For customer success
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
Onboarding0
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Illustrative — your real numbers appear in Insights.
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emails to schedule a check-in
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customers routed to their CSM
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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.Live in 60 seconds
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Start your 15-day free trial — full access, no credit card required.