Intelligent routing for SaaS teams and platforms

Intelligent routing for SaaS teams and platforms

Automate and personalize scheduling for SaaS sales, support, and onboarding with flexible open-source routing

Automate and personalize scheduling for SaaS sales, support, and onboarding with flexible open-source routing

SaaS routing form with questions tailored to SaaS customer booking flows, such as use case, company size, and product interests.

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 it works for SaaS teams

How it works for SaaS teams

Effortlessly connect leads and customers to the right SaaS experts, every time.

Effortlessly connect leads and customers to the right SaaS experts, every time.

01

Define routing logic for SaaS workflows

Set up customizable forms to capture prospect details such as company size, use case, or product interest. Routing rules ensure every booking is directed to the right team.

Create form question interface for SaaS demo routing, highlighting product-focused questions and required fields.

02

Let prospects and customers share their needs

Leads or users answer tailored questions before booking a meeting, providing context that helps your team deliver a personalized experience.

03

Route to the right SaaS expert or team

Based on responses and CRM data, Cal.com assigns meetings to the most qualified sales rep, onboarding specialist, or support agent for faster conversions and better outcomes.

Automated SaaS team routing overview showing assignments to sales, onboarding, and support specialists.

Core benefits for SaaS companies

Core benefits for SaaS companies

Drive revenue, efficiency, and user satisfaction with flexible scheduling infrastructure.

Drive revenue, efficiency, and user satisfaction with flexible scheduling infrastructure.

Attribute-based routing for SaaS, matching prospects by industry and geography to the right team member.

01

Boost demo and onboarding conversion

Instantly connect prospects to the right sales or onboarding specialists, reducing drop-off and speeding up the sales cycle.

02

Personalize customer journeys

Route users based on company size, location, product tier, or use case for tailored demos, support, or onboarding experiences.

Ownership assignment for SaaS: assigning meetings to the account owner or routing to available SaaS team members.
Enhanced insights for SaaS routing, showing bookings and performance metrics by team role.

03

Automate complex SaaS workflows

Leverage open-source routing logic and integrations to automate booking, qualification, and assignment across teams and regions.

04

Enterprise-grade scalability

Cal.com offers secure, API-first routing that scales with your SaaS business, supporting global teams and complex org structures.

Customizable routing logic for SaaS, highlighting company size, product tier, and team assignment.

Features made for modern SaaS

Features made for modern SaaS

Everything you need to streamline scheduling and routing for SaaS sales, onboarding, and support.

Everything you need to streamline scheduling and routing for SaaS sales, onboarding, and support.

Attribute-based routing

Assign meetings by attributes like company size, product tier, or region—no manual queue management required.

CRM and enrichment integrations

Sync with Salesforce, HubSpot, or your data provider to route based on ownership or enriched lead attributes.

Customizable forms and questions

Build no-code, multi-step forms to qualify and segment SaaS leads or customers before booking.

Dynamic scheduling logic

Automate assignment and scheduling based on responses, availability, and custom business rules.

Self-hosting and open-source flexibility

Deploy on your infrastructure and customize with open APIs for full control and compliance.

Advanced analytics and reporting

Track routing performance, meeting conversions, and team workloads to optimize SaaS processes.

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 routing help SaaS sales teams improve demo bookings?

Cal.com’s routing automatically assigns demo requests to the most relevant sales reps based on prospect data, reducing manual triage and enabling faster responses. This boosts conversion rates and ensures every lead is handled efficiently.

Can I route onboarding or support requests by product, tier, or region?

Yes, Cal.com’s attribute-based routing allows you to define rules using any data point—such as product interest, subscription level, or geography—so every customer connects with the right specialist.

How does Cal.com integrate with SaaS CRMs and data enrichment tools?

Cal.com integrates directly with Salesforce, HubSpot, and enrichment providers. This allows meeting routing based on account ownership, lead score, or any custom field in your CRM, ensuring seamless workflows.

Is Cal.com secure and compliant for SaaS companies with strict requirements?

Cal.com supports self-hosting and robust API controls, meeting enterprise security and compliance needs. Sensitive data stays within your infrastructure, and you control all routing logic.

How customizable are the routing forms and booking flows?

Routing forms are fully customizable and no-code friendly. SaaS teams can build multi-step forms with conditional logic, ensuring every prospect or customer is qualified and routed appropriately before booking.

Can Cal.com support both inbound and outbound SaaS scheduling use cases?

Absolutely. Use Cal.com for inbound demo or support bookings via your website, or for outbound prospecting and customer outreach by sending personalized links with embedded routing logic.

What’s the process for migrating from a legacy scheduling tool to Cal.com?

Cal.com offers migration guides and white-glove onboarding for SaaS teams switching from legacy tools. Our support team assists with mapping workflows, integrating CRMs, and replicating existing routing logic for a smooth transition.

How does Cal.com routing help SaaS sales teams improve demo bookings?

Cal.com’s routing automatically assigns demo requests to the most relevant sales reps based on prospect data, reducing manual triage and enabling faster responses. This boosts conversion rates and ensures every lead is handled efficiently.

Can I route onboarding or support requests by product, tier, or region?

Yes, Cal.com’s attribute-based routing allows you to define rules using any data point—such as product interest, subscription level, or geography—so every customer connects with the right specialist.

How does Cal.com integrate with SaaS CRMs and data enrichment tools?

Cal.com integrates directly with Salesforce, HubSpot, and enrichment providers. This allows meeting routing based on account ownership, lead score, or any custom field in your CRM, ensuring seamless workflows.

Is Cal.com secure and compliant for SaaS companies with strict requirements?

Cal.com supports self-hosting and robust API controls, meeting enterprise security and compliance needs. Sensitive data stays within your infrastructure, and you control all routing logic.

How customizable are the routing forms and booking flows?

Routing forms are fully customizable and no-code friendly. SaaS teams can build multi-step forms with conditional logic, ensuring every prospect or customer is qualified and routed appropriately before booking.

Can Cal.com support both inbound and outbound SaaS scheduling use cases?

Absolutely. Use Cal.com for inbound demo or support bookings via your website, or for outbound prospecting and customer outreach by sending personalized links with embedded routing logic.

What’s the process for migrating from a legacy scheduling tool to Cal.com?

Cal.com offers migration guides and white-glove onboarding for SaaS teams switching from legacy tools. Our support team assists with mapping workflows, integrating CRMs, and replicating existing routing logic for a smooth transition.

How does Cal.com routing help SaaS sales teams improve demo bookings?

Cal.com’s routing automatically assigns demo requests to the most relevant sales reps based on prospect data, reducing manual triage and enabling faster responses. This boosts conversion rates and ensures every lead is handled efficiently.

Can I route onboarding or support requests by product, tier, or region?

Yes, Cal.com’s attribute-based routing allows you to define rules using any data point—such as product interest, subscription level, or geography—so every customer connects with the right specialist.

How does Cal.com integrate with SaaS CRMs and data enrichment tools?

Cal.com integrates directly with Salesforce, HubSpot, and enrichment providers. This allows meeting routing based on account ownership, lead score, or any custom field in your CRM, ensuring seamless workflows.

Is Cal.com secure and compliant for SaaS companies with strict requirements?

Cal.com supports self-hosting and robust API controls, meeting enterprise security and compliance needs. Sensitive data stays within your infrastructure, and you control all routing logic.

How customizable are the routing forms and booking flows?

Routing forms are fully customizable and no-code friendly. SaaS teams can build multi-step forms with conditional logic, ensuring every prospect or customer is qualified and routed appropriately before booking.

Can Cal.com support both inbound and outbound SaaS scheduling use cases?

Absolutely. Use Cal.com for inbound demo or support bookings via your website, or for outbound prospecting and customer outreach by sending personalized links with embedded routing logic.

What’s the process for migrating from a legacy scheduling tool to Cal.com?

Cal.com offers migration guides and white-glove onboarding for SaaS teams switching from legacy tools. Our support team assists with mapping workflows, integrating CRMs, and replicating existing routing logic for a smooth transition.

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!

Start automating bookings and routing for your SaaS sales, onboarding, and support teams with Cal.com.