Sumac

Flexible and good value. It provides just the right structure yet flexible enough to customize for emerging needs.

Could use more ease of use features. WOuld love to have documents stored on individuals so that all users can access.

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.

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.

I think the history tab, where I can see an entire person's donation, membership and communication history in one place.

I don't like that it's not terribly flexible and that the web integrations aren't mobile compatible. I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.

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.

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.

I especially like the facility for reporting. I like how it interfaces with other programs such as Excel and Simply Accounting. I also love how it does automatic credit card transactions.

I can honestly say that It has been rare that I have had issues with this program. It has always been because of my lack of knowledge of it's capabilities. A phone call will usually clear up any issues I have.
The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.