About Sumac

Sumac CRM was made for your nonprofit's unique mission and goals! It's a complete solution for contact management, online donations, email marketing, event management, 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$35.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Sumac

* Prices Start at just $35/month
* 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$35.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Sumac: 75

  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Alumni Management Software
  • Application Management
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Auction Management
  • CRM Software
  • Calendar Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Case Management Software
  • Case Notes
  • Certification & Licensing
  • Child Welfare Management
  • Client Management
  • Committee Management
  • Contact Database
  • Contact Management Software
  • Contribution Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Dashboard Software
  • Data Import/Export
  • Document Management Software
  • 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
  • Interaction Tracking
  • Member Accounts
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management Software
  • Membership Renewals
  • Mobile Giving
  • Online Forms
  • Online Giving
  • Payment Processing Software
  • Pledge Management
  • Program Management
  • QuickBooks Integration
  • 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

Alternatives

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ToucanTech

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#3 Alternative to Sumac
ToucanTech is an all-in-one database, website & comms system designed for fundraisers & community managers. Choose a...

iMIS

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Reviews

Overall rating

4.3 /5
(105)
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.

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Showing 5 reviews of 105
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.

Lois
Overall rating
  • Industry: Nonprofit Organization Management
  • Review Source

Overall rating

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

We looked long and hard to find appropriate software.

Reviewed on 2015-06-26

We are a non-profit ministry and needed software that tracks donors/donations, accommodates product...

We are a non-profit ministry and needed software that tracks donors/donations, accommodates product sales, tracks memberships and renewal dates, and handles event tracking. It is VERY CHALLENGING to find non-profit software for a mid sized organization that handles all of these functions. Sumac does all of this in addition to being a very affordable solution. Also, we needed rather extensive custom programming to handle some of our more specialized batch processing functions. Sumac did the custom programming for us. I think one of the most compelling reasons to use Sumac is their customer service and support. I have done business with a large number of software companies during my career and few if any have been as responsive to customer needs as Sumac.

Pros

If support is paramount, Sumac is a great choice.
Sumac covers a broad scope of functions, including donations, memberships, sales and events.
The software is very easy to use.
Built in import functions are very user friendly and very complete. Transferring data into Sumac from another system is not difficult and the error checking before import is very good.
Contact history is strong and allows drill downs into all the underlying documents.
Contact records allow the addition of extra user-defined tabs and fields which is a great asset.

Cons

Inventory tracking functionality could be more robust.
Mail merges currently allow links between contacts and one other view, such as donations, memberships, etc. It would be helpful if more than one additional view would be supported.
Reports could be improved, but this problem is easily resolved with a good report writer that links with an ODBC driver.

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.

Clare
Overall rating
  • Industry: Primary/Secondary Education
  • Company size: Self Employed
  • Used Monthly for 2+ years
  • Review Source

Overall rating

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

Really, really helpful and easy-to-use software

Reviewed on 2018-03-15

Pros

Sumac has everything we need -- keeps our database, sends out our communications, keeps track of all our donations and receipts/acknowledgements. It is set up in a straightforward way and, when I first researched CRMs, it was the only one where I could understand the setup from the start (I think the others were not set up logically). Also, the support team at Sumac is wonderful; attentive, understanding, they are really willing to help me solve all my problems, whether it is a quick question or a larger issue that needs much more overhaul. In fact, they resolved the biggest problem I had with the software: I frequently must bulk import changes to my data, and there were parts I had to do manually because the contact types weren't available to use in the import workspace. But they have recently changed the import workspace to be more flexible, at least partly in response to my comments, so now my bulk imports go much more quickly. In addition, the program has many optional add-ons that can help with courses, volunteer hours, registrations, silent auctions and so many other bits of software that anyone might need. Also, it is very reasonable priced.

Cons

The only things that I find difficult are remembering all the little details of complicated searches, downloads, and the steps of emailing. But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Silvia
Overall rating
  • Industry: Renewables & Environment
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

SUMAC - great CRM

Reviewed on 2016-11-22

After struggling for several years with an expensive database that was not intuitive and did not...

After struggling for several years with an expensive database that was not intuitive and did not meet our needs, our organization looked into several others to replace it including Sumac which was recommended to us by another not-for-profit. We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered – almost everything on our “wish list” (and much more). We then decided to purchase Sumac and have not regretted our decision. While there were a few hiccups with our data migration, overall we have been very impressed. It is very user-friendly, fast, and has features that we are still discovering a year after we started using it. The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement.

Pros

User friendly
Excellent customer support
New releases on regular basis

Cons

Online functionality for some add-ons is very basic (e.g. ticketing) or not available yet (e.g. sales)
The User Guide is good at describing each of the many fields in the database but limited in explaining how these are used together (processes)

Showing 5 reviews of 105 Read all reviews

Sumac FAQs

Below are some frequently asked questions for Sumac.

Sumac offers the following pricing plans:

  • Starting from: US$35.00/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.