Smarter routing for advertising agencies
Smarter routing for advertising agencies
Route client inquiries to the right team member, every time
Route client inquiries to the right team member, every time
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How it works for advertising agencies
How it works for advertising agencies
Simplify client onboarding and project assignment with intelligent routing
Simplify client onboarding and project assignment with intelligent routing
01
Set up your routing forms
Create custom forms to capture client needs and project details as soon as an inquiry is made.
02
Collect client information
Let prospective and existing clients share project goals, budgets, and creative requirements before booking.
03
Automatically route to the right expert
Based on client responses, direct them to the most suitable strategist, account manager, or creative lead for their needs.
Key benefits for agencies
Key benefits for agencies
Transform your agency’s scheduling and lead management
Transform your agency’s scheduling and lead management
01
Accelerate client onboarding
Reduce manual triage and instantly connect clients to the right team member for faster project kick-off.
02
Boost conversion rates
Eliminate drop-offs with seamless, tailored booking experiences for clients and prospects.
03
Enhance team productivity
Let your team focus on creative work, not manual scheduling, with automated routing and notifications.
04
Data-driven workflow optimization
Gain actionable insights from routing analytics to refine your processes and deliver better results.
Powerful features for agency teams
Powerful features for agency teams
Flexible, API-first routing with integrations for every workflow
Flexible, API-first routing with integrations for every workflow
Customizable routing forms
Tailor intake forms to collect key client details like budget, timeline, and campaign goals before booking.
Attribute-based team assignment
Automatically route inquiries to the right specialist based on client needs, project type, or industry vertical.
CRM and project management integration
Sync with your agency’s CRM or PM tools to streamline handoffs and keep your pipeline organized.
Advanced analytics and insights
Track conversion rates, team utilization, and client preferences to optimize your agency’s performance.
Self-hosted and white-labeled
Keep your branding front and center and meet compliance needs by self-hosting or white-labeling Cal.com.
Multi-step workflows
Guide clients through multi-stage booking or briefing processes to capture all necessary info up front.
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 routing help advertising agencies manage new client inquiries?
Cal.com’s routing forms let agencies capture detailed client requirements, then automatically assign the inquiry to the best-fit strategist, account manager, or team based on project scope and expertise.
Can I customize the intake forms for different services or campaign types?
Yes, agencies can build fully customizable routing forms tailored for brand strategy, media buying, digital campaigns, or any other agency service line.
Does Cal.com integrate with agency CRM or project management platforms?
Cal.com connects with popular CRM and PM tools via API and integrations, so new leads and bookings automatically sync with your existing workflows.
How can Cal.com support agencies with multiple locations or remote teams?
Routing logic can consider office location, time zone, language, or specialization, ensuring every client is matched with the right expert no matter where your teams are based.
Is it possible to white-label or self-host Cal.com for agency branding or compliance?
Absolutely. Cal.com offers white-label and self-hosting options so agencies can present scheduling under their own brand and retain full control of client data.
Can agencies collect project briefs or creative requirements during booking?
Yes, routing forms can include custom questions to gather creative briefs, campaign objectives, budgets, and more, streamlining the kickoff process.
What analytics does Cal.com provide for agency scheduling and routing?
Agencies get actionable insights on lead sources, conversion rates, team utilization, and more through Cal.com’s analytics dashboard, supporting better decision-making.
How does Cal.com routing help advertising agencies manage new client inquiries?
Cal.com’s routing forms let agencies capture detailed client requirements, then automatically assign the inquiry to the best-fit strategist, account manager, or team based on project scope and expertise.
Can I customize the intake forms for different services or campaign types?
Yes, agencies can build fully customizable routing forms tailored for brand strategy, media buying, digital campaigns, or any other agency service line.
Does Cal.com integrate with agency CRM or project management platforms?
Cal.com connects with popular CRM and PM tools via API and integrations, so new leads and bookings automatically sync with your existing workflows.
How can Cal.com support agencies with multiple locations or remote teams?
Routing logic can consider office location, time zone, language, or specialization, ensuring every client is matched with the right expert no matter where your teams are based.
Is it possible to white-label or self-host Cal.com for agency branding or compliance?
Absolutely. Cal.com offers white-label and self-hosting options so agencies can present scheduling under their own brand and retain full control of client data.
Can agencies collect project briefs or creative requirements during booking?
Yes, routing forms can include custom questions to gather creative briefs, campaign objectives, budgets, and more, streamlining the kickoff process.
What analytics does Cal.com provide for agency scheduling and routing?
Agencies get actionable insights on lead sources, conversion rates, team utilization, and more through Cal.com’s analytics dashboard, supporting better decision-making.
How does Cal.com routing help advertising agencies manage new client inquiries?
Cal.com’s routing forms let agencies capture detailed client requirements, then automatically assign the inquiry to the best-fit strategist, account manager, or team based on project scope and expertise.
Can I customize the intake forms for different services or campaign types?
Yes, agencies can build fully customizable routing forms tailored for brand strategy, media buying, digital campaigns, or any other agency service line.
Does Cal.com integrate with agency CRM or project management platforms?
Cal.com connects with popular CRM and PM tools via API and integrations, so new leads and bookings automatically sync with your existing workflows.
How can Cal.com support agencies with multiple locations or remote teams?
Routing logic can consider office location, time zone, language, or specialization, ensuring every client is matched with the right expert no matter where your teams are based.
Is it possible to white-label or self-host Cal.com for agency branding or compliance?
Absolutely. Cal.com offers white-label and self-hosting options so agencies can present scheduling under their own brand and retain full control of client data.
Can agencies collect project briefs or creative requirements during booking?
Yes, routing forms can include custom questions to gather creative briefs, campaign objectives, budgets, and more, streamlining the kickoff process.
What analytics does Cal.com provide for agency scheduling and routing?
Agencies get actionable insights on lead sources, conversion rates, team utilization, and more through Cal.com’s analytics dashboard, supporting better decision-making.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
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!
Elevate your agency’s efficiency with automated routing and seamless client scheduling.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources