Smarter client routing for design agencies
Smarter client routing for design agencies
Automatically match clients to the right design expert, streamline your intake process, and boost your agency’s efficiency with Cal.com’s open scheduling infrastructure.
Automatically match clients to the right design expert, streamline your intake process, and boost your agency’s efficiency with Cal.com’s open scheduling infrastructure.
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 for design agencies works
How routing for design agencies works
Connect clients to the right designer, every time.
Connect clients to the right designer, every time.
01
Create your custom routing forms
Set up branded intake forms that collect project details and client preferences before booking.
02
Let clients share project info
Clients answer tailored questions about their needs, timeline, and style, helping you qualify leads instantly.
03
Automatically assign to the right expert
Based on answers, Cal.com routes each client to the most suitable designer or team, reducing manual coordination.
Why design agencies trust Cal.com routing
Why design agencies trust Cal.com routing
Increase productivity and deliver a seamless client experience.
Increase productivity and deliver a seamless client experience.
01
Faster client onboarding
Intake forms qualify and route new inquiries instantly, so no opportunity is lost to slow manual processes.
02
Better project fit
Match clients with designers whose expertise, style, or availability aligns with each project, ensuring better outcomes.
03
Open-source flexibility
Self-host, customize, and integrate Cal.com with your CRM, project management, and communication tools.
04
Insightful analytics
Track routing and booking data to optimize your agency’s workflows and spot trends.
Feature-rich routing for agencies
Feature-rich routing for agencies
Everything your design team needs to automate scheduling and client assignment.
Everything your design team needs to automate scheduling and client assignment.
Attribute-based routing
Assign clients based on project type, budget, industry, or designer specialty.
Client ownership assignment
Ensure returning clients are routed to their previous designer for continuity.
Customizable intake forms
Create no-code, multi-step forms to collect all relevant project information.
Automated scheduling logic
Set custom rules to route VIP or urgent projects to senior designers, or balance workloads.
Branded embedded forms
Embed forms on your website, proposals, or landing pages with your agency’s branding.
Actionable insights
Review routing efficiency and booking trends in real time to refine your approach.
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 design agencies qualify and route new clients?
Cal.com’s routing forms let agencies collect detailed project requirements and client preferences upfront. The platform then uses this data to match each client with the most suitable designer or team automatically, eliminating manual triage and saving valuable time.
Can we customize the intake forms for different design services or project types?
Yes, Cal.com’s intake forms are fully customizable. You can create separate forms or add conditional logic to tailor questions for branding, web, UX/UI, or other design services, ensuring you gather the right information for each.
Does Cal.com support assigning returning clients to their previous designer?
Absolutely. With ownership assignment, returning clients are automatically recognized and routed to their previous designer, providing a personalized and consistent experience.
Is it possible to integrate Cal.com routing with our CRM and project management tools?
Yes. Cal.com’s API-first architecture and wide range of integrations allow you to connect your routing workflows to popular CRMs, Slack, Trello, Asana, and more, keeping your agency’s operations seamless.
Can we embed these routing forms directly on our website or client portals?
Definitely. Cal.com routing forms are easy to embed on your agency website, landing pages, or client portals, and you can customize them to match your branding.
How does Cal.com ensure the right designer is assigned to each project?
Using attribute-based routing, Cal.com evaluates project details and client responses, then matches each inquiry to designers based on specialty, availability, or other criteria you define.
Is Cal.com secure and suitable for agencies with sensitive client data?
Yes. Cal.com is open-source and can be self-hosted, giving agencies control over their data. The platform also follows robust security best practices to protect client information.
How can Cal.com help design agencies qualify and route new clients?
Cal.com’s routing forms let agencies collect detailed project requirements and client preferences upfront. The platform then uses this data to match each client with the most suitable designer or team automatically, eliminating manual triage and saving valuable time.
Can we customize the intake forms for different design services or project types?
Yes, Cal.com’s intake forms are fully customizable. You can create separate forms or add conditional logic to tailor questions for branding, web, UX/UI, or other design services, ensuring you gather the right information for each.
Does Cal.com support assigning returning clients to their previous designer?
Absolutely. With ownership assignment, returning clients are automatically recognized and routed to their previous designer, providing a personalized and consistent experience.
Is it possible to integrate Cal.com routing with our CRM and project management tools?
Yes. Cal.com’s API-first architecture and wide range of integrations allow you to connect your routing workflows to popular CRMs, Slack, Trello, Asana, and more, keeping your agency’s operations seamless.
Can we embed these routing forms directly on our website or client portals?
Definitely. Cal.com routing forms are easy to embed on your agency website, landing pages, or client portals, and you can customize them to match your branding.
How does Cal.com ensure the right designer is assigned to each project?
Using attribute-based routing, Cal.com evaluates project details and client responses, then matches each inquiry to designers based on specialty, availability, or other criteria you define.
Is Cal.com secure and suitable for agencies with sensitive client data?
Yes. Cal.com is open-source and can be self-hosted, giving agencies control over their data. The platform also follows robust security best practices to protect client information.
How can Cal.com help design agencies qualify and route new clients?
Cal.com’s routing forms let agencies collect detailed project requirements and client preferences upfront. The platform then uses this data to match each client with the most suitable designer or team automatically, eliminating manual triage and saving valuable time.
Can we customize the intake forms for different design services or project types?
Yes, Cal.com’s intake forms are fully customizable. You can create separate forms or add conditional logic to tailor questions for branding, web, UX/UI, or other design services, ensuring you gather the right information for each.
Does Cal.com support assigning returning clients to their previous designer?
Absolutely. With ownership assignment, returning clients are automatically recognized and routed to their previous designer, providing a personalized and consistent experience.
Is it possible to integrate Cal.com routing with our CRM and project management tools?
Yes. Cal.com’s API-first architecture and wide range of integrations allow you to connect your routing workflows to popular CRMs, Slack, Trello, Asana, and more, keeping your agency’s operations seamless.
Can we embed these routing forms directly on our website or client portals?
Definitely. Cal.com routing forms are easy to embed on your agency website, landing pages, or client portals, and you can customize them to match your branding.
How does Cal.com ensure the right designer is assigned to each project?
Using attribute-based routing, Cal.com evaluates project details and client responses, then matches each inquiry to designers based on specialty, availability, or other criteria you define.
Is Cal.com secure and suitable for agencies with sensitive client data?
Yes. Cal.com is open-source and can be self-hosted, giving agencies control over their data. The platform also follows robust security best practices to protect client information.
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 client intake and designer assignment 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