Smart booking · AI Notetaker · CRM sync · Auto follow-ups
15 Days FREE TRIAL No charge for 15 days
Transform your scheduling chaos into organized efficiency with AI-powered automation
Let AI handle meeting notes, summaries, and follow-ups automatically. No more manual note-taking or missed action items.
Eliminate back-and-forth emails. Let customers book meetings directly based on your real-time availability.
Connect with Salesforce, HubSpot, and Dynamics. All meeting data syncs automatically to your CRM.
SUMO AI meeting assistant integrates with your favorite marketing and sales automation software so you can get up and running quickly without changing your tech stack.
| Feature | SUMO1 | Manual Effort | Other Tools |
|---|---|---|---|
| Automation | ✅ Full AI automation | ❌ Manual work | ⚠️ Partial |
| AI Notetaker | ✅ Built-in, advanced | ❌ None | ⚠️ Often separate |
| CRM sync | ✅ Salesforce, HubSpot+ | ❌ Manual entry | ⚠️ Varies |
| Support | ✅ Dedicated team | ❌ None | ⚠️ Depends |
| Total Cost | ✅ $23/user/month | 💰 Manual cost | 💰 3–4 tools |

“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…”
Jim Gilbert, Salesforce Consulting Director, Huron Consulting
“SUMO helped us automate our advising session scheduling process with ~1200 students a year. The outward-facing interface is user-friendly…”
Rebeca Lamadrid, VP Operational Effectiveness, The Washington Center
“We use SUMO to schedule appointments with clients for certifications and client success appointments. Superior customer service and support!”
Greg Thatcher, IT Manager, Five Star ProfessionalKeep your scheduling data secure with enterprise-grade admin management, security integrations, data governance, compliance audits, and privacy protections.
SUMO supports GDPR compliance
Compliance with ISO 27001, 27017, and 27018
Responsible data collection consistent with regulatory expectations
U.S. Privacy requirements for personal health information
Click ‘Start Free Trial’ and choose an annual plan at checkout — the 20% discount and free AI Notetaker apply automatically.
Until April 30, 2026 at 11:59 PM.
Yes — enterprise-grade security and data privacy controls protect all your data.
Yes. No charge for 15 days. Cancel before renewal to avoid future charges.
Salesforce, HubSpot, and more. Contact us for specific integration requirements.
20% off all annual plans + AI Notetaker free. Limited time.
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