pursuits.

  • Prioritize people and firms already connected to target accounts or active pursuits
  • Use event context to decide who deserves outreach before the room gets crowded
  • Prepare talking points from relationship and account context instead of starting cold

01.2

Capture what happens

The value of an event is usually in the follow-through, so conversations need somewhere to land quickly.

  • Create tasks and notes while the conversation is still fresh
  • Map follow-up to contacts, pursuits, and owners
  • Keep context visible for the teammate who handles the next touch

01.3

Turn attendance into pipeline

Use the event as a trigger for relationship momentum, not just a calendar expense.

  • Review who you met, what changed, and what should happen next
  • Move promising conversations into pursuits or prospect records
  • Use the workspace to prepare and track follow-up. You still attend, meet people, and own the relationships

Tools

Related calculators

Event ROI Calculator

Estimate conference cost per conversation and break-even pipeline before you commit principal time

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Prioritize who to find at the conference, then capture follow-up before the flight home.

Book a demo

Industries

Popular across these fields

Architecture
Contacts, pursuits, meeting prep, and follow-through for firms that win on relationships.
Lighting Design
Owner and rep relationships, award paths, and submittal follow-through in one workspace.
Construction
Subs, owners, and bid pipeline—with clear ownership on who follows up next.
Professional Services
AEC client relationships, pursuits, and meeting prep—without a generic CRM stack.

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Other use cases

Network
Clients, prospects, consultants, and collaborators in one place before you reach out.
Account planning
History, research, and open tasks on the account before you walk into the meeting.
Daily brief
A morning list of people to call, a source for why this week, and a next step you can take.