COMPLETE LIST OF FUNCTIONALITY
*Note that if you need something special, we can customize the database for your particular needs (even build you a whole new module. This service is included with Sumac Platinum)
Campaigns -- group contacts and produce tightly focused communications
Case Management -- record and track the delivery of services
Communications -- streamline and monitor all interactions with your community
Contacts -- record and analyze all demographic details about constituents
Donations -- process, track, receipt, and analyze donations
Email -- generate and send personalized messages, newsletters, receipts
Events -- record and manage event-related information
Custom -- define a custom module, integrate it with the rest of Sumac
Website Integration -- integrate your database with your website
Payment Processing -- process credit card payments instantly
Reports -- analyze data and produce information from detailed queries
Time Tracking -- track, record and analyze time spent on projects
Auctions -- administer an auction with ease
Auditions & Submissions -- streamline management of applications, auditions and proposals
Course Registration -- track enrollment, attendance, grades and course lists
Grant Management -- track applications to private and government funding programs
Job Search -- match job-seeking clients with employment opportunities
Memberships -- manage renewals and benefits in a multi-tiered member programs
Multiple Databases -- create, manage, and communicate with contacts in several databases
Pledges -- manage and track recurring and one-time pledges
Proposals -- generate illustrations for planned giving and large gifts
Prospecting -- rank contacts on concern, commitment, giving, capacity and network
Reminders -- use action plans to manage tasks and time commitments
Sales -- manage bookkeeping issues as you sell goods and services
Ticketing -- run your own box office
Tour Booking -- manage touring programs and workshops
Volunteers -- identify the best person to do a job, assign and track the task
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
After struggling for several years with an expensive database that was not intuitive and did not meet our needs, our organization looked into several others to replace it including Sumac which was recommended to us by another not-for-profit. We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered – almost everything on our “wish list” (and much more). We then decided to purchase Sumac and have not regretted our decision. While there were a few hiccups with our data migration, overall we have been very impressed. It is very user-friendly, fast, and has features that we are still discovering a year after we started using it. The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement.
Excellent customer support
New releases on regular basis
Online functionality for some add-ons is very basic (e.g. ticketing) or not available yet (e.g. sales)
The User Guide is good at describing each of the many fields in the database but limited in explaining how these are used together (processes)
Prices start at just $20/month including full support
THE SUMAC 5 POINT ADVANTAGE
1. Most Customizable
Sumac has more Add-on Options than any other nonprofit software on the market and can be customized to meet your organization exact needs, so it’s the only database you’ll ever need to manage your entire organization!
2. Most Versatile
Sumac works with everything. It runs on Windows, Mac and Linux computers, in the cloud or on your computer. It also works seamlessly with everything in your office environment: accounting programs, calendars, and desktop applications. It even works with your email, website and social media.
3. Simple. Simple. Simple.
Sumac is so easy to use that you can start using it immediately. It comes ready to go and if you need to customize the software for your organization, you can do it yourself. Change the names of fields, add your own, or create a Custom Add-on in just a few minutes. No IT staff required!
4. Unmatched Support
Sumac is a company that loves helping nonprofits and we really go above and beyond for our clients. We’ll help you every step of the way to set up and customize your database, and if you ever find yourself thinking “hmmm, I really wish Sumac could…,” just ask! We make wishes come true.
5. Lowest Price
Sumac is the least expensive full-service nonprofit management software on the market, with prices starting at just $20/month. See price comparison. We also have a free version for small organizations with less than 500 contacts.
Voici quelques-unes des questions fréquentes sur Sumac.
Types de licences disponibles pour Sumac :
À partir de: $20/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Prices start at just $20/month including full support
Fonctionnalités du logiciel Sumac :
Utilisateurs habituels du logiciel Sumac :
Organismes à but non lucratif
Langues dans lesquelles Sumac est disponible :
arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois, néerlandais, anglais, finnois, français, allemand, hébreu, hongrois, indonésien, irlandais, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, taïwanais, thaï, turc, ukrainien
Types de licences disponibles pour Sumac:
Nous n'avons pas d'informations sur les appareils pris en charge par Sumac.
Applications s'intégrant à Sumac :
Constant Contact, Fundful P2P, Microsoft Excel, Microsoft Outlook, QuickBooks, QuickBooks Online, QuickBooks Online
Nous n'avons pas d'informations sur les ressources d'aide disponibles pour Sumac.