Smarter routing for SaaS teams

Smarter routing for SaaS teams

Automate and optimize meeting routing for SaaS—drive more demos, onboard clients faster, and boost engagement with open scheduling infrastructure.

Automate and optimize meeting routing for SaaS—drive more demos, onboard clients faster, and boost engagement with open scheduling infrastructure.

SaaS-focused routing form showing demo type, user count, integrations, and company size fields for qualifying leads.

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

How routing for SaaS works

How routing for SaaS works

Guide leads and customers to the right resource—every time—with Cal.com's powerful routing logic built for SaaS.

Guide leads and customers to the right resource—every time—with Cal.com's powerful routing logic built for SaaS.

01

Set up your SaaS routing flows

Define routing forms that capture customer needs, such as demo requests, onboarding, or support. Tailor questions to segment leads by size, region, or interest.

02

Capture lead and customer details

Prospective users fill out tailored forms before booking. Gather info like use case, company size, and technical requirements without manual back-and-forth.

03

Automate assignment to the right team

Based on responses, Cal.com instantly routes the booking to the right account executive, onboarding specialist, or support rep so every customer gets a personalized experience.

Benefits of Cal.com routing for SaaS

Benefits of Cal.com routing for SaaS

Why SaaS companies choose Cal.com for scheduling and routing

Why SaaS companies choose Cal.com for scheduling and routing

01

Maximize lead conversion

Reduce friction by sending demo requests directly to the right sales rep, leading to faster follow-up and higher conversion rates.

02

Accelerate onboarding and adoption

Route new customers to onboarding specialists based on product tier or technical needs, ensuring a smooth start and faster time to value.

03

Enhance customer support

Assign support inquiries to the right expert, reducing wait times and improving satisfaction for your SaaS users.

04

Flexibility for every team

Configure routing logic for sales, onboarding, and support—all in one platform that scales with your SaaS business.

Purpose-built features for SaaS scheduling

Purpose-built features for SaaS scheduling

Open, flexible, and API-first—Cal.com powers SaaS growth at every stage.

Open, flexible, and API-first—Cal.com powers SaaS growth at every stage.

Attribute-based routing

Route leads and customers by company size, plan tier, location, or any custom attribute relevant to your SaaS business.

Ownership assignment

Integrate with CRMs like Salesforce or HubSpot to assign meetings to account owners or customer success reps automatically.

Multi-step forms

Capture nuanced information with multi-step, customizable forms for demo requests, onboarding, or technical consultations.

Customizable routing logic

Fine-tune routing rules to fit your SaaS workflows, from sales territories to onboarding priorities.

Embedded forms and widgets

Easily embed routing forms on your SaaS marketing site, help center, or inside your product for seamless scheduling.

Analytics and insights

Track routing performance and booking outcomes to optimize your SaaS team's efficiency.

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 help SaaS companies increase demo bookings?

Cal.com streamlines demo scheduling by routing inbound requests directly to the right sales rep based on lead attributes, territory, or product interest. This increases speed to response and maximizes conversion rates for SaaS teams.

Can we integrate Cal.com routing with our CRM and marketing stack?

Yes. Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as Zapier, webhooks, and a robust API. This ensures all routing and booking data flows seamlessly into your SaaS stack.

Is it possible to route onboarding calls based on customer plan or segment?

Absolutely. You can set up routing rules to direct onboarding bookings by plan tier, region, or any custom field you collect, matching customers with the right specialist every time.

How secure is Cal.com for SaaS businesses handling sensitive client data?

Cal.com is open source, SOC 2 Type 2 compliant, and supports self-hosting—giving SaaS companies full control over data privacy and security to meet compliance requirements.

Can routing forms be embedded in our SaaS app or website?

Yes. Cal.com's routing forms can be easily embedded in your marketing site, product, or customer portal, providing a seamless experience for users and prospects.

What analytics are available for tracking SaaS routing performance?

Cal.com provides insights into booking trends, conversion rates, and routing outcomes, helping SaaS teams optimize processes and improve customer journeys.

How does Cal.com compare to proprietary SaaS scheduling tools?

Cal.com offers unmatched flexibility with open source code, API-first design, seamless integrations, and the freedom to self-host—making it an ideal fit for SaaS businesses that need control and customizability.

How does Cal.com help SaaS companies increase demo bookings?

Cal.com streamlines demo scheduling by routing inbound requests directly to the right sales rep based on lead attributes, territory, or product interest. This increases speed to response and maximizes conversion rates for SaaS teams.

Can we integrate Cal.com routing with our CRM and marketing stack?

Yes. Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as Zapier, webhooks, and a robust API. This ensures all routing and booking data flows seamlessly into your SaaS stack.

Is it possible to route onboarding calls based on customer plan or segment?

Absolutely. You can set up routing rules to direct onboarding bookings by plan tier, region, or any custom field you collect, matching customers with the right specialist every time.

How secure is Cal.com for SaaS businesses handling sensitive client data?

Cal.com is open source, SOC 2 Type 2 compliant, and supports self-hosting—giving SaaS companies full control over data privacy and security to meet compliance requirements.

Can routing forms be embedded in our SaaS app or website?

Yes. Cal.com's routing forms can be easily embedded in your marketing site, product, or customer portal, providing a seamless experience for users and prospects.

What analytics are available for tracking SaaS routing performance?

Cal.com provides insights into booking trends, conversion rates, and routing outcomes, helping SaaS teams optimize processes and improve customer journeys.

How does Cal.com compare to proprietary SaaS scheduling tools?

Cal.com offers unmatched flexibility with open source code, API-first design, seamless integrations, and the freedom to self-host—making it an ideal fit for SaaS businesses that need control and customizability.

How does Cal.com help SaaS companies increase demo bookings?

Cal.com streamlines demo scheduling by routing inbound requests directly to the right sales rep based on lead attributes, territory, or product interest. This increases speed to response and maximizes conversion rates for SaaS teams.

Can we integrate Cal.com routing with our CRM and marketing stack?

Yes. Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as Zapier, webhooks, and a robust API. This ensures all routing and booking data flows seamlessly into your SaaS stack.

Is it possible to route onboarding calls based on customer plan or segment?

Absolutely. You can set up routing rules to direct onboarding bookings by plan tier, region, or any custom field you collect, matching customers with the right specialist every time.

How secure is Cal.com for SaaS businesses handling sensitive client data?

Cal.com is open source, SOC 2 Type 2 compliant, and supports self-hosting—giving SaaS companies full control over data privacy and security to meet compliance requirements.

Can routing forms be embedded in our SaaS app or website?

Yes. Cal.com's routing forms can be easily embedded in your marketing site, product, or customer portal, providing a seamless experience for users and prospects.

What analytics are available for tracking SaaS routing performance?

Cal.com provides insights into booking trends, conversion rates, and routing outcomes, helping SaaS teams optimize processes and improve customer journeys.

How does Cal.com compare to proprietary SaaS scheduling tools?

Cal.com offers unmatched flexibility with open source code, API-first design, seamless integrations, and the freedom to self-host—making it an ideal fit for SaaS businesses that need control and customizability.

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 !

Boost conversions and delight customers with Cal.com routing—start now or book a personalized demo.