Effortless client routing for social media agencies

Effortless client routing for social media agencies

Connect brands with the right strategist every time, using Cal.com’s powerful routing engine for agencies.

Connect brands with the right strategist every time, using Cal.com’s powerful routing engine for agencies.

A routing form for social media agencies, showing questions about campaign goals, platform focus, 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

How routing works for social media agencies

How routing works for social media agencies

Guide clients to the ideal strategist or team member, every time

Guide clients to the ideal strategist or team member, every time

01

Build your routing workflows

Quickly design custom routing forms tailored for agency clients, capturing key details like campaign goals, budget, and social platforms.

Social media agency routing form creation interface, highlighting customizable question fields for client intake.

02

Let clients share their needs

Clients fill out your agency-branded form, outlining their marketing objectives, target audience, and preferences.

03

Automatically match to the right expert

Cal.com routes each booking to the most suitable strategist or team based on skills, availability, and client requirements—no manual work needed.

Automated routing interface displaying social media agency team members and their respective specialties.

The benefits of advanced routing for agencies

The benefits of advanced routing for agencies

Unlock growth and efficiency with agency-grade scheduling

Unlock growth and efficiency with agency-grade scheduling

Attribute-based routing for social media agencies, showing booking assignment by client industry and country.

01

Streamline client onboarding

Automate the booking and qualification process so clients reach the right team member without back-and-forth emails.

02

Boost team productivity

Eliminate calendar conflicts and manual assignments, freeing your strategists to focus on campaign success.

Ownership assignment interface for social media agency clients, highlighting direct routing to account managers.
Analytics dashboard for social media agencies, displaying client routing and team member booking stats.

03

Deliver a premium client experience

Provide fast, personalized scheduling that makes your agency stand out and builds client trust from day one.

04

Scale with open infrastructure

Leverage Cal.com’s open-source, API-first platform to customize and scale your scheduling as your agency grows.

Customizable routing logic interface for social media agencies, showing assignment rules by platform and campaign type.

Features built for agency workflows

Features built for agency workflows

Everything your social media agency needs for seamless scheduling

Everything your social media agency needs for seamless scheduling

Attribute-based routing

Match clients to strategists based on project type, platform expertise, or language—no complex queue setup required.

CRM and tool integration

Sync bookings with HubSpot, Salesforce, Slack, and more to keep your agency’s workflows in one place.

Customizable intake forms

Gather detailed client information up front to enable precise routing and tailored campaign planning.

Multi-team support

Route bookings across content, paid ads, creative, and analytics teams with ease.

Self-hosting and white-labeling

Host Cal.com on your own servers and fully brand the experience for your agency.

Schedule analytics

Track routing outcomes, analyze booking trends, and optimize your process with built-in insights.

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 qualify and route new client leads?

Cal.com’s routing forms let you collect essential client information during the booking process, then automatically direct each lead to the strategist or team best suited for their goals, campaign type, or budget. This reduces admin work and improves conversion rates.

Can I integrate Cal.com with my agency’s CRM and project management tools?

Yes. Cal.com offers robust integrations with popular CRMs like HubSpot and Salesforce, as well as Slack and email. You can also connect to tools like Asana or Trello via Zapier to keep client workflows seamless.

Is Cal.com secure and suitable for agencies managing sensitive brand data?

Absolutely. Cal.com offers self-hosting options for full data control, SSO, audit logs, and advanced permissions. This ensures your client and agency data stays secure and compliant.

Can I customize the booking and routing experience with my agency’s branding?

Yes, Cal.com supports white-labeling, custom domains, and branded booking pages, so your clients enjoy a seamless, professional experience from first click to booked call.

How can I manage routing for multiple teams within my agency?

Cal.com’s Organizations and multi-team features allow you to set up different teams (like strategy, creative, or paid ads) and route bookings to the right group or individual based on intake responses.

Is it possible to prioritize or assign bookings based on strategist expertise or availability?

Definitely. You can use attribute-based routing to match clients to the most qualified team member, factoring in skills, workload, or client history for every booking.

What’s the cost for using advanced routing and organization features for agencies?

Cal.com’s advanced routing is included in the Organizations plan, offering transparent, per-user pricing with no hidden fees. See our pricing page for details and get started risk-free.

How does Cal.com help agencies qualify and route new client leads?

Cal.com’s routing forms let you collect essential client information during the booking process, then automatically direct each lead to the strategist or team best suited for their goals, campaign type, or budget. This reduces admin work and improves conversion rates.

Can I integrate Cal.com with my agency’s CRM and project management tools?

Yes. Cal.com offers robust integrations with popular CRMs like HubSpot and Salesforce, as well as Slack and email. You can also connect to tools like Asana or Trello via Zapier to keep client workflows seamless.

Is Cal.com secure and suitable for agencies managing sensitive brand data?

Absolutely. Cal.com offers self-hosting options for full data control, SSO, audit logs, and advanced permissions. This ensures your client and agency data stays secure and compliant.

Can I customize the booking and routing experience with my agency’s branding?

Yes, Cal.com supports white-labeling, custom domains, and branded booking pages, so your clients enjoy a seamless, professional experience from first click to booked call.

How can I manage routing for multiple teams within my agency?

Cal.com’s Organizations and multi-team features allow you to set up different teams (like strategy, creative, or paid ads) and route bookings to the right group or individual based on intake responses.

Is it possible to prioritize or assign bookings based on strategist expertise or availability?

Definitely. You can use attribute-based routing to match clients to the most qualified team member, factoring in skills, workload, or client history for every booking.

What’s the cost for using advanced routing and organization features for agencies?

Cal.com’s advanced routing is included in the Organizations plan, offering transparent, per-user pricing with no hidden fees. See our pricing page for details and get started risk-free.

How does Cal.com help agencies qualify and route new client leads?

Cal.com’s routing forms let you collect essential client information during the booking process, then automatically direct each lead to the strategist or team best suited for their goals, campaign type, or budget. This reduces admin work and improves conversion rates.

Can I integrate Cal.com with my agency’s CRM and project management tools?

Yes. Cal.com offers robust integrations with popular CRMs like HubSpot and Salesforce, as well as Slack and email. You can also connect to tools like Asana or Trello via Zapier to keep client workflows seamless.

Is Cal.com secure and suitable for agencies managing sensitive brand data?

Absolutely. Cal.com offers self-hosting options for full data control, SSO, audit logs, and advanced permissions. This ensures your client and agency data stays secure and compliant.

Can I customize the booking and routing experience with my agency’s branding?

Yes, Cal.com supports white-labeling, custom domains, and branded booking pages, so your clients enjoy a seamless, professional experience from first click to booked call.

How can I manage routing for multiple teams within my agency?

Cal.com’s Organizations and multi-team features allow you to set up different teams (like strategy, creative, or paid ads) and route bookings to the right group or individual based on intake responses.

Is it possible to prioritize or assign bookings based on strategist expertise or availability?

Definitely. You can use attribute-based routing to match clients to the most qualified team member, factoring in skills, workload, or client history for every booking.

What’s the cost for using advanced routing and organization features for agencies?

Cal.com’s advanced routing is included in the Organizations plan, offering transparent, per-user pricing with no hidden fees. See our pricing page for details and get started risk-free.

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!

Streamline client onboarding and boost team productivity with Cal.com’s intelligent routing.