Concierge licenses are required for any individual that will receive a routed lead or meeting. Admins also need a license.
Schedule meetings from any web form
Real-time lead qualification
Real-time lead and meeting routing
Automatically create and update leads, contacts, and events in your CRM
Email & SMS reminders
Calendar integrations with Google Calendar, Office 365, Outlook
Video conference integrations with Zoom, Webex, GoToMeeting, Google Meet, Microsoft Teams
CRM integrations with Salesforce and HubSpot
Zapier integration
Slack Integration
Twilio Integration
Form Integrations with Marketo, Pardot, Eloqua, Hubspot and more
Help Center Access
Email Support
Customer Success Manager
Route Salesforce objects (leads, contacts, accounts, cases and opportunities)
Route Salesforce objects (leads, contacts, accounts, cases and opportunities)
Route Salesforce objects (leads, contacts, accounts, cases and opportunities)
Show more features
Schedule meetings from any web form
Real-time lead qualification
Real-time lead and meeting routing
Automatically create and update leads, contacts, and events in your CRM
Email & SMS reminders
Calendar integrations with Google Calendar, Office 365, Outlook
Video conference integrations with Zoom, Webex, GoToMeeting, Google Meet, Microsoft Teams
CRM integrations with Salesforce and HubSpot
Zapier integration
Slack Integration
Twilio Integration
Form Integrations with Marketo, Pardot, Eloqua, Hubspot and more...
Help Center Access
Email Support
Customer Success Manager
Account Manager
Show more features
Schedule meetings from any web form
Real-time lead qualification
Real-time lead and meeting routing
Automatically create and update leads, contacts, and events in your CRM
Email & SMS reminders
Live phone and video call routing
Calendar integrations with Google Calendar, Office 365, Outlook
Video conference integrations with Zoom, Webex, GoToMeeting, Google Meet, Microsoft Teams
CRM integrations with Salesforce and HubSpot
Zapier integration
Slack Integration
Twilio Integration
Email Support
Help Center Access
Email Support
Customer Success Manager
Account Manager
Show more features
A "routed lead" is any meeting request processed through Concierge (Ex. a demo request form submission) - includes leads that are disqualified.
Instantly route + assign leads
Trigger route on field update or new record creation
Route based on custom fields
Assign to account owner
Round robin assigment
Lead to account matching
Route Salesforce objects (leads, contacts, accounts, cases and opportunities)
Automated email & SMS reminders
Automatically create and update events, leads, and contacts in your CRM
Automatically track held meetings, no shows, reschedules, and cancellations in your CRM
Add UTM parameters to booking links to track where prospects and customers were sent from
Automatically add leads to Salesforce campaigns
Calendar integrations with Google Calendar, Office 365, Outlook
Sales engagement integrations
Zapier integration
Slack integration
Salesforce and HubSpot CRM integrations
Help Center Access
Email Support
Customer Success Manager
Account Manager
Show more features
Instantly route + assign leads
Trigger route on field update or new record creation
Route based on custom fields
Assign to account owner
Round robin assigment
Lead to account matching
Route Salesforce objects (leads, contacts, accounts, cases and opportunities)
Automated email & SMS reminders
Automatically create and update events, leads, and contacts in your CRM
Automatically track held meetings, no shows, reschedules, and cancellations in your CRM
Add UTM parameters to booking links to track where prospects and customers were sent from
Automatically add leads to Salesforce campaigns
Calendar integrations with Google Calendar, Office 365, Outlook
Sales engagement integrations
Zapier integration
Slack integration
Salesforce and HubSpot CRM integrations
Help Center Access
Email Support
Customer Success Manager
Account Manager
Show more features
Book instant meetings from your inbox and calendar
Calendar integrations with Google Calendar, Office 365, Outlook
Schedule meetings from any web form
Personal booking links
Embed suggested times in emails
Personal Pages
Automated email signatures
Simple scheduling for multi-person meetings
Automated email & SMS reminders
Meeting buffers
Reserved meeting times
Minimum meeting notice
No show management
One-click booking in GCal and Outlook
Book meetings and suggest times on behalf of other team members
Create and manage team signatures
Team meeting templates and reminders
Automatically create and update events in your CRM
Automatically create leads and contacts in your CRM
Automatically track held meetings, no shows, reschedules, and cancellations in your CRM
Pull CRM data into dynamic meeting templates and reminders
Calendar integrations with Google Calendar, Office 365, Outlook
Video conference integrations
Sales engagement integrations
Zapier integration
Slack integration
Twilio integration
Chat integrations with Intercom, Drift, Conversica
CRM integrations with Salesforce and HubSpot
Help Center Access
Email Support
Customer Success Manager
Account Manager
Show more features
Zoom, Webex, GoToMeeting, Google Meet, Microsoft Teams
SalesLoft, Outreach, Yesware, FrontSpin, PersistIQ, and Serenova
Pre-schedule meetings for in-person events
Qualify, route, and pre-schedule meetings from event landing pages
Assign and pre-schedule event meetings from Instant Booker
Automatically coordinate rep and meeting room availability
Hold meeting availability with placeholder calendars to reassign later
Seamless rescheduling and reassignment for last-minute changes at your event
Simple scheduling for multi-person meetings
Automated email & SMS reminders
Automatically create and update events, leads, and contacts in your CRM
Automatically track held meetings, no shows, reschedules, and cancellations in your CRM
Add UTM parameters to booking links to track where prospects and customers were sent from
Automatically add leads to Salesforce campaigns
Calendar integrations with Google Calendar, Office 365, Outlook
Sales engagement integrations
Zapier integration
Slack integration
Salesforce and HubSpot CRM integrations
Help Center Access
Email Support
Customer Success Manager
Account Manager
Show more features
Zoom, Webex, GoToMeeting, Google Meet, Microsoft Teams
Build the ideal solution by combining multiple products at a bundled rate
Everything you need to route and assign every inbound lead and schedule instantly with those that are ready to meet now. Only available for Salesforce users.
Schedule meetings from any web form
Real-time lead and meeting routing
Trigger route on field update or new record creation
Lead to account matching
Route Salesforce objects (leads, contacts, accounts, cases and opportunities)
Automatically create and update leads, contacts, and events in your CRM
Show more features
How does Chili Piper pricing work?
Chili Piper offers two products: Concierge and Instant Booker. Concierge consists of a platform fee (based on your monthly lead volume) and user licenses (one for every user that would receive a routed meeting). Instant Booker is priced per user license. You can purchase a mix of Spicy or Hot licenses, depending on the needs of your organization.
Do admins require a user license?
Yes. Both master and workspace admins require a license for each product they manage. The type of user license is dependent on the highest level of user they manage. For example, if they need to manage Hot Instant Booker users, they will need to have a Hot license.
We need to add new users. How will that work?
You can add new users to your account at any time, either through the Chili Piper Admin Center or by contacting a member of our account management team. You can choose to purchase a mix of user types. Not every user requires the same license.
Do all my reps need Instant Booker Hot if only some need to be included in routing workflows?
No. Your team can have any mix of license types for your users. Chili Piper uses workspaces to separate functionality across different users. For example, only users with a Hot Instant Booker license can access workspaces that include routing queues.
I have a sales development rep booking for an account executive. Does that count as one license or two?
Two. In the case of handoff meetings, bookers and assignees both need a license.
I have a complex process, how long does it take to set up Chili Piper?
Anyone can set up their personal workspace and start booking meetings in a couple of minutes. Our CRM integrations are also quick to install – we integrate natively with Salesforce so connecting your account is a smooth process. When setting up sophisticated routing queues, you may need some time to configure them correctly and test to ensure they are working as intended. That's why our dedicated support team and customer success managers are here to help you. Even the most sophisticated routing workflows can be setup and a couple of hours.
What forms of payment do you accept?
You can purchase Chili Piper with any major credit card via Stripe in-app billing. For annual subscriptions over $6K, we can issue an invoice payable by bank transfer or check. Please contact us to arrange an invoice purchase. Monthly purchases must be paid for by credit card.
Do integrations cost extra?
No. We do not charge extra for our integrations, however, some are packaged with our premium plans. For example, our Salesforce integration is only available for teams on our Spicy and Hot plans.
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)
Do you offer discounts?
No. We have had a no discount policy from day one. We love all our customers and offer the same fair, transparent pricing to everyone.
Will I be charged sales tax?
Yes. As of February 2019, we will apply state and local sales tax based on your billing address to your total charge for states where we are legally obligated to collect sales tax. If you are tax exempt you must provide us with a valid tax exemption certificate authorized by the appropriate taxing authority.
How do I cancel my Chili Piper subscription or trial?
Please reach out to your account manager or our support team, support@chilipiper.com to cancel your existing subscription.
How secure is Chili Piper?
Protecting the data you trust to Chili Piper is our first priority. Chili Piper uses physical, logical, and technical safeguards to preserve the integrity and security of your information. Click here to learn more.
