Your clients signed. Now, keep them.

Onboarding, account reviews, renewals, upsells: your CSMs need to talk to their clients. Skipcall dials 4 numbers in parallel and connects them only to the clients who actually answer.

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Hundreds of companies use to make every call pay off

The problem

Why your CSMs can't reach their clients

Your clients signed, but that doesn't mean they pick up the phone. And every missed call is a churn risk or a missed upsell opportunity.

// clients ghost too

Clients don't pick up any more than prospects do

Your CSM needs to make an onboarding call, a quarterly review, a renewal follow-up. They call, hit voicemail, call back, hit voicemail again. On average, it takes 3–4 attempts to reach an existing client. Multiply that by a portfolio of 50–100 accounts, and the time adds up fast.

// silent churn

You detect churn too late

A client who stops answering calls, stops logging in, hasn't had their account review, that's a churn signal. But without a structured contact rhythm, your CSMs only find out when the client sends their cancellation notice. By that point, it's too late to save the account.

// invisible upsell

Upsell opportunities fly under the radar

A satisfied client who actively uses the product is the best candidate for an upgrade, an add-on module, or extra seats. But if your CSM can't reach them for the account review, the opportunity stays invisible. Upsell doesn't happen over email, it happens in conversation.

The solution

How Skipcall helps CSMs protect revenue and detect upsell

An AI dialer that eliminates dead time so your CSMs spend their day talking to clients, not redialing numbers that don't answer.

Reach your clients

AI Parallel Dialer, reach your clients in one session instead of a week

Your CSM has 15 account reviews to complete this week. With a regular phone, they spend 3 days trying to reach everyone. With the parallel dialer, they block 1 hour, the algorithm dials 4 numbers in parallel, and they talk to 8–10 clients instead of 2–3. Voicemails are filtered by the AI with 95% accuracy. Your CSM always leads the conversation, the AI just eliminates dead time between calls.

x3

Clients reached per session

95%

AI voicemail filtering accuracy

Account reviews, Week 14

In progress
+33 6 •• •• 42 18
Connected
+33 7 •• •• 91 03
Dropped
+33 6 •• •• 55 67
Voicemail
+33 7 •• •• 28 44
Dropped
15 clients in the session 8 reached · 52 min

Client record

Auto transcription
MD

Marc D., Head of Sales

SaaS 60 employees · Expert plan · 9 min 31

Transcription (excerpt)

"We're hiring 3 SDRs next month, we'll need extra seats. On the other hand, the SMS feature isn't working well for us..."

✓ Upsell 3 seats ⚠ SMS friction Renewal March
Client memory

Every client call recorded, satisfaction, churn signals, upsell opportunities

All calls are recorded and transcribed automatically. The client mentioned frustration with a feature? A need for extra seats? An upcoming renewal deadline? Everything is searchable in the transcription. Your CSM prepares every account review with the context from the previous one. The Head of CS can replay calls to detect churn patterns and upsell signals across the entire portfolio.

100%

Client calls recorded

0

Missed churn or upsell signals

Rhythm

Structure your contact rhythm, onboarding, reviews, renewals

Plan contact cadences tailored to the client lifecycle: onboarding calls at D+1 / D+7 / D+30, quarterly reviews, renewal follow-ups at M-2 / M-1 / M-0. Each CSM finds their list of clients to call every morning, with the context from the last exchange. SMS fills the gap between calls, a short message like "Hi [firstName], I'd love to check in on how you're using [product], do you have a slot this week?". Your CSM always manages the relationship, the tool ensures consistency.

0

Clients forgotten without an account review

÷2

Churn rate thanks to regular contact

Client lifecycle cadence

Onboarding D+7

Parallel dialer, 4 lines

24h wait

If no answer

SMS

"Hi [firstName], I'd love to check in on your onboarding..."

Q1 review, D+90

Automatically scheduled callback

Comparison

Customer Success: before vs after Skipcall

Same portfolio, but clients who are actually followed up on.

✕ Without Skipcall

  • ✕ 3–4 clients reached per calling session
  • ✕ 3–4 attempts per client to get a conversation
  • ✕ Account reviews get pushed back due to lack of time
  • ✕ Churn is detected at the moment of cancellation
  • ✕ Upsell opportunities remain invisible
  • ✕ No recordings, client context lives in the CSM's head

✓ With Skipcall

  • ✓ 8–10 clients reached per session with the parallel dialer
  • ✓ AI filters voicemails, only live answers get through
  • ✓ Structured contact cadences: onboarding, reviews, renewals
  • ✓ Churn signals detected in conversations
  • ✓ Upsell opportunities identified and tracked
  • ✓ Every call recorded and transcribed, total client memory
Testimonial

CS teams protecting revenue with Skipcall

"It's the solution that was the easiest to roll out. The real change for the CS team is that we finally keep up with our account review cadence, and we detect churn and upsell signals much earlier."
M

Malik Verdière

CEO & Founder, SeeU

+55%

Client response rate

68K€

Revenue protected and generated

÷2

Churn rate

CS stack

Skipcall integrates into your Customer Success stack

Native two-way sync. Every client call, every note, every signal is pushed to your CRM.

HubSpot

Native sync, calls, notes, recordings, client timeline

Pipedrive

Native sync, calls, notes, recordings, client timeline

Salesforce

Native integration

REST API

Connect Skipcall to your CS tool (Planhat, Vitally, ChurnZero...)

Starting at $70/month per CSM license

From $70 per month · Recording and transcription included from the first plan

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A calendar full of meetings starts with a call.

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FAQ

Frequently asked questions, Skipcall for Customer Success

Skipcall is used by CS teams just as much as by sales teams. The use case is the same: reaching people who don't pick up easily. The difference is you're calling existing clients, not cold prospects. Onboarding, account reviews, renewal follow-ups, upsell detection, it all happens on the phone, and the parallel dialer saves you the same amount of time.
Two mechanisms. First, structured contact cadences ensure every client is called regularly, a client who doesn't answer 3 attempts in a row is a signal in itself. Second, call transcriptions let you detect friction patterns: "we don't really use feature X," "we're not sure about renewing," "it's hard to get the team onboarded." The Head of CS can search for these keywords across the entire portfolio's transcriptions.
No. Skipcall is a tool for your CSMs, not a voicebot. The AI dials numbers in parallel, filters voicemails, and drops unanswered lines. Your CSM always leads the conversation with the client. In Customer Success, the human relationship is the foundation of retention, Skipcall makes it happen more often by eliminating wasted time.
Yes, all calls are recorded and transcribed automatically. Satisfaction expressed, frustration mentioned, need for extra seats, upcoming renewal deadline, everything is searchable in the transcription. When a CSM prepares an account review, they can review the previous one's transcription in 2 minutes. And if a CSM leaves the team, the client memory stays in the tool.
Skipcall offers native integration with HubSpot, Pipedrive, Salesforce and Attio. For specialized CS tools (Planhat, Vitally, ChurnZero, Gainsight...), our open REST API lets you connect any tool. Every call is logged automatically.
Skipcall lets you create cadences by touchpoint type. For example: onboarding (D+1, D+7, D+30), quarterly reviews (D+90, D+180, D+270), renewal (M-2, M-1, M-0). Each CSM finds their list of clients to call every morning, with the context from the last exchange. SMS fills the gap between calls to signal your contact attempt.
By talking to your clients regularly, your CSMs naturally detect expansion needs: ongoing hiring (need for seats), adoption of a new use case (need for a module), team growth (need for a higher plan). The transcription captures these signals, the CSM or Head of CS can find them and pass them to sales at the right time.
That's exactly the use case. The larger the portfolio, the harder it is to maintain regular contact with every client. The parallel dialer lets the CSM reach 8–10 clients in 1 hour instead of 2–3. Structured cadences ensure no client is forgotten. It's the difference between a portfolio that's "managed" and one that's truly followed up on.

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