Users
How many team members will be booking meetings or having meetings booked for them? Also needed for account admins.
Concierge
Do you want to enable scheduling and live calls from your web-forms, in-app, or in marketing emails
Base User Features
| Instant Booker Chrome Extension | |
| Salesforce integration and support | |
| Calendar integrations with Google Calendar, Office 365, and Outlook | |
| Unlimited personal meeting templates | |
| Suggested times in emails | |
| No show management | |
| Meeting reminders via email and SMS | |
| Group meetings | |
| Meeting attendance and funnel reporting | |
| Round robin management | |
| Advanced meeting routing by territory, size, account ownership, etc. | |
| SDR to AE meeting handoffs | |
| AE to Onboarding meeting handoffs |
Concierge
| Real-time scheduling directly from web forms, in-app, or marketing emails | |
| Real-time phone and video call routing directly from web forms, in-app, or marketing emails | |
| Lead qualification rules | |
| API access for customization |
Users
How many team members will be booking meetings or having meetings booked for them? Also needed for account admins.
Scheduling
| SDR to AE Meeting Handoffs | |
| AE to Onboarding Meeting Handoff | |
| Round Robin Management | |
| Advanced Meeting Routing (territory, company size, account ownership, etc.) | |
| No Show Management | |
| Meeting Reminders via Email and SMS | |
| Suggested Times in Emails | |
| Group Meetings | |
| Meeting Attendance and Funnel Reporting |
Events
| Pre-Book Conference & Trade Show Meetings | |
| Team-Wide Scheduling Links | |
| Check-in Calendar App | |
| Meeting Approval Workflows | |
| Advanced Salesforce Reporting Integrated With Campaigns | |
| Coordinate Availability of Your Reps & Meeting Rooms | |
| Easily Schedule Or Re-Assign Meeting Owners | |
| Manage & Schedule Group Events | |
| Manage Attendees & Groups Attending Your Events |
Frequently asked questions
I have a complex process. How long does it take to setup Chili Piper?
Our app installs in a few clicks. To make sure you have the right settings for everyone in your team, it can take an admin, depending on the team size anything in between 15 minutes to 2 hours.
Is training, setup & support included in this price?
Yes! We train and onboard all your users!
I have a sales development representative booking for an account executive. Does that count as one license or two?
Two. Because you want to make sure you have all the data to track your meetings correctly
Do admins require a user license?
Yes. Both master and workspace admins require a Chili Piper Meetings user license.
Do integrations cost extra?
No. We do not charge extra for our integrations, however, some are packaged with our premium features. For example, our Twilio integration is only available for teams that use Concierge with live calls. It just wouldn't be useful otherwise.
Do you offer payment terms? Like Net 30 or quarterly payments?
No. Licenses become active upon upfront payment (we want to focus on improving your process not chasing invoices)
We can't live without Chili Piper!
Andrew Berger
Square