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.
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.
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.
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.
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.
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.
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?
Cal.com provides customizable intake forms and intelligent routing, automatically assigning client requests to the most suitable expert or team based on collected data and availability.
Can I integrate Cal.com with my CRM or helpdesk systems?
Yes, Cal.com offers integrations with major CRMs, helpdesks, and other business tools, ensuring seamless data flow and ownership assignment.
Is Cal.com secure and suitable for handling sensitive client information?
Cal.com is built with enterprise-grade security, compliance controls, and self-hosting options, making it ideal for managed service providers handling confidential data.
Does Cal.com support multi-team or multi-department routing?
Absolutely. Cal.com allows you to set up routing across multiple teams or departments, so each request is assigned to the right group based on your rules.
How flexible are Cal.com's routing forms for different service offerings?
You can fully customize routing forms to match your service offerings, business rules, and information requirements, all without code.
What analytics does Cal.com provide for managed service providers?
Cal.com includes detailed analytics on routing outcomes, team workloads, response times, and client satisfaction to help you optimize performance.
How do I get started with Cal.com for my managed services business?
Sign up for a free trial or book a demo to see how Cal.com can automate your intake and assignment processes. Explore our documentation and support for easy onboarding.
How does Cal.com help managed service providers automate client intake?
Cal.com provides customizable intake forms and intelligent routing, automatically assigning client requests to the most suitable expert or team based on collected data and availability.
Can I integrate Cal.com with my CRM or helpdesk systems?
Yes, Cal.com offers integrations with major CRMs, helpdesks, and other business tools, ensuring seamless data flow and ownership assignment.
Is Cal.com secure and suitable for handling sensitive client information?
Cal.com is built with enterprise-grade security, compliance controls, and self-hosting options, making it ideal for managed service providers handling confidential data.
Does Cal.com support multi-team or multi-department routing?
Absolutely. Cal.com allows you to set up routing across multiple teams or departments, so each request is assigned to the right group based on your rules.
How flexible are Cal.com's routing forms for different service offerings?
You can fully customize routing forms to match your service offerings, business rules, and information requirements, all without code.
What analytics does Cal.com provide for managed service providers?
Cal.com includes detailed analytics on routing outcomes, team workloads, response times, and client satisfaction to help you optimize performance.
How do I get started with Cal.com for my managed services business?
Sign up for a free trial or book a demo to see how Cal.com can automate your intake and assignment processes. Explore our documentation and support for easy onboarding.
How does Cal.com help managed service providers automate client intake?
Cal.com provides customizable intake forms and intelligent routing, automatically assigning client requests to the most suitable expert or team based on collected data and availability.
Can I integrate Cal.com with my CRM or helpdesk systems?
Yes, Cal.com offers integrations with major CRMs, helpdesks, and other business tools, ensuring seamless data flow and ownership assignment.
Is Cal.com secure and suitable for handling sensitive client information?
Cal.com is built with enterprise-grade security, compliance controls, and self-hosting options, making it ideal for managed service providers handling confidential data.
Does Cal.com support multi-team or multi-department routing?
Absolutely. Cal.com allows you to set up routing across multiple teams or departments, so each request is assigned to the right group based on your rules.
How flexible are Cal.com's routing forms for different service offerings?
You can fully customize routing forms to match your service offerings, business rules, and information requirements, all without code.
What analytics does Cal.com provide for managed service providers?
Cal.com includes detailed analytics on routing outcomes, team workloads, response times, and client satisfaction to help you optimize performance.
How do I get started with Cal.com for my managed services business?
Sign up for a free trial or book a demo to see how Cal.com can automate your intake and assignment processes. Explore our documentation and support for easy onboarding.
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!
Discover the smarter way to assign, schedule, and serve clients with Cal.com’s open scheduling infrastructure.
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