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SUMO Scheduler

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Overview

SUMO Scheduler 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

SUMO Scheduler
SUMO Scheduler
4.5
(10)

Pricing

Starting at $13.00 per month

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.

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.

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.

Integrating with:

  • Salesforce (native)
  • Zoom
  • Google
  • Outlook
  • Payment services
  • And more...
SUMO gives teams of any size the tools to automate admin, maintain momentum with customers, and close deals faster. Benefits: - 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.

SUMO Scheduler Screenshots

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SUMO Scheduler Pricing and Plans

Starting price: $13.00 per month
Free Trial
Free Version

Basic

$13.00

per user, per month

No plan information available

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    SUMO Scheduler Features

    • Popular features found in Appointment Scheduling
      Appointment Management
      Automated Scheduling
      Calendar Management
      Client Database
      Group Scheduling
      Mobile Access
      Online Payments
      Recurring Appointments
      Reporting & Statistics
    • More features of SUMO Scheduler
      Access Controls/Permissions
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Appointment Scheduling
      Availability Management
      Booking Management
      Calendar Sync
      Class Scheduling
      Client Portal
      Confirmations/Reminders
      Credit Card Processing
      Customer Database
      Customizable Branding
      Customizable Fields
      Customizable Forms
      Customizable Templates
      Data Import/Export
      Email Management
      Email Marketing
      Employee Management
      Employee Scheduling
      Facility Scheduling
      Multi-Location
      Online Booking
      Real-Time Notifications
      Real-time Scheduling
      Real-Time Updates
      Reminders
      Resource Scheduling
      Room Booking
      Self Service Portal
      SMS Messaging
      Task Scheduling
      Third-Party Integrations
      Timesheet Management
      Website Integration

    SUMO Scheduler Integrations

    Stripe Billing
    Stripe Billing
    Twilio
    Twilio
    Microsoft Teams
    Microsoft Teams
    Zoom Workplace
    Zoom Workplace
    Microsoft Exchange
    Microsoft Exchange
    Microsoft Outlook
    Microsoft Outlook

    See all 8 integrations

    SUMO Scheduler User Reviews

    Overall Rating

    4.5

    Ratings Breakdown

    5

    70%

    4

    20%

    3

    0%

    2

    10%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.4

    Value for money

    4.8

    Customer support

    4.8

    Functionality

    4.4

    Have you used SUMO Scheduler and would like to share your experience with others?

    Morgan's profile

    Morgan M.

    Verified reviewer

    Used daily for more than 2 years

    Review source

    Reviewed October 2017

    Easy to learn and use, helps our office to be more efficient

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Vendor Response

    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.

    Replied May 2023

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    DF

    Danielle F.

    Verified reviewer

    Individual & Family Services

    11-50 employees

    Used weekly for less than 12 months

    Review source

    Reviewed November 2022

    A Powerful Solution Backed by an Outstanding Team

    5

    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.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    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.

    Reasons for choosing SUMO Scheduler

    SUMO offered the solution that best met our specific needs while being customizable, built on the SFDC platform, and priced very reasonably.

    Reasons for switching to SUMO Scheduler

    We wanted a more powerful solution that did not require maintaining custom code and worked more seamlessly with Salesforce.

    Vendor Response

    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.

    Replied May 2023

    Read More

    LL

    Laura L.

    Verified reviewer

    Higher Education

    5001-10000 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2022

    Appointment Scheduling falls short

    2

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    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.

    Vendor Response

    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.

    Replied May 2023

    Read More

    JY

    Joseph Y.

    Verified reviewer

    Education Management

    10000+ employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2022

    SUMO Scheduler for Higher Education

    4

    Overall, SUMO gets the job done with access to support and regular updates.

    Ratings Breakdown

    3
    Ease of use
    4
    Customer support
    3
    Functionality
    icon
    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.

    Vendor Response

    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.

    Replied May 2023

    Read More

    BH

    Brittani H.

    Verified reviewer

    Health, Wellness and Fitness

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed November 2022

    Great addition to any company

    5

    Great!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    Pros:
    So simple to use. Took very little time to understand how to properly implement.
    Cons:
    I honestly have no cons for this software.

    Reasons for switching to SUMO Scheduler

    Ease for our customers to schedule their own appointments on their own time.

    Vendor Response

    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.

    Replied May 2023

    Read More

    SK

    Shravan K.

    Used daily for less than 12 months

    Review source

    Reviewed October 2017

    SUMO helped us implement a scheduling solution for our providers in a quick and easy way.

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    SUMO helped us implement a scheduling solution for our providers in a quick and easy way. The Work shift Load and changes are very easy, and the Scheduling Site front end is very easy to setup an appointments. I see they have lot of other options which we do not even use in our business use case. Configuring the scheduling site with clicks and buttons as per business use case is what i liked the most. And the production support response is very good and they helped us even in weekends when needed. And they took suggestions and feature request seriously and provided in there new releases. I would gladly recommend this product.
    Cons:
    The only thing i would ask sumo is to provide a report or a dashboard to count remaining slots for provider so that we can load new availability.

    Vendor Response

    Thank you for your review of SUMO Scheduler! We're thrilled to hear that our software has helped you implement a scheduling solution for your providers quickly and easily. The Work Shift Load and Scheduling Site front end has proven to be user-friendly and efficient for setting up appointments. We appreciate your recognition of the various options available, even if they may not apply to your specific use case. Our focus on configuring the scheduling site to meet your business needs is a top priority, and we're glad you found it easy to customize. We value your feedback regarding the need for a report or dashboard to count remaining slots for providers to manage new availability. Your suggestions and feature requests are important to us, and we take them seriously. We appreciate your support and are committed to continually improving our software based on valuable feedback from users like you. Please don't hesitate to reach out if you have any further suggestions or questions.

    Replied May 2023

    Read More

    MH

    Melissa H.

    Verified reviewer

    Education Management

    10000+ employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2022

    SUMO Scheduler

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    SUMO Scheduler provides reliable scheduling for our team.
    Cons:
    Looking to upgrade to CEP edition, but seems like it is more extensive than what we were expecting.

    Vendor Response

    Thank you for taking the time to review SUMO Scheduler! We're delighted to hear that our software has provided reliable scheduling for your team. We strive to offer a dependable solution that helps streamline the scheduling process and improve overall efficiency. Regarding your interest in upgrading to the CEP edition, we understand that it may seem more extensive than initially expected. We recommend reaching out to our support team, who will be happy to provide you with detailed information and guidance on the upgrade process. They can address any concerns you may have and ensure a smooth transition to the CEP edition if it aligns with your needs and requirements. We appreciate your feedback and value your interest in exploring the upgraded edition. If you have any further questions or need assistance with any aspect of SUMO Scheduler, please don't hesitate to reach out to our dedicated support team. We're here to help and provide the best scheduling experience for your team.

    Replied May 2023

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    Kerry's profile

    Kerry H.

    Verified reviewer

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed November 2017

    I felt like their most important customer.

    5

    The amount of appointments that we are not able to make have increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game changer for our organization.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The seamless integration into Salesforce. We were looking for a solution for my agents to allow their clients to self serve the appointment scheduling aspect. This has worked out perfectly
    Cons:
    There were a couple of little issues right after launch, but the customer support was very quick to modify our configuration so that it worked the correct way for our processes.

    Vendor Response

    Thank you for taking the time to review SUMO Scheduler! We're thrilled to hear that you felt like our most important customer. Providing seamless integration with Salesforce is a top priority for us, and we're glad it has met your expectations. It's great to know that our solution has allowed your agents to offer self-service appointment scheduling to their clients, resulting in a perfect fit for your needs. We appreciate your understanding during the initial launch phase and we're glad that our customer support team was able to promptly address and modify your configuration to align with your specific processes. Your feedback is valuable to us, and we're committed to continuously improving our software and addressing any concerns that arise. Thank you once again for choosing SUMO Scheduler and for sharing your experience. We're here to support your organization's scheduling needs and look forward to serving you in the future.

    Replied May 2023

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    TN

    Taylor N.

    Verified reviewer

    Used weekly for less than 12 months

    Review source

    Reviewed November 2017

    Takes the headaches out of scheduling appointments!

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!
    Cons:
    Does not directly integrate perfectly with outlook. Viewing multiple usercalendars at once is a little clunky.

    Vendor Response

    Thank you for sharing your feedback on SUMO Scheduler! We're thrilled to hear that our scheduling tool has been effective in helping your students schedule appointments with your representatives at their convenience. We understand the importance of allocating your time wisely to focus on the right students, and we're glad that our software has contributed to streamlining this process. Regarding your concerns, we understand that direct integration with Outlook is important to you. We appreciate your feedback on the clunky experience when viewing multiple user calendars simultaneously. We're committed to improving our interface and user experience, and your input will be valuable in our ongoing efforts. Thank you once again for your review and for choosing SUMO Scheduler. If you have any further suggestions or questions, please feel free to reach out to us. We appreciate your support and are dedicated to continuously improving our software to meet your needs.

    Replied May 2023

    Read More

    CW

    Christine W.

    Verified reviewer

    Furniture

    1001-5000 employees

    Used monthly for less than 2 years

    Review source

    Reviewed November 2022

    SUMO Scheduler

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I love the how customizable SUMO is for my team. Its connectivity with CRM software is amazing.
    Cons:
    If you are unfamiliar with the software and all its capabilities it is difficult to navigate

    Vendor Response

    Thank you for your review of SUMO Scheduler! We're thrilled to hear that you love the customization options available in SUMO Scheduler. Our goal is to provide a flexible and adaptable solution that caters to the unique needs of each team. We're also glad to hear that the software's connectivity with CRM software has been amazing for you. Seamless integration with CRM systems is a priority for us, as it enhances productivity and streamlines workflows. We appreciate your feedback and value your experience with SUMO Scheduler. If you need any assistance or have further questions, please don't hesitate to reach out to our support team. We're here to ensure your success and provide a seamless scheduling experience for your team.

    Replied May 2023

    Read More

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