About Sumac

Sumac CRM was made for your nonprofit's unique mission and goals! It's a complete solution for contact and donor management, online fundraising, email marketing, accounting, and you can choose the add-ons you need to manage programs and data that are specific to your nonprofit.

BASIC CRM
Contact management
Payment processing
Custom reporting
Email Marketing & Receipting
Donation management
Event management
Time tracking
Invoices & Accounting
Reminders & Action Plans

ADD-ONS
Case Management
Membership Management
Course Registration
Grant Management
Volunteer Management
Forms
Proposals
Prospecting
Custom

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Sumac

* Choose any number of Add-ons
* Robust configuration and customization options
* Online donation pages that work directly with your database
* Access your CRM from anywhere
* Accounting Quickbooks Online integration

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada

Supported Languages

Not provided by vendor

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Sumac: 90

  • API
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Alumni Management Software
  • Application Management
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Auction Management
  • Bereavement Management
  • Billing & Invoicing
  • Built-In Database
  • CRM Software
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Care Plan Management
  • Case Management Software
  • Case Notes
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Committee Management
  • Contact Database
  • Contact Management Software
  • Contribution Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Dashboard Software
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Dues Management
  • Electronic Payments
  • Email Marketing Software
  • Enrollments/Onboarding
  • Event Management Software
  • File Sharing Software
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Management Software
  • HIPAA Compliant
  • Interaction Tracking
  • Medical History Records
  • Member Accounts
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management Software
  • Membership Renewals
  • Mobile Giving
  • Online Forms
  • Online Giving
  • Patient Engagement Software
  • Patient Intake
  • Patient Records Management
  • Payment Processing Software
  • Pledge Management
  • Program Management
  • Progress Reports
  • QuickBooks Integration
  • Real Time Reporting
  • Receipt Management
  • Recurring Giving
  • Referral Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Scheduling Software
  • Search/Filter
  • Time Tracking Software
  • Training Management
  • Volunteer Management Software
  • Website Management
  • eCommerce Management

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Reviews

Overall rating

4.3 /5
(109)
Value for Money
4.2/5
Features
3.8/5
Ease of Use
4.1/5
Customer Support Software
4.7/5

Already have Sumac?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 109
Serena
Overall rating
  • Industry: Religious Institutions
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Serena Richardson

Reviewed on 5/25/2018

Pros

User friendly interface and the customization feature "grow your own". Support staff are helpful and I love that training videos are provided as well.

Cons

I would love to see the development of connecting related emails directly to the database contact records so that the added steps of using the "communication" function were not needed.

Beverly
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Sumac is an affordable, customizable system for case management and reporting.

Reviewed on 8/10/2017

Pros

Sumac provides a customizable platform for managing our programs and services, tracking communications and case management. We are planning to expand our use and utilize more modules and expand our use of existing ones. The software is growing with us as we move a team into an online Case Management model after 30 years of pen and paper. We have set it up so we master uses one at a time and have eased the transition of staff. This has been a blessing as I have worked with other organizations that have lost staff as an out of the can software full of bugs was implemented with little room for transition.

While for some the customization may be a challenge the benefit is huge. If you do not have someone to work with to complete the customizations there is an affordable option available working with the Sumac team.

Cons

The email component does not allow for, (or I have not figured out how to), multiple emails, so we only use it for mass emails as the responses can only go to one address.

Carol
Overall rating
  • Industry: Fine Art
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 3.0 /10

Even the easiest of functions are unnecessarily complicated.

Reviewed on 5/15/2017

Deeply frustrated with Sumac.

Deeply frustrated with Sumac.

Cons

Sumac is anti-intuitive.Functions do not follow a logical sequence. There never seems to be a video for what I need to do. Support has never recommended a video. The remote support doesn't work. One has to manage the telephone and manage the computer at the same time, while trying to follow instructions. There must be a better way. People learn in different modes, Sumac provides only one. Watching someone complete the sequence is not the same as performing it for a kinesthetic learner.

scott
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Indispensable tool at our office. There's no facet of our operation that doesn't rely on...

Reviewed on 5/9/2018

Flexibility.
Can easily grow.
Different levels of security and accessibility.
Great support.
Always...

Flexibility.
Can easily grow.
Different levels of security and accessibility.
Great support.
Always adding new modules.

Pros

It integrates everything. With Sumac we can generate output to determine trends or targets, even deficiencies, by combining seemingly unrelated data. There's no data-based relationship we cannot explore and mine for fresh insights.
I like that it is held off-site so that we do not have to worry about additional data security. Of course, this also makes our Sumac data available anywhere, anytime.

Cons

Some of the modules have a steeper learning curve, but I don't see how that's avoidable. The biggest deficiency for me is that I would love an ap (application). Personally, I work with an iPad and right now I cannot access Sumac with that platform.

Jennifer
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

We had a challenging start, but over the past 6 months have had much better results with...

Reviewed on 5/17/2018

Pros

It is customizable to our needs (mostly). Some of the features we would find beneficial are not available.

Cons

We have encountered a number of bugs over the past few months in working with our trainer. She has been awesome in documenting and reporting them but the training time it ends up taking up in trying to find work arounds or confirm that it is in fact a bug is frustrating.

Showing 5 reviews of 109 Read all reviews

Sumac FAQs

Below are some frequently asked questions for Sumac.

Sumac offers the following pricing plans:

  • Starting from: US$39.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Prices are based on your needs!

Sumac has the following typical customers:

2–10, 11–50, 51–200, 201–500

We do not have any information about what languages Sumac supports

Sumac supports the following devices:

Android (Mobile), iPad (Mobile)

Sumac integrates with the following applications:

Constant Contact, Mailchimp, Quickbooks Online

Sumac offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support

Related categories

See all software categories found for Sumac.