CUSTOMER SUCCESS TEAMS
Increase customer retention and growth
Ensure customers can reach you and stay connected at every stage of their journey to improve their experience and increase satisfaction.
ROI with Calendly - including admin savings
Increase in customer retention
Fewer scheduling emails needed to launch projects
RETAIN AND GROW
Deliver value for lasting partnerships
How you meet makes a difference. Make it easier to connect and build trust with your customers, and use your meeting time to solve and support customers’ needs.
EASY SCHEDULING AHEAD
Calendly’s features for Customer Success
GAIN A COMPETITIVE ADVANTAGE
Provide distinguished customer service
Grow relationships with 1:1 check-ins, collectively bring your team together to host onboarding, gather a group of customers for training and networking, offer one-off times for a big renewal, and cycle requests to different team members.
IMPROVE SUPPORT RESPONSE TIMES
Direct customers to the right person for answers
Deliver fast support by immediately connecting customers who have specific issues with the support specialist or customer advocate who can solve it.
ENGAGE AT EVERY STAGE OF THEIR JOURNEY
Help customers achieve their goals
Use team pages to empower customers to select from several options to meet with your team, whether they need tech assistance, have a pricing question, or want to schedule user training.
IMPROVE CUSTOMER HEALTH & NPS
Make each interaction valuable
Set up pre- and post-meeting automations to exceed customer expectations: send meeting reminders, follow-up with resources, request the next check-in, and send a thank-you email with a feedback survey.
Real people, real results
Take it from the millions of people who use Calendly to save time and drive revenue every day.
“Calendly has been a key driver in a lot of our growth. It’s really helped us drive our internal efficiency as a company, but also in a customer-facing sense from the first touchpoint all the way through their journey.”
Head of Success, AgriWebb
The easiest way to schedule, prepare, and follow-up with your customers
Connect with more customers, whether they come to you or you outreach at key milestones. Deliver an impactful experience, meeting by meeting.
Calendly’s Workflows help automate, standardize, and manage communications that should happen before and after meetings. Plus, you can automatically update customer records with any meeting booked using our CRM integrations.
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
Unite the customer lifecycle
Seamless team coordination
Connect with all stakeholders
Round robin to the 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.
Integrate with Google, Microsoft, and Apple and coordinate multiple calendars.
Embed Calendly into your website for one-click booking that improves response times.
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.
Download browser extensions to easily add times to email, integrate with LinkedIn, and more.
Reporting and Analytics
Discover activity and trends — such as popular meeting times, top performers, in-demand meeting types, and more.
Make it your own
That’s not all
With scheduling hassles and interruptions gone, your day is
cleared for accomplishment.
RECOMMENDED FOR TEAMS
With scheduling hassles and interruptions gone your day is cleared for accomplishment.