01
Map your agency workflow
Start with your current process. Capture discovery, scoping, and kickoff using booking pages and intake questions. Route leads and clients by brand, region, channel, or budget to individual owners or pods. Translate your agency project intake process into triggers and actions that auto-book discovery, schedule kickoff, and share prep materials. Link to source-of-truth docs and a marketing campaign brief template so every meeting starts aligned.
02
Automate messages, reminders, and approvals
Use Workflows to send confirmations, multi-step reminders, and follow-ups over email, SMS, or WhatsApp. Request stakeholder approvals for concepts, scripts, or ads before the session, and nudge decision-makers if responses stall. Orchestrate your creative review workflow by sending reviewers pre-reads, links, and assets. Keep your marketing deliverables timeline on track with nudges before milestones, reschedule offers if blockers arise, and post-meeting tasks for next steps.
03
Track outcomes and optimize with the API
Connect CRM and project tools via Cal.com Apps and webhooks to log meetings, outcomes, and notes. Push data to Slack for team alerts and to your warehouse for reporting. Use the API to create programmatic bookings from your app, manage round robin pools, or generate links per campaign. Iterate quickly, test reminders, and standardize templates across teams. Explore docs at https://cal.com/docs and integrations at https://cal.com/apps.
01
Shorten client onboarding
Replace back-and-forth email with instant scheduling tied to your client onboarding checklist for digital agencies. Auto-share kickoff prep, roles, and timelines so stakeholders arrive ready. Track who completed forms and who needs a nudge.
02
Keep campaigns on schedule
Automated reminders, reschedule links, and task follow-ups keep your marketing deliverables timeline healthy. Trigger checkpoints for briefs, production, and QA to reduce delays across creative, media, and analytics.
03
Improve creative reviews
Send pre-read assets, capture approvals, and ensure the right reviewers attend. Standardize your creative review workflow across brands and pods, decreasing rework and accelerating sign-off.
04
Reduce ops overhead
Consolidate tools with an open-source, API-first platform you can host or use in the cloud. Centralize routing, reminders, and reporting. Control data residency and customize deeply. Learn more at https://github.com/calcom/cal.com and https://help.cal.com.
Multi-channel notifications
Confirmation, reminder, and follow-up messages via email, SMS, and WhatsApp. Personalize timing and content per event type, client tier, or campaign phase.
Routing and round robin
Route bookings by form answers, geo, channel, or service line. Distribute across account managers or squads with round robin, priority weights, and availability rules.
Form and CRM integrations
Sync intake questions to CRM fields using apps and webhooks. Connect Google Calendar, Microsoft 365, Zoom, Slack, HubSpot, Salesforce, and more via https://cal.com/apps.
Branding and templates
Use custom templates for confirmations, briefs, and approvals. Standardize a marketing campaign brief template and reuse across events for consistent client communication.
Self-hosting and access controls
Deploy cloud or self-hosted to meet security and governance needs. Granular permissions, audit-friendly logs, and SSO options help protect client data.
Developer ready API
Create links, manage pools, and retrieve events programmatically. Webhooks stream events to your stack. See developers guide at https://cal.com/docs.
Start automating your agency workflow
Try Cal.com free, or talk to our team about complex use cases. Spin up routing, reminders, and review flows in minutes. Sign up at https://cal.com, explore pricing at https://cal.com/pricing, or book a demo at https://cal.com.
