Automate product demo scheduling with smart, flexible workflows

Automate product demo scheduling with smart, flexible workflows

Convert more pipeline by automating demo booking, reminders, and follow-ups that align with your sales process and product demo script.

Convert more pipeline by automating demo booking, reminders, and follow-ups that align with your sales process and product demo script.

Dashboard of setting up an automated workflow in Cal.com, showing a trigger to send a demo reminder email 24 hours before a product demo starts.

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

How it works

Set up a reliable, high-converting demo journey in minutes.

Set up a reliable, high-converting demo journey in minutes.

01

Connect calendars and define demo types

Sync team calendars, create live product demo and tailored event types, and route prospects by region, product line, or availability so the right rep hosts the right demo every time.

02

Build your workflow and messages

Choose triggers like booked, rescheduled, or 24 hours before. Send emails, SMS, or WhatsApp that match your product demo script and software demo best practices for consistent, branded touchpoints.

03

Automate follow-ups and outcomes

Send recap notes, share recordings, collect feedback, and trigger CRM updates. Automatically offer next steps or trials so prospects can book a product demo follow-up without friction.

Why teams choose Cal.com for product demos

Why teams choose Cal.com for product demos

Give buyers a streamlined demo experience while your reps stay focused on selling.

Give buyers a streamlined demo experience while your reps stay focused on selling.

Image showing a Cal.com product demo reminder on a mobile device, with attendee responses visible.

01

Increase show rates and shorten time to demo

Replace manual chasing with automated confirmations and reminders across email, SMS, and WhatsApp. Prospects pick a time that works, receive time zone aware reminders, and join on the right link. Result, fewer no-shows and faster first meetings.

02

Deliver consistent demos that convert

Standardize pre-demo prep, agendas, and follow-ups using reusable workflow templates tied to your product demo script. Every rep follows software demo best practices, shares the right collateral, and ends with a clear next step that moves deals forward.

Image of a bookings dashboard displaying scheduled product demos and meetings organized by Today and This week.

03

Match the right rep to every request

Use advanced routing to assign demos by territory, language, product expertise, or account owner. Pool availability ensures prospects never hit dead ends. Round robin rules keep distribution fair while protecting SLAs for high intent leads.

04

Integrate with your stack and keep data secure

Cal.com is open source, API-first, and supports self-hosting for full control. Connect your CRM, video, chat, and marketing tools to trigger workflows and webhooks. Enterprise-grade security, SSO, and audit logs meet compliance requirements for growing teams.

Image of a branded email subject template tailored for product demo reminders.

Features that power high-converting demo workflows

Features that power high-converting demo workflows

Everything you need to automate scheduling, reduce friction, and keep your pipeline moving.

Everything you need to automate scheduling, reduce friction, and keep your pipeline moving.

Lead routing and round robin

Route demo requests by rules like geography, account owner, product line, or custom fields. Use round robin to balance load and ensure prospects always find an available rep.

Multi-channel reminders and follow-ups

Send branded emails, SMS, and WhatsApp messages on any timeline. Include calendar files, join links, and prep materials to align with software demo best practices.

Hold, buffer, and SLA controls

Protect rep focus with buffers before and after demos, minimum notice windows, and meeting caps. Use holds to prevent overbooking and keep response times within SLA.

Pooled availability for teams

Combine multiple calendars into a single booking page so prospects can instantly book a product demo with the next available expert, without back-and-forth.

Video, CRM, and webhook automation

Auto-generate Zoom, Google Meet, or Teams links, update CRM records, post to Slack, and trigger webhooks for post-demo actions like trials or proposals.

Open source, API-first, and self-hosting

Customize deeply with our APIs, SDKs, and open-source flexibility. Self-host for data control, or use our cloud. Enterprise features include SSO, audit logs, and SCIM.

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 does Cal.com help with saas product demo scheduling?

Cal.com automates demo booking, reminders, and follow-ups. Route by territory or product, generate video links, and standardize communications so every live product demo is consistent, timely, and easy to join.

Can we customize messages to match our product demo script?

Yes. Create templates for confirmations, reminders, and recaps that reflect your product demo script and brand. Personalize by contact, account, or event type to keep messaging relevant.

How do you reduce no-shows for live product demo calls?

Use multi-channel reminders, timezone detection, and one-click rescheduling. Add pre-demo prep and calendar attachments. Automated nudges at 24 hours and 1 hour significantly improve attendance.

Does Cal.com support complex team routing?

Yes. Use rules for round robin, account ownership, skills, language, or region. Pooled availability ensures prospects always see times, while priority rules protect SLAs for high intent leads.

Can we integrate demos with our CRM and video tools?

Yes. Auto-create video links and push events to your CRM. Use webhooks to trigger sequences, create opportunities, or send trial invites after the meeting ends.

Is self-hosting available for security or compliance needs?

Yes. Cal.com can be self-hosted for full data control. Our open-source, API-first architecture supports enterprise security, SSO, and audit logging.

How do we apply software demo best practices at scale?

Package your agenda, collateral, and post-demo actions into workflows. Standardize reminders, confirmations, and next steps so every rep follows consistent best practices that improve conversion.

How does Cal.com help with saas product demo scheduling?

Cal.com automates demo booking, reminders, and follow-ups. Route by territory or product, generate video links, and standardize communications so every live product demo is consistent, timely, and easy to join.

Can we customize messages to match our product demo script?

Yes. Create templates for confirmations, reminders, and recaps that reflect your product demo script and brand. Personalize by contact, account, or event type to keep messaging relevant.

How do you reduce no-shows for live product demo calls?

Use multi-channel reminders, timezone detection, and one-click rescheduling. Add pre-demo prep and calendar attachments. Automated nudges at 24 hours and 1 hour significantly improve attendance.

Does Cal.com support complex team routing?

Yes. Use rules for round robin, account ownership, skills, language, or region. Pooled availability ensures prospects always see times, while priority rules protect SLAs for high intent leads.

Can we integrate demos with our CRM and video tools?

Yes. Auto-create video links and push events to your CRM. Use webhooks to trigger sequences, create opportunities, or send trial invites after the meeting ends.

Is self-hosting available for security or compliance needs?

Yes. Cal.com can be self-hosted for full data control. Our open-source, API-first architecture supports enterprise security, SSO, and audit logging.

How do we apply software demo best practices at scale?

Package your agenda, collateral, and post-demo actions into workflows. Standardize reminders, confirmations, and next steps so every rep follows consistent best practices that improve conversion.

How does Cal.com help with saas product demo scheduling?

Cal.com automates demo booking, reminders, and follow-ups. Route by territory or product, generate video links, and standardize communications so every live product demo is consistent, timely, and easy to join.

Can we customize messages to match our product demo script?

Yes. Create templates for confirmations, reminders, and recaps that reflect your product demo script and brand. Personalize by contact, account, or event type to keep messaging relevant.

How do you reduce no-shows for live product demo calls?

Use multi-channel reminders, timezone detection, and one-click rescheduling. Add pre-demo prep and calendar attachments. Automated nudges at 24 hours and 1 hour significantly improve attendance.

Does Cal.com support complex team routing?

Yes. Use rules for round robin, account ownership, skills, language, or region. Pooled availability ensures prospects always see times, while priority rules protect SLAs for high intent leads.

Can we integrate demos with our CRM and video tools?

Yes. Auto-create video links and push events to your CRM. Use webhooks to trigger sequences, create opportunities, or send trial invites after the meeting ends.

Is self-hosting available for security or compliance needs?

Yes. Cal.com can be self-hosted for full data control. Our open-source, API-first architecture supports enterprise security, SSO, and audit logging.

How do we apply software demo best practices at scale?

Package your agenda, collateral, and post-demo actions into workflows. Standardize reminders, confirmations, and next steps so every rep follows consistent best practices that improve conversion.

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

Get started with automated demo workflows

Create your first workflow, connect your calendars, and publish a high-converting booking page. Let prospects book a product demo in seconds while your team delivers consistent, professional live product demo experiences. Try Cal.com or request a tailored walkthrough.