Salesforce AI Scheduler, Notetaker & Follow-Ups

Turn meetings into results

Keep every customer interaction inside Salesforce. SUMO's meeting assistant books and routes your meetings, prepares you in seconds, captures notes, and automates follow-ups. You reduce time spent on admin, keep CRM data clean, and deliver a smoother, more personal customer experience. The result: faster cycles, stronger relationships, and lasting value.

Appointment Scheduling

Schedule appointments, create leads, and capture critical meeting data directly in your Salesforce org.

Event & Course Scheduling

Create and manage events or courses in Salesforce — spend less time on admin, and more time engaging customers.

Field Sales Scheduler

Empower customer-facing teams to book appointments on the go, minimize travel time and fill days with customer meetings.

Agentforce Meeting Booker

Add meeting scheduling to any Agentforce agent — engage customers and drive next steps.

Pre-Call Planning Assistant

Enter every meeting prepared: customer research, agenda, and talking points — in seconds.

AI Notetaker

Transcribe calls, generate summaries & action items, and sync recaps with Salesforce automatically.

Meeting Follow-Up Assistant

Use meeting notes and CRM data to draft personalized emails instantly, and move conversations forward.

The Ultimate Salesforce native AI Meeting Assistant Suite

With SUMO for Salesforce, your team can focus more time on their customers and less time on meeting scheduling, prep and follow up.

Add automated appointment scheduling to any website, email, text, chat, social media or Salesforce Community. Optimize your sales funnel & close deals faster.

Online Scheduler

Add appointment scheduling as a call to action anywhere you have an online presence; websites, Salesforce Communities, social media sites and more. - Auto-create leads/contacts in Salesforce and securely capture valuable customer information.

Instant Booker

Book meetings in real time directly in Salesforce. Find a resource, available time slot, and book it.

Invite Manager

Send customized meeting invitations directly from Salesforce or create meeting links for one-click scheduling - Add scheduling tools to any object, community or case.

Analytics Builder

Make better data-driven business decisions with Salesforce native reports and dashboards.

Assignment Engine

Ensure prospects meet with the right staff member, at the right location and time.

Reminder Engine

Reduce no-shows by >27%. Automated emails and text messages, ensure everyone shows up on time or can reschedule at their convenience.

Calendar API

Integrate scheduling with existing technologies. - At the core of SUMO is a Calendar API that maintains a secure persistent connection to standard calendar platforms.

Offer experiential marketing events to win new business & retain customers. Events can be created in seconds with easy sign-up through marketing campaigns, personal invites, or on your company’s website.

Event Builder

Quickly create , view and manage single events or recurring courses in Salesforce using our event Multi-calendar.

Multi Calendar

The SUMO MultiCalendar provides a centralized view of appointments and events from various sources, streamlining scheduling for your entire team.

Optimize your sales team’s time in the field by adding appointment-booking automation that accounts for travel time. Ensure that calendars are full and that they arrive at sales calls on time… every time.

Travel-time Automation

Offer real time availability that accounts for your travel time. Pack your schedule with customer facing meetings while ensuring that you arrive on time.

In-route check-in

Call your client from the appointment invite to let them know you are running late, or send them an automated message.

Schedule Filler

Canceled appointments killing your schedule? We’ve got a solution. Add in-person meetings to your schedule in real-time while accounting for travel between appointments.

SUMO Agentforce Meeting Booker

Book meetings through natural chat in Salesforce, on your website, or in a community with SUMO’s Salesforce appointment assistant.

Pre-Call Planner

Get your pre-call plan in seconds, with Agentforce suggesting agendas, objectives, and talking points.

AI Notetater

SUMO’s AI Notetaker for Salesforce joins meetings, transcribes conversations, creates summaries, and stores them safely in your CRM.

Follow up Assistant

Send meeting summaries, action items, or thank you emails directly from your Salesforce org - add a scheduling link as a call to action to keep your conversation moving forward.

Watch a quick demo

See how SUMO Agentforce AI helps your team and customers stay aligned by automating the full meeting cycle directly in Salesforce.

See SUMO for Salesforce Appointment Scheduler in Action

See SUMO for Salesforce AI Agentforce Meeting Assistants in Action

Talk to an Expert

The power for Native Meeting Scheduling

360° Salesforce engagement

SUMO is native to all Salesforce Clouds. With Agentforce AI assistants for scheduling, chat booking, pre-call planning, and follow-ups, you can automate any object, create custom flows, and eliminate costly customizations.

Collaborate as a team

SUMO adapts to your team’s style. Share booking links, co-host meetings, trigger reminders, capture notes automatically, and log everything in Salesforce.

Enterprise-grade security

All data stays safe in your Salesforce account. Appointment and meeting info is protected by Salesforce and Amazon, with GDPR, ISO, and HIPAA compliance.

Powerful analytics and reporting

SUMO empowers teams to make data-driven decisions. 50+ customizable Salesforce-native reports and dashboards reveal meeting trends, no-shows, and revenue impact.

Leverage SUMO's meeting assistants + the power of Agentforce for Better Customer Outcomes

SUMO Agentforce joins the most powerful appointment scheduling software for Salesforce with smart assistants that manage meetings, track conversations, respond quickly, and guide follow-ups, making customer connections easy.

Schedule appointments inside Agentforce

Agentforce captures intent to meet, chats about preferred time suggesting optimal slots based on your real-time availability and books the meeting instantly. It syncs everything in Salesforce and makes sure the right rep meets the right prospect.

Drive meeting insights that win deals

Before a call, the assistant reviews Salesforce records, past meetings, and public company data to prepare key talking points. It suggests agendas, discovery questions, and likely areas of interest. Reps walk into meetings prepared, while prospects get conversations that feel relevant to their needs.

Transcribe calls and sync notes in Salesforce

SUMO’s AI notetaker for Salesforce joins your calls, transcribes the conversation, and saves notes directly in CRM. All your meeting recaps are organized in Salesforce — no external note-taking apps needed.

Tailor customer outreach with AI

Generate emails based on your AI notes - schedule next steps, and send follow ups directly from your Salesforce agent. Your customers get faster, personalized follow-ups, and all communication stays in Salesforce.

Appointment Assistants that Drive Real World Results

+70%

Increase in appointment bookings

-35%

Decrease in appointment cancellations

+25%

Increase in user productivity

(Save up to 90 hours per month)

-7 days

Reduce sales cycle by 7 days

Talk to an Expert

Security & Compliance

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 entities

Connect with the tools you rely on every day

SUMO for Salesforce integrates with your favorite marketing and sales automation software so you can get up and running quickly without changing your tech stack.

Talk to an Expert

Happy Clients

Hear it from our customers

Ashley Jones Associate Director - Salesforce, Neighborhood Trust Financial Partners

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... The self-scheduler has completely streamlined the scheduling process for follow up appointments with clients.

Jim Gilbert Salesforce Consulting Director, Huron Consulting

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...

Rebeca Lamadrid VP, Operational Effectiveness, The Washington Center

SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with ~1200 students a year... The outward-facing interface is user-friendly which makes it easy for our students to schedule appointments.

Greg Thatcher IT Manager, Five Star Professional

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments... We highly recommend SUMO due to the superior customer service and support!

Salesforce Appexchange top-rated app

Simplify your Salesforce workflow automation for sales, marketing, and service teams with SUMO Agentforce.

Ready to try SUMO?

Schedule a free consult with a product expert today

Talk to an Expert

The All-in-One AI Meeting Assistant Built for Salesforce

The Ultimate Salesforce native AI Meeting Assistant Suite

Watch a quick demo

The power for Native Meeting Scheduling

Leverage SUMO's meeting assistants + the power of Agentforce for Better Customer Outcomes

Schedule appointments inside Agentforce

Drive meeting insights that win deals

Transcribe calls and sync notes in Salesforce

Tailor customer outreach with AI

Appointment Assistants that Drive Real World Results

Trusted by leading teams

Security & Compliance

Connect with the tools you rely on every day

Happy Clients

Ready to try SUMO?