Smarter routing for IT consultants

Smarter routing for IT consultants

Automate client scheduling and assignment for IT consulting firms with Cal.com. Accelerate intake, match clients with the right expert, and streamline your workflow with open scheduling infrastructure.

Automate client scheduling and assignment for IT consulting firms with Cal.com. Accelerate intake, match clients with the right expert, and streamline your workflow with open scheduling infrastructure.

Routing form for IT consulting client intake, showing custom questions for project requirements and urgency.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Simple steps to optimized IT consulting scheduling

Simple steps to optimized IT consulting scheduling

See how Cal.com empowers your team to route clients and projects to the right IT experts, effortlessly.

See how Cal.com empowers your team to route clients and projects to the right IT experts, effortlessly.

01

Build your routing logic

Define custom rules and questions to capture client needs and route them to the right IT specialist.

Create form template for IT consulting, prompting tailored intake questions for new clients.

02

Let clients share their requirements

Clients fill out tailored forms to specify project goals, urgency, and technical focus before booking.

03

Automatically assign to the right consultant

Based on responses, Cal.com matches clients with the best-fit expert on your team, reducing manual triage.

Automated team routing for IT consulting, assigning clients to experts in relevant technology domains.

Key benefits for IT consultants

Key benefits for IT consultants

Transform how your IT consulting team manages scheduling, intake, and resource allocation.

Transform how your IT consulting team manages scheduling, intake, and resource allocation.

Attribute-based routing for IT consultants, matching client needs with consultant skills and location.

01

Accelerate project onboarding

Clients are routed to the right consultant instantly, reducing delays and starting projects faster.

02

Eliminate manual triage

Automate assignment based on technical expertise, availability, or client type, freeing up valuable team time.

Ownership assignment interface for IT consultants, showing direct assignment to account owner or round robin to available experts.
Analytics dashboard for IT consulting teams, visualizing consultant routing and bookings.

03

Enhance client experience

Deliver a seamless, personalized scheduling journey that makes a strong first impression for every client.

04

Boost team utilization

Ensure consultants are matched to their strengths, improving efficiency and project outcomes.

Customizable routing logic for IT consultants, demonstrating assignment based on project budget and expertise.

Essential features for IT consulting firms

Essential features for IT consulting firms

Flexible, powerful routing and scheduling tools to optimize your consulting workflow.

Flexible, powerful routing and scheduling tools to optimize your consulting workflow.

Advanced routing forms

Capture project scope, technical requirements, and client details with customizable, no-code forms.

Attribute-based routing

Assign clients to consultants based on skills, certifications, or industry experience automatically.

Self-hosting and white-labeling

Deploy Cal.com on your own infrastructure and brand every step of the scheduling process.

CRM and productivity integrations

Sync with Salesforce, HubSpot, Slack, and more to keep your client and project data unified.

Open-source flexibility

Modify, extend, and audit Cal.com to fit your unique IT consulting needs with full transparency.

API-first architecture

Integrate scheduling and routing into your custom IT platforms, client portals, or internal tools.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Questions fréquemment posées

Questions fréquemment posées

Voici quelques-unes de nos questions les plus fréquentes.

Voici quelques-unes de nos questions les plus fréquentes.

How does Cal.com improve scheduling for IT consulting firms?

Cal.com automates intake by routing client requests to the right consultant based on project type, urgency, and expertise, reducing manual coordination and speeding up project starts.

Can I set up custom routing rules for different IT services or specializations?

Yes. Cal.com lets you create advanced routing forms and logic, ensuring each client is matched to the right team member or specialist based on their needs.

Does Cal.com integrate with our CRM, ticketing, or communication tools?

Absolutely. Cal.com offers native integrations with major CRMs, ticketing systems, and collaboration platforms, so your workflow stays connected and up to date.

Is Cal.com secure and compliant for enterprise IT consulting?

Cal.com is built with enterprise-grade security, supports self-hosting, and complies with leading data protection standards for peace of mind.

How does Cal.com handle complex, multi-step client onboarding?

You can design multi-step routing forms to gather all necessary client information, then automatically direct them to the right consultant or team for follow-up.

What if our team has unique intake or scheduling requirements?

Cal.com's open-source and API-first platform allows you to customize forms, routing logic, and integrations to fit your firm’s unique workflows.

How quickly can we get started with Cal.com?

IT consulting teams can be up and running in minutes with pre-built templates, or customize your setup with our robust documentation and support.

How does Cal.com improve scheduling for IT consulting firms?

Cal.com automates intake by routing client requests to the right consultant based on project type, urgency, and expertise, reducing manual coordination and speeding up project starts.

Can I set up custom routing rules for different IT services or specializations?

Yes. Cal.com lets you create advanced routing forms and logic, ensuring each client is matched to the right team member or specialist based on their needs.

Does Cal.com integrate with our CRM, ticketing, or communication tools?

Absolutely. Cal.com offers native integrations with major CRMs, ticketing systems, and collaboration platforms, so your workflow stays connected and up to date.

Is Cal.com secure and compliant for enterprise IT consulting?

Cal.com is built with enterprise-grade security, supports self-hosting, and complies with leading data protection standards for peace of mind.

How does Cal.com handle complex, multi-step client onboarding?

You can design multi-step routing forms to gather all necessary client information, then automatically direct them to the right consultant or team for follow-up.

What if our team has unique intake or scheduling requirements?

Cal.com's open-source and API-first platform allows you to customize forms, routing logic, and integrations to fit your firm’s unique workflows.

How quickly can we get started with Cal.com?

IT consulting teams can be up and running in minutes with pre-built templates, or customize your setup with our robust documentation and support.

How does Cal.com improve scheduling for IT consulting firms?

Cal.com automates intake by routing client requests to the right consultant based on project type, urgency, and expertise, reducing manual coordination and speeding up project starts.

Can I set up custom routing rules for different IT services or specializations?

Yes. Cal.com lets you create advanced routing forms and logic, ensuring each client is matched to the right team member or specialist based on their needs.

Does Cal.com integrate with our CRM, ticketing, or communication tools?

Absolutely. Cal.com offers native integrations with major CRMs, ticketing systems, and collaboration platforms, so your workflow stays connected and up to date.

Is Cal.com secure and compliant for enterprise IT consulting?

Cal.com is built with enterprise-grade security, supports self-hosting, and complies with leading data protection standards for peace of mind.

How does Cal.com handle complex, multi-step client onboarding?

You can design multi-step routing forms to gather all necessary client information, then automatically direct them to the right consultant or team for follow-up.

What if our team has unique intake or scheduling requirements?

Cal.com's open-source and API-first platform allows you to customize forms, routing logic, and integrations to fit your firm’s unique workflows.

How quickly can we get started with Cal.com?

IT consulting teams can be up and running in minutes with pre-built templates, or customize your setup with our robust documentation and support.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Gagnez du temps. Nous nous occupons de votre planning. Essayez Cal.com maintenant !

Transform your client intake and assignment process. Try Cal.com today or book a personalized demo.