For customer success

Make it easy for every account to reach the right person

Give each customer a private hub with their onboarding and review calls, and share support calls across the team.

What gets in the way

  • Customers do not know who to book

    They email support or wait until the renewal to ask.

  • Onboarding calls slip

    New accounts wait days for a first call.

  • Coverage gaps

    When a CSM is out, their accounts cannot book anyone.

How Cals helps

  • A hub per account

    Each customer sees their onboarding, check-in and review calls in one private place.

  • Round robin across CSMs

    Spread general calls so someone is always available.

  • Roles and permissions

    Decide who can change meeting types and team settings.

  • Shared templates

    Run every quarterly review the same way.

Recommended plan

Teams $49/month

Teams includes client hubs, round robin and roles for up to 20 people at one price.

Everything in Pro, plus

  • Up to 20 members, no per-seat pricing
  • Round-robin and collective meetings
  • Shared meeting templates
  • Roles and permissions
  • Routing forms
  • AI receptionist included
  • 300 reminder credits a month
Start with Teams