How can Cal.com help creative agencies manage new client requests?

Cal.com's routing forms let agencies collect key project details up front and automatically assign inquiries to the right team or specialist, reducing manual handoff and speeding up response times.

Can we customize intake forms to fit our agency's services?

Yes, you can fully customize routing forms with fields for project type, budget, preferred timelines, and more. Tailor forms for each service or team within your agency.

Does Cal.com support team-based scheduling for agencies with multiple departments?

Absolutely. You can set up routing logic that directs clients to the most appropriate department—whether it's design, branding, video, or digital marketing—based on their responses.

How does Cal.com handle returning clients?

Cal.com can automatically recognize repeat clients and route them to their existing account manager or creative lead, ensuring continuity and a personalized experience.

Is it possible to qualify leads before booking a discovery call?

Yes, use form questions to qualify leads based on project size, budget, or timeline. Only qualified leads are routed to your team for follow-up or meetings.

Can we embed the scheduling and routing forms on our agency website?

Definitely. Cal.com forms can be embedded directly on your website, allowing prospects to start the intake process seamlessly from your site.

Is Cal.com secure and compliant for handling client data?

Cal.com is open source, privacy-focused, and can be self-hosted for full control. All data is encrypted and you can choose where it's stored to meet your compliance needs.

Routing For Creative Agencies | Automate Client Intake & Project Scheduling

Routing for creative agencies

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

Comece agora

Routing forms/Creative 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

Empresas de rápido crescimento no mundo todo confiam em nós

Simple steps to smarter client routing

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

Comece agora

Create your custom client routes

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

Let clients share their project vision

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

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.

Comece agora

Customer

Form answers

ImmigrationFrance

Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance

Accelerate project kickoff

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

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

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.

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

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.

Comece agora

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.

Todas as suas ferramentas principais em sincronia com suas reuniões

Conecta-se ao Slack, Salesforce e mais 100+ ferramentas. As reservas aparecem onde sua equipe já trabalha.

Comece agora

Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
Zoom VideoCria um link de reunião para cada agendamento.
SalesforceRegistra a reunião no contato e encaminha ao responsável.
HubSpot CRMAdiciona agendamentos a contatos e negócios.
SlackAvisa a equipe assim que uma reunião é agendada.
StripeCobra o pagamento quando o horário é reservado.
FramerColoca sua página de agendamento em um site Framer.
ElevenLabsDá uma voz de IA realista aos agentes de voz.
LinearDefine seu status como Ausente pelo seu calendário.
Meta PixelMede agendamentos das suas campanhas de anúncios da Meta.
UmamiConta visitas à sua página de agendamento, com privacidade.
WhatsAppFala com seus participantes por chat do WhatsApp ou videochamada.

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Não acredite só na nossa palavra

Nossos usuários são nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

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
Mickeyem Trustpilot
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!!
davidvkimballem Trustpilot
more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianem Product Hunt
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.
Benem Product Hunt

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 em X
(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 em X
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 Elnaggarem 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 Dixitem Product Hunt

2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh em X
One of the best tools for scheduling and my favorite after so many other options tried.
Denisem 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 em X
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 Minaeiem Product Hunt

Trusted by fast-growing companies around the world

Ready to automate your agency's scheduling?

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

Comece agora Fale com vendas