Automate b2b account management with intelligent scheduling workflows
Automate b2b account management with intelligent scheduling workflows
Coordinate QBRs, renewals, and multi stakeholder meetings with API first scheduling, templates, and automated communications.
Coordinate QBRs, renewals, and multi stakeholder meetings with API first scheduling, templates, and automated communications.
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 Cal.com Workflows power b2b account management
How Cal.com Workflows power b2b account management
From first meeting to renewal, Cal.com automates the repeatable steps in b2b account management. Route accounts to the right owner, coordinate stakeholder mapping calls, and standardize QBR and renewal cadences with reliable reminders, follow ups, and post meeting actions. With open source flexibility and a developer ready API, teams can self host or run on Cal.com Cloud, integrate CRMs and support tools, and track outcomes across the entire lifecycle.
From first meeting to renewal, Cal.com automates the repeatable steps in b2b account management. Route accounts to the right owner, coordinate stakeholder mapping calls, and standardize QBR and renewal cadences with reliable reminders, follow ups, and post meeting actions. With open source flexibility and a developer ready API, teams can self host or run on Cal.com Cloud, integrate CRMs and support tools, and track outcomes across the entire lifecycle.
01
Connect your tools and map routing
Sync calendars, CRM, and messaging. Use round robin or account based routing to assign meetings by owner, territory, or segment. Push booking data to Salesforce or HubSpot, and trigger Slack alerts for high value accounts.
02
Standardize QBRs, renewals, and success playbooks
Create event templates for QBRs, executive briefings, onboarding, and renewal checkpoints. Attach your quarterly business review template, account plan template, and renewal playbook links so every invite includes context and materials.
03
Automate reminders and follow ups with data
Send branded emails, SMS, or WhatsApp reminders to all stakeholders. After the meeting, post notes to the CRM, schedule next steps, and kick off b2b upsell strategies when signals match your stakeholder mapping and expansion criteria.
Why b2b account teams choose Cal.com
Why b2b account teams choose Cal.com
Drive predictable renewals and expansions with fewer manual tasks. Cal.com connects scheduling to your account plans, aligns internal and external stakeholders, and ensures every touchpoint happens on time with clear ownership and reporting.
Drive predictable renewals and expansions with fewer manual tasks. Cal.com connects scheduling to your account plans, aligns internal and external stakeholders, and ensures every touchpoint happens on time with clear ownership and reporting.
01
Consistent QBR and renewal cadence
Lock in quarterly and mid cycle checkpoints with templates and Workflows. Automated reminders, timezone handling, and fallbacks reduce slipped QBRs and missed renewal milestones.
02
Faster stakeholder coordination
One link collects availability and routes to the right owner. Include assistants and executives, coordinate time zones, and use multi person booking for cross functional calls with sales, success, and product.
03
CRM first visibility and data hygiene
Auto create or update records in Salesforce and HubSpot. Log attendees, meeting types, notes, and outcomes. Trigger tasks for follow ups, renewals, and risk mitigation without manual data entry.
04
Enterprise grade control and flexibility
Open source, API first architecture, SSO and SCIM support, and self hosting options. Cal.com integrates with your security controls, scales globally, and adapts to your playbooks rather than forcing workflow changes.
Features built for account management teams
Features built for account management teams
Everything you need to run repeatable, revenue critical meetings at scale, integrated with your systems and adaptable to your unique operating model.
Everything you need to run repeatable, revenue critical meetings at scale, integrated with your systems and adaptable to your unique operating model.
Account based routing
Assign meetings by account owner, territory, segment, or value. Respect PTO and working hours, and auto reassign when owners change.
Templates for QBRs and renewals
Standardize event types with descriptions, agenda, resources, and your quarterly business review template and renewal playbook links.
Multi stakeholder invites and holds
Invite decision makers, champions, and procurement in one flow. Use holds and buffers to secure executive availability across time zones.
Workflow automation across channels
Send branded email, SMS, or WhatsApp reminders, internal Slack alerts, and post meeting follow ups with attachments and next steps.
Deep CRM integration
Create and update Leads, Contacts, Accounts, and Events in Salesforce and HubSpot. Map custom fields, meeting types, and outcomes.
Developer ready and self hostable
Use the API and webhooks to orchestrate custom logic. Self host via https://github.com/calcom/cal.com or run on Cal.com Cloud.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
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 do Cal.com Workflows help QBR execution?
Create a QBR event type, attach your quarterly business review template, then use reminders and internal alerts to ensure exec attendance and pre read completion. View steps at https://cal.com/workflows.
Can we trigger CRM updates after a meeting ends?
Yes. Use Workflows and webhooks to post outcomes to Salesforce or HubSpot, update opportunity stages, and schedule next steps. See https://docs.cal.com.
Does Cal.com support stakeholder mapping and role based messaging?
Yes. Collect role, department, or influence via booking questions, then personalize reminders and follow ups per stakeholder group.
Can we manage renewals and expansion with templates?
Yes. Build renewal and expansion event types with your renewal playbook, account plan template, and pricing links, then automate cadence and handoffs.
Is self hosting available for regulated industries?
Yes. Cal.com is open source and supports self hosting. Review deployment options at https://github.com/calcom/cal.com and enterprise help at https://cal.com/enterprise.
How does timezone and multi person scheduling work?
Cal.com detects timezones automatically, offers pooled availability, and supports multi person booking for cross functional sessions without back and forth.
What security and compliance features are available?
SSO, SCIM, audit logs, access controls, and data residency options. Contact https://cal.com/enterprise or see https://help.cal.com for details.
How do Cal.com Workflows help QBR execution?
Create a QBR event type, attach your quarterly business review template, then use reminders and internal alerts to ensure exec attendance and pre read completion. View steps at https://cal.com/workflows.
Can we trigger CRM updates after a meeting ends?
Yes. Use Workflows and webhooks to post outcomes to Salesforce or HubSpot, update opportunity stages, and schedule next steps. See https://docs.cal.com.
Does Cal.com support stakeholder mapping and role based messaging?
Yes. Collect role, department, or influence via booking questions, then personalize reminders and follow ups per stakeholder group.
Can we manage renewals and expansion with templates?
Yes. Build renewal and expansion event types with your renewal playbook, account plan template, and pricing links, then automate cadence and handoffs.
Is self hosting available for regulated industries?
Yes. Cal.com is open source and supports self hosting. Review deployment options at https://github.com/calcom/cal.com and enterprise help at https://cal.com/enterprise.
How does timezone and multi person scheduling work?
Cal.com detects timezones automatically, offers pooled availability, and supports multi person booking for cross functional sessions without back and forth.
What security and compliance features are available?
SSO, SCIM, audit logs, access controls, and data residency options. Contact https://cal.com/enterprise or see https://help.cal.com for details.
How do Cal.com Workflows help QBR execution?
Create a QBR event type, attach your quarterly business review template, then use reminders and internal alerts to ensure exec attendance and pre read completion. View steps at https://cal.com/workflows.
Can we trigger CRM updates after a meeting ends?
Yes. Use Workflows and webhooks to post outcomes to Salesforce or HubSpot, update opportunity stages, and schedule next steps. See https://docs.cal.com.
Does Cal.com support stakeholder mapping and role based messaging?
Yes. Collect role, department, or influence via booking questions, then personalize reminders and follow ups per stakeholder group.
Can we manage renewals and expansion with templates?
Yes. Build renewal and expansion event types with your renewal playbook, account plan template, and pricing links, then automate cadence and handoffs.
Is self hosting available for regulated industries?
Yes. Cal.com is open source and supports self hosting. Review deployment options at https://github.com/calcom/cal.com and enterprise help at https://cal.com/enterprise.
How does timezone and multi person scheduling work?
Cal.com detects timezones automatically, offers pooled availability, and supports multi person booking for cross functional sessions without back and forth.
What security and compliance features are available?
SSO, SCIM, audit logs, access controls, and data residency options. Contact https://cal.com/enterprise or see https://help.cal.com 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
Get started with predictable renewals and QBRs
Start free at https://cal.com, explore https://cal.com/workflows, or talk to us at https://cal.com/enterprise. Book a demo to see account based routing, templates, and CRM automation in action. Keep your cadence tight and outcomes measurable.
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.
English
Need Help? [email protected] or visit cal.com/help.
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.
English
Need Help? [email protected] or visit cal.com/help.
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.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources