Support Teams & Call Centers

Increase customer loyalty by optimizing your customer engagement processes.

Spend 25% more time helping customers!

How to grow customer loyalty with SUMO.

In surveying our customers, we’ve learned that support teams using SUMO Scheduler spend up to 25% less time following up with customers to schedule and reschedule support calls… that’s roughly 3 more months a year supporting customers!
With a simple scheduling link, customers self-schedule with your team at a time that is convenient for them.  No more back and forth phone tag or email tag to find an agreeable time.


Smart Matching

Ensure customers schedule with the right expert, at the right location or web conference, at the right time.

Reduce No-Shows

Reduce no-shows up to 35% by automating email and text message reminders to ensure people show up.

Close more Cases by closing scheduling gaps.

Deploy “Schedule Support Call” links on your website, customer community, email signature, mass emails, and more.

Close Cases faster.

By removing the slow manual back and forth of appointment scheduling, appointments get scheduled faster.  Calendar gaps get automatically filled faster.  This enables you to shorten your case close rate.

Happier Customers

Take the stress out of scheduling, which both customers and employees love.

Built on Salesforce

Leverage the power of the world’s #1 CRM platform,  SUMO Scheduler is built on the native Salesforce lightning and runs inside the Service Cloud, Console, and Salesforce Community.

Core Capabilities

How does SUMO help Support Teams?

Online Scheduler

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

Group Meetings

Easily schedule group meetings or allow customers to self-schedule meetings with a sales team.

Auto-Add Web Conference

Automatically insert web conference details into the calendar invitations means more time selling.

Instant Booking Wizard

In Salesforce Service Cloud or Console, allow Support Agents to instantly find a resource, available time slot, and book it.

Smart Assignment

Make sure the customer meets with the right support person, at the right location, at the right time.

Invite Manager

Email outbound meeting Invitations to customers to meet.

Resource Pools

Distribute bookings across a support team. Each team can have its own distribution method.

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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