Sumac

Sumac

A Complete Solution to Manage Your Nonprofit!

4.4/5 (104 reviews)

Sumac Overview

MAJOR CAPABILITIES
Fundraising
Case Management
Membership Management
Volunteer Management
Customization
Reporting

Pricing

Starting from
US$45,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, India, Latin America, Middle-East and Africa, United Kingdom, United States

Supported Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 22 others, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

Sumac Reviews

Overall rating
4.4/5
92% positive reviews
52
Excellent
44
Very good
6
Average
1
Poor
1
Terrible
Beverly C.

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

Used Daily for 2+ years
Reviewed on 2017/08/10
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Lois R.

We looked long and hard to find appropriate software.

Reviewed on 2015/06/26
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Monica P.

Sumac - robust and affordable CRM

Reviewed on 2015/09/22
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Verified Reviewer

Customized Database

Used Weekly for 1+ year
Reviewed on 2016/11/22
Review Source: GetApp

With hundreds of attendance records from various partners being submitted each year, Sumac allows us to store, sort, and report on all of this information with ease. Allowing this level of customization ensures that tracking of participation across the collaborative meets our exact needs, and lets us retrieve important data easily and accessibly.

Pros

Customization: our non-profit is a collective of 8 partner organizations that each offer their own programming, but unite under one common collaborative. In this, we require our database to operate as 8 separate databases, with the ability for data to be tracked across all partners and programming. Sumac was able to construct a database for us that met this need, with fields customized to manage youth participants in exactly the way we need it. As our collaborative grows, Sumac has enabled our database to evolve with it, always finding creative solutions to meet our changing needs.

Cons

With such a complicated structure for our database, unfortunately it can be tricky to upload our data in the correct format. Files have to be meticulously formatted within a certain file type, and the set of steps from data gathering to completion is sometimes frustrating and unforgiving of minor errors. Again, this need for rigorous process is because of our operating such a complicated and layered database.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Scott J.

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

Used Daily for 2+ years
Reviewed on 2018/05/09
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Sumac Pricing

Starting from
US$45,00/month
Pricing options
Free Trial
Subscription
Value for money

Prices are based on your needs!

Sumac Features

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Automatic Reminders
  • Calendar Management
  • Customer Database
  • Data Import/Export
  • Electronic Payments

  • Accounting Integration
  • Activity Tracking
  • Billing & Invoicing
  • Client Portal
  • Customizable Reporting
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Reporting & Statistics
  • Search Functionality
  • Third Party Integration

Additional information for Sumac

Key features of Sumac

  • Built-in payment processing
  • Choose the Add-ons you need!
  • Integrates with accounting software
  • Online donation pages that work with your CRM
  • Robust customization options

Benefits

* A single database to manage all of your data and operations
* Choose any number of Add-ons
* Robust configuration and customization options
* Online donation pages that work directly with your database
* Host database Sumac on your desktop or in the add on Sumac’s cloud-based server
* Accounting Quickbooks Online integration

Sumac FAQs

Below are some frequently asked questions for Sumac.

Q. What type of pricing plans does Sumac offer?

Sumac offers the following pricing plans:

Starting from: US$45,00/month

Pricing model: Subscription

Free Trial: Available

Prices are based on your needs!

Q. What are the main features of Sumac?

Sumac offers the following features:

  • Built-in payment processing
  • Choose the Add-ons you need!
  • Integrates with accounting software
  • Online donation pages that work with your CRM
  • Robust customization options

Q. Who are the typical users of Sumac?

Sumac has the following typical customers:

Mid Size Business, Non Profit, Small Business

Q. What languages does Sumac support?

Sumac supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

Q. What type of pricing plans does Sumac offer?

Sumac has the following pricing plans:

Subscription

Q. Does Sumac support mobile devices?

We do not have any information about what devices Sumac supports

Q. What other apps does Sumac integrate with?

Sumac integrates with the following applications:

Constant Contact, Fundful P2P, Fundful P2P, Mailchimp, QuickBooks, QuickBooks Online, QuickBooks Online

Q. What level of support does Sumac offer?

Sumac offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials