# SUMO Scheduler Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SUMO Scheduler Software - reviews, pricing plans, popular comparisons to other Appointment Scheduling products and more.

Source: https://www.capterra.com/p/158283/SUMO-Scheduler

---

# 

 SUMO Scheduler Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 1, 2026

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

SUMO Scheduler

## What is SUMO Scheduler?

SUMO’s AI Meeting Assistant helps teams book meetings faster, connect smarter, and stay prepared. Instead of juggling tools, SUMO combines scheduling, pre-call prep, notes, research, and follow-ups into one platform. Features: - Customers self-schedule via AI chat, email, or booking pages - The AI Scheduling Assistant routes meetings to the right rep by skills or availability - Supports round robin, recurring, and group appointments with templates - The Pre-Call Planner researches attendees, pulls notes, and suggests agendas - The AI Note Taker transcribes calls, creates summaries, and captures actions - Auto reminders reduce no-shows, CRM sync keeps data consistent SUMO adapts to sales, marketing, service, and IT teams. With role-based controls, you decide who sees what, ensuring compliance at scale. Integrations: Salesforce (native), Zoom, Google, Outlook, payments, and more. SUMO automates admin, improves customer engagement, and helps teams close deals faster.

## What is SUMO Scheduler used for?

[Appointment Scheduling](https://www.capterra.com/appointment-scheduling-software/)[Scheduling](https://www.capterra.com/scheduling-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$13

Per User, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### SUMO Scheduler

4.5 (10)

VS.

[4.8 (1,129)](https://www.capterra.com/p/268055/Goldie/reviews/)

Starting Price

$13

Per User, Per Month

Starting Price

$19.99

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (10)

Ease Of Use

4.8 (4,065)

Value For Money

4.8 (9)

Value For Money

4.6 (2,730)

Customer Service

4.8 (10)

Customer Service

4.7 (2,291)

## SUMO Scheduler alternatives

[4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

[4.8 (348)](https://www.capterra.com/p/174830/GlossGenius/reviews/)

Starting price

$28.00

Per User, Per Month

[4.7 (3,506)](https://www.capterra.com/p/153752/Vagaro/reviews/)

Starting price

$23.99

Per User, Per Month

[4.6 (14,528)](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/reviews/)

Starting price

$14.99

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/158283/SUMO-Scheduler/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Online Booking

4.0 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

Book meetings and appointments through a website or digital platform

Calendar Sync

4.0 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Synchronize with other calendars to view mutual availability and schedules

Confirmations/Reminders

4.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Automated reminders and confirmations for booked appointments and events via text or email

Automated Scheduling

4.5 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Automatically create schedules based on business needs or employee availability and qualifications

Calendar Management

4.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

Client Database

4.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Electronic storage of stakeholder contact information

SUMO Scheduler 47 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Schedule appointments via a calendar

Automatically create schedules based on business needs or employee availability and qualifications

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Create, update, and manage bookings, itineraries, and reservations

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Schedule in-person or online classes

Electronic storage of stakeholder contact information

Private online space that lets businesses securely share documents and provide information access to clients

Automated reminders and confirmations for booked appointments and events via text or email

Accept and process credit card transactions

A collection of customer information such as contact details, demographics, previous interactions, etc.

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Track employee schedules, availability, and performance across projects and tasks

Assign working shifts or tasks to employees based on their availability

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Automatically find mutually available meeting time slots across multiple calendars

Access software remotely via mobile devices

Manage and support multiple locations

Book meetings and appointments through a website or digital platform

Accept and process online payment transactions

Notifications that are delivered to users as soon as an event occurs

Based on availability, instantly confirm or deny a request when a new booking is made

Receive system updates as soon as any changes are made

Schedule repeating appointments based on a duration of time

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Online portal through which end users can access the system, manage tasks, or obtain information

Send messages via SMS

Track and manage the scheduling of tasks

Set up connections to third-party platforms to improve business processes

Track the amount of time spent on a job or task

Seamlessly integrates with 3rd party websites

Get Advice

We can help you find the software with the features you need.

Features

4.4 (10)

4.4

Based on 10 reviews

## Pricing

Value for money

4.8 (9)

Free Trial

Basic

$13.00

Per User,Per Month

Value for money

4.8 (9)

4.8

Based on 9 reviews

## Integrations

[

Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Google Charts](https://www.capterra.com/p/176573/Google-Charts/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[

Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[

Microsoft Exchange](https://www.capterra.com/p/248250/Microsoft-Exchange/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (10)

4.8

Based on 10 reviews

## User reviews

Overall rating

4.5

Based on 10 reviews

Filter by rating

5(7)

4(2)

3(0)

2(1)

1(0)

Mentioned topic

Sorted by most recent

CW

Christine W.

Partner Success Specialist

Furniture

### "SUMO Scheduler"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 16, 2022

Pros

I love the how customizable SUMO is for my team. Its connectivity with CRM software is amazing.

Cons

If you are unfamiliar with the software and all its capabilities it is difficult to navigate

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for your review of SUMO Scheduler! We're thrilled to hear that you love the customization options available in SUMO Scheduler. Our goal is to provide a flexible and adaptable solution that caters to the unique needs of each team. We're also glad to hear that the software's connectivity with CRM software has been amazing for you. Seamless integration with CRM systems is a priority for us, as it enhances productivity and streamlines workflows. We appreciate your feedback and value your experience with SUMO Scheduler. If you need any assistance or have further questions, please don't hesitate to reach out to our support team. We're here to ensure your success and provide a seamless scheduling experience for your team.

MH

Melissa H.

Sr. Systems Administrator

Education Management

### "SUMO Scheduler"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 10, 2022

Pros

SUMO Scheduler provides reliable scheduling for our team.

Cons

Looking to upgrade to CEP edition, but seems like it is more extensive than what we were expecting.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for taking the time to review SUMO Scheduler! We're delighted to hear that our software has provided reliable scheduling for your team. We strive to offer a dependable solution that helps streamline the scheduling process and improve overall efficiency. Regarding your interest in upgrading to the CEP edition, we understand that it may seem more extensive than initially expected. We recommend reaching out to our support team, who will be happy to provide you with detailed information and guidance on the upgrade process. They can address any concerns you may have and ensure a smooth transition to the CEP edition if it aligns with your needs and requirements. We appreciate your feedback and value your interest in exploring the upgraded edition. If you have any further questions or need assistance with any aspect of SUMO Scheduler, please don't hesitate to reach out to our dedicated support team. We're here to help and provide the best scheduling experience for your team.

BH

Brittani H.

Performance Coach

Health, Wellness and Fitness

### "Great addition to any company"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

November 9, 2022

Great!

Pros

So simple to use. Took very little time to understand how to properly implement.

Cons

I honestly have no cons for this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for your wonderful review of SUMO Scheduler! We're thrilled to hear that you found our software so simple to use and that it took very little time to understand its implementation. We strive to provide a user-friendly experience that allows for seamless adoption and efficient scheduling. We understand the importance of providing ease for customers to schedule their own appointments at their convenience, and we're glad that our solution has been able to fulfill that need for your company. We appreciate your positive feedback and are delighted that SUMO Scheduler has met your expectations. Thank you for choosing SUMO Scheduler as a great addition to your company. If you have any further feedback or if there's anything else we can do to enhance your experience, please feel free to reach out. We're committed to delivering excellent scheduling solutions that meet the needs of our users.

DF

Danielle F.

Director of Innovation

Individual & Family Services

### "A Powerful Solution Backed by an Outstanding Team"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 7, 2022

Overall SUMO has provided our team with major improvements in scheduling efficiency and ease. I highly recommend that anyone who is utilizing Salesforce for the majority of their business processes. The product, the people, and the price are a winning combination.

Pros

The way SUMO works inside of Salesforce Sales Cloud is incredibly admin-friendly and provides users with many options for scheduling with clients. The team at SUMO has been a pleasure to work with from day 1 - covering everything from implementation to account management and support. Being able to instantly schedule or offer availability to clients in a few simple clicks, with all the necessary details included, has added a little bit of magic to our org.

Cons

There can be challenges in production orgs when it comes to updating/bug fixes. While it is a "con" to have occasional glitches in functionality or issues with a new release, the SUMO support team is incredibly responsive and great at getting them resolved. It's also worth noting that because there are so many features/options for scheduling it can be a bit tricky to ensure new users (or services) are added in all the right places.

Alternatives considered

[Calendly](https://www.capterra.com/p/148036/Calendly/)

Reasons for choosing SUMO Scheduler

SUMO offered the solution that best met our specific needs while being customizable, built on the SFDC platform, and priced very reasonably.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for your fantastic review of SUMO Scheduler! We're thrilled to hear that our solution has been a powerful and admin-friendly tool for scheduling and met your specific needs, offering customization, integration with Salesforce, and reasonable pricing. Your recommendation means a lot to us. We understand that occasional challenges may arise when it comes to updates or bug fixes in production orgs. However, we're dedicated to addressing any glitches or issues promptly and efficiently. Our team takes pride in providing exceptional service from the very beginning, and we're delighted that you've had a positive experience with our implementation, account management, and support teams. We appreciate your feedback regarding the extensive features and options for scheduling and understand that it can be a bit tricky to add new users or services in all the right places. We're continuously working on improving the user experience and simplifying the process to make it more intuitive.

JY

Joseph Y.

Systems Administrator

Education Management

### "SUMO Scheduler for Higher Education"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 4, 2022

Overall, SUMO gets the job done with access to support and regular updates.

Pros

We use this product to both allow students to schedule appointments with advisors and allow advisors to maintain calendars within the salesforce instance.

Cons

Initial setup is guided by support, but maintenance and creation of new records for onboarding new users can be tedious.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for your review of SUMO Scheduler for Higher Education! We're glad to hear that our product has been helpful in allowing students to schedule appointments with advisors and enabling advisors to maintain calendars within the Salesforce instance. Streamlining this process is crucial in ensuring efficient communication and support within the higher education setting. We understand that the initial setup process is guided by our support team, and we appreciate your feedback regarding the maintenance and creation of new records for onboarding new users. We're pleased to know that our support team was accessible to assist you throughout your experience, and we're committed to providing regular updates to improve the functionality and address any issues that may arise. We appreciate your feedback and value your partnership with SUMO Scheduler. If you have any further suggestions or if there's anything else we can do to enhance your experience, please don't hesitate to let us know.

LL

Laura L.

Associate Director of CRM Strategy and Administration

Higher Education

### "Appointment Scheduling falls short"

2.0

Overall Rating

2.0

2.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

1/10

November 4, 2022

Pros

Our support rep is very responsive but it just doesn't seem make up for the number of bugs we have found after upgrading to the new CEP version or features that were previously available but are no longer.

Cons

We have been using SUMO Scheduler for more than six years and recently upgraded to the CEP version, which is more of a completely new install than an actual upgrade. We spent an enormous amount of time trying to get it to work in the first place (much longer than anticipated for what we thought would be on par for an upgrade) and now after going live we were disappointed with the number of issues we have experienced. Some of them are "that feature isn't available in CEP yet" or others were identified as a system issue that we discovered.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for sharing your feedback on SUMO Scheduler. We appreciate your recognition of our responsive support representative. However, we understand that the number of bugs you have encountered after upgrading to the new CEP version, as well as the absence of previously available features, has been disappointing. Upgrading to the CEP version should have provided a seamless transition, and we apologize for any inconvenience and frustration this may have caused. We understand the time and effort you invested in getting it to work as anticipated. We take your concerns seriously and are committed to addressing and resolving any bugs or missing features promptly. We apologize for the inconvenience this has caused and appreciate your continued support and patience. We are dedicated to providing you with a reliable and feature-rich scheduling solution and look forward to restoring your confidence in SUMO Scheduler.

Kerry H.

Director of Academics and Student Success

### "I felt like their most important customer. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 10, 2017

The amount of appointments that we are not able to make have increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game changer for our organization.

Pros

The seamless integration into Salesforce. We were looking for a solution for my agents to allow their clients to self serve the appointment scheduling aspect. This has worked out perfectly

Cons

There were a couple of little issues right after launch, but the customer support was very quick to modify our configuration so that it worked the correct way for our processes.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for taking the time to review SUMO Scheduler! We're thrilled to hear that you felt like our most important customer. Providing seamless integration with Salesforce is a top priority for us, and we're glad it has met your expectations. It's great to know that our solution has allowed your agents to offer self-service appointment scheduling to their clients, resulting in a perfect fit for your needs. We appreciate your understanding during the initial launch phase and we're glad that our customer support team was able to promptly address and modify your configuration to align with your specific processes. Your feedback is valuable to us, and we're committed to continuously improving our software and addressing any concerns that arise. Thank you once again for choosing SUMO Scheduler and for sharing your experience. We're here to support your organization's scheduling needs and look forward to serving you in the future.

TN

Taylor N.

Dean of Admissions

### "Takes the headaches out of scheduling appointments!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 2, 2017

Pros

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Cons

Does not directly integrate perfectly with outlook. Viewing multiple usercalendars at once is a little clunky.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for sharing your feedback on SUMO Scheduler! We're thrilled to hear that our scheduling tool has been effective in helping your students schedule appointments with your representatives at their convenience. We understand the importance of allocating your time wisely to focus on the right students, and we're glad that our software has contributed to streamlining this process. Regarding your concerns, we understand that direct integration with Outlook is important to you. We appreciate your feedback on the clunky experience when viewing multiple user calendars simultaneously. We're committed to improving our interface and user experience, and your input will be valuable in our ongoing efforts. Thank you once again for your review and for choosing SUMO Scheduler. If you have any further suggestions or questions, please feel free to reach out to us. We appreciate your support and are dedicated to continuously improving our software to meet your needs.

SK

Shravan K.

Salesforce Developer

### "SUMO helped us implement a scheduling solution for our providers in a quick and easy way."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

October 31, 2017

Pros

SUMO helped us implement a scheduling solution for our providers in a quick and easy way. The Work shift Load and changes are very easy, and the Scheduling Site front end is very easy to setup an appointments. I see they have lot of other options which we do not even use in our business use case. Configuring the scheduling site with clicks and buttons as per business use case is what i liked the most. And the production support response is very good and they helped us even in weekends when needed. And they took suggestions and feature request seriously and provided in there new releases. I would gladly recommend this product.

Cons

The only thing i would ask sumo is to provide a report or a dashboard to count remaining slots for provider so that we can load new availability.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for your review of SUMO Scheduler! We're thrilled to hear that our software has helped you implement a scheduling solution for your providers quickly and easily. The Work Shift Load and Scheduling Site front end has proven to be user-friendly and efficient for setting up appointments. We appreciate your recognition of the various options available, even if they may not apply to your specific use case. Our focus on configuring the scheduling site to meet your business needs is a top priority, and we're glad you found it easy to customize. We value your feedback regarding the need for a report or dashboard to count remaining slots for providers to manage new availability. Your suggestions and feature requests are important to us, and we take them seriously. We appreciate your support and are committed to continually improving our software based on valuable feedback from users like you. Please don't hesitate to reach out if you have any further suggestions or questions.

Morgan M.

Director of Operations

### "Easy to learn and use, helps our office to be more efficient "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 31, 2017

This has cut down on tasks that used to be time consuming, such as appointment reminders. It is also easy to create templates for specific needs (such as referral bonuses or 'how-to' guides) so that you aren't re-typing the same emails and wasting time. It has been very easy to train new employees in it's use, which was a big plus. Some of my recent hires have used software in dental or chiropractic offices before and have commented on how much better SUMO is to use.

Pros

The reports/dashboards are extremely helpful in tracking information (such as appointments overall, appointments per location, tasks that are outstanding/have been accepted by different employees) and simple to create. We are able to have more information for clients saved in their profiles such as their appointment history, we can attach files (such as doctor's notes) and have graphs showing their weight loss progress.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 29, 2023

Thank you for your review of SUMO Scheduler! We are overjoyed to learn that our software has had a profound positive impact on the efficiency of your office. It's great to know that the reports and dashboards provided valuable insights into tracking appointments, locations, and outstanding tasks. We're also thrilled to hear that the ability to save client information, attach files, and track weight loss progress has been beneficial for your team. We're proud to have helped you streamline tasks such as appointment reminders, allowing you to save time and focus on other important aspects of your work. Furthermore, we're pleased to hear that SUMO Scheduler has been user-friendly and easy to train new employees on. We strive to provide intuitive software that minimizes the learning curve and enables seamless adoption for teams of all levels of experience. We appreciate your support, and if you have any further suggestions or questions, please feel free to reach out to us.

[View all Reviews](https://www.capterra.com/p/158283/SUMO-Scheduler/reviews/)

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