Smarter client scheduling and lead routing for agencies

Smarter client scheduling and lead routing for agencies

Connect clients to the right agency experts instantly with automated, customizable routing and scheduling tools.

Connect clients to the right agency experts instantly with automated, customizable routing and scheduling tools.

Agency routing form for matching clients with the right expert based on project type, timeline, and budget.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Simple steps to seamless client routing

Simple steps to seamless client routing

Easily match clients with the right team members or service areas for faster onboarding and better outcomes.

Easily match clients with the right team members or service areas for faster onboarding and better outcomes.

01

Build your agency’s routing rules

Define how leads and clients are assigned to your team using customizable forms and logic.

02

Let clients share their needs

Collect key information from prospective and existing clients with tailored intake forms before booking.

03

Route to the best-fit expert

Automatically assign clients to the right consultant, designer, or strategist based on their responses.

Unlock efficiency and improve client experience

Unlock efficiency and improve client experience

Give your agency a competitive edge with automated client routing, less admin, and better first impressions.

Give your agency a competitive edge with automated client routing, less admin, and better first impressions.

01

Reduce manual scheduling

Automate appointment booking and lead assignment, freeing up your team to focus on client work.

02

Accelerate lead response times

Instantly connect prospects to the right expert, improving conversion rates and client satisfaction.

03

Scale agency operations

Handle more bookings and leads without increasing manual overhead.

04

Custom-fit for agency workflows

Enjoy open-source flexibility and integrations for marketing, creative, PR, and consulting agencies.

Powerful features to streamline every client interaction

Powerful features to streamline every client interaction

All the scheduling and routing tools agencies need, built for flexibility and growth.

All the scheduling and routing tools agencies need, built for flexibility and growth.

Automated lead and client routing

Assign new inquiries to the right team member or group with attribute-based rules.

Customizable intake forms

Gather the information you need from clients upfront with no-code, agency-branded forms.

CRM and tool integrations

Sync bookings and client data with your CRM, project management, and communication tools.

Self-hosted and open-source

Deploy on your own infrastructure and customize routing logic to suit your agency’s needs.

Advanced analytics and insights

Track bookings, routing efficiency, and team performance with built-in reporting.

API-first platform

Integrate Cal.com scheduling into your agency’s website, client portals, or custom apps.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Häufig gestellte Fragen

Häufig gestellte Fragen

Dies sind einige unserer am häufigsten gestellten Fragen.

Dies sind einige unserer am häufigsten gestellten Fragen.

How does Cal.com help agencies automate client intake and lead routing?

Cal.com lets agencies create customizable routing forms that assign clients or leads to the right team members based on their responses. This reduces manual triage and ensures every client is matched with the right expert from the start.

Can I customize routing forms for different agency services?

Yes, routing forms are fully customizable. You can tailor questions to gather information relevant for creative, marketing, PR, consulting, or any agency service, ensuring accurate assignment.

Does Cal.com integrate with our agency CRM and project management tools?

Cal.com offers native integrations and a robust API, so you can sync scheduled meetings and client data with popular CRMs, Slack, Asana, and many other agency tools.

Is it possible to self-host Cal.com for compliance or branding?

Absolutely. Cal.com is open source and can be fully self-hosted, giving agencies control over data privacy, compliance, and custom branding.

How does Cal.com handle team availability and round-robin routing?

You can use round-robin assignment or set up advanced, attribute-based routing so clients are matched with available staff, specific roles, or teams within your agency.

Can we embed the scheduling and routing forms on our agency website?

Yes, you can easily embed Cal.com forms and booking flows on your website, landing pages, or client portals for a seamless experience.

What analytics are available for agency scheduling and routing?

Cal.com provides detailed analytics on bookings, routing paths, team utilization, and conversion rates, helping agency leaders optimize processes and improve outcomes.

How does Cal.com help agencies automate client intake and lead routing?

Cal.com lets agencies create customizable routing forms that assign clients or leads to the right team members based on their responses. This reduces manual triage and ensures every client is matched with the right expert from the start.

Can I customize routing forms for different agency services?

Yes, routing forms are fully customizable. You can tailor questions to gather information relevant for creative, marketing, PR, consulting, or any agency service, ensuring accurate assignment.

Does Cal.com integrate with our agency CRM and project management tools?

Cal.com offers native integrations and a robust API, so you can sync scheduled meetings and client data with popular CRMs, Slack, Asana, and many other agency tools.

Is it possible to self-host Cal.com for compliance or branding?

Absolutely. Cal.com is open source and can be fully self-hosted, giving agencies control over data privacy, compliance, and custom branding.

How does Cal.com handle team availability and round-robin routing?

You can use round-robin assignment or set up advanced, attribute-based routing so clients are matched with available staff, specific roles, or teams within your agency.

Can we embed the scheduling and routing forms on our agency website?

Yes, you can easily embed Cal.com forms and booking flows on your website, landing pages, or client portals for a seamless experience.

What analytics are available for agency scheduling and routing?

Cal.com provides detailed analytics on bookings, routing paths, team utilization, and conversion rates, helping agency leaders optimize processes and improve outcomes.

How does Cal.com help agencies automate client intake and lead routing?

Cal.com lets agencies create customizable routing forms that assign clients or leads to the right team members based on their responses. This reduces manual triage and ensures every client is matched with the right expert from the start.

Can I customize routing forms for different agency services?

Yes, routing forms are fully customizable. You can tailor questions to gather information relevant for creative, marketing, PR, consulting, or any agency service, ensuring accurate assignment.

Does Cal.com integrate with our agency CRM and project management tools?

Cal.com offers native integrations and a robust API, so you can sync scheduled meetings and client data with popular CRMs, Slack, Asana, and many other agency tools.

Is it possible to self-host Cal.com for compliance or branding?

Absolutely. Cal.com is open source and can be fully self-hosted, giving agencies control over data privacy, compliance, and custom branding.

How does Cal.com handle team availability and round-robin routing?

You can use round-robin assignment or set up advanced, attribute-based routing so clients are matched with available staff, specific roles, or teams within your agency.

Can we embed the scheduling and routing forms on our agency website?

Yes, you can easily embed Cal.com forms and booking flows on your website, landing pages, or client portals for a seamless experience.

What analytics are available for agency scheduling and routing?

Cal.com provides detailed analytics on bookings, routing paths, team utilization, and conversion rates, helping agency leaders optimize processes and improve outcomes.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Frei Ihre Zeit auf. Wir kümmern uns um Ihre Terminplanung. Probieren Sie Cal.com jetzt aus!

Automate scheduling and lead assignment with Cal.com today.