Sumac Review
What is Sumac?
Sumac is a case management solution specifically designed for nonprofits. It helps organizations streamline their day-to-day operations and manage complex workflows with ease. While its core focus is case management, Sumac also includes powerful tools for fundraising, donor management, volunteer coordination, and membership management.
To make the solution truly your own, you can use custom add-ons to track unique data and tailor the system to your specific needs. Sumac’s modern technology automates workflows and provides a centralized database, so your team can focus on what matters most—making a positive impact.
It’s an intuitive and affordable solution, making it a great fit even for small organizations and less-technical teams. With Sumac, you can manage cases, events, fundraising, and more, all from a single, centralized system.
Show MoreOverview of Sumac Benefits
There are a number of reasons for choosing Sumac as the management software for your nonprofit organization. Most of all, it’s flexible and versatile. You will find it compatible with almost all systems, be those in-cloud or on-premise, Windows or Mac, desktop or smartphone. Its seamless functionality is promising in all dimensions such as automating workflows, accessing databases, preparing reports and carrying out financial analysis.
Not all nonprofits are the same—they vary in size, scale, and budgets. Therefore, every business will have varying needs and expectations from their Sumac management software. Whichever add-on an organization requires, Sumac gets it done in a jiffy.
Along with its other benefits, it is an amazing case management system where a wide range of functions are performed for maintaining databases and planning key service areas in perfect condition. It is ready to use by organizations operating in health, education, and disability and accessibility support sectors.
Sumac understands the need for nonprofit organizations to manage their fundraising efforts on a day-to-day basis. That’s why it facilitates the fundraising processes by offering automatic integrations. These automatic integrations help in carrying out marketing, invoicing, ticketing and reporting for any kind of fundraising. Organizations can choose more add-ons from the realm of fundraising according to their requirements.
Show MoreOverview of Sumac Features
- Customizable donation pages
- Automatic receipting
- Built-in email marketing
- Donor alerts
- Process payments
- Donation batches
- Target campaigns
- Powerful mail merge
- Case management
- Compliance management
- Contract management
- Grant award tracking
- Grant opportunity search
- Online applications
- Self-registration
- Built-in payment processing
- Simple searching/querying
- Customization features
- 11 add-on options
- Free support
What Problems Will Sumac Solve?
Problem #1: Monitoring donations
Sumac can track donations quickly and easily. It does this by allowing the organization to accept donations on their website, send out personalized receipts, and keep track of donor contact information. Sumac also tracks volunteers’ availability and qualifications so they can assign tasks. Sumac offers all of this functionality with the Basic CRM, the Website Integration Service and Volunteers Add-on.
Problem #2: Tracking client information
Sumac allows you to track client information and also schedule staff and track food donations. Sumac offers all of this functionality with the Basic CRM, Reminders Add-on and Custom Add-on (which can be customized by Sumac to track any data unique to your organization).
Problem #3: Managing memberships
The software can track members for the membership program, allow people to sign up for their newsletter on their website and also apply for grants. Sumac offers all of these functionalities with the Basic CRM, the Website Integration Service, the Memberships Add-on, and the Grant Management Add-on.
Sumac Position In Our Categories
Knowing that companies have specific business requirements, it is only logical they avoid paying for an all-in-one, “perfect” business program. Needless to say, it is nearly futile to try to chance on such application even among recognizable software solutions. The reasonable step to do can be to write down the varied vital aspects that call for a consideration like critical features, price terms, technical skill capability of staff, business size, etc. Next, you must perform your product research fully. Browse through some of these Sumac analyses and look into the other software products in your shortlist in detail. Such comprehensive research ascertain you circumvent ill-fitting apps and select the one which has all the tools your business requires for optimal results.
Position of Sumac in our main categories:
TOP
20
Sumac is one of the top 20 Donor Management Software products
If you are considering Sumac it might also be a good idea to examine other subcategories of Donor Management Software listed in our base of SaaS software reviews.
Each company has different requirements and needs an application that can be personalized for their size, kind of employees and customers, and the specific industry they are in. For these reasons, no software can proffer perfect features off-the-shelf. When you look for a software app, first be sure what you require it for. Read some Sumac Donor Management Software reviews and ask yourself do you want basic functionality or do you need complex tools? Are there any industry-specific functionalities that you are seeking? Obtain the answers to these queries to aid your search. There are plenty of elements that you need to consider and these include your budget, particular business needs, your company size, integration requirements etc. Take your time, use a few free trials, and finally choose the app that presents all that you need to boost your organization competence and productivity.
How Much Does Sumac Cost?
Sumac Pricing Plans:
Free Trial
Sumac
$109/month
Custom
Contac vendor
What are Sumac pricing details?
Sumac Pricing Plans:
Free Trial
Sumac
$109/month
Custom
Contac vendor
Sumac plans start at $109/month, and scale based on how many users and add-ons.
Included:
- Client profile and case intake definition
- Case lifecycle tracking and resource management
- Service delivery planning and tracking
- Client communication tracking
- Cloud-based Sumac CRM
- Bulk and individual email
- Workflow management
- Reminders
- Outcome-based reporting
- Accounting integration
- 1,000 record capacity
Add-ons:
- Client Intake Webforms
- Case Management Specialized Solution
- Donations & Donation Webforms
- Memberships & Member Signup Webforms
- Volunteers & Volunteer Signup Webforms
- Prospecting
- Grant Management
- Specialized Extension
- Specialized Webforms
- Additional record capacity up to 200k
Custom plans (by quote) are also available to address special needs.
User Satisfaction
Positive Social Media Mentions
199
Negative Social Media Mentions
4
We are aware that when you make a decision to get a Donor Management Software it’s important not only to see how experts rank it in their reviews, but also to find out whether the actual people and enterprises that purchased these solutions are actually happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Sumac reviews across a broad array of social media sites. The data is then displayed in an easy to digest form revealing how many clients had positive and negative experience with Sumac. With that information at hand you should be ready to make an informed business decision that you won’t regret.
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Technical details
Devices Supported
- Windows
- Linux
- Android
- Mac
- Web-based
Deployment
- Cloud Hosted
- On Premise
Language Support
- English
- Chinese
- German
- Hindi
- Japanese
- Spanish
- French
- Russian
- Italian
- Dutch
- Portugese
- Polish
- Turkish
- Swedish
Pricing Model
- Monthly payment
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Sumac?
Sumac integrates with the following business systems and applications:
- QuickBooks Online
- Microsoft Outlook
- Microsoft Excel
- Constant Contact
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