Solutions / Customer success

Every customer, the right CSM, the first time.

Round-robin among the right CSM pool, collective for kickoffs that need PM + CSM + AE. Predictable cost as the customer base grows.

Create separate event types per customer tier — Enterprise QBRs hit your senior CSMs; SMB onboarding rotates among the SMB pod.

Collective events for kickoffs that need a CSM + a PM + the AE who closed the deal. One link, one slot, three calendar invites.

Drop the booking widget into your customer portal. Customers schedule the right kind of conversation without bouncing around.

Booking volume, no-shows, cancellation rate — measure how your CS team's scheduling actually performs.

<5 min

for a customer to find a QBR slot

1 link

embedded in your customer portal

Unlimited

CSMs covered for the same price

“Adding a CSM used to require a procurement note. Now it's a checkbox. Our team grew 3x — bill didn't move.”

VP Customer Success · B2B SaaS, ~120 customers

Scale your CS motion. Not your scheduling line item.

Onboard the next CSM by lunch. Same plan, no extra cost.