Routing for creative agencies

Routing for creative agencies

Automate client intake and project scheduling with powerful routing forms tailored for creative teams.

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Creative agencies routing formSave
1. How many people work at your company?Required

Label

How many people work at your company?

Identifier

company-size

Type

Single selection

Options

Manually addFrom attributeCompany size (3 of 4)
2. What services are you interested in?Required
3. What country are you based in?Required
4. What's your timeline for getting started?Required
Add question

Trusted by fast-growing companies around the world

Simple steps to smarter client routing

Guide new and existing clients from inquiry to the perfect creative team or service with these easy steps.

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01

Create your custom client routes

Build routing forms that gather essential project details, ensuring every client is matched to the right creative specialist.

02

Let clients share their project vision

Clients complete tailored forms to specify project scope, goals, and timelines before booking.

03

Route projects to the ideal team

Automatically assign projects to the most suitable creative team members or departments based on client input.

Key benefits for creative agencies

Unlock efficiency, transparency, and growth for your creative agency with smart scheduling and routing.

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Customer

Form answers

ImmigrationFrance
SalesforceHubSpot
Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance
01

Accelerate project kickoff

Reduce manual coordination by instantly routing client requests to the right creative team, speeding up project start times.
Salesforce

Owned account found

Assign to account owner

YesNo

Assign to owner

Direct to account owner

CustomerOwner

Event scheduled

Round robin

Find an available host

EMR Sales
02

Deliver a seamless client experience

Provide a professional, branded scheduling journey that makes clients feel valued from the first interaction.

Routed to this week

Benny above avg.
03

Increase team productivity

Eliminate back-and-forth emails and free up your team's time to focus on creative work, not scheduling logistics.
Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute
04

Qualify leads automatically

Use custom forms to filter inquiries and prioritize high-value projects, ensuring your team works on what matters most.

Features designed for creative agencies

Everything your agency needs to streamline client intake, team assignment, and project management.

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Attribute-based project routing

Match clients to teams or specialists based on project type, budget, or creative discipline.

Ownership assignment for ongoing clients

Automatically assign returning clients to their existing account managers or creative leads.

Customizable intake forms

Collect specific details about the client's brand, objectives, and creative needs up front.

Multi-step forms for complex projects

Break down the project intake process, making it easy for clients to provide all necessary information.

Calendar integrations

Sync bookings with Google, Outlook, and other calendars to avoid double-booking and keep projects on track.

Analytics and insights

Track routing performance, client preferences, and team workloads to continuously improve your process.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

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Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarSprawdza konflikty w kalendarzach i dodaje rezerwację.
  • Zoom VideoDaje każdej rezerwacji własny link do spotkania.
  • SalesforceZapisuje spotkanie przy kontakcie i kieruje do właściciela.
  • HubSpot CRMDodaje rezerwacje do kontaktów i transakcji.
  • SlackPowiadamia zespół od razu po rezerwacji spotkania.
  • StripePobiera płatność po rezerwacji terminu.
  • FramerOsadza stronę rezerwacji w witrynie Framer.
  • ElevenLabsDaje agentom głosowym realistyczny głos AI.
  • LinearUstawia status poza biurem z kalendarza.
  • Meta PixelMierzy rezerwacje z kampanii reklam Meta.
  • UmamiLiczy wizyty na stronie rezerwacji, prywatnie.
  • WhatsAppSpotyka się z gośćmi na czacie WhatsApp lub w wideorozmowie.

Frequently asked questions

These are some of our most frequently asked questions.

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Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyna Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds na X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh na X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballna Trustpilot
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson na X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisna Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
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  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarna Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best na X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
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  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
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  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeina Product Hunt

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Ready to automate your agency's scheduling?

Transform your creative workflow and deliver an exceptional client experience with Cal.com today.

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