Smarter client scheduling and lead routing for agencies
Smarter client scheduling and lead routing for agencies
Connect clients to the right agency experts instantly with automated, customizable routing and scheduling tools.
Connect clients to the right agency experts instantly with automated, customizable routing and scheduling tools.
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 seamless client routing
Simple steps to seamless client routing
Easily match clients with the right team members or service areas for faster onboarding and better outcomes.
Easily match clients with the right team members or service areas for faster onboarding and better outcomes.
01
Build your agency’s routing rules
Define how leads and clients are assigned to your team using customizable forms and logic.
02
Let clients share their needs
Collect key information from prospective and existing clients with tailored intake forms before booking.
03
Route to the best-fit expert
Automatically assign clients to the right consultant, designer, or strategist based on their responses.
Unlock efficiency and improve client experience
Unlock efficiency and improve client experience
Give your agency a competitive edge with automated client routing, less admin, and better first impressions.
Give your agency a competitive edge with automated client routing, less admin, and better first impressions.
01
Reduce manual scheduling
Automate appointment booking and lead assignment, freeing up your team to focus on client work.
02
Accelerate lead response times
Instantly connect prospects to the right expert, improving conversion rates and client satisfaction.
03
Scale agency operations
Handle more bookings and leads without increasing manual overhead.
04
Custom-fit for agency workflows
Enjoy open-source flexibility and integrations for marketing, creative, PR, and consulting agencies.
Powerful features to streamline every client interaction
Powerful features to streamline every client interaction
All the scheduling and routing tools agencies need, built for flexibility and growth.
All the scheduling and routing tools agencies need, built for flexibility and growth.
Automated lead and client routing
Assign new inquiries to the right team member or group with attribute-based rules.
Customizable intake forms
Gather the information you need from clients upfront with no-code, agency-branded forms.
CRM and tool integrations
Sync bookings and client data with your CRM, project management, and communication tools.
Self-hosted and open-source
Deploy on your own infrastructure and customize routing logic to suit your agency’s needs.
Advanced analytics and insights
Track bookings, routing efficiency, and team performance with built-in reporting.
API-first platform
Integrate Cal.com scheduling into your agency’s website, client portals, or custom apps.
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 lead routing?
Cal.com lets agencies create customizable routing forms that assign clients or leads to the right team members based on their responses. This reduces manual triage and ensures every client is matched with the right expert from the start.
Can I customize routing forms for different agency services?
Yes, routing forms are fully customizable. You can tailor questions to gather information relevant for creative, marketing, PR, consulting, or any agency service, ensuring accurate assignment.
Does Cal.com integrate with our agency CRM and project management tools?
Cal.com offers native integrations and a robust API, so you can sync scheduled meetings and client data with popular CRMs, Slack, Asana, and many other agency tools.
Is it possible to self-host Cal.com for compliance or branding?
Absolutely. Cal.com is open source and can be fully self-hosted, giving agencies control over data privacy, compliance, and custom branding.
How does Cal.com handle team availability and round-robin routing?
You can use round-robin assignment or set up advanced, attribute-based routing so clients are matched with available staff, specific roles, or teams within your agency.
Can we embed the scheduling and routing forms on our agency website?
Yes, you can easily embed Cal.com forms and booking flows on your website, landing pages, or client portals for a seamless experience.
What analytics are available for agency scheduling and routing?
Cal.com provides detailed analytics on bookings, routing paths, team utilization, and conversion rates, helping agency leaders optimize processes and improve outcomes.
How does Cal.com help agencies automate client intake and lead routing?
Cal.com lets agencies create customizable routing forms that assign clients or leads to the right team members based on their responses. This reduces manual triage and ensures every client is matched with the right expert from the start.
Can I customize routing forms for different agency services?
Yes, routing forms are fully customizable. You can tailor questions to gather information relevant for creative, marketing, PR, consulting, or any agency service, ensuring accurate assignment.
Does Cal.com integrate with our agency CRM and project management tools?
Cal.com offers native integrations and a robust API, so you can sync scheduled meetings and client data with popular CRMs, Slack, Asana, and many other agency tools.
Is it possible to self-host Cal.com for compliance or branding?
Absolutely. Cal.com is open source and can be fully self-hosted, giving agencies control over data privacy, compliance, and custom branding.
How does Cal.com handle team availability and round-robin routing?
You can use round-robin assignment or set up advanced, attribute-based routing so clients are matched with available staff, specific roles, or teams within your agency.
Can we embed the scheduling and routing forms on our agency website?
Yes, you can easily embed Cal.com forms and booking flows on your website, landing pages, or client portals for a seamless experience.
What analytics are available for agency scheduling and routing?
Cal.com provides detailed analytics on bookings, routing paths, team utilization, and conversion rates, helping agency leaders optimize processes and improve outcomes.
How does Cal.com help agencies automate client intake and lead routing?
Cal.com lets agencies create customizable routing forms that assign clients or leads to the right team members based on their responses. This reduces manual triage and ensures every client is matched with the right expert from the start.
Can I customize routing forms for different agency services?
Yes, routing forms are fully customizable. You can tailor questions to gather information relevant for creative, marketing, PR, consulting, or any agency service, ensuring accurate assignment.
Does Cal.com integrate with our agency CRM and project management tools?
Cal.com offers native integrations and a robust API, so you can sync scheduled meetings and client data with popular CRMs, Slack, Asana, and many other agency tools.
Is it possible to self-host Cal.com for compliance or branding?
Absolutely. Cal.com is open source and can be fully self-hosted, giving agencies control over data privacy, compliance, and custom branding.
How does Cal.com handle team availability and round-robin routing?
You can use round-robin assignment or set up advanced, attribute-based routing so clients are matched with available staff, specific roles, or teams within your agency.
Can we embed the scheduling and routing forms on our agency website?
Yes, you can easily embed Cal.com forms and booking flows on your website, landing pages, or client portals for a seamless experience.
What analytics are available for agency scheduling and routing?
Cal.com provides detailed analytics on bookings, routing paths, team utilization, and conversion rates, helping agency leaders optimize processes and improve outcomes.
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!
Automate scheduling and lead assignment with Cal.com today.
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