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Smarter routing for software implementation teams

Smarter routing for software implementation teams

Connect clients to the right implementation experts instantly with flexible, API-driven scheduling

Connect clients to the right implementation experts instantly with flexible, API-driven scheduling

Software implementation routing form showing project intake questions, tailored for software implementation teams.

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 optimizes your implementation process

How Cal.com routing optimizes your implementation process

Streamline every step, from discovery to deployment, for your software implementation team

Streamline every step, from discovery to deployment, for your software implementation team

01

Design your routing logic

Create routing forms that collect client details such as project size, industry, and rollout phase to guide them to the best-fit implementation specialist.

Create form template for routing software implementation clients with project-specific questions.

02

Let clients share project needs

Clients answer targeted questions on your booking form, ensuring your team receives relevant context for every engagement.

03

Match to the right specialist

Based on responses, Cal.com routes each client to the most suitable implementation expert or team, improving alignment and efficiency.

Automated team assignment for software implementation clients, matching to technical and project management staff.

Key benefits for software implementation teams

Key benefits for software implementation teams

Accelerate onboarding, improve alignment, and deliver exceptional client experiences

Accelerate onboarding, improve alignment, and deliver exceptional client experiences

Attribute-based routing for software implementation clients, showing assignment based on project region and type.

01

Faster project kickoffs

Automatically connect clients to the right expert, minimizing delays and reducing manual scheduling overhead.

02

Improved client satisfaction

Clients are matched with implementation specialists who understand their specific needs, resulting in smoother rollouts and better outcomes.

Ownership assignment routing for software implementation teams, connecting clients to their designated project manager.
Insights visualization for software implementation routing, displaying team member utilization and bookings.

03

Flexible integrations

Cal.com connects with your CRM, project management, and communication tools to centralize scheduling and automate workflows.

04

Secure and compliant

Control your data with self-hosting, SSO, and granular permissions—ideal for enterprise-grade implementation teams.

Customizable routing logic for software implementation teams, with rules for project size, rollout phase, and region.

Powerful features for implementation success

Powerful features for implementation success

Built for complex implementation workflows and dynamic team structures

Built for complex implementation workflows and dynamic team structures

Attribute-based routing

Assign clients to specialists based on project criteria, region, or technical expertise.

Multi-step, customizable forms

Gather critical project details upfront with flexible, no-code form builders.

Deep CRM and project tool integrations

Sync scheduling with Salesforce, Jira, Slack, and more for a unified workflow.

Ownership assignment

Automatically route clients to their existing implementation manager based on CRM ownership data.

Dynamic scheduling

Adjust routing automatically as team availability or project phases change.

Actionable analytics

Track routing performance, bottlenecks, and team utilization to optimize your implementation process.

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 help software implementation teams reduce scheduling friction?

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

Can we customize routing forms for different implementation scenarios?

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.

How does attribute-based routing work for implementation teams?

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 enterprise software teams?

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

Can we track and optimize our implementation routing performance?

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

What support does Cal.com offer for complex enterprise rollouts?

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

How does Cal.com help software implementation teams reduce scheduling friction?

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

Can we customize routing forms for different implementation scenarios?

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.

How does attribute-based routing work for implementation teams?

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 enterprise software teams?

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

Can we track and optimize our implementation routing performance?

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

What support does Cal.com offer for complex enterprise rollouts?

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

How does Cal.com help software implementation teams reduce scheduling friction?

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

Can we customize routing forms for different implementation scenarios?

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.

How does attribute-based routing work for implementation teams?

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 enterprise software teams?

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

Can we track and optimize our implementation routing performance?

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

What support does Cal.com offer for complex enterprise rollouts?

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!

Modernize your client onboarding and project routing today