Customer Success

Offer first class service and support with Meeting Lifecycle Automation for success teams

Give your success team the tools they need to be more productive and connect with customers faster.

Connect with customers on their terms. Schedule and route meetings instantly from email, in-app, and more.

Easy booking for your success team

With Instant Booker, your CS and support reps can book customer success meetings in seconds.

In-app scheduling and call routing

Concierge lets your customers schedule meetings or start live customer support calls without ever leaving your app.

Coordinate rep availability in real time

With advanced Routing, meetings are automatically scheduled with the right member of your customer success team, allowing you to better manage incoming support requests, new customer assignments, and more.

Record every interaction in Salesforce

Chili Piper automatically logs events into Salesforce. All notes, reschedules, and meeting details are time stamped and recorded for better success team reporting.

Make your customers and success team more productive

Give customers an easier way to connect with your success team and get the support they need.

Get a Demo

The fastest way for success teams to book customer meetings

Schedule customer success meetings without the back-and-forth. Remove unnecessary friction with scheduling software that allows you to connect with your customers on their terms.

Book meetings from any app

Our Instant Booker integrates with Salesforce, Gmail, Outlook, Salesloft, and more, so CS reps can book customer meetings on the fly.

One-click booking over email

Reduce clicks and schedule customer meetings faster. Embed your availability right in your email and let customers book with one click.

Meeting templates and reminders

Use dynamic meeting templates to pre-populate and send customer meeting invites with automated reminders, easy rescheduling, and more.

The fastest way for success teams to book customer meetings

Schedule customer success meetings without the back-and-forth. Remove unnecessary friction with scheduling software that allows you to connect with your customers on their terms.

Book meetings from any app

Our Instant Booker integrates with Salesforce, Gmail, Outlook, Salesloft, and more, so CS reps can book customer meetings on the fly.

One-click booking over email

Reduce clicks and schedule customer meetings faster. Embed your availability right in your email and let customers book with one click.

Meeting templates and reminders

Use dynamic meeting templates to pre-populate and send customer meeting invites with automated reminders, easy rescheduling, and more.

Intelligent account routing for customer success teams

Combine meeting scheduling with automated routing to easily assign accounts to the right CS reps and make meeting handoffs a breeze.

Route accounts and meetings

Build intelligent routing rules that automatically assign accounts and meetings to the correct CS team member based on a combination of Salesforce fields, including territory, company size, account ownership, and more.

Create new contacts and leads in Salesforce

Our scheduling software will detect when a new contact is not already in Salesforce and allow you to add them in one click.

Easy customer handoff

CS managers can stop wasting time assigning new customers. Automate account assignments for onboarding, account management, and more.

Intelligent account routing for customer success teams

Combine meeting scheduling with automated routing to easily assign accounts to the right CS reps and make meeting handoffs a breeze.

Route accounts and meetings

Build intelligent routing rules that automatically assign accounts and meetings to the correct CS team member based on a combination of Salesforce fields, including territory, company size, account ownership, and more.

Create new contacts and leads in Salesforce

Our scheduling software will detect when a new contact is not already in Salesforce and allow you to add them in one click.

Easy customer handoff

CS managers can stop wasting time assigning new customers. Automate account assignments for onboarding, account management, and more.

Give customers VIP support right when they need it

Make it easy for your customers to connect with an available success team member for timely answers and customer support meetings.

In-app and chat bot scheduling

Offer on-demand scheduling as a feature inside your application or through your chat bot. Make it easy to request customer success meetings instantly.

Real-time calls and video chat

Offer live phone or video support and let your customers connect with a member of your success team in seconds.

Route requests to the right person every time

Automatically route meetings or live calls to the correct account owner or available CS team member every time.

Give customers VIP support right when they need it

Make it easy for your customers to connect with an available success team member for timely answers and customer support meetings.

In-app and chat bot scheduling

Offer on-demand scheduling as a feature inside your application or through your chat bot. Make it easy to request customer success meetings instantly.

Real-time calls and video chat

Offer live phone or video support and let your customers connect with a member of your success team in seconds.

Route requests to the right person every time

Automatically route meetings or live calls to the correct account owner or available CS team member every time.

Track and measure key customer interactions in Salesforce

Reduce unnecessary work for your account management and customer success teams. Automate data entry into Salesforce and free up time for engaging customers.

Automatically create Salesforce events

Eliminate manual data entry and inaccurate reporting by automatically creating new events for every booked customer meeting through Chili Piper.

Create and update contacts and accounts

Automatically create new contacts and update Salesforce fields as you book meetings from webforms. You can also relate meetings to cases and any custom object.

Track every step in the meeting process

Track every stage of the customer meeting process, including bookings, meetings held, no-shows, reschedules, and cancellations. Build reports in Salesforce to better understand the way you interact with customers.

Track and measure key customer interactions in Salesforce

Reduce unnecessary work for your account management and customer success teams. Automate data entry into Salesforce and free up time for engaging customers.

Automatically create Salesforce events

Eliminate manual data entry and inaccurate reporting by automatically creating new events for every booked customer meeting through Chili Piper.

Create and update contacts and accounts

Automatically create new contacts and update Salesforce fields as you book meetings from webforms. You can also relate meetings to cases and any custom object.

Track every step in the meeting process

Track every stage of the customer meeting process, including bookings, meetings held, no-shows, reschedules, and cancellations. Build reports in Salesforce to better understand the way you interact with customers.

Start improving your customer engagement

Remove process bottlenecks and allow your CS team to focus on having meaningful customer success meetings.

Get a Demo
Denis Malkov

As an operations guy trying to remove friction from my revenue team members' days, Chili Piper has been a big win.

Denis Malkov

Director of Revenue Operations @ PandaDoc

Chloe Jillings

Any individual in a CS organization that is trying to automate the process for assigning accounts, I would highly recommend Chili Piper. It’s really improved our productivity and allowed us to automate that whole process.

Chloe Jillings

Manager of Customer Success at PatientPop

Improve customer success meetings with these features

Calendar integrations

Integrate with your favorite meeting scheduling apps, GSuite and Outlook365.

Salesforce integration

Eliminate manual data entry and cut down on admin time.

Smart booking links

Share booking links with customers that automatically route them to the correct calendar.

Suggested times in emails

Embed your availability right in an email and let prospects book with one click.

Custom CSS

Customize your booking experience to fit your brand.

Instant Booker extension

Quickly book meetings from anywhere on the web.

Email + text reminders

Reduce no-show rates and have more productive customer meetings.

Simple re-scheduling

Reduce cancellations and no-shows by allowing customers to reschedule with one click.

Group meetings

Easily coordinate multiple calendars to make group booking easy.

Reserved meeting times

Block specific time in your calendar exclusively for customer meetings.

Recurring meetings

Book a series of recurring meetings for onboarding, check-ins, and more.

Advanced routing

Automatically route and schedule customer success meetings to the right rep every time.

Chili piper integrates with your favorite tools

Ready to upgrade your customer engagement?

Let us show you how.

See Chili Piper in Action Today!