Smart routing for branding agencies
Smart routing for branding agencies
Automate client intake and project assignment with Cal.com’s open scheduling infrastructure for branding teams.
Automate client intake and project assignment with Cal.com’s open scheduling infrastructure for branding teams.
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 route clients and projects
Simple steps to route clients and projects
Seamlessly connect new and existing branding clients to the right creative teams with Cal.com’s advanced routing forms.
Seamlessly connect new and existing branding clients to the right creative teams with Cal.com’s advanced routing forms.
01
Set up branded routing forms
Create custom forms to capture essential client details, project scope, and preferences during intake.
02
Let clients share their needs
Clients fill out tailored questions about their brand, goals, and desired services before booking.
03
Automatically assign the right team
Based on responses, route clients to the best-fit strategist, designer, or project manager instantly.
Why branding agencies choose Cal.com
Why branding agencies choose Cal.com
Deliver a streamlined client experience and empower your creative teams with efficient project routing.
Deliver a streamlined client experience and empower your creative teams with efficient project routing.
01
Automated client qualification
Quickly qualify leads and new project requests, ensuring your team focuses on high-priority clients.
02
Faster project kickoff
Eliminate manual scheduling and connect clients to the right team members for faster onboarding.
03
Optimized resource allocation
Assign projects based on skills, availability, and expertise, improving team utilization and project outcomes.
04
Seamless integrations
Connect Cal.com with your CRM, design tools, and communication platforms for an end-to-end workflow.
Features designed for branding agencies
Features designed for branding agencies
Unlock powerful tools to supercharge your agency’s scheduling, intake, and project management.
Unlock powerful tools to supercharge your agency’s scheduling, intake, and project management.
Intelligent routing forms
Build no-code, branded forms to gather client details and direct them to the right creative lead.
Attribute-based project assignment
Route new requests using attributes like project type, budget, timeline, or team expertise.
CRM and workflow integrations
Sync seamlessly with HubSpot, Salesforce, Slack, and other tools your agency relies on.
Multi-step intake forms
Collect all relevant client information and reduce back-and-forth communication with multi-step forms.
Self-hosting and open-source flexibility
Deploy on your own infrastructure for full control, compliance, and tailored branding agency workflows.
Advanced analytics and insights
Track routing performance, conversion rates, and team allocation to optimize agency operations.
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 branding agencies qualify and route new clients?
Cal.com enables you to create custom routing forms that gather critical client information up front. Based on answers about project needs, budget, and branding goals, clients are automatically routed to the most relevant strategist or designer for an efficient intake process.
Can we embed Cal.com routing forms on our agency website?
Yes, Cal.com’s routing forms can be seamlessly embedded on your agency’s website or landing pages, matching your brand and providing a frictionless intake experience for prospective clients.
Does Cal.com integrate with our CRM and project management tools?
Absolutely. Cal.com connects with popular CRMs like HubSpot and Salesforce, as well as communication tools like Slack and project management platforms, allowing your team to keep all client data in sync.
Is Cal.com suitable for agencies with multiple services or locations?
Yes. Routing logic can be customized to handle multiple service lines, locations, or teams. You can route clients based on service type, region, or specific expertise, ensuring the right team receives each request.
How does attribute-based routing work for branding agencies?
Attribute-based routing lets you assign incoming projects to the right specialist based on client answers. For example, requests for logo design can be routed to your design team, while brand strategy inquiries go to your strategists.
Can Cal.com handle high-volume client intake during campaigns or launches?
Cal.com scales effortlessly with your agency’s demand. Automated routing ensures no lead is missed and every client gets timely attention from the right creative professional.
Is Cal.com secure and customizable for agency branding?
Yes. Cal.com offers robust security, compliance options, and full white-labeling. You can self-host or deploy in the cloud, and customize forms, workflows, and branding to make the experience your own.
How does Cal.com help branding agencies qualify and route new clients?
Cal.com enables you to create custom routing forms that gather critical client information up front. Based on answers about project needs, budget, and branding goals, clients are automatically routed to the most relevant strategist or designer for an efficient intake process.
Can we embed Cal.com routing forms on our agency website?
Yes, Cal.com’s routing forms can be seamlessly embedded on your agency’s website or landing pages, matching your brand and providing a frictionless intake experience for prospective clients.
Does Cal.com integrate with our CRM and project management tools?
Absolutely. Cal.com connects with popular CRMs like HubSpot and Salesforce, as well as communication tools like Slack and project management platforms, allowing your team to keep all client data in sync.
Is Cal.com suitable for agencies with multiple services or locations?
Yes. Routing logic can be customized to handle multiple service lines, locations, or teams. You can route clients based on service type, region, or specific expertise, ensuring the right team receives each request.
How does attribute-based routing work for branding agencies?
Attribute-based routing lets you assign incoming projects to the right specialist based on client answers. For example, requests for logo design can be routed to your design team, while brand strategy inquiries go to your strategists.
Can Cal.com handle high-volume client intake during campaigns or launches?
Cal.com scales effortlessly with your agency’s demand. Automated routing ensures no lead is missed and every client gets timely attention from the right creative professional.
Is Cal.com secure and customizable for agency branding?
Yes. Cal.com offers robust security, compliance options, and full white-labeling. You can self-host or deploy in the cloud, and customize forms, workflows, and branding to make the experience your own.
How does Cal.com help branding agencies qualify and route new clients?
Cal.com enables you to create custom routing forms that gather critical client information up front. Based on answers about project needs, budget, and branding goals, clients are automatically routed to the most relevant strategist or designer for an efficient intake process.
Can we embed Cal.com routing forms on our agency website?
Yes, Cal.com’s routing forms can be seamlessly embedded on your agency’s website or landing pages, matching your brand and providing a frictionless intake experience for prospective clients.
Does Cal.com integrate with our CRM and project management tools?
Absolutely. Cal.com connects with popular CRMs like HubSpot and Salesforce, as well as communication tools like Slack and project management platforms, allowing your team to keep all client data in sync.
Is Cal.com suitable for agencies with multiple services or locations?
Yes. Routing logic can be customized to handle multiple service lines, locations, or teams. You can route clients based on service type, region, or specific expertise, ensuring the right team receives each request.
How does attribute-based routing work for branding agencies?
Attribute-based routing lets you assign incoming projects to the right specialist based on client answers. For example, requests for logo design can be routed to your design team, while brand strategy inquiries go to your strategists.
Can Cal.com handle high-volume client intake during campaigns or launches?
Cal.com scales effortlessly with your agency’s demand. Automated routing ensures no lead is missed and every client gets timely attention from the right creative professional.
Is Cal.com secure and customizable for agency branding?
Yes. Cal.com offers robust security, compliance options, and full white-labeling. You can self-host or deploy in the cloud, and customize forms, workflows, and branding to make the experience your own.
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!
Power up your branding agency with smart routing and seamless scheduling from Cal.com.
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