Onboard and check in, effortlessly.
Recurring check-ins, routing to the right CSM, and automated reminders — keep customers engaged without the scheduling overhead.
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Check-ins by type
0illustrative · this month
Illustrative — your real numbers appear in Insights.
emails to schedule a check-in
customers routed to their CSM
reminder touches per call
Built for how you work
New customers self-book their onboarding slot instantly.
Drop a booking link in your welcome email. Customers pick a time before they've even logged in — great first impression.
Old way: Scheduling onboarding calls takes days of email back-and-forth and sets a bad first impression.Automated reminders keep every check-in on track.
Email reminders go out at the timing you choose. CSMs focus on the call, not the calendar.
Old way: CSMs spend hours each week rescheduling, reminding, and chasing customers for routine check-ins.Routing sends customers to the right CSM automatically.
Match customers to their assigned CSM, or route by product line, region, or tier using a short intake form.
Old way: Customers reach the wrong CSM or get routed to someone who's already at capacity.How teams like yours use SynqSlot
Onboarding calls, quarterly reviews and renewal conversations all need the customer to pick a time — with the right CSM, not whoever's link they found first.
Route by account owner
A routing form can ask for the customer's company and send them to their assigned CSM, or to a round-robin pool for accounts without one. Answers and the routing reason are logged against the contact in HubSpot or Salesforce, so the CSM sees the context before the call.
Contact history in one place
Every customer has a timeline: past meetings, outcomes, notes, tags and how many times they have rescheduled. Meeting outcomes — held, no-show, rescheduled — feed the account's health picture without anyone updating a spreadsheet.
Reminders that respect the customer's day
Confirmations and reminders show both time zones, and a follow-up email goes out after the call with whatever you want the customer to do next. Automations can be conditioned on outcome, so a no-show gets a different follow-up from a completed QBR.
Frequently asked
- Can customers book with a specific CSM?
- Yes. Each CSM has their own links, and a routing form can send a customer to their owner automatically based on the company they enter.
- Does it sync with our CRM?
- HubSpot and Salesforce are two-way for contacts and meeting logs. Slack notifications and webhooks cover everything else.
Comparing tools? See how SynqSlot stacks up against Calendly, Cal.com and others.
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