Sumo AI CRM
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Features

Everything Inside Sumo AI CRM

One platform for sales, marketing, and customer management, with AI agents doing the repetitive work. Explore the full inventory below.

Every Sumo AI CRM plan includes full platform access for $197/month. Capabilities that rely on third-party networks, such as calling minutes, texting, and email sending, may involve usage-based charges.

AI Agents & Automation

AI that works for you around the clock.

  • AI Assistant
    A built-in copilot that answers questions and completes CRM tasks in plain language.
  • AI Worker
    AI teammates that carry out recurring business work step by step.
  • AI Agent
    Conversational AI agents that chat with leads and customers on your behalf.
  • Workflow Automations
    Automate follow-ups, reminders, and multi-step processes without code.
  • Visual Workflow Builder
    Design agent and automation flows visually.
  • AI Outbound Calling
    AI places outbound calls for outreach, confirmations, and follow-ups.
  • 24/7 AI Answering Service
    AI answers every call, day or night, and captures the details.

CRM & Sales Management

Every contact, deal, and conversation in one place.

  • CRM & Pipeline Management
    Track every contact, deal, and pipeline stage from one workspace.
  • 2-Way Email
    Send, receive, and manage email conversations inside the CRM.
  • Booking & Appointments
    Let clients book times that sync with your calendar.
  • Power Dialer
    Call through your lists faster with click-to-dial and call logging.
  • Web Phone & AI IVR Builder
    Take calls in the browser and route them with AI-built phone menus.
  • Contract Signing
    Send, sign, and store agreements without a separate tool.
  • Online Meetings
    Host meetings linked to contacts and appointments.

Marketing & Funnels

Reach more people and turn attention into revenue.

  • AI Email Marketing Agent
    Draft and send email campaigns that adapt to your audience.
  • Funnels
    Build landing pages and funnels that capture and convert leads.
  • 2-Way SMS Marketing
    Text leads and customers and keep every thread in one inbox.
  • Social Media Posting & Calendar
    Plan, schedule, and publish posts across channels.
  • Comment to DM
    Turn social comments into private DM conversations automatically.
  • Ad Management
    Run and track ads across platforms from the CRM.
  • Reputation Management
    Request, monitor, and respond to reviews.
  • Surveys & Forms
    Capture leads and feedback with forms and surveys.
  • Call Tracking & Analytics
    Track which campaigns and sources drive calls.

Customer Communication

Stay reachable on every channel your customers use.

  • AI Website Widgets
    Add AI chat widgets to any website.
  • Inbound Fax
    Receive faxes digitally without a fax line.
  • Text-to-Speech
    Turn written content into natural voice audio.
  • Ticket Tracking
    Track customer requests through to resolution.

Websites & AI Builders

Describe what you need. AI builds it.

  • AI Website Studio
    Build websites with AI, hosted inside your workspace.
  • AI App Builder
    Describe an internal tool or app and let AI build it.
  • AI Image Generation
    Create on-brand images for campaigns and content.
  • AI Video Generation
    Generate video content from prompts.

Business Operations

Run the back office alongside your sales work.

  • Visitor Intelligence
    See which businesses visit your website and reach out first.
  • Dashboards
    Monitor revenue, pipeline, and marketing in real time.
  • Project & Task Management
    Run projects and tasks alongside your sales work.
  • Courses & Memberships
    Deliver courses and gated communities to clients.

All of it, one workspace, $197/month

Unlimited users and contacts. Start with a 14-day free trial.

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