Smart routing for branding agencies

Smart routing for branding agencies

Automate client intake and project assignment with Cal.com’s open scheduling infrastructure for branding teams.

Automate client intake and project assignment with Cal.com’s open scheduling infrastructure for branding teams.

Branding agency routing form with tailored intake questions for client project scope and service needs.

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

Simple steps to route clients and projects

Simple steps to route clients and projects

Seamlessly connect new and existing branding clients to the right creative teams with Cal.com’s advanced routing forms.

Seamlessly connect new and existing branding clients to the right creative teams with Cal.com’s advanced routing forms.

01

Set up branded routing forms

Create custom forms to capture essential client details, project scope, and preferences during intake.

Create your first branding agency intake question with Cal.com’s customizable form builder.

02

Let clients share their needs

Clients fill out tailored questions about their brand, goals, and desired services before booking.

03

Automatically assign the right team

Based on responses, route clients to the best-fit strategist, designer, or project manager instantly.

Automated routing interface assigning branding projects to agency team members by expertise.

Why branding agencies choose Cal.com

Why branding agencies choose Cal.com

Deliver a streamlined client experience and empower your creative teams with efficient project routing.

Deliver a streamlined client experience and empower your creative teams with efficient project routing.

Attribute-based routing matching branding agency client needs and country to the right creative lead.

01

Automated client qualification

Quickly qualify leads and new project requests, ensuring your team focuses on high-priority clients.

02

Faster project kickoff

Eliminate manual scheduling and connect clients to the right team members for faster onboarding.

Ownership assignment workflow for branding agencies, routing clients to account managers or available creatives.
Analytics dashboard showing branding agency client bookings and routing insights by team member.

03

Optimized resource allocation

Assign projects based on skills, availability, and expertise, improving team utilization and project outcomes.

04

Seamless integrations

Connect Cal.com with your CRM, design tools, and communication platforms for an end-to-end workflow.

Customizable routing logic interface for branding agencies, matching project type and budget to team expertise.

Features designed for branding agencies

Features designed for branding agencies

Unlock powerful tools to supercharge your agency’s scheduling, intake, and project management.

Unlock powerful tools to supercharge your agency’s scheduling, intake, and project management.

Intelligent routing forms

Build no-code, branded forms to gather client details and direct them to the right creative lead.

Attribute-based project assignment

Route new requests using attributes like project type, budget, timeline, or team expertise.

CRM and workflow integrations

Sync seamlessly with HubSpot, Salesforce, Slack, and other tools your agency relies on.

Multi-step intake forms

Collect all relevant client information and reduce back-and-forth communication with multi-step forms.

Self-hosting and open-source flexibility

Deploy on your own infrastructure for full control, compliance, and tailored branding agency workflows.

Advanced analytics and insights

Track routing performance, conversion rates, and team allocation to optimize agency operations.

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 help branding agencies qualify and route new clients?

Cal.com enables you to create custom routing forms that gather critical client information up front. Based on answers about project needs, budget, and branding goals, clients are automatically routed to the most relevant strategist or designer for an efficient intake process.

Can we embed Cal.com routing forms on our agency website?

Yes, Cal.com’s routing forms can be seamlessly embedded on your agency’s website or landing pages, matching your brand and providing a frictionless intake experience for prospective clients.

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

Absolutely. Cal.com connects with popular CRMs like HubSpot and Salesforce, as well as communication tools like Slack and project management platforms, allowing your team to keep all client data in sync.

Is Cal.com suitable for agencies with multiple services or locations?

Yes. Routing logic can be customized to handle multiple service lines, locations, or teams. You can route clients based on service type, region, or specific expertise, ensuring the right team receives each request.

How does attribute-based routing work for branding agencies?

Attribute-based routing lets you assign incoming projects to the right specialist based on client answers. For example, requests for logo design can be routed to your design team, while brand strategy inquiries go to your strategists.

Can Cal.com handle high-volume client intake during campaigns or launches?

Cal.com scales effortlessly with your agency’s demand. Automated routing ensures no lead is missed and every client gets timely attention from the right creative professional.

Is Cal.com secure and customizable for agency branding?

Yes. Cal.com offers robust security, compliance options, and full white-labeling. You can self-host or deploy in the cloud, and customize forms, workflows, and branding to make the experience your own.

How does Cal.com help branding agencies qualify and route new clients?

Cal.com enables you to create custom routing forms that gather critical client information up front. Based on answers about project needs, budget, and branding goals, clients are automatically routed to the most relevant strategist or designer for an efficient intake process.

Can we embed Cal.com routing forms on our agency website?

Yes, Cal.com’s routing forms can be seamlessly embedded on your agency’s website or landing pages, matching your brand and providing a frictionless intake experience for prospective clients.

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

Absolutely. Cal.com connects with popular CRMs like HubSpot and Salesforce, as well as communication tools like Slack and project management platforms, allowing your team to keep all client data in sync.

Is Cal.com suitable for agencies with multiple services or locations?

Yes. Routing logic can be customized to handle multiple service lines, locations, or teams. You can route clients based on service type, region, or specific expertise, ensuring the right team receives each request.

How does attribute-based routing work for branding agencies?

Attribute-based routing lets you assign incoming projects to the right specialist based on client answers. For example, requests for logo design can be routed to your design team, while brand strategy inquiries go to your strategists.

Can Cal.com handle high-volume client intake during campaigns or launches?

Cal.com scales effortlessly with your agency’s demand. Automated routing ensures no lead is missed and every client gets timely attention from the right creative professional.

Is Cal.com secure and customizable for agency branding?

Yes. Cal.com offers robust security, compliance options, and full white-labeling. You can self-host or deploy in the cloud, and customize forms, workflows, and branding to make the experience your own.

How does Cal.com help branding agencies qualify and route new clients?

Cal.com enables you to create custom routing forms that gather critical client information up front. Based on answers about project needs, budget, and branding goals, clients are automatically routed to the most relevant strategist or designer for an efficient intake process.

Can we embed Cal.com routing forms on our agency website?

Yes, Cal.com’s routing forms can be seamlessly embedded on your agency’s website or landing pages, matching your brand and providing a frictionless intake experience for prospective clients.

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

Absolutely. Cal.com connects with popular CRMs like HubSpot and Salesforce, as well as communication tools like Slack and project management platforms, allowing your team to keep all client data in sync.

Is Cal.com suitable for agencies with multiple services or locations?

Yes. Routing logic can be customized to handle multiple service lines, locations, or teams. You can route clients based on service type, region, or specific expertise, ensuring the right team receives each request.

How does attribute-based routing work for branding agencies?

Attribute-based routing lets you assign incoming projects to the right specialist based on client answers. For example, requests for logo design can be routed to your design team, while brand strategy inquiries go to your strategists.

Can Cal.com handle high-volume client intake during campaigns or launches?

Cal.com scales effortlessly with your agency’s demand. Automated routing ensures no lead is missed and every client gets timely attention from the right creative professional.

Is Cal.com secure and customizable for agency branding?

Yes. Cal.com offers robust security, compliance options, and full white-labeling. You can self-host or deploy in the cloud, and customize forms, workflows, and branding to make the experience your own.

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!

Power up your branding agency with smart routing and seamless scheduling from Cal.com.