Smarter client routing for digital marketing agencies

Smarter client routing for digital marketing agencies

Automate lead routing, discovery calls, and client onboarding for your marketing agency with Cal.com’s flexible open scheduling infrastructure.

Automate lead routing, discovery calls, and client onboarding for your marketing agency with Cal.com’s flexible open scheduling infrastructure.

A Cal.com routing form for digital marketing agencies displaying tailored questions about campaign goals, ad budget, and client industry to connect prospects with the right strategist.

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 automated routing for agencies works

How automated routing for agencies works

Connect new leads and clients to the right marketing expert faster, every time.

Connect new leads and clients to the right marketing expert faster, every time.

01

Design your routing forms

Capture client needs, campaign goals, and marketing budgets with custom forms built directly in Cal.com.

A Cal.com create-form interface for agencies showing fields for marketing needs, campaign objectives, and budget questions.

02

Collect client details

Let prospects fill out discovery forms on your site to share their objectives, preferred channels, and project timelines before booking.

03

Intelligent team assignment

Automatically route each inquiry to the most qualified strategist or account manager based on client responses and team expertise.

A Cal.com automated routing table for a marketing agency, showing team members in SEO, paid media, and client strategy roles.

Benefits for digital marketing agencies

Benefits for digital marketing agencies

Why top agencies rely on Cal.com for automated scheduling and routing.

Why top agencies rely on Cal.com for automated scheduling and routing.

Attribute-based routing for a digital marketing agency showing client answers about industry and country, matched to a marketing strategist.

01

Accelerate lead response times

Never miss a hot lead. Cal.com routes new client inquiries instantly, ensuring prospects connect with the right team member for faster conversions.

02

Personalize client experiences

Deliver tailored discovery calls and onboarding journeys by matching clients to specialists who understand their industry and goals.

Ownership assignment view for a marketing agency, showing how leads are assigned to account managers or routed to available team members.
Dashboard graph showing the number of leads routed to different digital marketing team members over the week.

03

Boost operational efficiency

Reduce manual scheduling and assignment work so your marketing team can focus on strategy, creativity, and results.

04

Gain actionable insights

Track lead flow, campaign bookings, and team performance all in one dashboard for continuous process improvement.

Customizable routing logic for digital marketing agencies, displaying campaign budget, service type, and team specialization options.

Agency-ready routing features

Agency-ready routing features

Unlock the essential tools for scalable marketing agency operations.

Unlock the essential tools for scalable marketing agency operations.

Built for agencies of any size

From boutique firms to global agencies, Cal.com adapts to support your unique workflow and team structure.

No-code routing forms

Easily create customized intake and qualification forms for leads, projects, or campaigns—no engineering required.

Advanced team assignment logic

Assign new clients based on specialization, account ownership, workload, or campaign type, reducing admin work.

CRM and marketing tool integrations

Sync seamlessly with HubSpot, Salesforce, Google, Slack, and more to keep your agency’s pipeline organized.

Self-host or use our cloud

Choose the deployment model that fits your privacy, branding, and compliance needs.

Analytics and reporting

Monitor conversion rates, track lead sources, and optimize your agency’s scheduling funnel with built-in analytics.

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 my agency qualify leads before booking?

Cal.com’s routing forms let you ask screening questions about marketing goals, budget, target audience, and preferred services. Based on responses, only qualified leads are routed to your team, saving time and boosting win rates.

What integrations are available for digital marketing agencies?

Cal.com connects with popular CRMs like HubSpot and Salesforce, project management tools, Google Calendar, Slack, and more. This keeps your pipeline, campaigns, and communications in sync.

Can I assign leads to specialists based on campaign type or expertise?

Yes. Use attribute-based routing to automatically direct inquiries to the right strategist, account manager, or creative expert depending on the campaign’s needs or client profile.

Is it possible to embed Cal.com forms on my agency’s website or landing pages?

Absolutely. You can embed routing and scheduling forms directly on your website, microsites, or client portals for a seamless branded experience.

How does Cal.com support agencies working in multiple regions or time zones?

Cal.com automatically detects client time zones and can route inquiries to regional teams, ensuring every lead is matched with the right local expert and available time slots.

Can Cal.com automate recurring campaign review or client check-in meetings?

Yes. Set up recurring event types or group bookings for campaign reviews, reporting calls, or client check-ins. Cal.com handles reminders and team assignments automatically.

What’s the difference between Cal.com and other agency scheduling tools?

Cal.com is open source, API-first, and fully customizable. Unlike closed platforms, you can self-host, brand the experience, build custom integrations, and adapt routing logic to fit your exact agency processes.

How can Cal.com help my agency qualify leads before booking?

Cal.com’s routing forms let you ask screening questions about marketing goals, budget, target audience, and preferred services. Based on responses, only qualified leads are routed to your team, saving time and boosting win rates.

What integrations are available for digital marketing agencies?

Cal.com connects with popular CRMs like HubSpot and Salesforce, project management tools, Google Calendar, Slack, and more. This keeps your pipeline, campaigns, and communications in sync.

Can I assign leads to specialists based on campaign type or expertise?

Yes. Use attribute-based routing to automatically direct inquiries to the right strategist, account manager, or creative expert depending on the campaign’s needs or client profile.

Is it possible to embed Cal.com forms on my agency’s website or landing pages?

Absolutely. You can embed routing and scheduling forms directly on your website, microsites, or client portals for a seamless branded experience.

How does Cal.com support agencies working in multiple regions or time zones?

Cal.com automatically detects client time zones and can route inquiries to regional teams, ensuring every lead is matched with the right local expert and available time slots.

Can Cal.com automate recurring campaign review or client check-in meetings?

Yes. Set up recurring event types or group bookings for campaign reviews, reporting calls, or client check-ins. Cal.com handles reminders and team assignments automatically.

What’s the difference between Cal.com and other agency scheduling tools?

Cal.com is open source, API-first, and fully customizable. Unlike closed platforms, you can self-host, brand the experience, build custom integrations, and adapt routing logic to fit your exact agency processes.

How can Cal.com help my agency qualify leads before booking?

Cal.com’s routing forms let you ask screening questions about marketing goals, budget, target audience, and preferred services. Based on responses, only qualified leads are routed to your team, saving time and boosting win rates.

What integrations are available for digital marketing agencies?

Cal.com connects with popular CRMs like HubSpot and Salesforce, project management tools, Google Calendar, Slack, and more. This keeps your pipeline, campaigns, and communications in sync.

Can I assign leads to specialists based on campaign type or expertise?

Yes. Use attribute-based routing to automatically direct inquiries to the right strategist, account manager, or creative expert depending on the campaign’s needs or client profile.

Is it possible to embed Cal.com forms on my agency’s website or landing pages?

Absolutely. You can embed routing and scheduling forms directly on your website, microsites, or client portals for a seamless branded experience.

How does Cal.com support agencies working in multiple regions or time zones?

Cal.com automatically detects client time zones and can route inquiries to regional teams, ensuring every lead is matched with the right local expert and available time slots.

Can Cal.com automate recurring campaign review or client check-in meetings?

Yes. Set up recurring event types or group bookings for campaign reviews, reporting calls, or client check-ins. Cal.com handles reminders and team assignments automatically.

What’s the difference between Cal.com and other agency scheduling tools?

Cal.com is open source, API-first, and fully customizable. Unlike closed platforms, you can self-host, brand the experience, build custom integrations, and adapt routing logic to fit your exact agency processes.

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 client routing and onboarding with Cal.com today.