Customer engagement that drives loyalty & revenue for retailers.

Become the Retailer of the Future

Lets consumers get in line, pre-book appointments, and events online

Customers are smarter, have more choices and are savvier. Customer expectations have changed due to technology.  By adapting to today’s customer shopping habits and expectations, retailers can secure engagement and brand loyalty long into the future.

SUMO Scheduler’s Customer Engagement Platform helps retailers truly drive customer conversations, which results in increased omnichannel conversion, revenue, and customer loyalty.



Fully Embrace Omnichannel

Drive more business across all digital and physical properties, including website, social media, retail locations, call centers, email signatures, mass emails, customer communities, AI chat bots, and more.

Offer a Personalized Experience

Offer “front of the line” and “we’ve been waiting for you” service by helping consumers meet at the right location, with the right expert, at the right time.

Convert Browsers to Buyers

Drive store foot traffic by offering premium services like “get in line” or “pickup at store” to increase sales and basket size.

Nurture Customer Loyalty

Nurture customer loyalty by uncovering purchasing patterns and using customer engagement data to feed ongoing marketing campaigns.

Track the Path to Purchase

Use custom analytics to make smarter data-driven decisions, by tracking the path to purchase, store volume, utilization, trends, and more.

Core Capabilities

How Retailers are using SUMO

Online Appointment Scheduler

Attract customers with “Pickup In-store” and “Meet an Expert” links on your website, email signatures, and more.

Multi-Location Support

Manage your workforce across multiple locations seamlessly by using SUMO’s advanced business logic.

Call Center Booking Wizard

Empower your call center to use the Instant Booking Wizard to instantly find a store, an expert, an available time slot, and book it.

Marketing Integration

Easily embed “Meet with an Expert” links in your outbound mass email campaigns to convert consumers directly to in-store traffic.

Waitlist Manager

Let consumers check-in online to get to the front of the line, increasing their satisfaction and loyalty.

Email Personal Invites

Enable your call center to email outbound private invitations for consumers to meet with experts in store.

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.

Host In-Store Experiential Marketing Events

Drive more in-store traffic by hosting experiential marketing events that educate consumers on your products and offerings.

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

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