Smarter client routing for business consultants
Smarter client routing for business consultants
Automate client intake and assign the right consultant every time
Automate client intake and assign the right consultant 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 Cal.com routing transforms consultant-client connections
How Cal.com routing transforms consultant-client connections
A seamless client intake and consultant assignment workflow for business consulting firms
A seamless client intake and consultant assignment workflow for business consulting firms
01
Design your routing form
Start by creating a tailored routing form with questions that identify each client’s needs, project type, budget, and preferred expertise.
02
Collect detailed client information
Clients complete the form, providing key details about their business goals and consulting requirements before booking.
03
Assign the ideal consultant automatically
Based on responses, Cal.com instantly routes the inquiry to the most suitable consultant on your team, boosting efficiency and client satisfaction.
Unlock efficiency and client trust
Unlock efficiency and client trust
See how Cal.com’s routing elevates your consulting business
See how Cal.com’s routing elevates your consulting business
01
Automate client intake
Save time by eliminating manual intake processes and repetitive back-and-forth communication. Let Cal.com handle the initial data collection and routing.
02
Match clients with the right consultant
Attribute-based routing ensures every client is paired with the best-fit consultant, improving project outcomes and client experience.
03
Scale with confidence
Handle higher client volume and complex team structures without sacrificing personalization, thanks to Cal.com’s flexible, API-first platform.
04
Gain actionable insights
Monitor routing performance, conversion rates, and team utilization to continuously optimize your consulting workflow.
Core features for consulting firms
Core features for consulting firms
Purpose-built scheduling and routing capabilities
Purpose-built scheduling and routing capabilities
Customizable routing forms
Build dynamic forms that capture client requirements, ensuring you collect all the info needed for precise consultant assignment.
Attribute-based routing engine
Route inquiries by consultant expertise, industry focus, language, region, or availability—no more manual guesswork.
CRM and productivity integrations
Sync with Salesforce, HubSpot, and other tools to keep your client data and workflows connected.
Self-hosting and privacy controls
Deploy Cal.com on your infrastructure to meet compliance and confidentiality needs—critical for consulting engagements.
Advanced analytics
Track form completions, bookings, and conversion rates with built-in insights for continuous improvement.
API-first flexibility
Integrate Cal.com routing into your existing portals, websites, or apps for a seamless branded experience.
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 business consultants manage new client inquiries?
Cal.com’s routing forms automate the collection of detailed client information and instantly assign inquiries to the most relevant consultant based on expertise, project type, or availability. This streamlines intake, reduces admin time, and ensures clients are connected quickly with the right expert.
Can I customize the questions on routing forms for different consulting services?
Yes. You can fully tailor the routing forms to reflect your firm’s offerings, specialties, client types, and intake workflows. Add or modify questions to capture exactly the details you need for each consulting vertical.
Does Cal.com integrate with our CRM and project management tools?
Absolutely. Cal.com offers integrations with leading CRMs like Salesforce and HubSpot, as well as productivity platforms such as Slack and Google Workspace. This enables a smooth flow of client data and booking information.
Is Cal.com secure enough for sensitive business consulting data?
Yes. Cal.com offers secure cloud hosting or self-hosted deployments, giving you control over data residency and compliance. Your client information is encrypted and access-controlled, supporting even the most privacy-conscious firms.
How does attribute-based routing improve client-consultant matching?
Attribute-based routing lets you assign consultants by specific skills, industries, regions, or languages. This ensures every client is paired with the best-qualified expert, enhancing the effectiveness and reputation of your consulting practice.
Can I analyze intake and routing performance to optimize our process?
Yes, Cal.com’s built-in analytics dashboard gives you actionable insights on form completions, booking rates, and consultant utilization. Measure, refine, and improve your client onboarding and routing strategy over time.
Do clients need to create an account to book a consultation?
No. Clients can complete your custom routing form and schedule a meeting with the right consultant in just a few clicks—no account necessary, creating a frictionless experience.
How does Cal.com routing help business consultants manage new client inquiries?
Cal.com’s routing forms automate the collection of detailed client information and instantly assign inquiries to the most relevant consultant based on expertise, project type, or availability. This streamlines intake, reduces admin time, and ensures clients are connected quickly with the right expert.
Can I customize the questions on routing forms for different consulting services?
Yes. You can fully tailor the routing forms to reflect your firm’s offerings, specialties, client types, and intake workflows. Add or modify questions to capture exactly the details you need for each consulting vertical.
Does Cal.com integrate with our CRM and project management tools?
Absolutely. Cal.com offers integrations with leading CRMs like Salesforce and HubSpot, as well as productivity platforms such as Slack and Google Workspace. This enables a smooth flow of client data and booking information.
Is Cal.com secure enough for sensitive business consulting data?
Yes. Cal.com offers secure cloud hosting or self-hosted deployments, giving you control over data residency and compliance. Your client information is encrypted and access-controlled, supporting even the most privacy-conscious firms.
How does attribute-based routing improve client-consultant matching?
Attribute-based routing lets you assign consultants by specific skills, industries, regions, or languages. This ensures every client is paired with the best-qualified expert, enhancing the effectiveness and reputation of your consulting practice.
Can I analyze intake and routing performance to optimize our process?
Yes, Cal.com’s built-in analytics dashboard gives you actionable insights on form completions, booking rates, and consultant utilization. Measure, refine, and improve your client onboarding and routing strategy over time.
Do clients need to create an account to book a consultation?
No. Clients can complete your custom routing form and schedule a meeting with the right consultant in just a few clicks—no account necessary, creating a frictionless experience.
How does Cal.com routing help business consultants manage new client inquiries?
Cal.com’s routing forms automate the collection of detailed client information and instantly assign inquiries to the most relevant consultant based on expertise, project type, or availability. This streamlines intake, reduces admin time, and ensures clients are connected quickly with the right expert.
Can I customize the questions on routing forms for different consulting services?
Yes. You can fully tailor the routing forms to reflect your firm’s offerings, specialties, client types, and intake workflows. Add or modify questions to capture exactly the details you need for each consulting vertical.
Does Cal.com integrate with our CRM and project management tools?
Absolutely. Cal.com offers integrations with leading CRMs like Salesforce and HubSpot, as well as productivity platforms such as Slack and Google Workspace. This enables a smooth flow of client data and booking information.
Is Cal.com secure enough for sensitive business consulting data?
Yes. Cal.com offers secure cloud hosting or self-hosted deployments, giving you control over data residency and compliance. Your client information is encrypted and access-controlled, supporting even the most privacy-conscious firms.
How does attribute-based routing improve client-consultant matching?
Attribute-based routing lets you assign consultants by specific skills, industries, regions, or languages. This ensures every client is paired with the best-qualified expert, enhancing the effectiveness and reputation of your consulting practice.
Can I analyze intake and routing performance to optimize our process?
Yes, Cal.com’s built-in analytics dashboard gives you actionable insights on form completions, booking rates, and consultant utilization. Measure, refine, and improve your client onboarding and routing strategy over time.
Do clients need to create an account to book a consultation?
No. Clients can complete your custom routing form and schedule a meeting with the right consultant in just a few clicks—no account necessary, creating a frictionless 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!
Start automating consultant assignment and elevate your client experience
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