About Sumac

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit.

Sumac also offers integrated webpages, build-in email marketing tools, and robust reporting.

Top-rated support included!

ADD-ONS
Case Management
Donations
Memberships
Grant Management
Volunteer Management
Webforms
Prospecting
Custom

Pricing starting from:

US$49.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Sumac

* Streamline Operations & Do More Good
* Choose the Add-ons you Need to Get a Complete Solution
* Robust Configuration and Customization Options
* Integrated Webforms
* Built-in Email Marketing
* Quickbooks Integration
* Top-Rated Support Always Included

Typical Customers

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

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$49.00/month

  • Free Version
  • Free Trial
  • Subscription

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Features

Total features of Sumac: 167

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management Software
  • Applicant Tracking Software
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking Software
  • Auction Management
  • Authorization Tracking
  • Automated Scheduling
  • Bed Management
  • Bereavement Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • CRM Software
  • Calendar Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Candidate Profiles
  • Care Plan Management
  • Case List Management
  • Case Management Software
  • Case Notes
  • Categorization/Grouping
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Claims Management Software
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Collection Software
  • Data Import/Export
  • Deadline Management
  • Document Management Software
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Due Date Tracking
  • Dues Management
  • Electronic Payments
  • Eligibility Verification
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Reminders
  • Email Templates
  • Email Tracking Software
  • Employee Management
  • Enrollments/Onboarding
  • Event Calendar
  • Event Management Software
  • Event Scheduling
  • Event Ticketing
  • File Sharing Software
  • Financial Reporting Software
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management Software
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Historical Trend Analysis
  • Impact Measurement
  • Intake Management
  • Interaction Tracking
  • Level of Care Evaluation
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management Software
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Communication
  • Multi-Factor Authentication
  • Multi-Location
  • Online Forms
  • Online Giving
  • Patient Database
  • Patient Engagement Software
  • Patient Intake
  • Patient Management Software
  • Patient Records Management
  • Payment Processing Software
  • Personalization Software
  • Pledge Management
  • Program Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Quality Assurance
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Recognition Management
  • Records Management Software
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling Software
  • Search/Filter
  • Segmentation
  • Summary Reports
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management Software
  • Task Scheduling
  • Team Notes
  • Third-Party Integrations
  • Time Tracking Software
  • Training Management
  • Treatment Planning
  • Volunteer Management Software
  • Volunteer Recruiting
  • Wait List Management
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Management Software

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Reviews

Overall rating

4.3 /5
(117)
Value for Money
4.1/5
Features
3.9/5
Ease of Use
4.1/5
Customer Support Software
4.6/5

Already have Sumac?

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

Showing 5 reviews of 117
Jennifer
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 2018-05-17

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.

Catherine
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 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

Suma is a great product. You have to subscribe.

Reviewed on 2023-05-05

Sumac is an excellent product. Have had great success with Sumac. Highly recommend it.

Sumac is an excellent product. Have had great success with Sumac. Highly recommend it.

Pros

Our organization relies on the database feature of this software on a daily basis. We also rely on the Donor Management abilities. We are now using the Board of Directors platform, which is very useful.

Cons

I really do not have any cons to mention. I have always had great tech support as long as I have been using it.

Monica
Overall rating
  • Industry: Fine Art
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Sumac - robust and affordable CRM

Reviewed on 2015-09-22

Pros

We started using Sumac for organizing our data a couple of years ago. Before that we were swimming in excel sheets and having multiple users access the same information was problematic. We use Sumac for ticketing, memberships and donations. I like that we have one system that organizes these three aspects, as there is (as one would hope) quite a bit of overlap between those three actions. It is also useful for organizing mailing lists (either hard copy or email) and analyzing data. But most importantly for us, it's an affordable option. There are CRMs out there that are more robust but for a small non-profit we wouldn't be able to afford them. Sumac is a really cost-effective option to suit our needs.

Cons

Sumac has a lot of software updates. These updates don't fundamentally change the look or experience of using it, but the updates often require us restarting our server. The other aspect is, though they are working on this, is that the web integration is not as customizable as one might like. It's difficult to change the look or flow of it to go with our branding. Finally - there are just a lot of pop-ups for any application while using it (do you want to record this, do you want to save this, etc.) which seem unnecessary.

Ad
Overall rating
  • Industry: Nonprofit Organization Management
  • 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 10.0 /10

Great Experience

Reviewed on 2023-02-28

Great and Positive Experiences.

Great and Positive Experiences.

Pros

User friendlyThe support team is available to answer and help usSumac understand charitable organization needs

Cons

Nothing is perfect. However, based on our experience with Sumac, we look forward to grow with Sumac as we understand Sumac continues to update and improve.

Brian
Overall rating
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Excellent Membership Management

Reviewed on 2020-12-03

Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own...

Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own data which is visible only to them and to the organizations head office. This allows for consistent reporting around the Province.
Implementing the system was completed within 3 months, including converting existing spread sheets and uploading them onto the database. Training was conducted in person and online. Sumac provided initial training for the Bowls BC Administrator.

Pros

The Sumac membership management system is flexible and easily customizable. Out of the box it can be used immediately but can also be tailored to specific requirements. The Cloud based database combined with its data security allows each clubs data to be maintained separately and securely.

Cons

It is sometimes difficult to load the software onto Mac computers. This mainly due to the Mac security system that is not always fully understood by the user. Loading the software onto a windows machine is very easy.

Showing 5 reviews of 117 Read all reviews

Sumac FAQs

Below are some frequently asked questions for Sumac.

Sumac offers the following pricing plans:

  • Starting from: US$49.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Prices are based on your needs!

Sumac has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Sumac supports the following languages:

English

Sumac supports the following devices:

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.