Medical & Pharmaceutical Sales Software

Automated scheduling for faster medical sales cycles

SUMO’s meeting booking software helps medical sales reps streamline appointments with clients—across pharmaceutical, medical device, and durable medical equipment businesses.

Book More Sales Meetings

Let healthcare providers schedule calls, demos, or in-person meetings through a self-service link.

Manage Reps & Territories

Assign leads, accounts, or meeting types by sales stage, product line, or rep specialty - in the field or online.

Increase Sales Productivity

Route meetings to available reps by territory or product focus. Prioritize top accounts and minimize travel time with smart scheduling logic.

Reduce Admin, Sell Faster

Automate routine scheduling and customer follow-ups to reduce manual work and improve operation for medical sales teams.

Meet with Qualified Prospects

Target high-value HCPs, pre-qualify meeting requests, and prioritize time with custom booking flows, calendar availability and forms.

Coordinate Sales Teams

Handle reps availability, appointment types, and client communication in one platform with real-time syncing preventing scheduling conflicts.

Book, track & win more deals in medical sales

SUMO Scheduler supports pharmaceutical sales and medical device reps with powerful engagement tools designed to expedite every interaction in the sales process.

Biopharma Sales Meeting Booking

Add meeting links as a CTA anywhere online.
Schedule in-person and virtual appointments across regions, reps, and product lines.
Offer appointments for the right sales funnel: demos, check-ins, or clinical discussions.

Streamline Field Sales

Route appointments to reps based on territory, drug line, expertise, or clinical stage.

Track Every Step in CRM

Engage prospects with SMS/email reminders and post-meeting follow-ups.
Capture meeting info directly in your CRM and track analytics.

SUMO Scheduler Software for Biopharma Sales Meeting Booking

Medical Device Sales Meeting Booking

Let HCPs book product demos, training sessions, or in-service visits directly with reps—online, anytime.
Embed scheduling links into outreach emails, marketing campaigns, or QR codes on printed materials to drive direct rep access.
Schedule group meetings (e.g., surgeons, procurement officers, nursing staff).

Power Field Sales

Auto-match appointments to reps based on geography, device type (e.g., surgical, imaging, diagnostics), or facility specialization.
Coordinate field-based rep visits for live cases or operating room support.

Manage Client Meetings

Coordinate client meetings with pharma reps, wholesalers, or vendors from a single platform.
Optimize logistics by syncing calendars in real-time to avoid appointment conflicts.

Automate & Track in CRM

Capture and analyze field activity in your CRM.
Automate meeting reminders and follow-ups.

SUMO Scheduler Software for Medical Device Sales Meeting Booking

Medical Equipment Business Booking

Let customers book service, repair, or product consultations directly from your site.
Offer booking for showroom tours or virtual product demos.

Medical Equipment Installation & Repair

Allow customers to book an appointment with field technicians for installations & repairs.
Sync technician availability in real time.
Minimize routing by assigning service territories to make sure the right tech is dispatched optimally.

CRM Data Capture

Log installation dates, site visits, and repair history directly into Salesforce or other integrated CRMs for full visibility.

SUMO Scheduler Software for Medical Equipment Business Booking

Streamline pharma & medical device sales with advanced scheduling tools

SUMO’s medical rep software reduces friction, accelerates appointment setting, and improves engagement with HCPs.

SUMO Scheduler Built for Pharmaceutical Professionals

Self-Service Scheduling

Share links via email, SMS, or CRM to let HCPs book anytime, anywhere.

Automated Customer Engagement

Send personalized email campaigns before and after meetings to engage prospects and move leads forward.

Calendar Sync & Routing

View calendars by team, territory, or rep and route appointments efficiently.

AI Chat Agent

Let HCPs book instantly with an AI-powered scheduling chat agent integrated into your site or portal.

Travel & Buffer Time

Manage field sales visits with built-in route logic and automated buffer time calculation.

Customizable Workflows

Create scheduling flows to your sales team’s unique structure using a low-code builder—no dev team needed.

Analytics & Reporting

Automatically log interactions, meeting types, and contact details into Salesforce or connected CRMs.

HIPAA Compliance

Keep all data secure and compliant with healthcare data standards.

Manage pharma sales better with SUMO Scheduler

Eliminate scheduling chaos in medical sales teams.

Try SUMO

Your Questions, Answered

Is SUMO suitable for enterprise-level pharmaceutical businesses?

Yes. SUMO Scheduler provides a powerful pharmaceutical sales software for enterprise-level sales operations. It offers scalable scheduling, territory management, and CRM integration—ideal for large pharmaceutical companies managing multiple teams, product lines, and regions.

Our platform adapts to complex workflows and compliance requirements in pharma sales. Contact our team to explore tailored packages, pricing, and deployment options for your organization.

Do you offer a free trial?

Yes, SUMO provides a 15-day free trial with full access to all features so you can experience the platform risk-free.

Can I manage a distributed sales team?

Absolutely. SUMO helps manage teams by region, role, or specialty—perfect for national or multi-regional teams.

Do I need to use Salesforce?

No. SUMO Scheduler is designed to support the unique needs of medical agencies.

You can use SUMO1, our standalone appointment scheduling app.

Larger healthcare organizations using Salesforce can leverage our native Salesforce appointment booking software for enterprise-level scheduling, workflows, and reporting.

Is SUMO Scheduler easy for medical and pharma sales reps to use?

Yes. SUMO Scheduler is designed for simplicity and speed—perfect for busy field reps and sales teams without a technical background. The interface is intuitive, easy to navigate, and quick to set up, so reps can start booking and managing appointments with healthcare providers right away.

No complex training needed—just log in and start scheduling demos, site visits, or clinical meetings in minutes.

Customer Success Stories

See how SUMO’s scheduling software boosts rep productivity and helps grow pharmaceutical, biotech, and medical device sales.

Medical Technology Company

Read Time: 6 minutes

How Medtronic solved its appointment scheduling woes with SUMO.

Simplify your medical sales scheduling today

Whether you’re managing five reps or five hundred, SUMO makes it easy to book, manage, and optimize meetings across your entire sales organization. Try it now or book a demo.

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Medical & Pharma Sales Software