Built for Vistage Chairs
Two hundred invitations.
Every one of them personal.
The CRM built for the way Chairs actually recruit. Write the invitation once, approve it once, and every executive gets their own email, addressed only to them.
20 minutes · Sends from your own Outlook · Your contacts stay yours
Who it was built with
Made with a working Vistage Chair, for Vistage Chairs.
A list gone stale. A headcount nobody trusted. Follow ups remembered too late. Every screen here came from a real practice, not a guess about one.
Shaped in a live practice
Built week by week around a Chair running it, against her real list.
None of it is generic
The Vistage check. The recruiting arc. The years after somebody joins.
You email whoever built it
No queue, no form. Most changes land within two weeks.
All the CRM you actually need, and none of the parts you don’t.
Intake, research and outreach in one place. Spend your week talking to people, not managing software.
Everyone who puts their hand up, in one place.
One queue instead of four places to check.
Your website form
Event RSVP forms
Prospect research
One review queue
You approve who becomes a contact. Nothing gets in unvetted.
Built around the whole job, not the easy half of it.
Recruiting runs from a first introduction to a member’s fourth year. A general CRM helps with one of these five.
Start with who your members already know
A member shares their connections and every name is read at once.
A general CRM has no idea who introduced whom.
Never write to a name another Chair has
Every name checked against Vistage from your own session. Taken names are locked.
The one thing no other CRM can do.
Walk in knowing something true
A briefing from the public web, a source beside every claim.
A blank where it could not confirm. Never a guess.
One approval, two hundred personal emails
Each guest gets their own email from your address, and replies come back to you.
Not a mail merge.
The years after somebody joins
Who is in each group, how long they have been there, and which seats are empty.
The longest part of the job. The part software ignores.
Nothing is sent, and nobody is added, without you.
Every message waits for you. Nobody becomes a contact until you say so. The Vistage check only reads, so your own record there is untouched.
The evening, while it is still filling up.
Who is coming, who declined, who has not answered, and what the ones who wrote back said. No more reading the inbox with the spreadsheet open beside it.
The planner
Someone to think the evening through with.
Ask it anything about the evening in front of you. It reads your own list before it answers. You approve every change.
Sees the whole evening: invitation, list, replies, cost
Reads your contacts and researches a speaker, with sources
Redrafts the invitation, moves the date, rewrites the details
Every change waits for your approval
It never sends anything you have not approved.
The app does send email, and asks your mail provider for permission to do it: an invitation has to leave your own mailbox to be an invitation. What it will not do is decide to write to somebody. Every message that goes out is one you wrote or read and approved first, including the confirmations that answer an RSVP. Claude drafts and proposes. Nothing reaches anybody on its own judgement, on its own schedule, or to anybody you did not choose.
The whole of it, plainly.
No tiers, nothing held back for a bigger plan.
Your list
- Import a spreadsheet or a Salesforce export, and see every change before it saves
- Duplicates merged, keeping what you had
- Groups built from a list, a photo or a spreadsheet
- Export back to Excel, any time
The evening
- A personal email to each guest, from your address
- RSVP forms you can style in Vistage colours
- Dinner paid by card or Venmo
- Follow ups for those who have not answered
Who to ask
- Checked against Vistage before you write
- Briefings with a source beside every claim
- Licensed search by geography, seniority and size
- Fit scored against what your group needs
After the invitation
- Replies summarised, the urgent ones on top
- Fix an RSVP by hand when somebody tells you in person
- Who is in each group, and who has gone quiet
- Anyone in a group but not marked a member
One price for the platform. Anything beyond it, quoted.
Book a demo. We set it up with you, no charge.
The platform
Pricing coming soon
Book a demo and we will talk it through.
- Unlimited events and contacts
- Sends from your own Outlook
- Export back to Excel, any time
- Support from whoever built it
Custom tooling
Run your practice differently? We’ll build it in, usually within two weeks.
Tell us the one or two things your practice does its own way. Anything large gets a date on the call.
Quoted per project · Scoped on the callBuilt this way already: a speaker availability tracker · follow up sequences by segment.
Bring your spreadsheet. Leave with a system.
Twenty minutes, your own list on the screen, and a straight answer about whether it helps.
Questions Chairs ask first.
A CRM and event system built only for Vistage Chairs. It holds your prospect list, sends each guest their own personal invitation, tracks who is coming, and follows the people in your groups for as long as they are members.
No. Chairspace is an independent tool built for Vistage Chairs. It is not affiliated with, sponsored by, or endorsed by Vistage Worldwide, Inc.
Salesforce is built for sales teams, and a Chair practice is one person and a few hundred relationships. Chairspace imports a Salesforce export in one step, then gives you only the parts that job needs. It reads the Vistage database to check whether a name is taken and never writes to it, so your record there is untouched.
No. Every message waits for your approval before it goes anywhere. The planner cannot send email at all: the tools that would let it were never built, so there is no setting to get wrong.
Yes. Export every contact, event and reply back to Excel whenever you want, without asking anybody.
No. Book a demo and we set it up with you on the call, your own spreadsheet included. There is no charge for that.