01
Capture and qualify at the door
Embed Cal.com wherever prospects discover you, your website, in-app upgrade prompts, or campaign landing pages. Use routing questions to score intent, budget, and timeline, map answers to sales qualification frameworks like MEDDICC or BANT, then instantly route high intent leads to the right calendar. Lower intent trials can be directed to office hours or self guided resources. This removes back and forth and improves b2b saas lead generation quality. Events respect time zones, buffers, and working hours, so SDRs and AEs stay focused. Prefer building? Use our API to generate one time booking links from your app and pass context like account ID and plan. Explore the docs at https://docs.cal.com to see examples and SDKs.
02
Book and prepare the right meeting
Once a lead qualifies, Cal.com books the right meeting type without manual triage. Create event types for discovery, technical validation, and live demos, each with its own duration, conferencing app, and pre meeting intake. Ask targeted sales discovery call questions so your reps join prepared. Auto add Zoom or Google Meet, send calendar invites, and push details into Slack so the owner is notified immediately. Follow saas demo best practices by attaching prep instructions, links to sandboxes, or case studies in confirmation messages. Round robin or priority routing ensures fair load balancing, while ownership rules keep the same rep on future meetings to maintain continuity.
03
Automate follow-ups and handoffs
Cal.com Workflows send timely reminders and post meeting actions that move buyers through your product led growth funnel. Configure email, SMS, or WhatsApp nudges before a call, plus post demo sequences with recap links, trial extensions, or next step scheduling. Trigger webhooks to create tasks in your CRM, update deal stages, or notify customer engineering for a technical deep dive. For multi person cycles, hand off from SDR to AE to solutions engineer while preserving context and availability. Developers can orchestrate all of this via our API and webhooks, see https://docs.cal.com, or self host and customize with our open source code at https://github.com/calcom/cal.com.
01
Increase qualified meetings
Replace generic forms with routing that applies your sales qualification frameworks in real time. Score and segment by persona, company size, use case, or plan, then show the right availability or a content path. High intent buyers book instantly with the right rep, while evaluators receive guided next steps. This focus increases the percentage of discovery and demo meetings that actually advance, strengthening your saas sales process and keeping reps focused on winnable deals.
02
Shorten time to first meeting
Speed to lead matters. Cal.com responds the moment a prospect raises their hand, serving instant times across SDR and AE pools. Hold slots while the lead picks, confirm instantly, and sync to calendars and conferencing in one click. Automated reminders reduce no shows, while reschedule flows keep momentum if plans change. The result is a measurable drop in time to first meeting and faster pipeline creation.
03
Deliver consistent demos
Every demo experience follows the same high standard. Pre meeting questionnaires capture context and sales discovery call questions, calendar invites include agenda and access links, and reminders provide prep materials. After the call, follow ups share recordings, next steps, and a link to book a technical validation or executive review. These repeatable touches align with saas demo best practices, improve buyer confidence, and make outcomes more predictable.
04
Build on open scheduling infrastructure
Cal.com is open source, API first, and built for teams that value control. Self host to keep data within your cloud, or use our hosted service with enterprise features like SSO and granular permissions. Extend with marketplace apps or your own webhooks and microservices to fit your stack. This flexibility lets you support both PLG and sales assisted motions on one scheduling backbone. Learn more at https://cal.com/enterprise and browse the code at https://github.com/calcom/cal.com.
Routing forms and lead scoring
Ask smart questions, score answers, and route by territory, account tier, or product interest to strengthen your saas sales process.
Round robin and priority routing
Balance load across SDRs and AEs, set caps and weighting, and preserve ownership when prospects return.
Multi-channel reminders
Reduce no shows with automated email, SMS, and WhatsApp reminders, plus post meeting nudges and surveys.
CRM and data sync
Sync attendees, notes, and metadata to your CRM and data warehouse via apps and webhooks. Works with Slack, Zoom, Google, and more at https://cal.com/apps.
Self hosting and SSO
Deploy on your infrastructure, control data residency, and enable SSO with SAML or OIDC to meet enterprise requirements.
Developer friendly API
Create booking links, manage events, and listen to webhooks in code. See the docs at https://docs.cal.com.
Ready to accelerate SaaS sales scheduling?
See how Cal.com streamlines qualification, routing, and demos for your team. Get started free at https://cal.com, explore the API at https://docs.cal.com, or talk with our team at https://cal.com/enterprise to discuss security, SSO, and deployment options. Your buyers will thank you.
