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.

Branding agency routing form with tailored intake questions for client project scope and service needs.

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.

Create your first branding agency intake question with Cal.com’s customizable form builder.

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.

Automated routing interface assigning branding projects to agency team members by expertise.

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.

Attribute-based routing matching branding agency client needs and country to the right creative lead.

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.

Ownership assignment workflow for branding agencies, routing clients to account managers or available creatives.
Analytics dashboard showing branding agency client bookings and routing insights by team member.

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.

Customizable routing logic interface for branding agencies, matching project type and budget to team expertise.

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?

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Can we embed Cal.com routing forms on our agency website?

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Does Cal.com integrate with our CRM and project management tools?

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Is Cal.com suitable for agencies with multiple services or locations?

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How does attribute-based routing work for branding agencies?

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Can Cal.com handle high-volume client intake during campaigns or launches?

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Is Cal.com secure and customizable for agency branding?

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

How does Cal.com help branding agencies qualify and route new clients?

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

Can we embed Cal.com routing forms on our agency website?

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

Does Cal.com integrate with our CRM and project management tools?

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

Is Cal.com suitable for agencies with multiple services or locations?

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

How does attribute-based routing work for branding agencies?

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

Can Cal.com handle high-volume client intake during campaigns or launches?

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

Is Cal.com secure and customizable for agency branding?

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

How does Cal.com help branding agencies qualify and route new clients?

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

Can we embed Cal.com routing forms on our agency website?

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

Does Cal.com integrate with our CRM and project management tools?

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

Is Cal.com suitable for agencies with multiple services or locations?

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

How does attribute-based routing work for branding agencies?

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

Can Cal.com handle high-volume client intake during campaigns or launches?

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

Is Cal.com secure and customizable for agency branding?

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!

Power up your branding agency with smart routing and seamless scheduling from Cal.com.