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Omnito (Formerly SUMO Scheduler) Appointment & Event Scheduling for Salesforce
Manage customer engagement directly in Salesforce
Overview
Omnito (formerly SUMO Scheduler) is the AI-customer engagement platform for Salesforce. If you’ve used SUMO, you’re in the right place-same trusted solution, now expanded to unify scheduling, meeting intelligence & customer engagement in one platform.
See How Omnito (Formerly SUMO Scheduler) Appointment & Event Scheduling for Salesforce Works
▶ MEETING AUTOMATION — Turn conversations into meetings with intelligent scheduling and routing across web, chat, SMS, social and more. Book customers with the right person at the right time, directly from Salesforce and Agentforce.
▶ EVENT & COURSE AUTOMATION — Deliver engaging experiences with online registration, automated reminders and seamless attendee management — all tracked natively in Salesforce.
▶ FIELD SALES SCHEDULING — Maximize customer-facing time with intelligent routing and travel time automation. Teams spend less time driving and more time building customer relationships.
▶ SALESFORCE NATIVE — Secure by design. Meetings, events, notes and follow-up are managed directly in Salesforce, keeping customer engagement data inside your Salesforce org.
▶ BUILT FOR EVERY SCENARIO — From one-on-one appointments to recurring programs and group events, Omnito adapts to the way your business engages customers.
Omnito is a Salesforce-native customer engagement platform that helps organizations increase engagement, automate workflows, and reduce scheduling complexity. Built for Healthcare, Education, Financial Services, Government, High Tech, and more. Scheduling & Routing ✔ Meeting Booker — intelligent scheduling and routing ✔ Field Sales Scheduler with travel time automation ✔ Event and course scheduling with recurring sessions and reminders ✔ Smart Assignment — skill, location, round-robin, and priority routing ✔ Group and multi-attendee scheduling ✔ Buffer time, booking limits, and availability rules AI Meeting Assistants ✔ AI Notetaker — automatic capture, summaries, and action items ✔ Agentforce Meeting Booker — scheduling for any Agentforce agent ✔ Agentforce Pre-Call Planner — CRM-powered prep briefs ✔ Agentforce Follow-Up Assistant — auto-drafts follow-ups and updates records Engagement & Notifications ✔ SMS and email reminders and Chatter notifications ✔ Calendar sync with Outlook, Office 365, and Google Calendar ✔ Web conferencing with Zoom, Google Meet, Teams, and more Enterprise Ready ✔ Native across all Salesforce Clouds, Communities, and Experience Cloud
Categories
- Business Needs
- SalesCustomer ServiceMarketing
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Personas
- MarketerSales Representative / ManagerService Agent / Supervisor
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile