Intelligent routing for marketing and branding consultants
Intelligent routing for marketing and branding consultants
Automatically connect prospective clients to the right expert on your consulting team with Cal.com’s open scheduling infrastructure.
Automatically connect prospective clients to the right expert on your consulting team 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 automated routing works for marketing consultants
How automated routing works for marketing consultants
A smarter, simpler way to match the right consultant to every client opportunity.
A smarter, simpler way to match the right consultant to every client opportunity.
01
Create routing forms tailored to your agency
Design custom forms that capture essential client details, such as project goals, industry, and budget, before the meeting is booked.
02
Let clients share their needs up front
Clients answer your screening questions, providing the context and requirements needed to match them with the best-fit consultant.
03
Route clients to the ideal consultant instantly
Based on form responses, Cal.com automatically assigns consultations to the team member with the most relevant expertise, saving time and reducing manual coordination.
Why marketing agencies choose Cal.com
Why marketing agencies choose Cal.com
Deliver a superior client experience while optimizing team efficiency.
Deliver a superior client experience while optimizing team efficiency.
01
Accelerate client onboarding
Reduce time-to-first-meeting by routing new leads directly to the most qualified consultant, so clients feel valued and understood from the start.
02
Maximize consultant utilization
Ensure every specialist is booked for projects suited to their strengths, which leads to better outcomes and higher client satisfaction.
03
Eliminate scheduling bottlenecks
Automated routing removes manual steps, reduces admin work, and frees up your team to focus on what matters—creative strategy and client results.
04
Future-proof your agency infrastructure
Cal.com’s open-source and API-first platform provides flexibility and control for agencies as you grow, with self-hosting and robust integrations.
Powerful features for marketing teams
Powerful features for marketing teams
All the tools you need for effortless, intelligent scheduling and lead routing.
All the tools you need for effortless, intelligent scheduling and lead routing.
Attribute-based routing
Route prospective clients based on their project type, budget, industry, or other attributes to the consultant best equipped to help.
CRM and project management integration
Sync with your CRM or project tools to ensure routing takes into account client ownership and existing relationships.
Customizable screening forms
Design no-code forms that capture the details you need to qualify and route leads effectively.
Round robin and ownership assignment
Automatically assign meetings either by round robin or to the consultant who already owns the relationship, minimizing overlap.
Analytics and insights
Track how prospects are routed and booked, and optimize your workflow with actionable data.
Embedded forms and branding
Easily embed routing forms on your agency website and customize them to match your brand identity.
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 and route new client inquiries?
Cal.com lets you build custom routing forms so prospects are matched with the right consultant based on their answers to your qualifying questions. This ensures every inquiry is handled by the most relevant expert, improving conversion and client experience.
Can we customize the routing logic for different services or client types?
Yes, you can define routing rules based on any data you collect in your forms, such as project scope, industry, or budget. Cal.com supports even complex multi-step logic to route leads exactly where you want them.
Does Cal.com integrate with our CRM or project management tools?
Cal.com integrates seamlessly with major CRMs and project management platforms, allowing you to route inquiries based on account ownership or existing client relationships.
Is it possible to embed the routing form on our agency website?
Absolutely. Cal.com’s forms are easily embeddable and fully customizable, so you can maintain your agency’s branding and user experience.
How does Cal.com handle consultant availability and assignments?
Cal.com checks each consultant’s real-time availability and can assign meetings using either round robin or attribute-based logic, ensuring no double bookings and optimal resource use.
Can we self-host Cal.com for client data security?
Yes, Cal.com is open source and supports self-hosting, giving agencies full control over client data and compliance requirements.
What does it cost to use advanced routing with Cal.com?
Advanced routing is included as part of Cal.com Organizations, with simple and transparent pricing. See our pricing page for details.
How can Cal.com help my agency qualify and route new client inquiries?
Cal.com lets you build custom routing forms so prospects are matched with the right consultant based on their answers to your qualifying questions. This ensures every inquiry is handled by the most relevant expert, improving conversion and client experience.
Can we customize the routing logic for different services or client types?
Yes, you can define routing rules based on any data you collect in your forms, such as project scope, industry, or budget. Cal.com supports even complex multi-step logic to route leads exactly where you want them.
Does Cal.com integrate with our CRM or project management tools?
Cal.com integrates seamlessly with major CRMs and project management platforms, allowing you to route inquiries based on account ownership or existing client relationships.
Is it possible to embed the routing form on our agency website?
Absolutely. Cal.com’s forms are easily embeddable and fully customizable, so you can maintain your agency’s branding and user experience.
How does Cal.com handle consultant availability and assignments?
Cal.com checks each consultant’s real-time availability and can assign meetings using either round robin or attribute-based logic, ensuring no double bookings and optimal resource use.
Can we self-host Cal.com for client data security?
Yes, Cal.com is open source and supports self-hosting, giving agencies full control over client data and compliance requirements.
What does it cost to use advanced routing with Cal.com?
Advanced routing is included as part of Cal.com Organizations, with simple and transparent pricing. See our pricing page for details.
How can Cal.com help my agency qualify and route new client inquiries?
Cal.com lets you build custom routing forms so prospects are matched with the right consultant based on their answers to your qualifying questions. This ensures every inquiry is handled by the most relevant expert, improving conversion and client experience.
Can we customize the routing logic for different services or client types?
Yes, you can define routing rules based on any data you collect in your forms, such as project scope, industry, or budget. Cal.com supports even complex multi-step logic to route leads exactly where you want them.
Does Cal.com integrate with our CRM or project management tools?
Cal.com integrates seamlessly with major CRMs and project management platforms, allowing you to route inquiries based on account ownership or existing client relationships.
Is it possible to embed the routing form on our agency website?
Absolutely. Cal.com’s forms are easily embeddable and fully customizable, so you can maintain your agency’s branding and user experience.
How does Cal.com handle consultant availability and assignments?
Cal.com checks each consultant’s real-time availability and can assign meetings using either round robin or attribute-based logic, ensuring no double bookings and optimal resource use.
Can we self-host Cal.com for client data security?
Yes, Cal.com is open source and supports self-hosting, giving agencies full control over client data and compliance requirements.
What does it cost to use advanced routing with Cal.com?
Advanced routing is included as part of Cal.com Organizations, with simple and transparent pricing. See our pricing page for details.
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 how Cal.com can help your agency deliver better client experiences and maximize consultant impact.
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