Build Stronger Customer Relationships Through Better Scheduling
Make it effortless for customers to book onboarding calls, quarterly reviews, support sessions, and renewal discussions. Right from their email or your product.
Customer meetings shouldn't be hard to book
Your CSMs are spending more time scheduling meetings than preparing for them. Customers delay QBRs because booking is a hassle. Onboarding calls get postponed. And when a customer needs urgent help, they can't find a time that works.
Customer scheduling that just works
Proximity gives every CSM a personalized booking page. Customers book onboarding calls, check-ins, and escalation meetings in seconds. Automated workflows send preparation materials before meetings and follow-up summaries after.
Key Benefits
Popular Features for Customer Success
How Teams Use Proximity
Onboarding
Send new customers a booking link the moment they sign up so they can schedule their kickoff call immediately.
Quarterly Business Reviews
Share QBR booking links with automated preparation templates sent 24 hours before the meeting.
Escalation Handling
Give at-risk customers a direct booking link to your senior CSM for priority scheduling.
Renewal Conversations
Trigger renewal meeting invitations 60 days before contract end dates.
Start scheduling for Customer Success
No credit card required. Free plan available forever.