Seamless routing for account management teams

Seamless routing for account management teams

Automate and optimize B2B account management with intelligent routing, open-source flexibility, and robust integrations.

Automate and optimize B2B account management with intelligent routing, open-source flexibility, and robust integrations.

Routing form for B2B account management showing questions about company, account manager, and usage details.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Simple steps to smarter account routing

Simple steps to smarter account routing

Effortlessly connect clients with the right account managers using these straightforward steps.

Effortlessly connect clients with the right account managers using these straightforward steps.

01

Set up your routing logic

Customize routing forms to collect key account details and define logic that matches clients to the most suitable account manager.

Create form template for B2B account management routing, focused on collecting company and account details.

02

Collect client information

Clients provide relevant information prior to booking, ensuring you capture all necessary context for account assignments.

03

Route clients to their account manager

Based on responses and CRM data, Cal.com automatically assigns clients to the right account owner or team member.

Automated routing interface showing B2B account managers and their team assignments.

Boost client satisfaction with automated account routing

Boost client satisfaction with automated account routing

Deliver a seamless client experience while giving your team more time to focus on building relationships.

Deliver a seamless client experience while giving your team more time to focus on building relationships.

Attribute-based routing for B2B account management, showing industry and country logic in action.

01

Automate account assignments

Reduce manual work by automatically routing clients to their account manager using advanced logic and CRM integrations.

02

Enhance client relationships

Ensure every client connects with the correct account manager quickly, improving satisfaction and retention.

Ownership assignment UI for B2B account management, showing direct and round robin assignment flows.
Enhanced insights dashboard for B2B account management routing, showing meeting and routing data.

03

Scale account management operations

Adapt your routing flows as your team grows, all while maintaining efficient, error-free assignments.

04

Gain actionable insights

Track routing performance and account engagement to continuously improve your process.

Customizable routing logic panel for B2B account management, focused on client tier and regional assignment.

Advanced features for account management teams

Advanced features for account management teams

Powerful tools designed for B2B account management and client success.

Powerful tools designed for B2B account management and client success.

CRM-integrated routing forms

Connect Cal.com with Salesforce or HubSpot to pull ownership data and route clients based on current account assignments.

Attribute-based routing logic

Assign clients based on customizable attributes such as industry, company size, or region, ensuring the best fit every time.

Ownership assignment automation

Automatically assign clients to their dedicated account manager, reducing manual handoff and errors.

Multi-step intake forms

Break down the booking process, collecting complex client information without friction.

Role-based access controls

Ensure only authorized team members can access sensitive client data and routing logic.

Detailed analytics and reporting

Monitor routing outcomes and team performance with in-depth analytics.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

How does Cal.com automate account manager assignment for B2B teams?

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

Can Cal.com connect to our existing CRM for routing?

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

Is the routing logic customizable for different account management structures?

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

How does Cal.com handle new vs. existing clients in routing?

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Can we self-host Cal.com for compliance or security needs?

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What reporting is available on account routing performance?

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

How does Cal.com protect sensitive client information during routing?

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

How does Cal.com automate account manager assignment for B2B teams?

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

Can Cal.com connect to our existing CRM for routing?

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

Is the routing logic customizable for different account management structures?

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

How does Cal.com handle new vs. existing clients in routing?

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

Can we self-host Cal.com for compliance or security needs?

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

What reporting is available on account routing performance?

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

How does Cal.com protect sensitive client information during routing?

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

How does Cal.com automate account manager assignment for B2B teams?

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

Can Cal.com connect to our existing CRM for routing?

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

Is the routing logic customizable for different account management structures?

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

How does Cal.com handle new vs. existing clients in routing?

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

Can we self-host Cal.com for compliance or security needs?

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

What reporting is available on account routing performance?

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

How does Cal.com protect sensitive client information during routing?

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

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Free up your time. We've got your scheduling covered. Try Cal.com now!

Automate client assignments and elevate your B2B relationships with Cal.com.