How can Cal.com help design agencies qualify and route new clients?

Cal.com’s routing forms let agencies collect detailed project requirements and client preferences upfront. The platform then uses this data to match each client with the most suitable designer or team automatically, eliminating manual triage and saving valuable time.

Can we customize the intake forms for different design services or project types?

Yes, Cal.com’s intake forms are fully customizable. You can create separate forms or add conditional logic to tailor questions for branding, web, UX/UI, or other design services, ensuring you gather the right information for each.

Does Cal.com support assigning returning clients to their previous designer?

Absolutely. With ownership assignment, returning clients are automatically recognized and routed to their previous designer, providing a personalized and consistent experience.

Is it possible to integrate Cal.com routing with our CRM and project management tools?

Yes. Cal.com’s API-first architecture and wide range of integrations allow you to connect your routing workflows to popular CRMs, Slack, Trello, Asana, and more, keeping your agency’s operations seamless.

Can we embed these routing forms directly on our website or client portals?

Definitely. Cal.com routing forms are easy to embed on your agency website, landing pages, or client portals, and you can customize them to match your branding.

How does Cal.com ensure the right designer is assigned to each project?

Using attribute-based routing, Cal.com evaluates project details and client responses, then matches each inquiry to designers based on specialty, availability, or other criteria you define.

Is Cal.com secure and suitable for agencies with sensitive client data?

Yes. Cal.com is open-source and can be self-hosted, giving agencies control over their data. The platform also follows robust security best practices to protect client information.

Routing for design agencies

Smarter client routing for design agencies

Automatically match clients to the right design expert, streamline your intake process, and boost your agency’s efficiency with Cal.com’s open scheduling infrastructure.

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Routing forms/Design agencies routing formFormRoutingPreviewSave

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

How routing for design agencies works

Connect clients to the right designer, every time.

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Create your custom routing forms

Set up branded intake forms that collect project details and client preferences before booking.

Let clients share project info

Clients answer tailored questions about their needs, timeline, and style, helping you qualify leads instantly.

Automatically assign to the right expert

Based on answers, Cal.com routes each client to the most suitable designer or team, reducing manual coordination.

Why design agencies trust Cal.com routing

Increase productivity and deliver a seamless client experience.

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Customer

Form answers

ImmigrationFrance

Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance

Faster client onboarding

Intake forms qualify and route new inquiries instantly, so no opportunity is lost to slow manual processes.

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

Better project fit

Match clients with designers whose expertise, style, or availability aligns with each project, ensuring better outcomes.

Routed to this week

Benny above avg.

Open-source flexibility

Self-host, customize, and integrate Cal.com with your CRM, project management, and communication tools.

Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute

Insightful analytics

Track routing and booking data to optimize your agency’s workflows and spot trends.

Feature-rich routing for agencies

Everything your design team needs to automate scheduling and client assignment.

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Attribute-based routing

Assign clients based on project type, budget, industry, or designer specialty.

Client ownership assignment

Ensure returning clients are routed to their previous designer for continuity.

Customizable intake forms

Create no-code, multi-step forms to collect all relevant project information.

Automated scheduling logic

Set custom rules to route VIP or urgent projects to senior designers, or balance workloads.

Branded embedded forms

Embed forms on your website, proposals, or landing pages with your agency’s branding.

Actionable insights

Review routing efficiency and booking trends in real time to refine your approach.

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 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.

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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
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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.
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2 days of using @calcom is enough to never look back at calendly
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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!!
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(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.
flo merianna Product Hunt
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.
Benna Product Hunt
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.
Pankaj Dixitna Product Hunt
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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