Automate customer success meetings with reliable, scalable workflows
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.
Turn QBRs, EBRs and success check-ins into consistent, on-brand experiences that reduce churn and drive renewals.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How customer success teams use workflows
How customer success teams use workflows
Set up automated, reliable touchpoints from onboarding to renewal
Set up automated, reliable touchpoints from onboarding to renewal
01
Choose your trigger
Kick off workflows from bookings, reschedules, cancellations, or time-based triggers. Auto-start QBR sequences 30 days before renewal, or launch a customer success playbook after onboarding completes.
02
Define the next action
Send emails, SMS, or WhatsApp messages, post to Slack for account teams, call webhooks to your CRM, and update your account health score framework automatically with the latest engagement signals.
03
Personalize messages and cadence
Use templates for your customer success meeting agenda and QBR template, personalize by segment and plan tier, and adjust cadence based on product usage, csat vs nps trends, and executive preferences.
Why customer success teams rely on Cal.com
Why customer success teams rely on Cal.com
Deliver consistent, on-time, and data-informed customer meetings
Deliver consistent, on-time, and data-informed customer meetings
01
Operationalize QBRs and EBRs without extra effort
Standardize every executive business review with a reusable QBR template and agenda. Automate invites, reminders, and follow-ups, so stakeholders arrive prepared and decisions move faster across your portfolio.
02
Reduce churn with proactive, signal-based outreach
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.
03
Elevate executive experiences at scale
Personalize communications by role, from champion to C-level. Send concise EBR pre-reads, align on goals, and capture the voice of customer program inputs during meetings, then auto-route notes back to your systems.
04
Make outcomes measurable and repeatable
Track attendance, no-shows, and follow-through. Sync data to your account health score framework, compare csat vs nps trends, and tie meeting impact to expansion, adoption, and retention across teams and regions.
Features built for customer success operations
Features built for customer success operations
API-first, open scheduling infrastructure your CS org can trust
API-first, open scheduling infrastructure your CS org can trust
Multi-channel reminders and confirmations
Reduce no-shows with email, SMS, and WhatsApp. Customize timing for executives versus end users, and include agenda and prep docs for every role.
Routing and round robin for account teams
Ensure the right CSM, solutions architect, or executive sponsor is booked using rules for territory, product line, segment, or strategic tier.
Reusable templates for QBRs and EBRs
Publish a standard customer success meeting agenda and QBR template. Auto-attach pre-reads, ROI snapshots, and next-step checklists in every invite and reminder.
Signals-driven workflows
Trigger meetings from product usage, support escalations, health score changes, or VOC insights. Pipe events via webhook or API to schedule the right touchpoint.
Self-hosting and enterprise controls
Deploy on your own infrastructure, manage data residency, and integrate with your stack while keeping PII and audit trails under your control.
Developer-friendly API and SDKs
Manage events, attendees, workflows, and webhooks programmatically. Build custom playbooks for onboarding, adoption, risk, and renewal scenarios.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
Can Cal.com standardize our QBR and executive business review process?
Yes. Create a reusable QBR template and customer success meeting agenda, then attach it to event types. Workflows deliver pre-reads, gather goals, and send follow-ups automatically.
How do we trigger meetings from our health score or product signals?
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.
Can we personalize communication by role and account tier?
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.
Does Cal.com support our renewal playbook?
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.
How does Cal.com handle csat vs nps insights in workflows?
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.
Can we self-host for compliance and data control?
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.
What systems can we integrate with for notes and VOC?
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.
Can Cal.com standardize our QBR and executive business review process?
Yes. Create a reusable QBR template and customer success meeting agenda, then attach it to event types. Workflows deliver pre-reads, gather goals, and send follow-ups automatically.
How do we trigger meetings from our health score or product signals?
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.
Can we personalize communication by role and account tier?
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.
Does Cal.com support our renewal playbook?
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.
How does Cal.com handle csat vs nps insights in workflows?
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.
Can we self-host for compliance and data control?
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.
What systems can we integrate with for notes and VOC?
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.
Can Cal.com standardize our QBR and executive business review process?
Yes. Create a reusable QBR template and customer success meeting agenda, then attach it to event types. Workflows deliver pre-reads, gather goals, and send follow-ups automatically.
How do we trigger meetings from our health score or product signals?
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.
Can we personalize communication by role and account tier?
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.
Does Cal.com support our renewal playbook?
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.
How does Cal.com handle csat vs nps insights in workflows?
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.
Can we self-host for compliance and data control?
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.
What systems can we integrate with for notes and VOC?
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.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources