AI TOOL PROFILE
SUMO Scheduler: Online Appointment Scheduling Software
- Operations
- Calendar and Scheduling
- 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.
At a glance
- Best for
- Professional services firms, Sales and marketing teams, Service businesses, Salesforce users, Call centers
- 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
- Visit sumo scheduler official website
How AI is used
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
Self-Scheduling
Allows clients to book appointments based on availability via personal or group booking pages.
CRM Integration
Supports connections with Salesforce, HubSpot, and Microsoft Dynamics to synchronize appointment data.
Field Sales Tools
Designed for outside sales teams with travel time automation and location-based availability.
AI Notetaker Assistant
Supports meeting recordings, transcripts, and summaries of action items.
Group & Collective Availability
Supports booking pages for multiple users and resource pools to coordinate team meetings.
Event Management
Provides tools for virtual and in-person event registration and resource assignment.
Use Cases
Lead Conversion
Replacing static web forms with scheduling links to book prospect meetings.
Field Service Coordination
Managing outside sales appointments by accounting for travel time between locations.
Team Meeting Management
Using round-robin routing or collective availability to distribute appointments among a team.
Event Registration
Setting up online registration sites for courses or multi-event booking links.
Integrations
- Salesforce
- HubSpot
- Microsoft Dynamics
- Google Calendar
- Microsoft Office 365
- Zoom
- Microsoft Teams
- Google Meet
- Stripe
- PayPal
- Slack
- Zapier
- Mailchimp
FAQ
What is the difference between SUMO1 and SUMO for Salesforce?
- SUMO1 is a standalone scheduling application, while SUMO for Salesforce is a native managed package built directly on the Salesforce platform.
Does SUMO Scheduler have a free version?
- Yes, the Basic plan is free for one user and includes a personal booking page and basic AI Notetaker capabilities.
How do the AI features work in SUMO Scheduler?
- 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.
Can SUMO Scheduler handle field sales?
- 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
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