What ClientSync adds on top
Zara AI — scheduling & client coordination assistant
In ClientSync, Zara AI extends beyond recruiting into full client-facing coordination. She handles scheduling for client onboarding sessions, project kick-offs, quarterly business reviews, and ongoing service delivery touchpoints. When a client needs to reschedule a meeting at 11 PM, Zara handles it — your team wakes up to a solved problem, not an inbox full of apologies. For client-centric organisations, this reduces scheduling overhead for account managers by up to 80%.
- Client-facing scheduling pages branded to your company — clients self-book directly
- Handles rescheduling requests from clients without involving your account team
- Supports recurring client meeting cadences (weekly check-ins, monthly reviews)
- Multi-party meeting coordination across your team and client stakeholders
- Proactive reminders to both parties — reduces no-shows significantly
Up to 500 team members
ClientSync scales your internal headcount to 500 users — sufficient for mid-market companies, multi-department organisations, and professional services firms with hundreds of client-facing staff. Every user gets full Zara AI and ADI Meetbot access, their own scheduling profile, and calendar integrations. Administrators can organise users into teams, departments, and resource pools with fine-grained scheduling permissions per group.
- 500 full-access internal users with individual calendar sync and scheduling pages
- Team and department grouping — schedule on behalf of a whole pod or practice area
- Resource pool scheduling — clients book with the next available person in a group
- Centralised admin with role-based access controls across the organisation
- Seamless upgrade path to EnterpriseSync for unlimited headcount
Unlimited partner accounts — clients, candidates & vendors
Where InterviewSync gives you 100 partner slots for candidates and interviewers, ClientSync removes the cap entirely. Invite unlimited clients, vendors, contractors, consultants, and external stakeholders as partners. This is essential for professional services companies managing dozens of active client relationships, staffing agencies coordinating hundreds of placements, and SaaS companies onboarding a large customer base simultaneously.
- No limit on external partner accounts — invite as many clients as you need
- Clients self-serve their meeting bookings through your branded scheduling portal
- Vendor and supplier coordination for procurement and project workflows
- Contractor and freelancer scheduling with availability-aware booking
- Partner access expires automatically when engagements end — zero manual cleanup
Advanced scheduling workflows for teams & clients
ClientSync lets you build multi-step scheduling workflows that mirror your actual business processes. A professional services firm might have a workflow where a prospect books a discovery call, which automatically triggers a proposal meeting invite, followed by an onboarding session. All of this can be configured as an automated sequence in ClientSync — triggered by a single client action, requiring zero manual intervention from your team.
- Multi-step workflows: discovery → proposal → kickoff → review, fully automated
- Conditional routing: route bookings to different team members based on client type or region
- Custom intake forms on scheduling pages — capture project brief, budget, and requirements at booking
- Automatic follow-up sequences after meeting completion
- Approval workflows: require manager sign-off before certain meetings are confirmed
CRM & HR system integrations
ClientSync connects your scheduling layer to the systems of record your business runs on. When a meeting is booked, the CRM contact is updated automatically. When a candidate interview is confirmed, the ATS record reflects the scheduled date. These integrations eliminate double-entry, reduce errors, and ensure your team always has a complete view of client and candidate engagement without switching between tools.
- Salesforce: meeting activities automatically logged against CRM contacts and opportunities
- HubSpot: contact timelines updated when meetings are booked, rescheduled, or completed
- Workday & BambooHR: interview and onboarding meetings synced to HR records
- Greenhouse, Lever, and Ashby: ATS interview schedules pushed from TEAMCAL AI
- Zapier and native webhooks available for any integration not listed above
Advanced meeting analytics & insights
Beyond basic scheduling metrics, ClientSync's advanced analytics help you understand how your team spends its meeting time, identify bottlenecks in client workflows, and quantify the ROI of scheduling automation. These insights are surfaced through an interactive dashboard and can be exported for leadership reporting, client performance reviews, or board-level presentations.
- Meeting volume and distribution by account manager, team, and client
- Time-to-schedule analytics — measure improvement after workflow optimisation
- Client meeting frequency and engagement health scores
- Team utilisation heatmaps — see who is over- or under-scheduled
- Data export to CSV, Excel, or via API to your BI platform
Dedicated account manager & custom onboarding
Every ClientSync subscription comes with a named account manager — a single person at TEAMCAL AI who understands your business, your workflows, and your goals. This is not a helpdesk ticket. Your account manager handles your onboarding, configures Zara AI and ADI Meetbot to your specific workflows, runs training sessions with your team, and conducts quarterly business reviews to ensure you're getting maximum value from the platform.
- Named account manager assigned on day one — not shared across dozens of accounts
- Custom onboarding programme tailored to your industry and workflow
- Team training sessions for recruiters, account managers, and coordinators
- Quarterly business reviews with usage analytics and optimisation recommendations
- Direct escalation path — reach your account manager by email or phone, not a ticket queue
Priority weekday support — 9 AM to 5 PM
ClientSync customers receive priority support during business hours, Monday through Friday. Response time SLAs are significantly faster than InterviewSync, with phone escalation available for urgent issues. Your account manager is your first line of contact, but for technical issues, a dedicated support engineer is also available. The goal is that every support interaction is resolved, not just acknowledged.
- Priority response SLA during business hours — response within 2 hours for critical issues
- Phone escalation for P1 (production down) incidents
- Dedicated support engineer familiar with your configuration and integrations
- Proactive monitoring — our team identifies and fixes issues before you raise a ticket
- Access to private beta features and early releases before general availability
Everything in ClientSync
Ready to scale your client scheduling?
Start your 14-day free trial — your dedicated account manager is with you from day one. Full onboarding, no credit card required.
ClientSync — $45 per user per month. Billed monthly or annually (save 20% on annual). 14-day free trial, no credit card required.
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