Smarter routing for advertising agencies

Smarter routing for advertising agencies

Route client inquiries to the right team member, every time

Route client inquiries to the right team member, every time

A Cal.com routing form for advertising agencies, showing custom questions about campaign goals, budget, and service selection.

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

How it works for advertising agencies

How it works for advertising agencies

Simplify client onboarding and project assignment with intelligent routing

Simplify client onboarding and project assignment with intelligent routing

01

Set up your routing forms

Create custom forms to capture client needs and project details as soon as an inquiry is made.

Add a custom campaign intake question to your advertising agency’s routing form in Cal.com.

02

Collect client information

Let prospective and existing clients share project goals, budgets, and creative requirements before booking.

03

Automatically route to the right expert

Based on client responses, direct them to the most suitable strategist, account manager, or creative lead for their needs.

Automated routing for advertising agencies, assigning clients to creative, accounts, and campaign teams.

Key benefits for agencies

Key benefits for agencies

Transform your agency’s scheduling and lead management

Transform your agency’s scheduling and lead management

Attribute-based routing in an advertising agency, matching clients by campaign type, budget, and country.

01

Accelerate client onboarding

Reduce manual triage and instantly connect clients to the right team member for faster project kick-off.

02

Boost conversion rates

Eliminate drop-offs with seamless, tailored booking experiences for clients and prospects.

Ownership assignment view for advertising agencies, showing direct handoff to account managers or creative leads.
Analytics dashboard for advertising agencies, displaying campaign assignments and team member workload.

03

Enhance team productivity

Let your team focus on creative work, not manual scheduling, with automated routing and notifications.

04

Data-driven workflow optimization

Gain actionable insights from routing analytics to refine your processes and deliver better results.

Customizable routing logic for advertising agencies, showing campaign budget and team assignment rules.

Powerful features for agency teams

Powerful features for agency teams

Flexible, API-first routing with integrations for every workflow

Flexible, API-first routing with integrations for every workflow

Customizable routing forms

Tailor intake forms to collect key client details like budget, timeline, and campaign goals before booking.

Attribute-based team assignment

Automatically route inquiries to the right specialist based on client needs, project type, or industry vertical.

CRM and project management integration

Sync with your agency’s CRM or PM tools to streamline handoffs and keep your pipeline organized.

Advanced analytics and insights

Track conversion rates, team utilization, and client preferences to optimize your agency’s performance.

Self-hosted and white-labeled

Keep your branding front and center and meet compliance needs by self-hosting or white-labeling Cal.com.

Multi-step workflows

Guide clients through multi-stage booking or briefing processes to capture all necessary info up front.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Preguntas frecuentes

Preguntas frecuentes

Estas son algunas de nuestras preguntas más frecuentes.

Estas son algunas de nuestras preguntas más frecuentes.

How does Cal.com routing help advertising agencies manage new client inquiries?

Cal.com’s routing forms let agencies capture detailed client requirements, then automatically assign the inquiry to the best-fit strategist, account manager, or team based on project scope and expertise.

Can I customize the intake forms for different services or campaign types?

Yes, agencies can build fully customizable routing forms tailored for brand strategy, media buying, digital campaigns, or any other agency service line.

Does Cal.com integrate with agency CRM or project management platforms?

Cal.com connects with popular CRM and PM tools via API and integrations, so new leads and bookings automatically sync with your existing workflows.

How can Cal.com support agencies with multiple locations or remote teams?

Routing logic can consider office location, time zone, language, or specialization, ensuring every client is matched with the right expert no matter where your teams are based.

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

Absolutely. Cal.com offers white-label and self-hosting options so agencies can present scheduling under their own brand and retain full control of client data.

Can agencies collect project briefs or creative requirements during booking?

Yes, routing forms can include custom questions to gather creative briefs, campaign objectives, budgets, and more, streamlining the kickoff process.

What analytics does Cal.com provide for agency scheduling and routing?

Agencies get actionable insights on lead sources, conversion rates, team utilization, and more through Cal.com’s analytics dashboard, supporting better decision-making.

How does Cal.com routing help advertising agencies manage new client inquiries?

Cal.com’s routing forms let agencies capture detailed client requirements, then automatically assign the inquiry to the best-fit strategist, account manager, or team based on project scope and expertise.

Can I customize the intake forms for different services or campaign types?

Yes, agencies can build fully customizable routing forms tailored for brand strategy, media buying, digital campaigns, or any other agency service line.

Does Cal.com integrate with agency CRM or project management platforms?

Cal.com connects with popular CRM and PM tools via API and integrations, so new leads and bookings automatically sync with your existing workflows.

How can Cal.com support agencies with multiple locations or remote teams?

Routing logic can consider office location, time zone, language, or specialization, ensuring every client is matched with the right expert no matter where your teams are based.

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

Absolutely. Cal.com offers white-label and self-hosting options so agencies can present scheduling under their own brand and retain full control of client data.

Can agencies collect project briefs or creative requirements during booking?

Yes, routing forms can include custom questions to gather creative briefs, campaign objectives, budgets, and more, streamlining the kickoff process.

What analytics does Cal.com provide for agency scheduling and routing?

Agencies get actionable insights on lead sources, conversion rates, team utilization, and more through Cal.com’s analytics dashboard, supporting better decision-making.

How does Cal.com routing help advertising agencies manage new client inquiries?

Cal.com’s routing forms let agencies capture detailed client requirements, then automatically assign the inquiry to the best-fit strategist, account manager, or team based on project scope and expertise.

Can I customize the intake forms for different services or campaign types?

Yes, agencies can build fully customizable routing forms tailored for brand strategy, media buying, digital campaigns, or any other agency service line.

Does Cal.com integrate with agency CRM or project management platforms?

Cal.com connects with popular CRM and PM tools via API and integrations, so new leads and bookings automatically sync with your existing workflows.

How can Cal.com support agencies with multiple locations or remote teams?

Routing logic can consider office location, time zone, language, or specialization, ensuring every client is matched with the right expert no matter where your teams are based.

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

Absolutely. Cal.com offers white-label and self-hosting options so agencies can present scheduling under their own brand and retain full control of client data.

Can agencies collect project briefs or creative requirements during booking?

Yes, routing forms can include custom questions to gather creative briefs, campaign objectives, budgets, and more, streamlining the kickoff process.

What analytics does Cal.com provide for agency scheduling and routing?

Agencies get actionable insights on lead sources, conversion rates, team utilization, and more through Cal.com’s analytics dashboard, supporting better decision-making.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Libera tu tiempo. Nos encargamos de tu programación. ¡Prueba Cal.com ahora!

Elevate your agency’s efficiency with automated routing and seamless client scheduling.