SUMO1 – Pricing

Choose Your Platform

Choose the plan that’s right for your team

Monthly
Annually 20% savings

Basic

One user and one booking link

For individuals wanting to get started with core online scheduling

Free
Free features:
✓ Customizable personal booking page
✓ Host unlimited video conference, in person & phone meetings
✓ Connect your calendar
✓ Notetaker Assistant
✓ Automated email meeting notifications
✓ Add custom branding to meeting invites
✓ Send appointment invites from your email inbox (Chrome/Edge/Outlook extension)

Schedule

Unlimited booking links and meetings

For teams looking to improve operational efficiency with professional scheduling

$9 user/mo
Free features plus:
✓ Group booking pages
✓ Offer collective availability for multiple users
✓ Salesforce, HubSpot & Dynamics CRM integrations
✓ Automate email & SMS meeting notifications
✓ Round robin meeting booking
✓ Smart alerts
✓ 24×7 live chat support
Most Popular

Journey

Unlimited journey forms and reporting

For teams aiming to enhance scheduling with qualification, routing, and distribution

$19 user/mo
Schedule features plus:
✓ Customized customer journeys & appointment routing (3 journeys)
✓ Phone support
✓ Offer meetings at multiple locations

Engage AI

Unlimited AI agents and conversations

For teams seeking to maximize engagements with scheduling, live chat, and instant calls

$39 user/mo ($5k min)
Journey features plus:
✓ Unlimited customer journey pages & appointment routing
✓ Unlimited smart alerts
✓ Custom MSA
✓ SLA
✓ Unlimited scheduling workspaces for multi-team management
✓ Unlimited use of AI assistants

Salesforce Native Customer Engagement Platform
– Powered by AI

Choose the perfect plan for your Salesforce team

Meetings

Powerful team scheduling.

$31 user/month
Meetings Features:
✓ Unlimited appointment & service types
✓ Add team members to appointments & team routing
✓ Host virtual, in-person & phone appointments
✓ Create leads & contacts directly in Salesforce & capture custom data
✓ Salesforce native reporting & analytics
✓ AI Notetaker Assistant
✓ Book meetings through an Agentforce Agent
✓ Agentforce Meeting Booking & Engagement Assistants
✓ Book meetings from Salesforce and your connected email inbox

Field Sales

For outside sales teams.

Contact Sales for Pricing
Field Sales Features:
✓ Add appointments & travel time to your calendar while in the field
✓ Set custom starting location (office, home, city center, hotel)
✓ Send custom meeting invites with territory-based availability
✓ View travel time on your calendar
✓ Meeting directions and navigation via Google Maps, Waze, Apple Maps, and more

Events & Courses

Manage events & courses.

Contact Sales for Pricing
Events & Courses Features:
✓ Virtual & in-person events
✓ Unlimited custom event templates
✓ Online event registration sites
✓ Single or dynamic multi-event links
✓ Assign rooms & resources

AI Customer Engagement native on Salesforce.

Choose the perfect plan for your Salesforce team

Meetings

Powerful team scheduling.

$31 user/month
MEETINGS FEATURES:
✓ Unlimited appointment & service

Field Sales

For outside sales teams.

Contact Sales
FIELD SALES FEATURES:
✓ Add appointments & travel time to your calendar while in the field
✓ Set custom starting location

Events & Courses

Manage events & courses.

Contact Sales
EVENTS & COURSES FEATURES:
✓ Virtual & in person events
✓ Unlimited custom event templates
✓ Online event registration sites

App Capability Matrix

Compare features across all SUMO1 tiers to find the perfect fit for your team

Feature
Basic
Schedule
Journey
Engage AI
Meeting Scheduling ▼
Personal booking pages
1 booking page
✓
unlimited
✓
unlimited
✓
unlimited
Team meeting types
—
✓
unlimited booking pages with resource pools up to 5 users
✓
unlimited booking pages with resource pools up to 5 users
✓
unlimited booking pages with resource pools – unlimited user size
Group meeting types
—
✓
✓
✓
Custom branding
*cannot edit footer with “powered by SUMO”
✓
✓
✓
QR-Code links
—
✓
unlimited
✓
unlimited
✓
unlimited
Service templates
—
✓
unlimited
✓
unlimited
✓
unlimited
Journey Builder
—
✓
1 journey pages
✓
3 journey pages
✓
unlimited journey pages
Meeting Booker for Google Chrome
✓
1 invite per day
✓
unlimited
✓
unlimited
✓
unlimited
Meeting Booker for MS Edge
✓
1 invite per day
✓
unlimited
✓
unlimited
✓
unlimited
Booked meetings
✓
✓
✓
✓
No-show tracking
—
✓
✓
✓
Locations
—
—
—
✓
Chat AI ▼
Personal chat
✓
Coming Soon!
✓
Coming Soon!
✓
Coming Soon!
✓
Coming Soon!
Team chat
—
—
✓
Coming Soon!
✓
Coming Soon!
Chat console
—
—
✓
Coming Soon!
✓
Coming Soon!
Instant call
—
—
—
✓
Coming Soon!
AI Assistants ▼
AI Assistants
4 Outcomes/Month
20 Outcomes/Month
40 Outcomes/Month
Unlimited Outcomes/Month
Notetaker Assistant:
Auto-join meetings on demand
✓
✓
✓
✓
Meeting recordings
✓
✓
✓
✓
Meeting transcripts
✓
✓
✓
✓
Meeting summaries
✓
✓
✓
✓
Meeting action items
✓
✓
✓
✓
Meeting Booker Assistant:
Customer chat meeting booker
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
Co-pilot meeting booker
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
Pre-Call Planner Assistant:
Create pre-call plans
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
Email pre-call plans
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
Follow-Up Assistant:
Summarize follow-ups
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
Email follow-ups
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
(Coming Soon!)
Platform ▼
Email alerts
✓
✓
✓
✓
Smart alerts (email)
—
✓
✓
✓
Smart alerts (SMS)
—
✓
unlimited for US & Canada Intl 200 credits per user/month
✓
unlimited for US & Canada Intl 400 credits per user/month
✓
unlimited for US & Canada Intl 800 credits per user/month
Contacts
✓
100 contacts per user/month
✓
unlimited
✓
unlimited
✓
unlimited
Scheduling workspaces
—
—
—
✓
Reporting & analytics
—
✓
✓
✓
Exportable
Multi-language support (lang1, lang2, lang3)
—
✓
✓
✓
GDPR compliant
—
✓
✓
✓
SLA
—
—
—
✓
Integrations ▼
CALENDARS:
Google
✓
✓
✓
✓
Microsoft Office365
✓
✓
✓
✓
VIDEO CONFERENCE:
Google Meet
✓
✓
✓
✓
Microsoft Teams
✓
✓
✓
✓
Zoom
✓
✓
✓
✓
CRM:
Salesforce CRM
—
✓
✓
✓
SUMO for Salesforce
—
(Winter 2025)
(Winter 2025)
(Winter 2025)
Hubspot CRM
—
✓
✓
✓
Microsoft Dynamics CRM
—
✓
✓
✓
MARKETING:
Mailchimp integration
—
✓
✓
✓
Marketo integration
—
—
—
✓
Pardot (Salesforce)
—
—
—
✓
Zoho integration
—
—
—
✓
OTHER:
Google Maps API
—
—
—
✓
Embed code (Google Analytics, MetaPixel & more)
—
✓
✓
✓
Stripe
—
✓
✓
✓
Paypal
—
✓
✓
✓
Slack integration
—
✓
✓
✓
Zappier connector
—
—
✓
✓
Support ▼
Access to knowledge base
✓
✓
✓
✓
Email
✓
✓
✓
✓
Live chat
—
✓
✓
✓
Phone
—
—
✓
✓
Success guides
—
✓
✓
✓
Log-in support
—
✓
✓
✓
Security review
—
—
—
✓
Custom MSA
—
—
—
✓

💬 Common Questions

Everything customers ask before upgrading.

  • Q: What’s included in the Free plan? ▼
    A: You’ll get our core meeting booking tools, meeting booker, and AI Assistant capabilities for up to 5 users — no credit card required.
  • Q: What is an AI Outcome? ▼
    A: An AI Outcome is a completed task performed by one of our AI Assistants—such as booking a meeting, writing a follow-up email, summarizing a call, or answering a customer inquiry. Each license tier includes access to all of our AI Outcome Assistants: Chat Booker, Pre-Call Planner, Note Taker, and Follow-Up Assistant. One Outcome is deducted from the user’s monthly allotment for every completed AI task. For example, if the Note Taker Assistant joins a meeting and generates a summary, that counts as one Outcome.
  • Q: Is AI included in the App Plans? ▼
    A: Yes. AI is included in all plans. However, you can use the App Plans entirely without AI — or enable AI selectively per user.
  • Q: What happens when I run out of AI Outcomes? ▼
    A: AI outcome credits renew every month. If you find that you continually need additional outcomes, your plan administrator can upgrade your license plan to receive more credits.
  • Q: Do Outcomes roll over from month to month? ▼
    A: Monthly Outcome credits do not roll over.
  • Q: Can I try the AI before paying? ▼
    A: Yes. Our basic plan comes with a handful of monthly AI credits.
  • Q: Can I switch plan anytime? ▼
    A: Yes. You can upgrade or downgrade AI plans monthly. You’ll only be billed for what you use.
  • Q: What support options are included? ▼
    A: Live chat and email support are available to all paying customers. Enterprise plans include phone support, SLAs, and a dedicated success guide.
  • Q: Is SUMO1 secure for enterprise users? ▼
    A: Yes. We offer SSO, audit trails, role-based access, private cloud hosting, and custom MSAs for teams over 250 licenses.
  • Q: Can I integrate Salesforce, Hubspot and Microsoft? ▼
    A: Absolutely. SUMO1 connects with major CRMs, calendar systems, and marketing platforms out of the box.
  • Q: Do you plan to phase out SUMO for Salesforce? ▼
    A: Absolutely not. The v23 release — which introduced improvements to Multi-Calendar, Agentforce AI integration, and more — is just one example of our ongoing investment. We remain fully committed to enhancing the Salesforce-native version for long-term value.