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 businesses have distinctive business-related needs, it is wise that they abstain from getting an all-encompassing, “perfect” business program. Still, it is difficult to pinpoint such a software product even among branded software solutions. The practicable step to undertake is to tabulate the various essential functions that require investigation including crucial features, budget, skill capability of staff members, business size, etc. The second step is, you should do the research to a full extent. Read some Sumac review articles and check out each of the software options in your shortlist in detail. Such detailed product investigation makes sure you stay away from ill-fitting applications and subscribe to the system which offers all the function your business requires.
Position of Sumac in our main categories:
TOP
20
Sumac is one of the top 20 Donor Management Software products
If you are interested in Sumac it could also be sensible to examine other subcategories of Donor Management Software collected in our database of B2B software reviews.
There are trendy and widely used systems in each software group. But are they automatically the best fit for your organization’s specific needs? A trendy software application may have thousands of customers, but does it offer what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Sumac Donor Management Software reviews and mull over the elements that you want in the software such as the fees, main features, available integrations etc. Then, select a few systems that fit your needs. Try out the free trials of these platforms, read online opinions, get information from the maker, and do your research thoroughly. This profound homework is sure to assist you find the best software solution for your organization’s special requirements.
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 choose to purchase a Donor Management Software it’s vital not only to find out how experts rank it in their reviews, but also to check if the actual clients and companies that purchased it are actually satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Sumac reviews across a broad range of social media sites. The data is then presented in an easy to digest way indicating how many users had positive and negative experience with Sumac. With that information available you should be ready to make an informed business decision that you won’t regret.
Video
Screenshots
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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