Routing for customer success and support

Routing for customer success and support

Accelerate your customer support with intelligent routing and seamless scheduling

Accelerate your customer support with intelligent routing and seamless scheduling

Cal.com routing form for customer success and support, displaying customized questions for support inquiry type and urgency.

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 customer support routing

Simple steps to smarter customer support routing

Effortlessly connect customers with the right support specialist, every time.

Effortlessly connect customers with the right support specialist, every time.

01

Design your routing forms

Customize intake forms to capture key customer details and needs before they book time with your team.

02

Let customers share their concerns

Customers provide essential information, such as issue type or priority, ensuring accurate routing from the start.

03

Automatically assign to the right support agent

Based on responses, Cal.com intelligently routes each booking to the most qualified customer success or support representative.

Customer success, simplified

Customer success, simplified

Deliver personalized, prompt support with automated scheduling and flexible routing.

Deliver personalized, prompt support with automated scheduling and flexible routing.

01

Faster support response

Customers are instantly routed to the right team member, reducing wait times and boosting satisfaction.

02

Personalized customer experiences

Tailor support journeys by matching each customer to the representative best suited to their needs.

03

Seamless integration with your stack

Connect Cal.com with your CRM, help desk, and communication platforms for unified support workflows.

04

Data-driven support optimization

Track routing effectiveness, agent utilization, and customer feedback to continuously improve your support operations.

Powerful features for modern support teams

Powerful features for modern support teams

Advanced scheduling and intelligent routing designed for customer success and support.

Advanced scheduling and intelligent routing designed for customer success and support.

Custom routing forms

Collect targeted information from customers to drive accurate routing and reduce manual triage.

Attribute-based routing

Assign bookings based on customer type, issue category, location, or urgency for precise support allocation.

Ownership assignment

Automatically route existing customers to their dedicated success manager, creating a seamless experience.

Multi-step forms

Break down complex intake processes to capture all needed details without overwhelming customers.

Real-time analytics

Monitor booking trends, agent workloads, and routing outcomes to optimize your support strategy.

Flexible integrations

Connect with leading CRMs, ticketing systems, and chat platforms to centralize scheduling and follow-up.

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 improve customer support scheduling?

Cal.com streamlines the process by automatically routing bookings to the most qualified support agent or customer success manager based on customer input, reducing manual assignment and delays.

Can I customize intake forms for different support scenarios?

Yes, Cal.com offers fully customizable routing forms, allowing you to collect details relevant to your support workflows such as issue type, priority, or product area.

Does Cal.com integrate with help desk or CRM tools?

Absolutely. Cal.com connects with popular platforms like Salesforce, HubSpot, Zendesk, and others, so you can sync customer data and maintain a unified workflow.

Is self-hosting available for enterprise security requirements?

Yes. Cal.com is open-source and enables self-hosting, giving you complete control over data privacy and compliance for your support operations.

How does attribute-based routing work in customer support?

You can assign attributes such as language, region, or product expertise to support agents. Cal.com then routes each booking to the best-fit agent based on the customer's responses.

Can I use Cal.com for both success and technical support teams?

Definitely. Cal.com’s flexible routing supports multiple teams, helping you direct customer inquiries to the right specialist whether they need onboarding, account management, or technical assistance.

How can I measure the effectiveness of my support routing?

Cal.com provides analytics dashboards to track routing efficiency, agent utilization, and customer satisfaction, empowering you to optimize your support strategy.

How does Cal.com improve customer support scheduling?

Cal.com streamlines the process by automatically routing bookings to the most qualified support agent or customer success manager based on customer input, reducing manual assignment and delays.

Can I customize intake forms for different support scenarios?

Yes, Cal.com offers fully customizable routing forms, allowing you to collect details relevant to your support workflows such as issue type, priority, or product area.

Does Cal.com integrate with help desk or CRM tools?

Absolutely. Cal.com connects with popular platforms like Salesforce, HubSpot, Zendesk, and others, so you can sync customer data and maintain a unified workflow.

Is self-hosting available for enterprise security requirements?

Yes. Cal.com is open-source and enables self-hosting, giving you complete control over data privacy and compliance for your support operations.

How does attribute-based routing work in customer support?

You can assign attributes such as language, region, or product expertise to support agents. Cal.com then routes each booking to the best-fit agent based on the customer's responses.

Can I use Cal.com for both success and technical support teams?

Definitely. Cal.com’s flexible routing supports multiple teams, helping you direct customer inquiries to the right specialist whether they need onboarding, account management, or technical assistance.

How can I measure the effectiveness of my support routing?

Cal.com provides analytics dashboards to track routing efficiency, agent utilization, and customer satisfaction, empowering you to optimize your support strategy.

How does Cal.com improve customer support scheduling?

Cal.com streamlines the process by automatically routing bookings to the most qualified support agent or customer success manager based on customer input, reducing manual assignment and delays.

Can I customize intake forms for different support scenarios?

Yes, Cal.com offers fully customizable routing forms, allowing you to collect details relevant to your support workflows such as issue type, priority, or product area.

Does Cal.com integrate with help desk or CRM tools?

Absolutely. Cal.com connects with popular platforms like Salesforce, HubSpot, Zendesk, and others, so you can sync customer data and maintain a unified workflow.

Is self-hosting available for enterprise security requirements?

Yes. Cal.com is open-source and enables self-hosting, giving you complete control over data privacy and compliance for your support operations.

How does attribute-based routing work in customer support?

You can assign attributes such as language, region, or product expertise to support agents. Cal.com then routes each booking to the best-fit agent based on the customer's responses.

Can I use Cal.com for both success and technical support teams?

Definitely. Cal.com’s flexible routing supports multiple teams, helping you direct customer inquiries to the right specialist whether they need onboarding, account management, or technical assistance.

How can I measure the effectiveness of my support routing?

Cal.com provides analytics dashboards to track routing efficiency, agent utilization, and customer satisfaction, empowering you to optimize your support strategy.

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!

Start routing customer inquiries to the right support agent and deliver faster, more personalized service with Cal.com.