Automate customer success meetings with reliable, scalable workflows
Turn QBRs, EBRs and success check-ins into consistent, on-brand experiences that reduce churn and drive renewals.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderUsado por empresas de rápido crescimento no mundo todo
How customer success teams use workflows
Set up automated, reliable touchpoints from onboarding to renewal
01
Choose your trigger
02
Define the next action
03
Personalize messages and cadence
Why customer success teams rely on Cal.com
Deliver consistent, on-time, and data-informed customer meetings
Meeting reminder
nowHi, this is a reminder that your customer success meetings meeting with Alex is in 30 mins
…Operationalize QBRs and EBRs without extra effort
Bookings
Today
This week
Elevate executive experiences at scale
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
ReminderMake outcomes measurable and repeatable
Reminder: Are you still attending the meeting on {EVENT_DATE}
Hi {ATTENDEE},
Please confirm if you're still planning to attend by clicking the button below:
{CONFIRM_ATTENDANCE}
This reminder was triggered by a Workflow in Cal.
Ofereça uma experiência consistente e profissional
Features built for customer success operations
API-first, open scheduling infrastructure your CS org can trust
Multi-channel reminders and confirmations
Routing and round robin for account teams
Reusable templates for QBRs and EBRs
Signals-driven workflows
Self-hosting and enterprise controls
Developer-friendly API and SDKs
Veja como os fluxos de trabalho mantêm seu agendamento em dia
Veja como os Fluxos de trabalho da Cal.com simplificam agendamentos, automatizam lembretes e mantêm suas reuniões fluindo sem problemas. Veja exemplos reais de como equipes usam fluxos de trabalho para reduzir faltas e economizar tempo.
Todas as suas ferramentas essenciais sincronizadas com suas reuniões
Conecta-se ao Slack, Salesforce e mais de 100 outras ferramentas. As reservas aparecem onde sua equipe já trabalha.
- Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
- Zoom VideoDá a cada agendamento seu próprio link de reunião.
- SalesforceRegistra a reunião no contato e encaminha para o responsável.
- HubSpot CRMAdiciona agendamentos a contatos e negócios.
- SlackAvisa a equipe assim que uma reunião é agendada.
- StripeRecebe o pagamento quando o horário é agendado.
FramerColoca sua página de agendamento em um site Framer.
ElevenLabsDá aos agentes de voz uma voz de IA realista.
LinearDefine seu status como ausente a partir do seu calendário.
Meta PixelMede agendamentos das suas campanhas de anúncios da Meta.
UmamiConta visitas à sua página de agendamento, com privacidade.
WhatsAppAtende seus convidados em um chat ou chamada de vídeo no WhatsApp.
Trigger touchpoints when risk indicators change. If usage drops or sentiment dips, auto-schedule a check-in, notify the account team in Slack, and launch a renewal playbook tailored to the account stage and segment.
Use webhooks or the API to start workflows when health score thresholds change, usage drops, or milestones hit. Cal.com then schedules the right meeting and notifies owners.
Yes. Use dynamic variables and conditional workflows to tailor agenda, prep materials, and reminders by executive, champion, or admin, and by segment or plan tier.
Yes. Time-based or signal-based triggers can launch renewal playbooks, schedule EBRs, and coordinate internal prep with Slack notifications and task handoffs for account teams.
You can import or reference csat vs nps signals, then route accounts to different cadences. For example, auto-book a recovery call for low scores or an expansion talk for promoters.
Yes. Cal.com supports self-hosting so you keep data in your environment. Pair with role-based access and audit trails to meet security and compliance needs.
Use APIs and webhooks to sync with your CRM, support, and product analytics. Feed a voice of customer program by auto-posting notes and action items to the right systems.
Não acredite só na nossa palavra
Nossos usuários são nossos melhores embaixadores. Descubra por que somos a principal escolha para agendar reuniões.
Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeyem TrustpilotWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballem Trustpilotmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianem Product HuntAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Benem Product Hunt
I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds em X(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson em XThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarem Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitem Product Hunt
2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh em XOne of the best tools for scheduling and my favorite after so many other options tried.
Denisem Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best em XJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeiem Product Hunt
Trusted by fast-growing companies around the world
Get started with customer success workflows
Turn every QBR, EBR, and renewal into a predictable, delightful experience. Start with ready-made templates, connect your stack, and automate the moments that matter. Sign up or book a demo to see it live.
Comece agoraFale com vendas