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SUMO Scheduler

by SUMO Scheduler · Since 2008
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ActiveAvailable globallyCloud
Quick facts
VendorSUMO Scheduler
Year launched2008
StatusActive
Location11545 Park Woods Circle - Suite B, Atlanta, Georgia US
Countries servedGlobal
Languages1
Integrations10+
Free tier
Free trial
Contact salesYES

About SUMO Scheduler

SUMO Scheduler is an enterprise scheduling platform designed for sales, service, and field teams. It supports self scheduling, group scheduling, and automated reminders, with deep Salesforce integration for lead routing and meeting assignment. Users can share documents during scheduling and use analytics to track conversion and engagement. The platform emphasizes security with SOC 2 and ISO aligned controls and supports multiple channels for booking. Key capabilities: Self scheduling and group availability Salesforce integration for lead and meeting routing Automated reminders and notifications Document sharing during scheduling Analytics and compliance focused security Best for: Revenue teams that need secure, automated scheduling.

SUMO Scheduler is a versatile customer engagement platform designed to streamline and optimize the scheduling process for businesses of all sizes. With a wide range of features, including meeting scheduling, event planning, and field sales management, SUMO Scheduler empowers organizations to improve customer interactions and increase efficiency. One of the standout features of SUMO Scheduler is its user-friendly interface, which is easy to navigate even for those who may not be tech-savvy. The platform is well-organized, with features clearly labeled and accessible from the main dashboard. This intuitive design helps users quickly find the tools they need, reducing the learning curve and improving overall productivity. SUMO Scheduler offers a robust set of functionalities that cater to various customer engagement needs. Users can easily create and manage appointments, meetings, and events across multiple channels, including websites, social media, email, and text. The platform also allows for customization of scheduling flows, branding, data fields, and reminders, enabling businesses to create a personalized experience for their customers.

Pros & Cons

What users like
  • +Highly customizable scheduling options.
  • +Seamless integration with Salesforce.
  • +Secure and compliant with major industry standards.
  • +Excellent customer support.
  • +Efficient self-scheduling reduces manual work.
What users flag
  • Likely expensive for small businesses.
  • May require Salesforce or CRM expertise.
  • Limited to specific industries.
  • Learning curve for full customization.
  • Heavy reliance on Salesforce for optimal use.

Features

Key features

1. Self-scheduling
Clients can schedule their appointments directly.
2. Group Scheduling
Facilitate team or group availability.
3. Salesforce Integration
Seamless scheduling integrated with Salesforce.
4. Reminders & Alerts
Automated reminders to reduce no-shows.
5. Customization
Fully customizable scheduling workflows.
6. Security
SOC 2 and ISO-compliant data encryption and privacy.

Additional features

1. Personalized reminders for appointments
2. Two-way document sharing during scheduling
3. Automated lead and meeting assignments
4. Cloud-based, customizable platform
5. Event scheduling across channels (website, email, social media)
6. Secure and compliant with industry standards (SOC 2, ISO)
7. Simplified tech stack integration
8. Analytics and reporting tools

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Monthly

USD 13

Meetings

USD 31

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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