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Smarter client routing for business consultants

Smarter client routing for business consultants

Automate client intake and assign the right consultant every time

Automate client intake and assign the right consultant every time

Business consulting routing form showcasing customizable intake questions for client needs and project details.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

How Cal.com routing transforms consultant-client connections

How Cal.com routing transforms consultant-client connections

A seamless client intake and consultant assignment workflow for business consulting firms

A seamless client intake and consultant assignment workflow for business consulting firms

01

Design your routing form

Start by creating a tailored routing form with questions that identify each client’s needs, project type, budget, and preferred expertise.

Creating a business consulting routing form with tailored intake fields for client requirements.

02

Collect detailed client information

Clients complete the form, providing key details about their business goals and consulting requirements before booking.

03

Assign the ideal consultant automatically

Based on responses, Cal.com instantly routes the inquiry to the most suitable consultant on your team, boosting efficiency and client satisfaction.

Automated consultant assignment for business consulting teams by specialty.

Unlock efficiency and client trust

Unlock efficiency and client trust

See how Cal.com’s routing elevates your consulting business

See how Cal.com’s routing elevates your consulting business

Attribute-based routing in business consulting, matching clients to consultants by expertise and region.

01

Automate client intake

Save time by eliminating manual intake processes and repetitive back-and-forth communication. Let Cal.com handle the initial data collection and routing.

02

Match clients with the right consultant

Attribute-based routing ensures every client is paired with the best-fit consultant, improving project outcomes and client experience.

Ownership assignment for business consulting teams, ensuring clients are directed to their designated consultant.
Analytics dashboard showing booked consultants and team performance in business consulting.

03

Scale with confidence

Handle higher client volume and complex team structures without sacrificing personalization, thanks to Cal.com’s flexible, API-first platform.

04

Gain actionable insights

Monitor routing performance, conversion rates, and team utilization to continuously optimize your consulting workflow.

Customizable routing logic for business consulting, optimizing consultant assignment based on client needs.

Core features for consulting firms

Core features for consulting firms

Purpose-built scheduling and routing capabilities

Purpose-built scheduling and routing capabilities

Customizable routing forms

Build dynamic forms that capture client requirements, ensuring you collect all the info needed for precise consultant assignment.

Attribute-based routing engine

Route inquiries by consultant expertise, industry focus, language, region, or availability—no more manual guesswork.

CRM and productivity integrations

Sync with Salesforce, HubSpot, and other tools to keep your client data and workflows connected.

Self-hosting and privacy controls

Deploy Cal.com on your infrastructure to meet compliance and confidentiality needs—critical for consulting engagements.

Advanced analytics

Track form completions, bookings, and conversion rates with built-in insights for continuous improvement.

API-first flexibility

Integrate Cal.com routing into your existing portals, websites, or apps for a seamless branded experience.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Perguntas frequentes

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Estas são algumas das nossas perguntas mais frequentes.

How does Cal.com routing help business consultants manage new client inquiries?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I customize the questions on routing forms for different consulting services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with our CRM and project management tools?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive business consulting data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does attribute-based routing improve client-consultant matching?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I analyze intake and routing performance to optimize our process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Do clients need to create an account to book a consultation?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com routing help business consultants manage new client inquiries?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I customize the questions on routing forms for different consulting services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with our CRM and project management tools?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive business consulting data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does attribute-based routing improve client-consultant matching?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I analyze intake and routing performance to optimize our process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Do clients need to create an account to book a consultation?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com routing help business consultants manage new client inquiries?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I customize the questions on routing forms for different consulting services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with our CRM and project management tools?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive business consulting data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does attribute-based routing improve client-consultant matching?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I analyze intake and routing performance to optimize our process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Do clients need to create an account to book a consultation?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Liberte o seu tempo. Nós tratamos da sua programação. Experimente o Cal.com agora!

Start automating consultant assignment and elevate your client experience