Online Appointment Scheduling

Let people self-schedule appointments with your team.

Remove the friction.

In today’s world, people choose organizations that make it super easy to schedule appointments with their staff.  Deploy these “Schedule” buttons and experience a better way.

  • Let people self-schedule appointments with your team.
  • Be a super responsive organization.
  • Reduce lost opportunities.
  • Be more productive and competitive.

Let People Self-Schedule 24/7 365

You control when people can self-schedule appointments.  You can open up SUMO to allow anytime 24/7 365 scheduling, or set expirations and limits.

Schedule from Any Device

Your self-scheduling web sites are fully responsive, so they enable people to easily and quickly self-schedule appointments from any device, including:

  • Phone
  • Tablets
  • Desktops

Your brands.

Customize the customer scheduling journey to match your brands.

  • Your custom self-scheduling sites.
  • Your logos.
  • Your brand colors.
  • Your email and text message templates.

Auto Time-Zone Conversions.

If your organization engages people across time-zones, SUMO will handle the conversions for you.

  • Support for GMT Global Time Zones
  • Support for DST (Daylight Savings Time)

Where Scheduling.

Optional support for scheduling across your multiple locations.

  • Proximity Search
  • Google Map Compatibility

Auto Add Web Conferencing

SUMO Scheduler will automatically insert the Web Conference details into the calendar invitations.

  • Webex
  • Gotomeeting
  • Join.Me
  • Adobe Connect
  • Google Hangout
  • Zoom
  • Blue Jeans

Connect All Parties

  • Add to SUMO / Salesforce Calendar
  • Add to Google Calendar
  • Add to Outlook

Deploy in a Salesforce® Community

Deploy “Schedule Appointment” buttons to your:

  • Salesforce Customer Community
  • Salesforce Partner Community
  • Salesforce Employee Community
  • Salesforce Custom Community

In fact, Deploy Everywhere

  • Your Portal, Your Web Site, Your Intranet, Your Social Media Sites, Automated Emails (like “Schedule Your Install” email), Mass Emails, and more!

Auto-remind customers.

The SUMO Reminder Engine will send automated appointment reminders, including text message and email reminders.  SUMO will even call the attendees for you and remind them of their appointment.  In doing so, SUMO reduces no-shows and increases staff utilization.

Send follow-up surveys.

There are over 2,000 add-on apps, such as Survey add-ons on the AppExchange, which enable you to configure automations to send surveys on various events, such as a post-appointment survey.

This example is a free Survey add-on called SurveyForce.

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To review a more complete list of SUMO features, click the big red button.  If you do not see a feature you require, contact us anyway, as it is likely we already have a solution we have not yet published, or we are working on it.

Browse 2,000+ add-ons for SUMO in the AppExchange marketplace.

From prospect to payment, just about every business process can be managed on the SUMO platform.

Browse the Add-Ons

Browse over 2000 add-ons available for yourself.  There are so many options from shipping automation to gamification to accounting solutions that run right alongside SUMO.  No complete integration required.

Document Automation

SUMO Document Automation add-ons allow you to merge your SUMO data into rich document templates, such as Microsoft Word, Excel, Powerpoint, PDF, and more.  Generate virtually any document or form with the click on a button in SUMO.

Electronic Signature

SUMO Electronic Signature add-ons allow you to receive a signature on any electronic document, via email, desktop, mobile, or tablet device.  SUMO can even automatically attach the signed copy back into the system for you and send a thank you email.  Great for intake forms, contracts, government documents, and more.

Mobile Integration

SUMO Mobile Add-Ons allow you to extend SUMO to mobile & tablet devices to view or enter virtually any data.  Great mobile for employees or capturing key data from customers.

Questions? Call us.

Sometimes you just have questions and need to talk to an expert.  We’d love to chat.

See a Live Demo

Schedule a live demo of SUMO with one of our scheduling experts.  Get in touch.

Wrestle SUMO!

Wrestle SUMO for up to 15-days at no cost. No commitment or credit card required.