Routing for creative agencies

Routing for creative agencies

Automate client intake and project scheduling with powerful routing forms tailored for creative teams.

Automate client intake and project scheduling with powerful routing forms tailored for creative teams.

Cal.com routing form showcasing the creation of a customizable client intake form for creative agencies. The form includes questions tailored to agency clients, such as project type and budget.

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 smarter client routing

Simple steps to smarter client routing

Guide new and existing clients from inquiry to the perfect creative team or service with these easy steps.

Guide new and existing clients from inquiry to the perfect creative team or service with these easy steps.

01

Create your custom client routes

Build routing forms that gather essential project details, ensuring every client is matched to the right creative specialist.

Cal.com create form interface for creative agencies, showing question fields like 'project type' and 'brand objectives' for client intake.

02

Let clients share their project vision

Clients complete tailored forms to specify project scope, goals, and timelines before booking.

03

Route projects to the ideal team

Automatically assign projects to the most suitable creative team members or departments based on client input.

Automated routing overview for creative agencies, showing team members in roles such as design, branding, and project management.

Key benefits for creative agencies

Key benefits for creative agencies

Unlock efficiency, transparency, and growth for your creative agency with smart scheduling and routing.

Unlock efficiency, transparency, and growth for your creative agency with smart scheduling and routing.

Attribute-based routing for creative agencies, showing how client answers lead to assignment with the right creative team member.

01

Accelerate project kickoff

Reduce manual coordination by instantly routing client requests to the right creative team, speeding up project start times.

02

Deliver a seamless client experience

Provide a professional, branded scheduling journey that makes clients feel valued from the first interaction.

Ownership assignment workflow for creative agencies, where returning clients are automatically routed to their existing account manager.
Enhanced routing insights for creative agencies, featuring analytics on project bookings by different creative teams.

03

Increase team productivity

Eliminate back-and-forth emails and free up your team's time to focus on creative work, not scheduling logistics.

04

Qualify leads automatically

Use custom forms to filter inquiries and prioritize high-value projects, ensuring your team works on what matters most.

Customizable routing logic for creative agencies, displaying rules based on project budget, service type, and team assignment.

Features designed for creative agencies

Features designed for creative agencies

Everything your agency needs to streamline client intake, team assignment, and project management.

Everything your agency needs to streamline client intake, team assignment, and project management.

Attribute-based project routing

Match clients to teams or specialists based on project type, budget, or creative discipline.

Ownership assignment for ongoing clients

Automatically assign returning clients to their existing account managers or creative leads.

Customizable intake forms

Collect specific details about the client's brand, objectives, and creative needs up front.

Multi-step forms for complex projects

Break down the project intake process, making it easy for clients to provide all necessary information.

Calendar integrations

Sync bookings with Google, Outlook, and other calendars to avoid double-booking and keep projects on track.

Analytics and insights

Track routing performance, client preferences, and team workloads to continuously improve your process.

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 creative agencies manage new client requests?

Cal.com's routing forms let agencies collect key project details up front and automatically assign inquiries to the right team or specialist, reducing manual handoff and speeding up response times.

Can we customize intake forms to fit our agency's services?

Yes, you can fully customize routing forms with fields for project type, budget, preferred timelines, and more. Tailor forms for each service or team within your agency.

Does Cal.com support team-based scheduling for agencies with multiple departments?

Absolutely. You can set up routing logic that directs clients to the most appropriate department—whether it's design, branding, video, or digital marketing—based on their responses.

How does Cal.com handle returning clients?

Cal.com can automatically recognize repeat clients and route them to their existing account manager or creative lead, ensuring continuity and a personalized experience.

Is it possible to qualify leads before booking a discovery call?

Yes, use form questions to qualify leads based on project size, budget, or timeline. Only qualified leads are routed to your team for follow-up or meetings.

Can we embed the scheduling and routing forms on our agency website?

Definitely. Cal.com forms can be embedded directly on your website, allowing prospects to start the intake process seamlessly from your site.

Is Cal.com secure and compliant for handling client data?

Cal.com is open source, privacy-focused, and can be self-hosted for full control. All data is encrypted and you can choose where it's stored to meet your compliance needs.

How can Cal.com help creative agencies manage new client requests?

Cal.com's routing forms let agencies collect key project details up front and automatically assign inquiries to the right team or specialist, reducing manual handoff and speeding up response times.

Can we customize intake forms to fit our agency's services?

Yes, you can fully customize routing forms with fields for project type, budget, preferred timelines, and more. Tailor forms for each service or team within your agency.

Does Cal.com support team-based scheduling for agencies with multiple departments?

Absolutely. You can set up routing logic that directs clients to the most appropriate department—whether it's design, branding, video, or digital marketing—based on their responses.

How does Cal.com handle returning clients?

Cal.com can automatically recognize repeat clients and route them to their existing account manager or creative lead, ensuring continuity and a personalized experience.

Is it possible to qualify leads before booking a discovery call?

Yes, use form questions to qualify leads based on project size, budget, or timeline. Only qualified leads are routed to your team for follow-up or meetings.

Can we embed the scheduling and routing forms on our agency website?

Definitely. Cal.com forms can be embedded directly on your website, allowing prospects to start the intake process seamlessly from your site.

Is Cal.com secure and compliant for handling client data?

Cal.com is open source, privacy-focused, and can be self-hosted for full control. All data is encrypted and you can choose where it's stored to meet your compliance needs.

How can Cal.com help creative agencies manage new client requests?

Cal.com's routing forms let agencies collect key project details up front and automatically assign inquiries to the right team or specialist, reducing manual handoff and speeding up response times.

Can we customize intake forms to fit our agency's services?

Yes, you can fully customize routing forms with fields for project type, budget, preferred timelines, and more. Tailor forms for each service or team within your agency.

Does Cal.com support team-based scheduling for agencies with multiple departments?

Absolutely. You can set up routing logic that directs clients to the most appropriate department—whether it's design, branding, video, or digital marketing—based on their responses.

How does Cal.com handle returning clients?

Cal.com can automatically recognize repeat clients and route them to their existing account manager or creative lead, ensuring continuity and a personalized experience.

Is it possible to qualify leads before booking a discovery call?

Yes, use form questions to qualify leads based on project size, budget, or timeline. Only qualified leads are routed to your team for follow-up or meetings.

Can we embed the scheduling and routing forms on our agency website?

Definitely. Cal.com forms can be embedded directly on your website, allowing prospects to start the intake process seamlessly from your site.

Is Cal.com secure and compliant for handling client data?

Cal.com is open source, privacy-focused, and can be self-hosted for full control. All data is encrypted and you can choose where it's stored to meet your compliance needs.

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!

Transform your creative workflow and deliver an exceptional client experience with Cal.com today.