Teams & Organizations
Better relationships at scale — without adding admin
Confirmed helps organizations support relationship-driven work across people, teams, and systems — while reducing operational friction.
From meetings and events to follow-up and reporting, Confirmed gives teams the structure they need without slowing anyone down.
For organizations where relationships drive outcomes
Confirmed is built for teams that depend on conversations, follow-through, and coordination — not just transactions.
- Sales and revenue teams
- Partnerships and alliances
- Marketing teams active at events
- Client-facing and advisory teams
- Associations and member organizations
The problem
Relationships don’t disappear — they fade without follow-up. Value is lost when context fades, coordination breaks down, and follow-through becomes inconsistent.
Confirmed addresses this at the system level: individuals capture context in the moment, teams gain shared visibility, and leaders support outcomes without added reporting work.
Visibility without micromanagement
Insight that helps teams perform — not feel monitored.
- Weekly summaries of meetings across the team
- On-demand reporting by week, month, quarter, or custom range
- Patterns and follow-through — not just appointments
Built for teams that show up — not just teams that sell
Many meaningful conversations happen at conferences, trade shows, panels, booths, and community events.
- Host Meet-&-Greet experiences
- Capture context from real-world conversations
- Make follow-up simple for attendees
Result: event participation becomes measurable relationship momentum — without extra tools or manual tracking.
Shared systems, less friction
Scheduling becomes a shared organizational capability — not a set of disconnected personal links.
- Fewer coordination emails
- Clearer ownership
- Cleaner records and less manual admin
Rooms & resources
Intelligent scheduling for shared spaces — without rigid corporate tooling.
- Custom availability per room
- Automatic conflict prevention
- Works with Outlook or Google Calendar
Rooms can be reserved instantly from a phone — no tablets or specialized hardware required.
Operational intelligence built in
Designed for real-world movement, not perfect calendars.
- Prevents impossible back-to-back meetings
- Groups availability by geography for on-site work
- Improves reliability without changing behavior
Security & IT confidence
Built to meet enterprise expectations — with clean integration and strong controls.
Designed to integrate cleanly into Salesforce environments.
We collaborate to align with your standards and requirements.
Clear team administration and access controls.
Governance & control
Clear roles. Clear ownership.
- Manage users and configuration
- Support consistent workflows
- Control seats and billing
- Manage overall access
As organizations grow, Confirmed scales without forcing premature structure.
Flexible by design
Confirmed adapts to your workflows, teams, and operational requirements — today and as you scale.
Support & customization
Organizations with advanced integrations or unique needs can access additional support and customization.
Practical rollout
Start small, prove value, and expand — without heavy change management.
Fits your systems — without rip-and-replace
Confirmed is designed to work alongside the tools your organization already relies on. Use it to capture relationship context, support follow-through, and keep records clean — without adding admin.
- Compatible with Salesforce and Microsoft environments
- Also works with Google and other tools your teams use
- Adoption-friendly: start with a pilot, then expand
Salesforce compatible
Microsoft compatible
Trusted by teams and event-driven organizations
Real feedback from professionals and leaders using Confirmed to make relationship follow-through reliable.
“Saves me an entire day to play golf each week.”
— Community banker / frequent networker
“The linking to my CRM is huge! It’s not only a time-saver; it keeps me from forgetting.”
— Experienced business development professional
“I think it’s great. The syncing part is really nice; makes it easy to operate out of our CRM.”
— Wealth advisor / frequent networker
“It’s all very clean and useable. There’s an additional advantage that it doesn’t make you commit to a completely new system.”
— CEO (mid-sized consulting company)
“We want this for all our events moving forward.”
— Showcase host
“Every event director is looking to have their attendees connect more — because everybody wins. This is a great solution.”
— Head of events (multiple associations)
“A perfect fit for our events. Our attendees loved how easy it was.”
— Event organizer
“You’ve solved a problem that everybody has.”
— Fractional chief revenue officer
“It solves challenges that we have identified as unsustainable.”
— Government & medtech program lead
“I love that you don’t make me use a QR code.”
— Event coordinator (Fortune 500)
Support better relationship-driven work across your organization
Give your teams the tools to capture context, coordinate effectively, and turn conversations into outcomes — without adding admin.
