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, United States

Supported Languages

Not provided by vendor

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Sumac Software - 1
Sumac Software - Make personalized letters and labels in just a few clicks
Sumac Software - 3
Sumac Software - 4
Sumac Software - 5
Sumac Software - 6
View 7 more
Sumac video
Sumac Software - 1
Sumac Software - Make personalized letters and labels in just a few clicks
Sumac Software - 3
Sumac Software - 4
Sumac Software - 5
Sumac Software - 6

Features

Total features of Sumac: 87

  • 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
  • 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
  • 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

Alternatives

Exware Association Management

4.4
#1 Alternative to Sumac
Exware Association Management is a solution for nonprofits & associations, covering membership management, online...

Microsoft Excel

4.8
#2 Alternative to Sumac
Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for...

Kindrid

4.7
#3 Alternative to Sumac
Church Giving Platform that enables sms giving and donation management for churches and nonprofits.

NewOrg

4.7
#4 Alternative to Sumac
NewOrg provides cloud-based information management solutions for non-profit organizations, supporting volunteer...

Reviews

Overall rating

4.3 /5
(112)
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 112
lauro
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

Excellent and good value for money

Reviewed on 2018-05-11

Pros

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

Cons

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

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 2017-08-10

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.

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

Overall rating

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

We use Sumac because it consolidates member and donor data in one place at a reasonable rate.

Reviewed on 2018-05-08

Pros

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

Cons

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.

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 2018-05-09

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.

Joanne
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 8.0 /10

Sumac has been extremely helpful to our organization to track our client and donor database.

Reviewed on 2018-05-10

Pros

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.

Cons

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.

Showing 5 reviews of 112 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.