Routing for managed service providers

Smarter client routing for managed service providers

Automate and optimize client scheduling with Cal.com’s open scheduling infrastructure. Route requests to the right expert, improve response times, and deliver exceptional managed services.

Get started Talk to sales
Managed service providers 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

How automated routing works for managed service providers

Streamline your intake and assignment process for every client request.

Get started Talk to sales

01

Set up custom routing forms

Design intake forms tailored to your managed services, capturing essential client information like service type, urgency, and location.

02

Collect client details

Clients provide their requirements through your branded routing form, ensuring all necessary details are gathered up front.

03

Automate expert assignment

Cal.com intelligently routes each request to the right specialist or team based on client needs, workload, and availability.

Benefits for managed service providers

Transform your client engagement and service delivery with intelligent routing.

Get started Talk to sales
Customer

Form answers

ImmigrationFrance
SalesforceHubSpot
Booked

Enterprise round robin

Alex Fisher

ImmigrationFrance
01

Faster response times

Automatically assign client requests to available experts, reducing manual triage and accelerating resolution.
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

Effortless intake management

Consolidate scheduling, intake, and routing in one platform. No more chasing down forms or emails.

Routed to this week

Benny above avg.
03

Flexible, scalable infrastructure

Cal.com’s open-source, API-first platform adapts to your unique workflows, grows with your business, and integrates with your tech stack.
Company sizeAny in>500

Send booker to

Event TypeEU Enterprise

And direct to team member

WhenAllmatch

InterestsAny inImmigrationCountryAny inAttribute
04

Data-driven insights

Track routing efficiency and optimize operations with built-in analytics and reporting tools.

Features built for managed service providers

Automate, customize, and scale your client assignment process.

Get started Talk to sales

Attribute-based routing

Route requests based on client needs, service type, team skills, or location, ensuring every request reaches the right expert.

CRM ownership assignment

Integrate with leading CRMs to route existing clients directly to their account manager, minimizing handoffs and confusion.

Advanced intake forms

Create no-code, customizable forms to capture all critical client details before scheduling.

Multi-team routing

Assign requests across multiple service teams or departments, supporting complex organizational structures.

Real-time availability syncing

Ensure only available team members are booked, reducing no-shows and scheduling conflicts.

Actionable analytics

Monitor assignment patterns, response times, and team workloads to continuously improve service quality.

All your key tools in sync with your meetings

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

Get started Explore apps
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
  • Zoom VideoDá a cada agendamento seu próprio link de reunião.
  • 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 quando o horário é agendado.
  • FramerColoca sua página de agendamento em um site Framer.
  • ElevenLabsDá aos agentes de voz uma voz de IA realista.
  • LinearDefine seu status como Ausente pelo calendário.
  • Meta PixelMede agendamentos das suas campanhas de anúncios Meta.
  • UmamiConta visitas à sua página de agendamento, com privacidade.
  • WhatsAppAtende seus participantes por chat ou videochamada no WhatsApp.

Frequently asked questions

These are some of our most frequently asked questions.

Faça uma pergunta

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
    Mickeyem 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 em X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh em 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!!
    davidvkimballem 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 em X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisem Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianem 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 Elnaggarem 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
  • 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
  • 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
  • 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

Upgrade your client routing today

Discover the smarter way to assign, schedule, and serve clients with Cal.com’s open scheduling infrastructure.

Get startedTalk to sales