Modern scheduling and routing for agencies
Modern scheduling and routing for agencies
Cal.com powers seamless client intake, project assignment, and scheduling for agencies of any size, with open-source flexibility and robust integrations.
Cal.com powers seamless client intake, project assignment, and scheduling for agencies of any size, with open-source flexibility and robust integrations.
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 Cal.com routing works for agencies
How Cal.com routing works for agencies
Automate your agency's client scheduling and team assignment in three simple steps.
Automate your agency's client scheduling and team assignment in three simple steps.
01
Set up custom routing forms
Design intake forms that capture client needs, project scope, and service preferences before booking.
02
Let clients share their requirements
Clients complete your branded forms, providing information about their project, company, and timeline.
03
Route clients to the right team member or service
Based on responses, Cal.com automatically assigns clients to the ideal specialist or project team, ensuring every inquiry gets the attention it deserves.
Key benefits for agencies
Key benefits for agencies
Why agencies choose Cal.com for scheduling and routing
Why agencies choose Cal.com for scheduling and routing
01
Automate client intake
Route new leads and clients to the most relevant team members instantly, eliminating manual triage and back-and-forth emails.
02
Boost project efficiency
Ensure every client is matched with the right project manager or expert, improving delivery times and client satisfaction.
03
Centralize scheduling and communication
Manage all meetings, bookings, and assignments in one place, integrated with your existing tools for seamless agency operations.
04
Flexible, API-first infrastructure
Customize workflows and integrate Cal.com with your CRM, project management, and communication platforms—self-host or use the cloud.
Powerful features for agencies
Powerful features for agencies
Everything your agency needs to automate scheduling, routing, and project kickoff
Everything your agency needs to automate scheduling, routing, and project kickoff
Attribute-based routing
Assign new clients to the most suitable team based on project type, industry, or agency specialty.
Ownership assignment
Automatically match repeat clients to their dedicated account manager for a personalized experience.
Enhanced routing analytics
Gain insights into form responses and routing outcomes to optimize conversion and resource allocation.
Customizable routing logic
Create complex routing rules for varied service offerings, multi-team agencies, or high-volume lead intake.
Multi-step intake forms
Collect detailed project requirements and qualify leads before scheduling a meeting.
Native and custom integrations
Connect Cal.com to your CRM, Slack, email, and project tools for streamlined workflows.
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 help agencies automate client intake and assignment?
Cal.com lets you create custom routing forms that capture client needs and automatically assign inquiries to the right team member or service, saving time and reducing manual effort.
Can Cal.com handle high volumes of agency bookings and team assignments?
Yes, Cal.com is built to scale with your agency, supporting high booking volumes, multi-team routing, and complex assignment logic without bottlenecks.
Is it possible to self-host Cal.com for data privacy and branding?
Absolutely. Agencies can self-host Cal.com for full control over data, branding, and compliance, or use our secure cloud service.
How does Cal.com integrate with agency tools like CRMs or project management software?
Cal.com offers native and API integrations with leading CRMs, project platforms, and communication tools, making it easy to sync data and automate workflows.
Can we customize intake forms and routing logic for different agency services?
Yes, the platform allows you to tailor forms and routing rules for each service line or department, ensuring every client gets the right experience.
Does Cal.com support white-labeling and client-facing branding for agencies?
Cal.com supports white-labeling, letting agencies present a fully branded scheduling and intake experience to their clients.
What kind of analytics does Cal.com provide to help agencies optimize their processes?
You can track form submissions, routing decisions, and booking trends in real time, helping you improve assignment, resource allocation, and client experience.
How does Cal.com help agencies automate client intake and assignment?
Cal.com lets you create custom routing forms that capture client needs and automatically assign inquiries to the right team member or service, saving time and reducing manual effort.
Can Cal.com handle high volumes of agency bookings and team assignments?
Yes, Cal.com is built to scale with your agency, supporting high booking volumes, multi-team routing, and complex assignment logic without bottlenecks.
Is it possible to self-host Cal.com for data privacy and branding?
Absolutely. Agencies can self-host Cal.com for full control over data, branding, and compliance, or use our secure cloud service.
How does Cal.com integrate with agency tools like CRMs or project management software?
Cal.com offers native and API integrations with leading CRMs, project platforms, and communication tools, making it easy to sync data and automate workflows.
Can we customize intake forms and routing logic for different agency services?
Yes, the platform allows you to tailor forms and routing rules for each service line or department, ensuring every client gets the right experience.
Does Cal.com support white-labeling and client-facing branding for agencies?
Cal.com supports white-labeling, letting agencies present a fully branded scheduling and intake experience to their clients.
What kind of analytics does Cal.com provide to help agencies optimize their processes?
You can track form submissions, routing decisions, and booking trends in real time, helping you improve assignment, resource allocation, and client experience.
How does Cal.com help agencies automate client intake and assignment?
Cal.com lets you create custom routing forms that capture client needs and automatically assign inquiries to the right team member or service, saving time and reducing manual effort.
Can Cal.com handle high volumes of agency bookings and team assignments?
Yes, Cal.com is built to scale with your agency, supporting high booking volumes, multi-team routing, and complex assignment logic without bottlenecks.
Is it possible to self-host Cal.com for data privacy and branding?
Absolutely. Agencies can self-host Cal.com for full control over data, branding, and compliance, or use our secure cloud service.
How does Cal.com integrate with agency tools like CRMs or project management software?
Cal.com offers native and API integrations with leading CRMs, project platforms, and communication tools, making it easy to sync data and automate workflows.
Can we customize intake forms and routing logic for different agency services?
Yes, the platform allows you to tailor forms and routing rules for each service line or department, ensuring every client gets the right experience.
Does Cal.com support white-labeling and client-facing branding for agencies?
Cal.com supports white-labeling, letting agencies present a fully branded scheduling and intake experience to their clients.
What kind of analytics does Cal.com provide to help agencies optimize their processes?
You can track form submissions, routing decisions, and booking trends in real time, helping you improve assignment, resource allocation, and client experience.
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!
Try Cal.com free or book a demo to see how open scheduling infrastructure transforms your workflow.
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