Customer Engagement Platform

Powering Customer Conversations

Learn how industry leaders are using the power of SUMO to transform their customer engagement strategy to acquire, grow, and build brand advocates.

Empower Your Customer's Journey.

Drive business growth with appointment, event, & queue automation.

Create Rules & Scheduler Links

Create online schedulers for meetings, events, or queues.

Email Links & Post Online

Send scheduling links to customers or post online.

Let Customer's Self-Schedule

Your calendars fill up, your events sell out, & your customer queues get optimized.

Maximize Attendance with Reminders

Email & text message reminders are automatically sent.

Results that matter.

Improvements Reported by SUMO Customers


More Bookings


More Revenue


More Productivity


Less No-Shows

Trusted by leading brands.


Core Benefits

What sets SUMO apart?

Native Platform Solution

Comprehensive platform offering that is Salesforce “Native”, which means Infrastructure, Security, and Reliability you can trust.

100% Uptime Guarantee

We’re the only solution that guarantees 100% uptime.

5-Star Rating

We truly go the extra mile for our customers and as a result, they rate us 5 out of 5 stars.

Worldwide Adoption

Global Customers Spanning 7 Industries

Tour the platform.

SUMO provides a complete suite of applications.

Online Scheduler

Attract customers with “Schedule Meeting” links on your website, email signatures, and more.

Instant Booking Wizard

In Salesforce, allow staff to instantly find a resource, available time slot, and book it.

Invite Manager

Email outbound meeting Invitations to prospects to meet.

Assignment Engine

Make sure the prospect meets with the right salesperson, at the right location, at the right time.

Reminder Engine

Cut no-shows by >27% . SUMO ensures everyone shows up to the meeting.  Automated emails, text messages, and phone reminders.

Multi Calendar

A Scheduler’s Dream – Gain complete visibility & control over your entire workforce.  Built on Salesforce Lightning, native in Salesforce.

Calendar API

Schedule Anything for Anyone – At the core of SUMO is a Calendar API that maintains a secure persistent connection to standard calendar platforms.

Analytics Builder

Make better data-driven business decisions with SUMO Analytics Builder.  Create unlimited reports.  Schedule reports to be auto-emailed. 

Online Registration Site

Let customers and prospects quickly register for Events & Classes from any device.

Event Builder

Quickly create & manage template-based events. An Event Coordinators dream come true.

Event Desk

An intuitive event check-in system. Rapidly check-in event attendees on desktop or tablet.

Waitlist Check-In Site

Help customers get ahead of the line by checking-in online or onsite. Keep customers happy with a waitlist system.

Queue Manager

Empower your employees to manage waitlist queues at their fingertips.

Field Service Scheduler

Let customers self-schedule appointments at their location and SUMO will auto-assign resources based on proximity and skill.

More Modules

We’re constantly innovating, so check with is if you don’t see the module you’re looking for.  We might already have a solution ready.

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has 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. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

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!

Taylor Neece

Dean of Admissions, California Baptist University

Ready To Try SUMO?

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