CUSTOMER SUCCESS TEAMS
Increase customer retention and growth
Prove your value to every customer and stay connected at the right moments to improve their experience and increase satisfaction.
Reduction in time for handoff from sales
Faster ticket resolution time
Increase in retention
KEEP AND GROW
Deliver value for lasting partnerships
Remind customers why they chose you: accelerate onboarding, improve health scores, and boost renewals and revenue growth.
EASY SCHEDULING AHEAD
Calendly’s features for Customer Success
BUILD TRUST AND LOYALTY
Deliver your best customer experience
Meet 1:1 with customers to build relationships, book joint meetings with teammates and customers for onboarding, bring groups of customers together for education and networking sessions, and meet quickly with customers to prevent a churn risk.
GAIN A COMPETITIVE ADVANTAGE
Connect customers with the right expert
Improve your response and resolution times. Route customers to a specific specialist or customer advocate for answers or round robin meetings among CS reps to solve needs even faster.
ENGAGE AT EVERY STAGE OF THEIR JOURNEY
Offer always-on support at scale
Create team pages for meetings offered on a regular basis (such as training) so customers can select the event that fits their needs. Plus, easily route to a support center when it makes sense for customers to self-serve.
IMPROVE CUSTOMER HEALTH & NPS
Stay top of mind with your customers
Automate communications before and after meetings to boost engagement. Send pre-meeting reminders to reduce no-shows and post-meeting follow-ups to keep customers informed and request feedback.
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.”
improved customer adoption & retention
Put your customers on the path to success
The Old Way
Low customer health from:
Missing handoffs between Sales & CS
Conflicts to schedule intro call
Slow support ticket resolution time
Delays in responding to customers
No-shows & cancellations
The New Way
30% increase in annual retention
Eliminate retention pitfalls
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
“The time to book meetings is non-existent now. But the biggest benefit for customers is having our CSMs be more prepared, more ready to give answers.”
Automate to accomplish more
Integrate with Salesforce and CRM tools
Update customer accounts in real-time without spending time on data entry.
Embed Calendly into your website for one-click booking that improves response times.
Route customers to the right place
Route support requests according to your system's rules and eliminate manual work.
Automatically send personalized emails and texts to customers before and after your meetings.
Access your meeting analytics
Discover activity and trends — such as popular meeting times, top performers, in-demand meeting types, and more.
CHOOSE A PLAN FOR YOUR TEAM
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.