FindTime for Customer Success

Delight customers with effortless scheduling

Onboarding calls, quarterly business reviews, and escalation meetings should be easy to book — not a friction point in the customer relationship. Make every touchpoint seamless.

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Scheduling shouldn't be the hard part

Stop losing time to back-and-forth emails. Here's how FindTime eliminates the friction.

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Customers churn partly because check-ins are hard to schedule

Self-service booking makes it easy for customers to stay engaged

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Onboarding timelines slip due to scheduling delays

New customers book their kickoff immediately after signing

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QBR scheduling takes weeks of email back-and-forth

One link, one click — customers pick a time that works for them

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Escalations sit in queue waiting for a meeting to be coordinated

Dedicated booking links for urgent-issue meeting types get on the calendar without coordination overhead

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CSMs manage too many tools for scheduling different account tiers

Multiple meeting types organize your schedule by engagement type

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You can’t track which accounts haven’t had a touchpoint recently

Team analytics (Teams plan) reveal engagement gaps across your portfolio before they become churn risk

Built for how you actually work

Structured Customer Touchpoints

Structured Customer Touchpoints

Create booking pages for every stage of the customer lifecycle — onboarding kickoffs, training sessions, QBRs, renewal discussions, and ad-hoc support calls. Unlimited types on every plan; per-type custom controls and automated workflows on Professional and up.

  • Unlimited meeting types on every plan
  • Custom duration and buffer per type on Professional+
  • Automated email workflows (Professional plan) deliver agendas and prep materials before the meeting

Team-Based Scheduling (Teams plan)

Team-Based Scheduling (Teams plan)

Route customers to the right CSM based on account assignment, or pool inbound requests across the team for coverage when individual CSMs are unavailable. Available on FindTime Teams plan.

  • Round-robin distribution or pooled (first-available) routing
  • Per-CSM live calendar availability
  • Optional per-rep numeric weights so senior CSMs receive more inbound

Proactive Engagement Tracking (Teams plan)

Proactive Engagement Tracking (Teams plan)

See which customers are booking regularly and which have gone quiet. Built-in team analytics on the Teams plan help you identify at-risk accounts before they become churn conversations.

  • Booking history and frequency surfaced via team analytics
  • Engagement gaps visible across your portfolio
  • Team utilization and meeting volume trends per CSM

Frequently asked

  1. FindTime gives CSMs a self-service booking link for each meeting type — onboarding, QBR, health check — so customers can schedule a touchpoint without sending an email or waiting for a reply. When booking friction drops, check-in frequency rises, and accounts that were quietly drifting toward churn have an easier path back to active engagement.

  2. FindTime offers three paid plans — Starter, Professional, and Teams — billed monthly or yearly with significant savings on annual. Every plan starts with a 14-day free trial so you can test the full feature set before your card is charged. See the latest rates and what is included at https://findtime.co/pricing.

  3. Yes. Every FindTime plan starts with a 14-day free trial of the plan's full feature set. The AI Email Assistant has its own 30-day trial included on every plan and is a $50/mo addon thereafter; CRM Connection Insights have a 60-day trial and are a $90/mo addon. FindTime does not offer a permanently free tier — paid signup is required from day 15.

  4. FindTime integrates with both Google Calendar and Microsoft Outlook (Office 365 and Exchange). Each CSM connects their calendar, and FindTime reads live availability for individual and pooled booking — so customers always see slots that are genuinely open for the right team member.

  5. FindTime auto-generates meeting links for Google Meet, Microsoft Teams, and Zoom — and you can pair any video platform with any supported calendar (e.g., Outlook calendar with Google Meet, or Google Calendar with Zoom). FindTime treats calendar and video provider as independent choices, so your team is not locked into one ecosystem. When a call or meeting is booked, the video link is included in the confirmation email automatically.

  6. FindTime offers an AI Email Assistant ($50/mo addon, 30-day trial on every plan) that reads inbound scheduling requests, checks CSM availability, and replies with booking options automatically. It also offers transcript-based CRM Connection Insights ($90/mo addon, 60-day trial included) that surface relationship context before every call. Neither capability exists in Calendly at any tier.

  7. On the Teams plan ($15/user/mo), FindTime supports both named-CSM booking and pooled or round-robin routing. A customer can be given a direct link to their assigned CSM, or they can book through a team pool where FindTime routes to the next available CSM. Both modes sync with each team member's live calendar so no one is double-booked.

Happy customers start with easy scheduling

Remove friction from every customer interaction. Your retention numbers will thank you.

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