Platform Overview

Enterprise Customer Engagement Platform

Elevate Your Customer Journey

SUMO Nurtures the Customer Experience at Key Touchpoints

The SUMO Customer Engagement Platform is built to scale for the world’s largest organizations, yet easy to use and administrate.

Discover why industry leaders have chosen SUMO to drive customer conversations, resulting in increased omnichannel conversion, revenue, and customer loyalty.

Built to Scale

The most configurable and extendable platform for customer-focused organizations.

Enterprise Proven

Why industry leading organizations choose SUMO.

First Class Customer Support


100% Uptime Guarantee


World's #1 Technology Stack

Bank-Grade Security


Innovative & Continually Evolving


Powerful APIs


24/7 After Hours Support


Hardware & Browser Agnostic


Cloud-Based with Centralized Control

Marketplace of 2,500 Apps


Fully Integrated


Multi-Language Support


Schedule Anything

Enterprise Customer Engagement Platform

The SUMO Customer Engagement Platform is flexible to meet the needs of any business process.

Embed scheduling components into your sales process, your support process, your in-person processes, and more.

Truly personalize your customer journey with SUMO CEP.


Compliant & Secure

We take privacy and security seriously.


How SUMO helps support our customers on their GDPR compliance journeys

ISO Certified

Compliance with ISO 27001, 27017, and 27018.

TRUSTe Certified Privacy Seal

Responsible data collection and processing practices consistent with regulatory expectations


U.S. Privacy requirements for personal health information held by covered entities

Visit the SUMO Trust Center to learn more.

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 sales person, 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.

Analytics Builder

Make better data-driven business decisions with SUMO Analytics Builder.  Create unlimited reports.  Schedule reports to be auto-emailed.  Host private in-app analytics discussions.  Access analytics on mobile anytime, anywhere.

Field Dispatch Scheduler

Dispatch your staff based on proximity and custom criteria, to host remote meetings.

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.


A Scheduler's Dream - Gain complete visibility & control over your entire work force.  Built on Salesforce Lightning, native in Salesforce.

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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