Customer Success Teams
Increase customer retention and growth
Connect with customers at the right time to prove value, increase satisfaction, and build your reputation.
Deliver value for lasting partnerships
Support more customers and grow faster with easy scheduling
Deliver your best customer experience
Meet 1:1 to build relationships, co-host meetings with teammates to support customers’ needs, bring groups together for training, book your next meeting in real-time, and use Meeting Polls to get everyone together.
Stay top of mind with your customers
Automate communications before and after meetings to keep customers informed. Send pre-meeting reminders to reduce no-shows and post-meeting follow-ups to share resources and request feedback.
Offer always-on support at scale
Allow customers to book meetings from your website, select the exact meeting they need (e.g., pricing discussion, training, support), or direct them to a resource center when a meeting isn’t required.
Connect customers with the right expert
Improve your response and resolution times and solve needs faster. Whether customers reach out via your support center or website, you can match them with their active account manager or round robin meetings among the right CS reps.
Calendly’s features for customer success
Improve response times
Add a booking page on your website so customers can reach you when they have a question or need support.
Route customers to the right place
Screen incoming requests and route customers to different support reps or their dedicated CSM.
Integrate with Salesforce and other CRMs
Update customer accounts and contacts in real-time without spending time on data entry. Book meetings directly from CRM records.
Set up meeting workflows
Send email or text reminders before any meeting, then automatically follow up to share resources, send a "thank you" note, or request their feedback with a survey.
Book without interrupting your flow
Quickly find the right scheduling link at the right time, and share your availability from your inbox, LinkedIn, customer management tool, and more.
Stay one step ahead with customers
Skip the scheduling link when you’ve already decided on a time. Instantly book your next meeting, or book on behalf of a teammate for smooth handoffs.
Build your best experience
Standardize meeting settings and communications across your team and sync meeting templates to ensure everyone follows your ideal customer experience.
Access data to keep improving
Discover customer booking trends—including popular meeting times and days of the week, in-demand meeting types, and more— and fine-tune your availability.
Bring your tech stack together
Stop spending time on admin tasks or scheduling meetings, and instead fully focus on serving customers by connecting your CS tools.
View all integrations
“We can get meetings booked with just a few clicks. Calendly also enabled us to implement Gainsight, so we can automate touchpoints, get insights on our customer journey, and make more informed decisions.”
Put your customers on the path to success
Low customer health from:
Missing handoffs between Sales & CS
Conflicts to schedule intro call
Slow support ticket resolution time
Engagement drop-off
Delays in responding to customers
No-shows & cancellations
30% increase in retention
Seamless team coordination
Co-host with your team & use meeting polls
Instantly route to first available Support Rep
Meet at key milestones
Offer special times for an urgent need
Automatically send reminders & follow-ups
Pricing Plans
Get what you need to hit your goals: make scheduling easier and deliver a better meeting experience for all, while connecting your tech stack and staying secure.
When your team needs to align on a scheduling process and collaborate efficiently.
/seat/mo
For teams who need enterprise-level security, admin control, and support. Includes enterprise-grade procurement.
Starts at
$15k/yr
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