Smarter routing for franchise sales teams

Smarter routing for franchise sales teams

Connect prospects to the right franchise sales rep every time with Cal.com’s open scheduling infrastructure.

Connect prospects to the right franchise sales rep every time with Cal.com’s open scheduling infrastructure.

Franchise sales routing form showing qualifying questions such as preferred franchise, territory, and investment range.

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 Cal.com routes franchise leads

How Cal.com routes franchise leads

Guide every franchise inquiry to the best-fit sales representative, ensuring personalized outreach and higher conversion rates.

Guide every franchise inquiry to the best-fit sales representative, ensuring personalized outreach and higher conversion rates.

01

Set up dynamic routing forms

Create branded forms to capture lead info, such as location, investment range, and interests, and embed them on your franchise website.

Create form template for franchise sales routing, focused on capturing essential franchisee information.

02

Collect and qualify franchise leads

As leads fill out your forms, Cal.com automatically screens and qualifies them based on your criteria, reducing manual effort and ensuring only high-potential leads proceed.

03

Route to the right franchise sales rep

Using advanced rules, Cal.com instantly assigns qualified leads to the correct sales representative based on territory, experience, or other attributes.

Automated routing for franchise sales showing team members in franchise sales, regional, and brand development teams.

Key benefits for franchise sales teams

Key benefits for franchise sales teams

Why leading franchise organizations trust Cal.com for sales routing

Why leading franchise organizations trust Cal.com for sales routing

Attribute-based routing for franchise sales with form answers and booking based on territory and investment criteria.

01

Increase franchise sales productivity

Automate lead qualification and assignment to reduce manual work, speed up response times, and keep your pipeline full.

02

Enhance lead qualification

Customizable forms and screening questions help you filter out unqualified prospects before they reach your team.

Ownership assignment for franchise sales, showing automated assignment when an owner is found or routing to available sales reps.
Enhanced insights graph showing franchise leads routed to team members this week.

03

Assign by territory or expertise

Route leads based on geography, franchise type, or rep experience, delivering a personal touch at scale.

04

Integrate with your CRM stack

Sync Cal.com with Salesforce and other CRM systems to maintain accurate lead ownership and automate follow-up.

Customizable routing logic for franchise sales, showing assignment based on investment range, brand interest, and territory.

Powerful features for franchise sales routing

Powerful features for franchise sales routing

Flexible tools built for enterprise franchisors and sales teams

Flexible tools built for enterprise franchisors and sales teams

Dynamic routing forms

Build multi-step, branded forms to capture detailed franchisee information and drive smarter assignments.

Territory-based lead assignment

Automatically route inquiries to the appropriate sales rep based on location, investment level, or franchise vertical.

CRM integration

Keep your sales pipeline organized by syncing Cal.com with Salesforce, HubSpot, or your preferred CRM.

Attribute-based routing

Assign leads to reps based on custom attributes, such as language, experience, or territory.

Self-hosting and white labeling

Deploy Cal.com in your environment for full control, compliance, and seamless brand alignment.

Analytics and insights

Track routing performance, conversion rates, and optimize your lead management 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 does Cal.com help franchise sales teams streamline lead routing?

Cal.com allows you to automate the entire process from lead capture to assignment. With dynamic forms, you can screen leads and instantly route them to the right sales representative, eliminating manual triage and reducing response times.

Can I assign franchise leads based on region or territory?

Yes, Cal.com’s routing logic supports territory-based assignments. Leads are automatically matched with the appropriate sales rep based on their location or other criteria you define.

Does Cal.com integrate with popular CRMs for franchise management?

Absolutely. Cal.com connects with Salesforce, HubSpot, and many other CRMs, ensuring seamless lead handoff and data consistency throughout your sales workflow.

Can I customize the qualifying questions for prospective franchisees?

Yes, you can fully tailor your routing forms with custom questions, multi-step flows, and conditional logic to fit your franchise’s unique qualification process.

Is Cal.com suitable for large, multi-location franchise organizations?

Definitely. Cal.com’s open-source, API-first platform is designed to scale, enabling centralized control and local flexibility for enterprise franchisors.

How does Cal.com ensure data privacy and compliance for franchise sales?

With self-hosting options and robust access controls, Cal.com helps you maintain compliance with industry regulations and your organization’s data policies.

What makes Cal.com different from other scheduling or routing tools for franchise sales?

Cal.com stands out with its open-source flexibility, deep customization, API-first architecture, and the ability to self-host—giving franchise organizations unmatched control and integration capabilities.

How does Cal.com help franchise sales teams streamline lead routing?

Cal.com allows you to automate the entire process from lead capture to assignment. With dynamic forms, you can screen leads and instantly route them to the right sales representative, eliminating manual triage and reducing response times.

Can I assign franchise leads based on region or territory?

Yes, Cal.com’s routing logic supports territory-based assignments. Leads are automatically matched with the appropriate sales rep based on their location or other criteria you define.

Does Cal.com integrate with popular CRMs for franchise management?

Absolutely. Cal.com connects with Salesforce, HubSpot, and many other CRMs, ensuring seamless lead handoff and data consistency throughout your sales workflow.

Can I customize the qualifying questions for prospective franchisees?

Yes, you can fully tailor your routing forms with custom questions, multi-step flows, and conditional logic to fit your franchise’s unique qualification process.

Is Cal.com suitable for large, multi-location franchise organizations?

Definitely. Cal.com’s open-source, API-first platform is designed to scale, enabling centralized control and local flexibility for enterprise franchisors.

How does Cal.com ensure data privacy and compliance for franchise sales?

With self-hosting options and robust access controls, Cal.com helps you maintain compliance with industry regulations and your organization’s data policies.

What makes Cal.com different from other scheduling or routing tools for franchise sales?

Cal.com stands out with its open-source flexibility, deep customization, API-first architecture, and the ability to self-host—giving franchise organizations unmatched control and integration capabilities.

How does Cal.com help franchise sales teams streamline lead routing?

Cal.com allows you to automate the entire process from lead capture to assignment. With dynamic forms, you can screen leads and instantly route them to the right sales representative, eliminating manual triage and reducing response times.

Can I assign franchise leads based on region or territory?

Yes, Cal.com’s routing logic supports territory-based assignments. Leads are automatically matched with the appropriate sales rep based on their location or other criteria you define.

Does Cal.com integrate with popular CRMs for franchise management?

Absolutely. Cal.com connects with Salesforce, HubSpot, and many other CRMs, ensuring seamless lead handoff and data consistency throughout your sales workflow.

Can I customize the qualifying questions for prospective franchisees?

Yes, you can fully tailor your routing forms with custom questions, multi-step flows, and conditional logic to fit your franchise’s unique qualification process.

Is Cal.com suitable for large, multi-location franchise organizations?

Definitely. Cal.com’s open-source, API-first platform is designed to scale, enabling centralized control and local flexibility for enterprise franchisors.

How does Cal.com ensure data privacy and compliance for franchise sales?

With self-hosting options and robust access controls, Cal.com helps you maintain compliance with industry regulations and your organization’s data policies.

What makes Cal.com different from other scheduling or routing tools for franchise sales?

Cal.com stands out with its open-source flexibility, deep customization, API-first architecture, and the ability to self-host—giving franchise organizations unmatched control and integration capabilities.

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 lead routing and qualification. Let Cal.com connect your next franchisee.