A customer success manager smiles as she talks a customer through a question on a video call
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

AI CRM & Contact Intelligence (addon, 60-day trial on every plan) flags accounts you haven’t met with recently before they become churn risk

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QBRs with several customer stakeholders take weeks to pin down

Availability polls (Starter and up) let every stakeholder vote, then you book the winning time

Built for how you actually work

A customer success manager walks a new customer through onboarding on a laptop

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 on Professional and up.

  • Unlimited meeting types on every plan
  • Custom duration and buffer per type on Professional+
  • Custom questions capture account context before every call
A customer success team leans in around a laptop at a standing desk during a morning stand-up

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
FindTime team analytics: team bookings, conversion, a per-member breakdown, and round-robin distribution over time

Proactive Engagement Tracking

See which customers have gone quiet before they become churn conversations. The AI CRM & Contact Intelligence ($90/user/mo addon) flags accounts you haven’t met with recently, and team analytics on the Teams plan show each CSM’s booking load.

  • Time to Reconnect flags accounts with no recent touchpoint
  • AI insights and meeting prep tied to your renewal goals
  • QBR-ready status reports from your meeting transcripts, exported as a PDF or PowerPoint deck (Professional and up)
  • Team analytics (Teams plan): bookings and hours per CSM over time

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; the AI CRM & Contact Intelligence has a 60-day trial and is a $90/user/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 a CSM CCs on a customer's scheduling email — it checks availability and replies with booking options automatically. It also offers the AI CRM & Contact Intelligence ($90/user/mo addon, 60-day trial included), which surfaces relationship context before every call. Calendly's new Callie assistant is in beta on its Plus tiers and needs your approval for every change, and Calendly has no relationship intelligence.

  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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