Starting your ESO without a CRM means rebuilding your data infrastructure later — the hard way. Here's why program managers set up structure early.
Read NowLog advising sessions, track hours, and build a complete record of the support you provide.
Trusted by program managers across the country
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See your week at a glance or filter sessions by program and client.
Create sessions from anywhere — the calendar, client page, or after a referral.
Every session ties back to a program for accurate impact reporting.
SESSION CALENDAR
Weekly calendar view with upcoming and past sessions, side-panel inspection, and clone for recurring meetings.
SESSION CREATION
Multiple entry points — calendar, client page, table quick action, or previous session. Future sessions send invites; past sessions log the record.
SESSION DETAIL
Full session record with client link, business, program association, description, and follow-up actions.
EVERYTHING YOU NEED
Drag on the calendar to set the time for a new session.
Repeat a session for the following week with one click.
Inspect session details without leaving the calendar.
Cohorts roll up to programs so all impact data stays connected
Select which business the session covers when a client has more than one.
Full session timeline per client, visible on their record page.
"Catalyzer's Events feature has completely transformed how we manage our accelerator. We save hours every week on registration, attendance tracking, and follow-up emails."
FAQ
Can I schedule recurring sessions?
Yes. Use the clone feature to repeat a session for the following week, keeping the same client, time, and program association.
How do I log a session that already happened?
Create a session with a past date and time. Catalyzer treats it as a completed session and adds it to your records.
Can I associate a session with a specific program?
Yes. Select a program when creating or editing a session. The session then rolls up to that program's reporting.
Do clients receive a calendar invite?
For future sessions, you can send a calendar invite to the client. Past sessions are logged as records without notifications.
How do sessions connect to my impact reports?
Sessions associated with a program are automatically counted in that program's metrics, including hours logged and client interactions.
Join program managers who use Catalyzer to manage client relationships.
