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