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01
Define your sales routing rules
Set up logic to assign leads based on region, company size, product interest, or existing account ownership.
02
Let prospects share their details
Capture key information from leads with customizable forms, qualifying and segmenting them instantly.
03
Automatically assign and schedule
Cal.com routes each prospect to the best-fit rep and offers instant meeting booking, reducing delays and manual work.
01
Shorten your sales cycle
Remove bottlenecks by automatically routing leads to available reps and giving prospects instant access to book meetings.
02
Boost lead conversion rates
Reduce response times and ensure every qualified lead connects with the best-fit team member, maximizing conversion opportunities.
03
Eliminate manual scheduling
Say goodbye to time-consuming lead assignment and endless email back-and-forth. Cal.com automates the entire process.
04
Integrate with your sales stack
Seamlessly connect Cal.com with your CRM, email, and other sales tools to keep your workflows unified and efficient.
Attribute-based routing
Assign leads to reps based on territory, product line, or expertise, using flexible logic that adapts to your sales process.
Account ownership detection
Automatically route repeat or existing customers to their dedicated account owner for a personalized experience.
CRM and tool integrations
Sync with Salesforce, HubSpot, and other sales tools to keep data flowing and assignments accurate.
Customizable qualification forms
Collect key information from prospects up front to pre-qualify leads and match them to the right rep or team.
Multi-step forms for complex sales
Guide prospects through tailored questions and workflows, gathering all the data you need to route efficiently.
Actionable routing analytics
Track lead distribution, booking rates, and conversion data to optimize your sales workflows over time.
How does Cal.com help sales teams qualify and route leads?
Cal.com lets you create custom qualification forms that collect essential lead details, then uses attribute-based logic to instantly route each lead to the right sales or business development representative. This eliminates manual assignment and ensures that prospects are always connected with the most appropriate contact.
Can Cal.com integrate with our CRM and sales tools?
Yes, Cal.com offers native integrations with popular CRMs like Salesforce and HubSpot, as well as email and calendar tools. This ensures your lead data and meeting assignments are always up to date and synced across your sales stack.
How does ownership assignment work for existing accounts?
Cal.com detects if a prospect is already assigned to a sales rep in your CRM. If so, the system automatically routes the booking to that account owner, ensuring continuity and a personalized experience.
Can we customize the qualification questions and routing logic?
Absolutely. You can fully tailor the forms and routing logic to match your sales workflow, including multi-step forms, conditional fields, and advanced assignment rules based on any captured data point.
Is Cal.com suitable for both inbound and outbound sales workflows?
Yes, Cal.com supports both inbound lead capture and outbound prospecting, making it easy for any sales workflow to automate scheduling and assignment, no matter the channel.
How do routing analytics help improve our sales process?
Cal.com provides detailed analytics on lead routing, booking rates, and rep performance. This insight helps you identify bottlenecks, optimize routing rules, and improve conversion rates over time.
What are the hosting and security options for enterprise sales teams?
Cal.com is open-source and supports both cloud and self-hosted deployments. This gives sales organizations full control over data, security, and compliance, while ensuring scalability for any team size.
Free up your time. We've got your scheduling covered. Try Cal.com now!
See how intelligent routing can transform your lead management and unlock more revenue.
