//Platform Upgrade ROI
Upgrade value calculator
//Customer details
Starting point
Legacy products customer has
$
%
Auto-suggested at 20% based on legacy products - override freelyYour pipeline inputs
$
%
Leads that book a meeting today%
Industry avg lift: 2–3× current rate%
Meetings that close to revenueUpgrading to Experiences could add
Annual upgrade cost (to Experiences)
$30,000
incremental vs. current legacy ACV
Net 12-mo gain
$8.3M
revenue gain minus upgrade cost
ROI multiple
277.6x
return on incremental spend
//Plan comparison
Current (Legacy)
Existing legacy product mix
ACV: $12,000/yr
1.0x
baseline
Your existing legacy Chili Piper products. This is the baseline we measure against.
Monthly meetings
75
legacy baseline
Closed deals / yr
225
Annual revenue
$5.6M
Annual cost
$12,000
Step Up
Routing & Scheduling
New pricing, full routing suite
From $15K/yr · 15 seats included
1.2x
more deals vs. legacy
Routing, scheduling, form conversion, and form abandonment recovery - upgrade lift from new pricing plus routing modules unlocked.
Monthly meetings
90
+15 vs legacy
Closed deals / yr
270
+45 vs legacy
Net 12-mo gain
$1.1M
payback <1 mo
Annual cost
$20,400
Recommended
Experiences
Web Experiences + Re-Engagement
From $42K/yr | 30 seats included
2.5x
more deals vs. current
Chat & ABM engagement, account de-anonymization, plus the full Routing & Scheduling suite.
Monthly meetings
186
+111 vs legacy
Closed deals / yr
559
+334 vs legacy
Net 12-mo gain
$8.3M
payback <1 mo
Annual cost
$42,000
//Annual revenue at a glance
//Feature breakdown by plan
Toggle features on or off to tailor the view to this customer. Switch to Preview to see only selected features.
Routing & Scheduling
Everything included in Routing & Scheduling (from $15K/yr)
Routing & Scheduling
Form Concierge
Live meeting booking from any web form
Distro Routing
Auto-route leads in Salesforce
ChiliCal
One-click branded scheduling for every rep
Handoff
Pass meetings between teams without drop-off
3rd party scheduling
G2, LinkedIn, Navattic, in-app and trade show flows
Marketing email router
Schedule from HubSpot, Pardot, Marketo emails
Round-robin & calendar combining
Multi round-robin with weighting and meeting limits
Meeting calibration
Fair handling of no-shows, cancellations, spam
Form shortening
Auto-shorten forms with enrichment data
Booking controls
Prevent favoritism, timezone auto-detect, coworker invites
Salesforce Routing
Route any Salesforce object
Standard or custom objects
SLA management
Service-level agreements per route
Lead-to-Account matching
Advanced fuzzy matching
Dedupe & merge
Duplicate detection and record merging
Lead conversion
Convert leads to contacts, create accounts, tasks, opportunities
Weighting & capping
Distribute fairly across products and territories
Re-Engagement & Orchestration
No-show & cancellation flows
Auto-recover lost meetings
Custom HTTP triggers
Send and receive events from external systems
Webhook triggers
Act on events from any external system
Store auth keys
Secure credential storage for integrations
Form abandonment
Re-engage visitors who didn't finish the form
Reporting
Meeting & routing analytics
Track booking rates and rep performance
Experiences
Everything in Routing & Scheduling, plus: (from $42K/yr)
Live Engagement
Concierge Live
Instant phone/video connect from any form
Handoff Live
Live transfer between SDRs and AEs with no drop-off
Web Experiences & Chat
Message Widget
Personalized banner for visitors from target accounts
Scheduling Widget
Personalized booking flow for known visitors
Live Chat
Real-time chat with a team member
Chat AI
24/7 automated qualification, routing & booking
Automated chat workflows
Pre-built flows for common visitor intents
Knowledge base
Customizable KB powering Chat AI responses
Multi-language support
Chat in your visitor's language
ABM / intent targeting
Personalization & intent routing for target accounts
Account de-anonymization
Identify unknown visitors (6sense, Bombora, or CP credits)
Reporting (Experiences only)
Basic chat reporting
Conversation volume and engagement
Chat AI reporting
Qualification and routing analytics
Included in both plans
AI agents, integrations, and governance features available across both plans
AI Agents
Spam Checker
Keep fake meetings off your calendar
Meeting Prep
AI briefing with instant context before every call
Chili Assist
Build routing rules in plain English
MCP & Edge API
Build with AI tools and agent workflows
New AI agents as they ship
Access to future agents at no extra cost
Integrations
Salesforce CRM
Deep native integration
HubSpot CRM
Native sync and routing
Google & Outlook calendars
Native calendar sync
Slack & Microsoft Teams
Native messaging integration
Marketo
Native marketing automation sync
6sense & Bombora
Intent data integration
Leadfeeder
Account identification
Sales engagement
Gong Engage, Salesloft, Outreach
Enrichment platforms
Clay, Apollo, ZoomInfo, Lusha, LeadIQ
LinkedIn Ads
Native integration (CP + Calendly only)
Aircall
Phone system integration
Governance & Support
User permissions
Role-based access controls
Audit logs
Track changes and access
SSO / SAML
Single sign-on with your IdP
User provisioning
SCIM-style user management
Remove Chili Piper branding
White-label scheduling and chat surfaces
Dedicated CSM
Both tiers; Experiences adds priority response
Projections, not guarantees. These estimates are directional, built on aggregate CP customer benchmarks and common B2B funnel assumptions. Actual results depend on funnel quality, traffic mix, sales execution, and other factors.