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Modern scheduling and routing for agencies

Modern scheduling and routing for agencies

Cal.com powers seamless client intake, project assignment, and scheduling for agencies of any size, with open-source flexibility and robust integrations.

Cal.com powers seamless client intake, project assignment, and scheduling for agencies of any size, with open-source flexibility and robust integrations.

Cal.com routing form for agency client intake and project assignment.

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

How Cal.com routing works for agencies

How Cal.com routing works for agencies

Automate your agency's client scheduling and team assignment in three simple steps.

Automate your agency's client scheduling and team assignment in three simple steps.

01

Set up custom routing forms

Design intake forms that capture client needs, project scope, and service preferences before booking.

Screen showing creation of an agency client intake form with custom project questions.

02

Let clients share their requirements

Clients complete your branded forms, providing information about their project, company, and timeline.

03

Route clients to the right team member or service

Based on responses, Cal.com automatically assigns clients to the ideal specialist or project team, ensuring every inquiry gets the attention it deserves.

Automated routing assigning agency clients to design, account, marketing, strategy, and development team members.

Key benefits for agencies

Key benefits for agencies

Why agencies choose Cal.com for scheduling and routing

Why agencies choose Cal.com for scheduling and routing

Attribute-based routing for agency client matching by industry and location.

01

Automate client intake

Route new leads and clients to the most relevant team members instantly, eliminating manual triage and back-and-forth emails.

02

Boost project efficiency

Ensure every client is matched with the right project manager or expert, improving delivery times and client satisfaction.

Ownership assignment for returning agency clients to their dedicated manager.
Insights dashboard showing weekly agency client routing and team performance.

03

Centralize scheduling and communication

Manage all meetings, bookings, and assignments in one place, integrated with your existing tools for seamless agency operations.

04

Flexible, API-first infrastructure

Customize workflows and integrate Cal.com with your CRM, project management, and communication platforms—self-host or use the cloud.

Customizable routing logic for agency project services and team assignment.

Powerful features for agencies

Powerful features for agencies

Everything your agency needs to automate scheduling, routing, and project kickoff

Everything your agency needs to automate scheduling, routing, and project kickoff

Attribute-based routing

Assign new clients to the most suitable team based on project type, industry, or agency specialty.

Ownership assignment

Automatically match repeat clients to their dedicated account manager for a personalized experience.

Enhanced routing analytics

Gain insights into form responses and routing outcomes to optimize conversion and resource allocation.

Customizable routing logic

Create complex routing rules for varied service offerings, multi-team agencies, or high-volume lead intake.

Multi-step intake forms

Collect detailed project requirements and qualify leads before scheduling a meeting.

Native and custom integrations

Connect Cal.com to your CRM, Slack, email, and project tools for streamlined workflows.

Tutti i tuoi strumenti chiave sincronizzati con i tuoi incontri

Cal.com funziona con tutte le app già presenti nel tuo flusso, assicurando che tutto funzioni perfettamente insieme.

Tutti i tuoi strumenti chiave sincronizzati con i tuoi incontri

Cal.com funziona con tutte le app già presenti nel tuo flusso, assicurando che tutto funzioni perfettamente insieme.

Tutti i tuoi strumenti chiave sincronizzati con i tuoi incontri

Cal.com funziona con tutte le app già presenti nel tuo flusso, assicurando che tutto funzioni perfettamente insieme.

Domande frequenti

Domande frequenti

Queste sono alcune delle domande che ci vengono poste più frequentemente.

Queste sono alcune delle domande che ci vengono poste più frequentemente.

How does Cal.com help agencies automate client intake and assignment?

Cal.com lets you create custom routing forms that capture client needs and automatically assign inquiries to the right team member or service, saving time and reducing manual effort.

Can Cal.com handle high volumes of agency bookings and team assignments?

Yes, Cal.com is built to scale with your agency, supporting high booking volumes, multi-team routing, and complex assignment logic without bottlenecks.

Is it possible to self-host Cal.com for data privacy and branding?

Absolutely. Agencies can self-host Cal.com for full control over data, branding, and compliance, or use our secure cloud service.

How does Cal.com integrate with agency tools like CRMs or project management software?

Cal.com offers native and API integrations with leading CRMs, project platforms, and communication tools, making it easy to sync data and automate workflows.

Can we customize intake forms and routing logic for different agency services?

Yes, the platform allows you to tailor forms and routing rules for each service line or department, ensuring every client gets the right experience.

Does Cal.com support white-labeling and client-facing branding for agencies?

Cal.com supports white-labeling, letting agencies present a fully branded scheduling and intake experience to their clients.

What kind of analytics does Cal.com provide to help agencies optimize their processes?

You can track form submissions, routing decisions, and booking trends in real time, helping you improve assignment, resource allocation, and client experience.

How does Cal.com help agencies automate client intake and assignment?

Cal.com lets you create custom routing forms that capture client needs and automatically assign inquiries to the right team member or service, saving time and reducing manual effort.

Can Cal.com handle high volumes of agency bookings and team assignments?

Yes, Cal.com is built to scale with your agency, supporting high booking volumes, multi-team routing, and complex assignment logic without bottlenecks.

Is it possible to self-host Cal.com for data privacy and branding?

Absolutely. Agencies can self-host Cal.com for full control over data, branding, and compliance, or use our secure cloud service.

How does Cal.com integrate with agency tools like CRMs or project management software?

Cal.com offers native and API integrations with leading CRMs, project platforms, and communication tools, making it easy to sync data and automate workflows.

Can we customize intake forms and routing logic for different agency services?

Yes, the platform allows you to tailor forms and routing rules for each service line or department, ensuring every client gets the right experience.

Does Cal.com support white-labeling and client-facing branding for agencies?

Cal.com supports white-labeling, letting agencies present a fully branded scheduling and intake experience to their clients.

What kind of analytics does Cal.com provide to help agencies optimize their processes?

You can track form submissions, routing decisions, and booking trends in real time, helping you improve assignment, resource allocation, and client experience.

How does Cal.com help agencies automate client intake and assignment?

Cal.com lets you create custom routing forms that capture client needs and automatically assign inquiries to the right team member or service, saving time and reducing manual effort.

Can Cal.com handle high volumes of agency bookings and team assignments?

Yes, Cal.com is built to scale with your agency, supporting high booking volumes, multi-team routing, and complex assignment logic without bottlenecks.

Is it possible to self-host Cal.com for data privacy and branding?

Absolutely. Agencies can self-host Cal.com for full control over data, branding, and compliance, or use our secure cloud service.

How does Cal.com integrate with agency tools like CRMs or project management software?

Cal.com offers native and API integrations with leading CRMs, project platforms, and communication tools, making it easy to sync data and automate workflows.

Can we customize intake forms and routing logic for different agency services?

Yes, the platform allows you to tailor forms and routing rules for each service line or department, ensuring every client gets the right experience.

Does Cal.com support white-labeling and client-facing branding for agencies?

Cal.com supports white-labeling, letting agencies present a fully branded scheduling and intake experience to their clients.

What kind of analytics does Cal.com provide to help agencies optimize their processes?

You can track form submissions, routing decisions, and booking trends in real time, helping you improve assignment, resource allocation, and client experience.

Non fidarti solo delle nostre parole

I nostri utenti sono i nostri migliori ambasciatori. Scopri perché siamo la scelta migliore per pianificare meeting.

Non fidarti solo delle nostre parole

I nostri utenti sono i nostri migliori ambasciatori. Scopri perché siamo la scelta migliore per pianificare meeting.

Non fidarti solo delle nostre parole

I nostri utenti sono i nostri migliori ambasciatori. Scopri perché siamo la scelta migliore per pianificare meeting.

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

Liberati del tuo tempo. Ci occupiamo della tua programmazione. Prova Cal.com adesso!

Try Cal.com free or book a demo to see how open scheduling infrastructure transforms your workflow.