Smarter client routing for managed service providers

Smarter client routing for managed service providers

Automate and optimize client scheduling with Cal.com’s open scheduling infrastructure. Route requests to the right expert, improve response times, and deliver exceptional managed services.

Automate and optimize client scheduling with Cal.com’s open scheduling infrastructure. Route requests to the right expert, improve response times, and deliver exceptional managed services.

Routing form for managed service providers showing custom questions about service type, urgency, and company size.

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 works for managed service providers

How automated routing works for managed service providers

Streamline your intake and assignment process for every client request.

Streamline your intake and assignment process for every client request.

01

Set up custom routing forms

Design intake forms tailored to your managed services, capturing essential client information like service type, urgency, and location.

Form builder for managed service providers displaying the creation of a service-specific intake question.

02

Collect client details

Clients provide their requirements through your branded routing form, ensuring all necessary details are gathered up front.

03

Automate expert assignment

Cal.com intelligently routes each request to the right specialist or team based on client needs, workload, and availability.

Automated routing for managed service providers showing assignment to IT, cloud, and security teams.

Benefits for managed service providers

Benefits for managed service providers

Transform your client engagement and service delivery with intelligent routing.

Transform your client engagement and service delivery with intelligent routing.

Attribute-based routing for managed service provider client based on country and service needs.

01

Faster response times

Automatically assign client requests to available experts, reducing manual triage and accelerating resolution.

02

Effortless intake management

Consolidate scheduling, intake, and routing in one platform. No more chasing down forms or emails.

Ownership assignment flow for managed service providers, redirecting to the correct account manager or available team.
Analytics dashboard showing requests routed to managed service provider teams.

03

Flexible, scalable infrastructure

Cal.com’s open-source, API-first platform adapts to your unique workflows, grows with your business, and integrates with your tech stack.

04

Data-driven insights

Track routing efficiency and optimize operations with built-in analytics and reporting tools.

Customizable routing logic for managed service providers, showing routing by service level, region, and issue type.

Features built for managed service providers

Features built for managed service providers

Automate, customize, and scale your client assignment process.

Automate, customize, and scale your client assignment process.

Attribute-based routing

Route requests based on client needs, service type, team skills, or location, ensuring every request reaches the right expert.

CRM ownership assignment

Integrate with leading CRMs to route existing clients directly to their account manager, minimizing handoffs and confusion.

Advanced intake forms

Create no-code, customizable forms to capture all critical client details before scheduling.

Multi-team routing

Assign requests across multiple service teams or departments, supporting complex organizational structures.

Real-time availability syncing

Ensure only available team members are booked, reducing no-shows and scheduling conflicts.

Actionable analytics

Monitor assignment patterns, response times, and team workloads to continuously improve service quality.

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 managed service providers automate client intake?

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Can I integrate Cal.com with my CRM or helpdesk systems?

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Is Cal.com secure and suitable for handling sensitive client information?

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Does Cal.com support multi-team or multi-department routing?

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How flexible are Cal.com's routing forms for different service offerings?

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What analytics does Cal.com provide for managed service providers?

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How do I get started with Cal.com for my managed services business?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help managed service providers automate client intake?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I integrate Cal.com with my CRM or helpdesk systems?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and suitable for handling sensitive client information?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support multi-team or multi-department routing?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How flexible are Cal.com's routing forms for different service offerings?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What analytics does Cal.com provide for managed service providers?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do I get started with Cal.com for my managed services business?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help managed service providers automate client intake?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I integrate Cal.com with my CRM or helpdesk systems?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and suitable for handling sensitive client information?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support multi-team or multi-department routing?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How flexible are Cal.com's routing forms for different service offerings?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What analytics does Cal.com provide for managed service providers?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do I get started with Cal.com for my managed services business?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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!

Discover the smarter way to assign, schedule, and serve clients with Cal.com’s open scheduling infrastructure.