SUMO Scheduler: Online Appointment Scheduling Software
SUMO Scheduler helps service-based businesses and sales teams manage bookings across multiple channels. It is designed for organizations that require either a native Salesforce environment or standalone scheduling with CRM synchronization.
At a glance
- Category
- Operations
- Best for
- Professional services firms, Sales and marketing teams, Service businesses, Salesforce users, Call centers
- Pricing
- Pricing starts with a free Basic plan for one user. Paid plans for SUMO1 start at $11/user/month, with annual plans providing a 20% discount. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Lead Conversion, Field Service Coordination, Team Meeting Management, Event Registration
- Integrations
- Salesforce, HubSpot, Microsoft Dynamics, Google Calendar, Microsoft Office 365
- Official website
- sumoscheduler.com
SUMO Scheduler is an appointment scheduling platform designed for meetings, events, and field sales. It is available as a standalone application (SUMO1) or as a native Salesforce app, which allows businesses to manage bookings within their CRM.
The tool is designed for sales, marketing, and support teams who offer self-scheduling options to their clients. It supports virtual, in-person, and phone calls, and can be embedded into websites, social media, and emails.
Beyond basic booking, the software supports managing group availability, routing leads, and calculating travel time for field representatives. It also includes AI assistants for meeting notes and pre-call planning.
Buyers should confirm whether they need the standalone version or the native Salesforce package, as the feature sets and implementation methods differ. Additionally, users should review the AI outcome limits associated with each pricing tier.
Key Features
Allows clients to book appointments based on availability via personal or group booking pages.
Supports connections with Salesforce, HubSpot, and Microsoft Dynamics to synchronize appointment data.
Designed for outside sales teams with travel time automation and location-based availability.
Supports meeting recordings, transcripts, and summaries of action items.
Supports booking pages for multiple users and resource pools to coordinate team meetings.
Provides tools for virtual and in-person event registration and resource assignment.
Use Cases
Replacing static web forms with scheduling links to book prospect meetings.
Managing outside sales appointments by accounting for travel time between locations.
Using round-robin routing or collective availability to distribute appointments among a team.
Setting up online registration sites for courses or multi-event booking links.
Best For
Integrations
Pricing
Pricing starts with a free Basic plan for one user. Paid plans for SUMO1 start at $11/user/month, with annual plans providing a 20% discount. Buyers should confirm current pricing on the vendor website.
FAQ
SUMO1 is a standalone scheduling application, while SUMO for Salesforce is a native managed package built directly on the Salesforce platform.
Yes, the Basic plan is free for one user and includes a personal booking page and basic AI Notetaker capabilities.
AI features are managed through 'AI Outcomes,' where each completed task, such as a meeting summary, deducts one credit from the user's monthly allotment.
Yes, it includes features for field sales, such as travel time automation and the ability to set custom starting locations.
Source category: Operations
Source subcategory: Calendar & Scheduling
