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Instant Handoff Scheduling Without Switching Between Screens

Save your reps hours of manual work each week with automated handoff scheduling

  • Schedule handoff meetings in seconds without jumping between screens

  • Instantly route leads to the correct AE team based on territory, segment, owner, and more

  • Eliminate lead distribution headaches with automated round robin scheduling
Convert Leads into Meetings With Inbound Scheduling Automation.

GET A DEMO

Increase outbound bookings and meetings held with automated handoff scheduling

How it works

Install Concierge

Install Instant Booker

Get started in minutes by downloading our free Chrome Extension or Outlook Add-in, letting your reps book meetings from anywhere in seconds. 

Qualify and route leads

Route Leads

Define rules in Chili Piper that automatically route leads to the right account executive in real-time based on territory, company segment, account ownership, round-robin, and more. 

Book meetings instantly

Book Meetings Instantly

Instant Booker not only routes and schedules — but also automates lead, opportunity, and event creation in your CRM, plus detailed distribution reporting to keep your pipeline in check. 

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Instantly Route Leads and Meetings

Build intelligent routing rules that automatically assign leads and meetings to the correct rep based on a combination of Salesforce fields, including territory, company size, account ownership, round-robin, and more.

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Fair Pipeline Distribution Across Your Team

Keep your account executives happy and productive. Chili Piper keeps your lead distribution fair and equitable, so everyone gets their fair share of leads. 

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Less Busywork, More Prospecting

Your reps can’t afford to waste time fumbling through spreadsheets, calendars, and your CRM. With Instant Booker, they can book handoff meetings without changing screens, automatically update your CRM, and start working the next lead. 

Measure inbound meetings, calls, and pipeline

Help Reps Hit Quota Faster 

Instant Booker makes scheduling handoff meetings a no-brainer for your reps, allowing them to focus on sourcing leads. It also makes ramping new reps easier, so everyone's hitting quota as quickly as possible. 

Increase Inbound Lead Conversion With These Features

Book handoff meetings in seconds from your favorite sales tools

Book handoff meetings in seconds from your favorite sales tools

Instantly route leads and meetings to the right rep in real-time

Instantly route leads and meetings to the right rep in real-time

Eliminate round-robin spreadsheets with automated lead distribution

Eliminate round-robin spreadsheets with automated lead distribution

Integrate with GSuite and Office 365 for seamless meeting scheduling

Integrate with GSuite and Office 365 for seamless meeting scheduling

Reduce cancellations and no-shows with automated guest reminders and one-click rescheduling

Reduce cancellations and no-shows with automated guest reminders and one-click rescheduling

Eliminate manual data entry with automatic lead, contact, event, and opportunity creation in Salesforce

Eliminate manual data entry with automatic lead, contact, event, and opportunity creation in Salesforce

Chili Piper Seamlessly Integrates With Your Favorite Sales and Marketing Automation Software

Salesforce Marketo Hubspot Salesforce Pardot Eloqua SalesLoft Outreach FrontSpin Twilio Zapier Intercom Google Calendar Gmail Clearbit Office 365 Outlook GoToMeeting Cisco Webex Zoom
 

What our clients are saying

Client Reviews

Chili Piper made our SDR-to-AE handoff so much smoother so all reps were being given equal opportunities. The automated reminders also increased our show rates by 10-15%.

Kevin Dorsey

VP of Inside Sales @ PatientPop

Client Reviews

I'd rather have my reps on the phone dialing, setting up that next meeting, and closing that next deal rather than getting frustrated with where the next Excel cell needs to be filled out.

Andrew Froning

Strategic Sales Development Manager @ Justworks

Client Reviews

Since our SDRs have been booking appointments with Chili Piper, we've had a 92% hold rate on opportunities scheduled. 

Joe Venuti

VP of Inside Sales @ Sendoso

Join Top Performing Companies

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...and many more