Smarter routing for SaaS teams
Smarter routing for SaaS teams
Automate and optimize meeting routing for SaaS—drive more demos, onboard clients faster, and boost engagement with open scheduling infrastructure.
Automate and optimize meeting routing for SaaS—drive more demos, onboard clients faster, and boost engagement with 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 routing for SaaS works
How routing for SaaS works
Guide leads and customers to the right resource—every time—with Cal.com's powerful routing logic built for SaaS.
Guide leads and customers to the right resource—every time—with Cal.com's powerful routing logic built for SaaS.
01
Set up your SaaS routing flows
Define routing forms that capture customer needs, such as demo requests, onboarding, or support. Tailor questions to segment leads by size, region, or interest.
02
Capture lead and customer details
Prospective users fill out tailored forms before booking. Gather info like use case, company size, and technical requirements without manual back-and-forth.
03
Automate assignment to the right team
Based on responses, Cal.com instantly routes the booking to the right account executive, onboarding specialist, or support rep so every customer gets a personalized experience.
Benefits of Cal.com routing for SaaS
Benefits of Cal.com routing for SaaS
Why SaaS companies choose Cal.com for scheduling and routing
Why SaaS companies choose Cal.com for scheduling and routing
01
Maximize lead conversion
Reduce friction by sending demo requests directly to the right sales rep, leading to faster follow-up and higher conversion rates.
02
Accelerate onboarding and adoption
Route new customers to onboarding specialists based on product tier or technical needs, ensuring a smooth start and faster time to value.
03
Enhance customer support
Assign support inquiries to the right expert, reducing wait times and improving satisfaction for your SaaS users.
04
Flexibility for every team
Configure routing logic for sales, onboarding, and support—all in one platform that scales with your SaaS business.
Purpose-built features for SaaS scheduling
Purpose-built features for SaaS scheduling
Open, flexible, and API-first—Cal.com powers SaaS growth at every stage.
Open, flexible, and API-first—Cal.com powers SaaS growth at every stage.
Attribute-based routing
Route leads and customers by company size, plan tier, location, or any custom attribute relevant to your SaaS business.
Ownership assignment
Integrate with CRMs like Salesforce or HubSpot to assign meetings to account owners or customer success reps automatically.
Multi-step forms
Capture nuanced information with multi-step, customizable forms for demo requests, onboarding, or technical consultations.
Customizable routing logic
Fine-tune routing rules to fit your SaaS workflows, from sales territories to onboarding priorities.
Embedded forms and widgets
Easily embed routing forms on your SaaS marketing site, help center, or inside your product for seamless scheduling.
Analytics and insights
Track routing performance and booking outcomes to optimize your SaaS team's efficiency.
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 SaaS companies increase demo bookings?
Cal.com streamlines demo scheduling by routing inbound requests directly to the right sales rep based on lead attributes, territory, or product interest. This increases speed to response and maximizes conversion rates for SaaS teams.
Can we integrate Cal.com routing with our CRM and marketing stack?
Yes. Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as Zapier, webhooks, and a robust API. This ensures all routing and booking data flows seamlessly into your SaaS stack.
Is it possible to route onboarding calls based on customer plan or segment?
Absolutely. You can set up routing rules to direct onboarding bookings by plan tier, region, or any custom field you collect, matching customers with the right specialist every time.
How secure is Cal.com for SaaS businesses handling sensitive client data?
Cal.com is open source, SOC 2 Type 2 compliant, and supports self-hosting—giving SaaS companies full control over data privacy and security to meet compliance requirements.
Can routing forms be embedded in our SaaS app or website?
Yes. Cal.com's routing forms can be easily embedded in your marketing site, product, or customer portal, providing a seamless experience for users and prospects.
What analytics are available for tracking SaaS routing performance?
Cal.com provides insights into booking trends, conversion rates, and routing outcomes, helping SaaS teams optimize processes and improve customer journeys.
How does Cal.com compare to proprietary SaaS scheduling tools?
Cal.com offers unmatched flexibility with open source code, API-first design, seamless integrations, and the freedom to self-host—making it an ideal fit for SaaS businesses that need control and customizability.
How does Cal.com help SaaS companies increase demo bookings?
Cal.com streamlines demo scheduling by routing inbound requests directly to the right sales rep based on lead attributes, territory, or product interest. This increases speed to response and maximizes conversion rates for SaaS teams.
Can we integrate Cal.com routing with our CRM and marketing stack?
Yes. Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as Zapier, webhooks, and a robust API. This ensures all routing and booking data flows seamlessly into your SaaS stack.
Is it possible to route onboarding calls based on customer plan or segment?
Absolutely. You can set up routing rules to direct onboarding bookings by plan tier, region, or any custom field you collect, matching customers with the right specialist every time.
How secure is Cal.com for SaaS businesses handling sensitive client data?
Cal.com is open source, SOC 2 Type 2 compliant, and supports self-hosting—giving SaaS companies full control over data privacy and security to meet compliance requirements.
Can routing forms be embedded in our SaaS app or website?
Yes. Cal.com's routing forms can be easily embedded in your marketing site, product, or customer portal, providing a seamless experience for users and prospects.
What analytics are available for tracking SaaS routing performance?
Cal.com provides insights into booking trends, conversion rates, and routing outcomes, helping SaaS teams optimize processes and improve customer journeys.
How does Cal.com compare to proprietary SaaS scheduling tools?
Cal.com offers unmatched flexibility with open source code, API-first design, seamless integrations, and the freedom to self-host—making it an ideal fit for SaaS businesses that need control and customizability.
How does Cal.com help SaaS companies increase demo bookings?
Cal.com streamlines demo scheduling by routing inbound requests directly to the right sales rep based on lead attributes, territory, or product interest. This increases speed to response and maximizes conversion rates for SaaS teams.
Can we integrate Cal.com routing with our CRM and marketing stack?
Yes. Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as Zapier, webhooks, and a robust API. This ensures all routing and booking data flows seamlessly into your SaaS stack.
Is it possible to route onboarding calls based on customer plan or segment?
Absolutely. You can set up routing rules to direct onboarding bookings by plan tier, region, or any custom field you collect, matching customers with the right specialist every time.
How secure is Cal.com for SaaS businesses handling sensitive client data?
Cal.com is open source, SOC 2 Type 2 compliant, and supports self-hosting—giving SaaS companies full control over data privacy and security to meet compliance requirements.
Can routing forms be embedded in our SaaS app or website?
Yes. Cal.com's routing forms can be easily embedded in your marketing site, product, or customer portal, providing a seamless experience for users and prospects.
What analytics are available for tracking SaaS routing performance?
Cal.com provides insights into booking trends, conversion rates, and routing outcomes, helping SaaS teams optimize processes and improve customer journeys.
How does Cal.com compare to proprietary SaaS scheduling tools?
Cal.com offers unmatched flexibility with open source code, API-first design, seamless integrations, and the freedom to self-host—making it an ideal fit for SaaS businesses that need control and customizability.
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!
Boost conversions and delight customers with Cal.com routing—start now or book a personalized demo.
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