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Customer Engagement Turbocharged
Streamline customer engagement and increase revenue.
Schedule across time zones
Effortlessly coordinate meetings across time zones for everyone's convenience.
Custom branding
Delight your marketing team and have the edge with your own professional look on every invite.
Automated reminders
Ensure maximum participation or set time-limited invitations with ease.
Availability preferences
Manage multiple clients with as many pages as you like, so time booked with you is always in your control.
No more double-booking
Never double-book a meeting again. Automate your schedule with live updates to every confirmed event.
Activity reports
See how many meetings your team is booking and for how long automatically and in only a few clicks.
SUMO1 is packed with features that accelerate your sales cycle and create exceptional customer journeys.
Tailor your scheduling journey to your customers’ unique needs with these features.
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Effortless scheduling, enhanced organization, and automated management
Forget the endless back and forth of meeting scheduling! SUMO1 lets customers self-schedule meetings based on your real-time availability, saving time and eliminating scheduling headaches.
Seamlessly integrate SUMO1 with your existing calendar tools and CRM systems to avoid double-booking while capturing critical client information. View and manage all your scheduled meetings, keeping you organized and on top of your busy schedule. Plus, personalize your booking pages for a professional touch.
SUMO1 is built for collaboration. Add self-service scheduling to any website and set up custom routing rules to assign meetings to the right team member, at the right time and location. Customers book their own meetings, automatically filling your team’s calendars with high-value appointments.
Need to add colleagues to a meeting? No problem! Simply add any SUMO1 user to your custom meeting invitation or leverage a resource pool to pull in an expert with the right skill set. It's a win-win for everyone, especially for large or specialized teams.
SUMO1 makes it easy to manage teams of all sizes. Administrators can add, remove, and reassign licenses, set up meeting templates, set permissions, and customize branding from one easy-to-use portal.
Easy to use
Schedule one-on-ones and group meetings effortlessly, with a variety of templates available to expedite tasks and reduce administrative time.
Easy to customize
Personalize your customers’ booking experience by appointment type, service offered, and location. Custom notifications and reminders make it easy for clients to cancel or reschedule.
Easy to administrate
Intuitive setup wizards make getting started a breeze. Meeting templates, customizable user permissions, and role-based scheduling empower admins to take control and optimize scheduling for your company.
Intelligent scheduling tools designed for teams coordinating meetings on a large scale
Boost revenue
Simplify scheduling for high-stakes meetings so that you can spend more time focusing on your sales process and less on coordination and admin.
Streamline your sales process
Fast track your sales process by improving stakeholder communication and removing scheduling roadblocks that stand in the way of next steps.
Close deals faster
Powerful CRM integrations capture scheduling data while tracking trends and optimize scheduling for better conversion rates.
Drive pipeline growth
Replace passive calls to action with automated scheduling and engage prospects at their peak point of interest.
Optimize lead response
Fast-track your lead pipeline cycle with rapid qualification, routing, and meeting scheduling.
Boost conversion rates
Smooth out the sales funnel, leading to a higher conversion rate.
Enhance customer retention
Bring your experts together to engage with customers at every step of their journey, fostering lasting partnerships.
Speed up response times
Efficiently schedule meetings to address customer needs promptly and enable self-service to support their goals.
Optimize engagement and improve NPS
Empower customers to schedule check-ins with customer success or support team members at their convenience. Automated reminders and follow-up workflows keep everyone on track.
Secure scheduling, simplified
SUMO offers enterprise-grade security, empowering your IT team to confidently automate scheduling across your company.
Simplify logins, strengthen security
Deploy SUMO Scheduler with SSO for a seamless and secure user experience.
Simplify user management
Control user access and permissions for a smooth scheduling experience. Easily delegate tasks with admin roles, allowing specific team members to manage users, processes, and settings.
Effortless meeting management
Add meeting scheduling wherever you have an online presence. Create booking pages by meeting type (video, phone, or in-person). Seamlessly add team members or automate meeting assignments with pre-set rules.
Effortless setup, flexible control
Get up and running fast with pre-set availability schedules that users can easily adjust. Admins manage dedicated Workspaces and user licenses with ease and role-based permissions keep everything organized in one central admin hub.
Get meetings booked, faster
Pre-built scheduling templates can be used out of the box or customized to your needs. Add personalized messages and questions to invites and keep attendees engaged and ensure productive meetings. Automatic email confirmations and SMS reminders reduce no-shows and cancellations.
Ensure brand consistency & capture user insights
Design professional booking pages that match your brand with customizable colors, logos, and fonts. Gain valuable insights on user adoption through scheduling analytics.
Get scheduling out of the way so you can focus on working together.
Keep your scheduling data secure with enterprise-grade admin management, security integrations, data governance, compliance audits, and privacy protections.
GDPR
SUMO supports GDPR compliance
ISO Certified
Compliance with ISO 27001, 27017, and 27018
TRUSTe Certified Privacy Seal
Responsible data collection and processing practices consistent with regulatory expectations
HIPAA
U.S. Privacy requirements for personal health information held by covered entitiesSUMO for Salesforce integrates with your favorite marketing and sales automation software so you can get up and running quickly without changing your tech stack.
Take your customer engagement to the next level
Schedule a call for a quick demo or start your free trial.