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Intelligent routing for sales and business development

Intelligent routing for sales and business development

Accelerate deals with seamless lead routing and scheduling for sales teams

Accelerate deals with seamless lead routing and scheduling for sales teams

Sales and business development routing form showing industry-specific questions for qualifying and segmenting leads.

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

Simple steps to smarter sales routing

Simple steps to smarter sales routing

Effortlessly match prospects to the right sales or business development rep with easy automation.

Effortlessly match prospects to the right sales or business development rep with easy automation.

01

Define your sales routing rules

Set up logic to assign leads based on region, company size, product interest, or existing account ownership.

Sales qualification form template creation for sales and business development use case.

02

Let prospects share their details

Capture key information from leads with customizable forms, qualifying and segmenting them instantly.

03

Automatically assign and schedule

Cal.com routes each prospect to the best-fit rep and offers instant meeting booking, reducing delays and manual work.

Automated routing for sales representatives and business development team assignments.

Unlock sales productivity with routing automation

Unlock sales productivity with routing automation

Increase conversions, eliminate scheduling friction, and empower your sales team to focus on closing deals.

Increase conversions, eliminate scheduling friction, and empower your sales team to focus on closing deals.

Attribute-based routing logic for sales and business development with country and industry segmentation.

01

Shorten your sales cycle

Remove bottlenecks by automatically routing leads to available reps and giving prospects instant access to book meetings.

02

Boost lead conversion rates

Reduce response times and ensure every qualified lead connects with the best-fit team member, maximizing conversion opportunities.

Ownership assignment routing for sales account management and business development teams.
Insights dashboard showing lead routing and bookings for sales and business development teams.

03

Eliminate manual scheduling

Say goodbye to time-consuming lead assignment and endless email back-and-forth. Cal.com automates the entire process.

04

Integrate with your sales stack

Seamlessly connect Cal.com with your CRM, email, and other sales tools to keep your workflows unified and efficient.

Customizable routing logic setup for sales and business development qualification and team assignment.

Advanced features for sales and business development teams

Advanced features for sales and business development teams

Designed to streamline lead management, qualification, and scheduling for revenue-focused organizations.

Designed to streamline lead management, qualification, and scheduling for revenue-focused organizations.

Attribute-based routing

Assign leads to reps based on territory, product line, or expertise, using flexible logic that adapts to your sales process.

Account ownership detection

Automatically route repeat or existing customers to their dedicated account owner for a personalized experience.

CRM and tool integrations

Sync with Salesforce, HubSpot, and other sales tools to keep data flowing and assignments accurate.

Customizable qualification forms

Collect key information from prospects up front to pre-qualify leads and match them to the right rep or team.

Multi-step forms for complex sales

Guide prospects through tailored questions and workflows, gathering all the data you need to route efficiently.

Actionable routing analytics

Track lead distribution, booking rates, and conversion data to optimize your sales workflows over time.

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 sales teams qualify and route leads?

Cal.com lets you create custom qualification forms that collect essential lead details, then uses attribute-based logic to instantly route each lead to the right sales or business development representative. This eliminates manual assignment and ensures that prospects are always connected with the most appropriate contact.

Can Cal.com integrate with our CRM and sales tools?

Yes, Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as email and calendar tools. This ensures your lead data and meeting assignments are always up to date and synced across your sales stack.

How does ownership assignment work for existing accounts?

Cal.com detects if a prospect is already assigned to a sales rep in your CRM. If so, the system automatically routes the booking to that account owner, ensuring continuity and a personalized experience.

Can we customize the qualification questions and routing logic?

Absolutely. You can fully tailor the forms and routing logic to match your sales workflow, including multi-step forms, conditional fields, and advanced assignment rules based on any captured data point.

Is Cal.com suitable for both inbound and outbound sales workflows?

Yes, Cal.com supports both inbound lead capture and outbound prospecting, making it easy for any sales workflow to automate scheduling and assignment, no matter the channel.

How do routing analytics help improve our sales process?

Cal.com provides detailed analytics on lead routing, booking rates, and rep performance. This insight helps you identify bottlenecks, optimize routing rules, and improve conversion rates over time.

What are the hosting and security options for enterprise sales teams?

Cal.com is open-source and supports both cloud and self-hosted deployments. This gives sales organizations full control over data, security, and compliance, while ensuring scalability for any team size.

How does Cal.com help sales teams qualify and route leads?

Cal.com lets you create custom qualification forms that collect essential lead details, then uses attribute-based logic to instantly route each lead to the right sales or business development representative. This eliminates manual assignment and ensures that prospects are always connected with the most appropriate contact.

Can Cal.com integrate with our CRM and sales tools?

Yes, Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as email and calendar tools. This ensures your lead data and meeting assignments are always up to date and synced across your sales stack.

How does ownership assignment work for existing accounts?

Cal.com detects if a prospect is already assigned to a sales rep in your CRM. If so, the system automatically routes the booking to that account owner, ensuring continuity and a personalized experience.

Can we customize the qualification questions and routing logic?

Absolutely. You can fully tailor the forms and routing logic to match your sales workflow, including multi-step forms, conditional fields, and advanced assignment rules based on any captured data point.

Is Cal.com suitable for both inbound and outbound sales workflows?

Yes, Cal.com supports both inbound lead capture and outbound prospecting, making it easy for any sales workflow to automate scheduling and assignment, no matter the channel.

How do routing analytics help improve our sales process?

Cal.com provides detailed analytics on lead routing, booking rates, and rep performance. This insight helps you identify bottlenecks, optimize routing rules, and improve conversion rates over time.

What are the hosting and security options for enterprise sales teams?

Cal.com is open-source and supports both cloud and self-hosted deployments. This gives sales organizations full control over data, security, and compliance, while ensuring scalability for any team size.

How does Cal.com help sales teams qualify and route leads?

Cal.com lets you create custom qualification forms that collect essential lead details, then uses attribute-based logic to instantly route each lead to the right sales or business development representative. This eliminates manual assignment and ensures that prospects are always connected with the most appropriate contact.

Can Cal.com integrate with our CRM and sales tools?

Yes, Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as email and calendar tools. This ensures your lead data and meeting assignments are always up to date and synced across your sales stack.

How does ownership assignment work for existing accounts?

Cal.com detects if a prospect is already assigned to a sales rep in your CRM. If so, the system automatically routes the booking to that account owner, ensuring continuity and a personalized experience.

Can we customize the qualification questions and routing logic?

Absolutely. You can fully tailor the forms and routing logic to match your sales workflow, including multi-step forms, conditional fields, and advanced assignment rules based on any captured data point.

Is Cal.com suitable for both inbound and outbound sales workflows?

Yes, Cal.com supports both inbound lead capture and outbound prospecting, making it easy for any sales workflow to automate scheduling and assignment, no matter the channel.

How do routing analytics help improve our sales process?

Cal.com provides detailed analytics on lead routing, booking rates, and rep performance. This insight helps you identify bottlenecks, optimize routing rules, and improve conversion rates over time.

What are the hosting and security options for enterprise sales teams?

Cal.com is open-source and supports both cloud and self-hosted deployments. This gives sales organizations full control over data, security, and compliance, while ensuring scalability for any team size.

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!

See how intelligent routing can transform your lead management and unlock more revenue.