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Sumac Review

Sumac
Our score: 8.5 User satisfaction: 98%

What is Sumac?

Sumac is a system designed to facilitate nonprofit organizations in managing their day-to-day operations. It has a complete solution for fundraising, donor management, volunteers, membership management, and case management. If you need more tools to facilitate your tasks, custom add-ons are available to tailor the solution to your needs and to track unique data to your organization.

Through the use of the latest technology, this software makes it easier for organizations to automate their workflow and customize their management capabilities. It offers features, which can help nonprofit organizations deal with different operations effectively, including event management, fundraising, and donor management, marketing outreach, member management, and ticket management.

As such, Sumac gathers all essential functionality in one package, allowing companies to form a centralized database and excel in leading their workflows in the right direction. Organizations are also welcome to add additional modules to their basic management system when needed.

The best thing about Sumac is its intuitiveness and affordability, thanks to which even the smallest and least technical teams can use it in accordance with their management requirements.

Overview 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.

Overview 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

Because companies have their own business-related requirements, it is rational that they steer clear of subscribing to a one-size-fits-all, ideal solution. Having said that, it would be almost impossible to try to discover such a software product even among well-known software systems. The efficient thing to undertake can be to set down the various significant aspects which necessitate inspection such as important features, price plans, skill aptitude of staff members, organizational size, etc. The second step is, you should perform your product research fully. Go over some Sumac review articles and scrutinize each of the solutions in your shortlist in detail. Such well-rounded product investigation guarantee you weed out mismatched apps and select the one which provides all the function you require company requires in sustaining growth.

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 could also be sensible to examine other subcategories of Donor Management Software gathered in our database of B2B software reviews.

Every enterprise has different needs and requires an application that can be personalized for their size, type of workers and clients, and the specific industry they are in. For these reasons, no system can offer perfect functionality off-the-shelf. When you look for a software system, first be sure what you want it for. Read some Sumac Donor Management Software reviews and ask yourself do you want basic features or do you require complex functionality? Are there any industry-specific features that you are looking for? Find the answers to these queries to aid your search. There are plenty of aspects that you need to consider and these include your finances, specific business wants, your organization size, integration needs etc. Take your time, try out a few free trials, and finally choose the system that presents all that you need to enhance your firm competence and productivity.

How Much Does Sumac Cost?

Sumac Pricing Plans:

Free Trial

Silver

$45/month

Gold

$90/month

Platinum

Contact vendor

Sumac offers three plans along with custom enterprise pricing. Here’s an overview of Sumac’s packages:

Silver – starts at $45/month

  • 500 to 1,000 contacts
  • 1 user
  • Basic CRM
  • Free online training
  • Unlimited phone and email support
  • Unlimited upgrades and usage
  • Add-on Options (as needed)

Gold – starts at $90/month

  • 1,000 to 30,000 contacts
  • Unlimited users
  • Everything in the Silver plan
  • Free personal training
  • Add-on Options (as needed)

Platinum – Quote-based

  • Over 30,000 contacts
  • Unlimited users
  • Everything in the Gold plan
  • Includes any 5 Add-on Options

The available Add-on Options are listed below. Get in touch with Sumac for complete information.

  • Case Management
  • Course Registration
  • Custom
  • Forms
  • Grant Management
  • Memberships
  • Pledges
  • Proposal
  • Prospecting
  • Reminders
  • Volunteers

User Satisfaction

Positive Social Media Mentions 199
Negative Social Media Mentions 4

We realize that when you make a decision to buy Donor Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Sumac reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Sumac. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

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?

  • email
  • phone
  • live support
  • training
  • tickets

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Sumac Comparisons

What are Sumac pricing details?

Sumac Pricing Plans:

Free Trial

Silver

$45/month

Gold

$90/month

Platinum

Contact vendor

Sumac offers three plans along with custom enterprise pricing. Here’s an overview of Sumac’s packages:

Silver – starts at $45/month

  • 500 to 1,000 contacts
  • 1 user
  • Basic CRM
  • Free online training
  • Unlimited phone and email support
  • Unlimited upgrades and usage
  • Add-on Options (as needed)

Gold – starts at $90/month

  • 1,000 to 30,000 contacts
  • Unlimited users
  • Everything in the Silver plan
  • Free personal training
  • Add-on Options (as needed)

Platinum – Quote-based

  • Over 30,000 contacts
  • Unlimited users
  • Everything in the Gold plan
  • Includes any 5 Add-on Options

The available Add-on Options are listed below. Get in touch with Sumac for complete information.

  • Case Management
  • Course Registration
  • Custom
  • Forms
  • Grant Management
  • Memberships
  • Pledges
  • Proposal
  • Prospecting
  • Reminders
  • Volunteers

What integrations are available for Sumac?

Sumac integrates with the following business systems and applications:

  • QuickBooks Online
  • Fundful P2P
  • Microsoft Outlook
  • Microsoft Excel
  • Constant Contact
  • Salesforce
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Reviewed By Louie Andre
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