SUMO Scheduler
About SUMO Scheduler
Instead of juggling multiple tools, SUMO combines scheduling, pre call prep, notes, research, and follow-ups into one AI-powered customer engagement platform.
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Features:
- Customers can self-schedule through AI chat, email, or booking pages.
- The AI Scheduling Assistant routes meetings to the right person based on skills, territory, or availability.
- Supports any type of appointment (round robin, recurring, group, etc.) with easy-to-use meeting templates.
- The Pre-Call Planner researches meeting attendees, pulls notes from past calls, suggests agendas, talking points, and discovery questions. You can auto-send notes to attendees so everyone is on the same page.
- The AI Note Taker transcribes conversations, generates summaries, and captures key actions for easy follow-up.
- Auto reminders and branded notifications reduce no-shows and keep participants informed.
- Data syncs directly to your CRM for consistent prospecting.
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SUMO adapts to your team — whether sales, marketing, customer service, or IT.
With role-based controls, you decide who can view what, ensuring compliance at scale.
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Integrating with:
- Salesforce (native)
- Zoom
- Google
- Outlook
- Payment services
- And more
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SUMO gives teams of any size the tools to automate admin, maintain momentum with customers, and close deals faster.
Key benefits of SUMO Scheduler
- Zero manual effort for scheduling, notes, follow-ups, and CRM updates
- Coordinated meetings across time zones, teams, and departments
- Enhanced productivity in sales, support, and service teams
- Faster deal cycles and lead prospecting
- Instant, outcome-based follow-ups that move the pipeline
By reducing manual work and improving customer engagement, SUMO helps teams of any size book more meetings, stay organized, and accelerate revenue.
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- Used Daily for 2+ years
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- Likelihood to recommend 10.0 /10
Easy to learn and use, helps our office to be more efficient
Reviewed on 31/10/2017
This has cut down on tasks that used to be time consuming, such as appointment reminders. It is...
This has cut down on tasks that used to be time consuming, such as appointment reminders. It is also easy to create templates for specific needs (such as referral bonuses or 'how-to' guides) so that you aren't re-typing the same emails and wasting time. It has been very easy to train new employees in it's use, which was a big plus. Some of my recent hires have used software in dental or chiropractic offices before and have commented on how much better SUMO is to use.
Pros
The reports/dashboards are extremely helpful in tracking information (such as appointments overall, appointments per location, tasks that are outstanding/have been accepted by different employees) and simple to create. We are able to have more information for clients saved in their profiles such as their appointment history, we can attach files (such as doctor's notes) and have graphs showing their weight loss progress.
Response from SUMO Scheduler
Thank you for your review of SUMO Scheduler!
We are overjoyed to learn that our software has had a profound positive impact on the efficiency of your office. It's great to know that the reports and dashboards provided valuable insights into tracking appointments, locations, and outstanding tasks. We're also thrilled to hear that the ability to save client information, attach files, and track weight loss progress has been beneficial for your team. We're proud to have helped you streamline tasks such as appointment reminders, allowing you to save time and focus on other important aspects of your work. Furthermore, we're pleased to hear that SUMO Scheduler has been user-friendly and easy to train new employees on. We strive to provide intuitive software that minimizes the learning curve and enables seamless adoption for teams of all levels of experience.
We appreciate your support, and if you have any further suggestions or questions, please feel free to reach out to us.
- Industry: Individual & Family Services
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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- Likelihood to recommend 8.0 /10
A Powerful Solution Backed by an Outstanding Team
Reviewed on 07/11/2022
Overall SUMO has provided our team with major improvements in scheduling efficiency and ease. I...
Overall SUMO has provided our team with major improvements in scheduling efficiency and ease. I highly recommend that anyone who is utilizing Salesforce for the majority of their business processes. The product, the people, and the price are a winning combination.
Pros
The way SUMO works inside of Salesforce Sales Cloud is incredibly admin-friendly and provides users with many options for scheduling with clients. The team at SUMO has been a pleasure to work with from day 1 - covering everything from implementation to account management and support. Being able to instantly schedule or offer availability to clients in a few simple clicks, with all the necessary details included, has added a little bit of magic to our org.
Cons
There can be challenges in production orgs when it comes to updating/bug fixes. While it is a "con" to have occasional glitches in functionality or issues with a new release, the SUMO support team is incredibly responsive and great at getting them resolved. It's also worth noting that because there are so many features/options for scheduling it can be a bit tricky to ensure new users (or services) are added in all the right places.
Alternatives Considered
CalendlyReasons for Choosing SUMO Scheduler
We wanted a more powerful solution that did not require maintaining custom code and worked more seamlessly with Salesforce.Reasons for Switching to SUMO Scheduler
Response from SUMO Scheduler
Thank you for your fantastic review of SUMO Scheduler!
We're thrilled to hear that our solution has been a powerful and admin-friendly tool for scheduling and met your specific needs, offering customization, integration with Salesforce, and reasonable pricing. Your recommendation means a lot to us.
We understand that occasional challenges may arise when it comes to updates or bug fixes in production orgs. However, we're dedicated to addressing any glitches or issues promptly and efficiently. Our team takes pride in providing exceptional service from the very beginning, and we're delighted that you've had a positive experience with our implementation, account management, and support teams.
We appreciate your feedback regarding the extensive features and options for scheduling and understand that it can be a bit tricky to add new users or services in all the right places. We're continuously working on improving the user experience and simplifying the process to make it more intuitive.
- Industry: Higher Education Software
- Company size: 5,001–10,000 Employees
- Used Daily for 2+ years
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- Likelihood to recommend 1.0 /10
Appointment Scheduling falls short
Reviewed on 04/11/2022
Pros
Our support rep is very responsive but it just doesn't seem make up for the number of bugs we have found after upgrading to the new CEP version or features that were previously available but are no longer.
Cons
We have been using SUMO Scheduler for more than six years and recently upgraded to the CEP version, which is more of a completely new install than an actual upgrade. We spent an enormous amount of time trying to get it to work in the first place (much longer than anticipated for what we thought would be on par for an upgrade) and now after going live we were disappointed with the number of issues we have experienced. Some of them are "that feature isn't available in CEP yet" or others were identified as a system issue that we discovered.
Response from SUMO Scheduler
Thank you for sharing your feedback on SUMO Scheduler.
We appreciate your recognition of our responsive support representative. However, we understand that the number of bugs you have encountered after upgrading to the new CEP version, as well as the absence of previously available features, has been disappointing. Upgrading to the CEP version should have provided a seamless transition, and we apologize for any inconvenience and frustration this may have caused. We understand the time and effort you invested in getting it to work as anticipated.
We take your concerns seriously and are committed to addressing and resolving any bugs or missing features promptly. We apologize for the inconvenience this has caused and appreciate your continued support and patience. We are dedicated to providing you with a reliable and feature-rich scheduling solution and look forward to restoring your confidence in SUMO Scheduler.
- Industry: Education Management
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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- Likelihood to recommend 7.0 /10
SUMO Scheduler for Higher Education
Reviewed on 04/11/2022
Overall, SUMO gets the job done with access to support and regular updates.
Overall, SUMO gets the job done with access to support and regular updates.
Pros
We use this product to both allow students to schedule appointments with advisors and allow advisors to maintain calendars within the salesforce instance.
Cons
Initial setup is guided by support, but maintenance and creation of new records for onboarding new users can be tedious.
Response from SUMO Scheduler
Thank you for your review of SUMO Scheduler for Higher Education!
We're glad to hear that our product has been helpful in allowing students to schedule appointments with advisors and enabling advisors to maintain calendars within the Salesforce instance. Streamlining this process is crucial in ensuring efficient communication and support within the higher education setting.
We understand that the initial setup process is guided by our support team, and we appreciate your feedback regarding the maintenance and creation of new records for onboarding new users. We're pleased to know that our support team was accessible to assist you throughout your experience, and we're committed to providing regular updates to improve the functionality and address any issues that may arise.
We appreciate your feedback and value your partnership with SUMO Scheduler. If you have any further suggestions or if there's anything else we can do to enhance your experience, please don't hesitate to let us know.
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 1+ year
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- Likelihood to recommend 10.0 /10
Great addition to any company
Reviewed on 09/11/2022
Great!
Great!
Pros
So simple to use. Took very little time to understand how to properly implement.
Cons
I honestly have no cons for this software.
Response from SUMO Scheduler
Thank you for your wonderful review of SUMO Scheduler!
We're thrilled to hear that you found our software so simple to use and that it took very little time to understand its implementation. We strive to provide a user-friendly experience that allows for seamless adoption and efficient scheduling.
We understand the importance of providing ease for customers to schedule their own appointments at their convenience, and we're glad that our solution has been able to fulfill that need for your company. We appreciate your positive feedback and are delighted that SUMO Scheduler has met your expectations.
Thank you for choosing SUMO Scheduler as a great addition to your company. If you have any further feedback or if there's anything else we can do to enhance your experience, please feel free to reach out. We're committed to delivering excellent scheduling solutions that meet the needs of our users.
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SUMO Scheduler FAQs
Below are some frequently asked questions for SUMO Scheduler.Q. What type of pricing plans does SUMO Scheduler offer?
SUMO Scheduler offers the following pricing plans:
- Starting from: $13.00/month
- Pricing model: Subscription
- Free Trial: Available
SUMO provides flexible and transparent product pricing. Our module and bundle based product packages ensure that our customers receive a right sized solution that meets their project and budget requirements. SUMO's pricing includes unlimited use for all licensed users - there are NO hidden usage fees.
Q. Who are the typical users of SUMO Scheduler?
SUMO Scheduler has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does SUMO Scheduler support?
SUMO Scheduler supports the following languages:
Danish, English, French, German, Italian, Spanish
Q. Does SUMO Scheduler support mobile devices?
SUMO Scheduler supports the following devices:
Q. What other apps does SUMO Scheduler integrate with?
SUMO Scheduler integrates with the following applications:
Geoapify, Google Calendar, Google Charts, Microsoft Exchange, Microsoft Outlook, Microsoft Teams, Stripe Billing, Twilio, Zoom Workplace
Q. What level of support does SUMO Scheduler offer?
SUMO Scheduler offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
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Appointment Scheduling Software