Automated lead routing for SEO agencies

Automated lead routing for SEO agencies

Effortless client qualification and assignment for high-performing SEO teams

Effortless client qualification and assignment for high-performing SEO teams

SEO agency routing form example for qualifying leads and capturing project details.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Simple setup for smarter SEO client routing

Simple setup for smarter SEO client routing

Guide new leads and clients to the right SEO specialists in just a few steps.

Guide new leads and clients to the right SEO specialists in just a few steps.

01

Design your routing forms

Tailor forms with questions that qualify SEO leads by project type, budget, and goals.

Create SEO agency intake form with tailored fields for client qualification.

02

Capture essential client details

Clients answer your custom questions before booking, ensuring accurate qualification every time.

03

Route to the right SEO expert

Based on responses, leads are automatically connected with the most suitable team member—no manual sorting needed.

Automated routing of SEO leads to the right team specialists.

Growth benefits for SEO agencies

Growth benefits for SEO agencies

Unlock efficiency gains and client satisfaction with advanced routing for SEO workflows.

Unlock efficiency gains and client satisfaction with advanced routing for SEO workflows.

Attribute-based routing for SEO agency clients by country and service type.

01

Faster lead qualification

Automate pre-sales qualification by collecting project details, goals, and budgets, reducing manual review for your team.

02

Higher conversion rates

Ensure every inquiry reaches the right SEO specialist, increasing the chance of successful onboarding and upsells.

Ownership assignment routing for returning SEO agency clients.
Graph view of SEO leads routed to agency team members.

03

Seamless team management

Assign leads to the right account manager or SEO team based on expertise, availability, and ownership for efficient workload distribution.

04

Enhanced insights

Track form responses and routing outcomes to optimize your lead pipeline and resource allocation.

Customizable routing logic tailored to SEO agency client needs.

Advanced features for SEO agencies

Advanced features for SEO agencies

Powerful routing, deep integrations, and flexible infrastructure designed for modern SEO teams.

Powerful routing, deep integrations, and flexible infrastructure designed for modern SEO teams.

Open-source and API-first architecture

Customize every aspect of your routing and scheduling workflow, or build integrations with your favorite marketing tools.

Attribute-based routing

Connect leads with SEO specialists based on attributes like project size, industry, or service focus.

CRM and project management integrations

Sync with tools like HubSpot, Salesforce, or Asana for seamless client handoffs and tracking.

Ownership assignment

Automatically route returning clients to their dedicated SEO account manager, maintaining consistency and trust.

Customizable forms and fields

Design multi-step, branded routing forms to match your agency’s client intake process.

Actionable analytics

Get real-time insights on lead sources, routing performance, and team utilization.

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 SEO agencies qualify leads automatically?

Cal.com enables SEO agencies to create custom routing forms that capture key project details, budgets, and goals. This information is used to instantly qualify leads and route them to the most suitable specialist, saving time and reducing manual screening.

Can I assign leads to specific SEO team members based on expertise?

Yes, with Cal.com’s attribute-based routing, you can assign leads according to service type, experience level, or client industry, ensuring every inquiry reaches the right person.

Does Cal.com integrate with our existing CRM or project management tools?

Absolutely. Cal.com offers integrations with popular platforms like HubSpot, Salesforce, and Asana, keeping your client data and project workflows connected.

Can I customize the intake questions for different SEO services?

Yes, you can fully customize your routing forms to ask questions specific to SEO audits, link building, content, or technical SEO, ensuring you collect the right information up front.

How does Cal.com handle returning clients or existing accounts?

Cal.com’s ownership assignment feature automatically routes returning clients to their dedicated account manager, maintaining seamless relationships and consistent service.

Is Cal.com secure and compliant for agency use?

Cal.com is built with enterprise-grade security, GDPR compliance, and flexible deployment options including self-hosting, making it suitable for agencies handling sensitive client data.

How quickly can I set up routing forms for my SEO agency?

Most agencies can launch their first routing form in minutes with Cal.com’s user-friendly, no-code interface. Advanced customization and integrations are also available as your needs grow.

How can Cal.com help SEO agencies qualify leads automatically?

Cal.com enables SEO agencies to create custom routing forms that capture key project details, budgets, and goals. This information is used to instantly qualify leads and route them to the most suitable specialist, saving time and reducing manual screening.

Can I assign leads to specific SEO team members based on expertise?

Yes, with Cal.com’s attribute-based routing, you can assign leads according to service type, experience level, or client industry, ensuring every inquiry reaches the right person.

Does Cal.com integrate with our existing CRM or project management tools?

Absolutely. Cal.com offers integrations with popular platforms like HubSpot, Salesforce, and Asana, keeping your client data and project workflows connected.

Can I customize the intake questions for different SEO services?

Yes, you can fully customize your routing forms to ask questions specific to SEO audits, link building, content, or technical SEO, ensuring you collect the right information up front.

How does Cal.com handle returning clients or existing accounts?

Cal.com’s ownership assignment feature automatically routes returning clients to their dedicated account manager, maintaining seamless relationships and consistent service.

Is Cal.com secure and compliant for agency use?

Cal.com is built with enterprise-grade security, GDPR compliance, and flexible deployment options including self-hosting, making it suitable for agencies handling sensitive client data.

How quickly can I set up routing forms for my SEO agency?

Most agencies can launch their first routing form in minutes with Cal.com’s user-friendly, no-code interface. Advanced customization and integrations are also available as your needs grow.

How can Cal.com help SEO agencies qualify leads automatically?

Cal.com enables SEO agencies to create custom routing forms that capture key project details, budgets, and goals. This information is used to instantly qualify leads and route them to the most suitable specialist, saving time and reducing manual screening.

Can I assign leads to specific SEO team members based on expertise?

Yes, with Cal.com’s attribute-based routing, you can assign leads according to service type, experience level, or client industry, ensuring every inquiry reaches the right person.

Does Cal.com integrate with our existing CRM or project management tools?

Absolutely. Cal.com offers integrations with popular platforms like HubSpot, Salesforce, and Asana, keeping your client data and project workflows connected.

Can I customize the intake questions for different SEO services?

Yes, you can fully customize your routing forms to ask questions specific to SEO audits, link building, content, or technical SEO, ensuring you collect the right information up front.

How does Cal.com handle returning clients or existing accounts?

Cal.com’s ownership assignment feature automatically routes returning clients to their dedicated account manager, maintaining seamless relationships and consistent service.

Is Cal.com secure and compliant for agency use?

Cal.com is built with enterprise-grade security, GDPR compliance, and flexible deployment options including self-hosting, making it suitable for agencies handling sensitive client data.

How quickly can I set up routing forms for my SEO agency?

Most agencies can launch their first routing form in minutes with Cal.com’s user-friendly, no-code interface. Advanced customization and integrations are also available as your needs grow.

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!

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