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Smarter client 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.

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.

Routing form setup for a design agency, showing questions tailored to design clients such as service type, timeline, and company size.

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 routing for design agencies works

How routing for design agencies works

Connect clients to the right designer, every time.

Connect clients to the right designer, every time.

01

Create your custom routing forms

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

Creating a new intake question for a design agency routing form, focused on gathering essential info from design clients.

02

Let clients share project info

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

03

Automatically assign to the right expert

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

List of design agency team members and their roles for automated client assignment.

Why design agencies trust Cal.com routing

Why design agencies trust Cal.com routing

Increase productivity and deliver a seamless client experience.

Increase productivity and deliver a seamless client experience.

Attribute-based client routing for a design agency, showing how clients are matched by country and design specialty.

01

Faster client onboarding

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

02

Better project fit

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

Ownership assignment interface for a design agency, directing repeat clients to their previous designer.
Analytics dashboard for a design agency, showing how many clients were routed to each designer this week.

03

Open-source flexibility

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

04

Insightful analytics

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

Customizable routing logic dashboard for a design agency, showing how inquiries are sorted by budget, service, and designer expertise.

Feature-rich routing for agencies

Feature-rich routing for agencies

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

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

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.

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 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.

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.

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.

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 client intake and designer assignment with Cal.com today.