Smart routing for content production agencies

Smart routing for content production agencies

Automate client intake and project assignment with intelligent scheduling and routing powered by open-source infrastructure

Automate client intake and project assignment with intelligent scheduling and routing powered by open-source infrastructure

Cal.com routing form for content production agencies, showing customized intake questions for new client projects.

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 routing works for content production agencies

How routing works for content production agencies

Transform the way your agency handles client requests and project assignments with automated, intelligent routing.

Transform the way your agency handles client requests and project assignments with automated, intelligent routing.

01

Design your intake process

Create dynamic routing forms to capture new client briefs, content needs, and project requirements up front.

Cal.com create routing form for content agencies, allowing customized fields for content project intake.

02

Qualify and segment projects

Automatically segment incoming requests by project type, budget, or timeline to assign the right team or content specialist.

03

Assign projects and schedule kickoffs

Route qualified leads and projects to the most suitable team member, then instantly schedule kickoff calls or production meetings.

Cal.com automated routing assigning content projects to creative teams and specialists.

Key benefits for content agencies

Key benefits for content agencies

Unlock efficiency, transparency, and growth with Cal.com’s open infrastructure.

Unlock efficiency, transparency, and growth with Cal.com’s open infrastructure.

Cal.com attribute-based routing matching content project requests to team members by skills or language.

01

Accelerate client onboarding

Reduce back-and-forth and start projects faster by automating intake and routing to the right team.

02

Boost project management efficiency

Streamline the assignment process to ensure every project lands with the ideal specialist, improving turnaround times.

Cal.com ownership assignment for content agencies, routing client requests to account owners or creative teams.
Cal.com analytics visualizing routed content projects and team workload.

03

Enhance collaboration and transparency

Centralize communication and scheduling, so clients and teams stay aligned at every stage.

04

Flexible and scalable infrastructure

Cal.com’s open-source, API-first platform lets you tailor routing and scheduling to fit your agency’s unique workflows.

Cal.com customizable routing logic defining project assignment rules for content production agencies.

Feature-rich scheduling for agencies

Feature-rich scheduling for agencies

Cal.com offers advanced automation, customization, and integrations designed for content production teams.

Cal.com offers advanced automation, customization, and integrations designed for content production teams.

Customizable routing forms

Capture detailed client briefs and automate routing based on project needs, size, or vertical.

Attribute-based project assignment

Assign incoming projects to specialists by skill set, language, or availability, ensuring the best fit every time.

CRM and project management integrations

Sync seamlessly with tools like HubSpot, Salesforce, or Asana to automate intake and keep all stakeholders in the loop.

Team and round robin scheduling

Ensure even distribution of projects or assign based on expertise with round robin or attribute-based logic.

Self-hosting and white-labeling

Deploy Cal.com on your infrastructure for full control, brand consistency, and compliance.

Robust analytics and insights

Track project routing, team utilization, and time-to-kickoff to optimize agency performance.

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 can Cal.com help content agencies automate client intake?

Cal.com provides customizable routing forms that collect client briefs, segment projects, and automatically assign them to the right team or specialist, reducing manual admin work.

Can I integrate Cal.com with our existing project management tools?

Yes, Cal.com integrates with popular project management and CRM tools, so your team can manage projects and communication from a single source of truth.

Does Cal.com support round robin scheduling for project assignments?

Absolutely. Cal.com’s routing logic supports both round robin and attribute-based assignments, making it easy to distribute projects or match them to specialists.

Is Cal.com suitable for agencies with complex multi-step intake processes?

Yes. You can design multi-step routing forms to capture all necessary client details, ensuring projects are routed accurately and efficiently.

Can clients schedule meetings directly with the assigned project manager?

Once a project is routed, Cal.com enables clients to book meetings with the assigned manager or team, eliminating scheduling friction.

Is Cal.com open source and can we self-host?

Cal.com is fully open source and supports self-hosting, giving agencies complete control over data, branding, and integrations.

What kind of analytics does Cal.com provide for agencies?

Cal.com offers detailed insights into project routing, team load, and scheduling efficiency, helping agencies optimize their operations.

How can Cal.com help content agencies automate client intake?

Cal.com provides customizable routing forms that collect client briefs, segment projects, and automatically assign them to the right team or specialist, reducing manual admin work.

Can I integrate Cal.com with our existing project management tools?

Yes, Cal.com integrates with popular project management and CRM tools, so your team can manage projects and communication from a single source of truth.

Does Cal.com support round robin scheduling for project assignments?

Absolutely. Cal.com’s routing logic supports both round robin and attribute-based assignments, making it easy to distribute projects or match them to specialists.

Is Cal.com suitable for agencies with complex multi-step intake processes?

Yes. You can design multi-step routing forms to capture all necessary client details, ensuring projects are routed accurately and efficiently.

Can clients schedule meetings directly with the assigned project manager?

Once a project is routed, Cal.com enables clients to book meetings with the assigned manager or team, eliminating scheduling friction.

Is Cal.com open source and can we self-host?

Cal.com is fully open source and supports self-hosting, giving agencies complete control over data, branding, and integrations.

What kind of analytics does Cal.com provide for agencies?

Cal.com offers detailed insights into project routing, team load, and scheduling efficiency, helping agencies optimize their operations.

How can Cal.com help content agencies automate client intake?

Cal.com provides customizable routing forms that collect client briefs, segment projects, and automatically assign them to the right team or specialist, reducing manual admin work.

Can I integrate Cal.com with our existing project management tools?

Yes, Cal.com integrates with popular project management and CRM tools, so your team can manage projects and communication from a single source of truth.

Does Cal.com support round robin scheduling for project assignments?

Absolutely. Cal.com’s routing logic supports both round robin and attribute-based assignments, making it easy to distribute projects or match them to specialists.

Is Cal.com suitable for agencies with complex multi-step intake processes?

Yes. You can design multi-step routing forms to capture all necessary client details, ensuring projects are routed accurately and efficiently.

Can clients schedule meetings directly with the assigned project manager?

Once a project is routed, Cal.com enables clients to book meetings with the assigned manager or team, eliminating scheduling friction.

Is Cal.com open source and can we self-host?

Cal.com is fully open source and supports self-hosting, giving agencies complete control over data, branding, and integrations.

What kind of analytics does Cal.com provide for agencies?

Cal.com offers detailed insights into project routing, team load, and scheduling efficiency, helping agencies optimize their operations.

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!

Automate project intake and assignment, improve client experience, and empower your team with Cal.com’s flexible routing for content agencies.