Sumac

Une solution complète pour gérer votre organisation à but non lucratif.

4,3 /5 (105 avis) Donnez votre avis !

Sumac - Présentation

Description du logiciel Sumac

Principales fonctionnalités
Collecte de fonds
La gestion de cas
Gestion des adhésions
Gestion des bénévoles
Personnalisation
Reporting

Sumac - Présentation

Prix

À partir de
45,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Sumac - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Canada, Chine, Europe et 5 autres, Inde, Amérique latine, Afrique et Moyen-Orient, Royaume-Uni, États-Unis
Langues
arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois et 22 autres, néerlandais, anglais, finnois, français, allemand, hébreu, hongrois, indonésien, irlandais, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, turc, ukrainien, taïwanais, thaï

Captures d'écran

Capture d'écran pour Sumac : Cultivate donors with built-in action plans!
Capture d'écran pour Sumac : Cultivate donors with built-in action plans! Capture d'écran pour Sumac : Make personalized letters and labels in just a few clicks

Sumac - Avis

Note globale
4,3
/
5
Excellent
52

Très bien
43

Moyen
6

Médiocre
3

Mauvais
1

Rapport qualité-prix
4,2
Fonctionnalités
3,8
Simplicité d'utilisation
4,1
Support client
4,7
90% des utilisateurs recommandent cette application
Utilisateur vérifié

Sumac Membership System

Our non-profit organization had some strict criteria. Budget (minimum available), Easy of implementation, Ease of uploading data from existing spread sheets, ability to extract and report data and ease of implementation. Additionally technical support was a must. All of these criteria were met.


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Lois R.

We looked long and hard to find appropriate software.

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.


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Monica P.

Sumac - robust and affordable CRM


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Clare S.

Really, really helpful and easy-to-use software


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Silvia D.

SUMAC - great CRM

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.


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Utilisateur vérifié
Secteur d'activité: Gestion d'organisme à but non lucratif
Taille de l'entreprise: 13-50 employés
Traduire en français

Sumac Membership System

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 09/09/2018
Provenance de l'avis : Capterra

Our non-profit organization had some strict criteria. Budget (minimum available), Easy of implementation, Ease of uploading data from existing spread sheets, ability to extract and report data and ease of implementation. Additionally technical support was a must. All of these criteria were met.

Avantages

This software was purchased to keep track of over 5,000 members of our organization spread through out the Province. Membership data was organized into 50 groups. It was easy to organize the data into separate groups that enabled each group to maintain security and control. Converting the membership data from the existing spread sheets was also very easy.

Inconvénients

There were really no downside to this software, it worked as expected and was easily accepted by

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Lois R.
Secteur d'activité: Gestion d'organisme à but non lucratif
Traduire en français

We looked long and hard to find appropriate software.

Publié le 26/06/2015
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Monica P.
Secteur d'activité: Art
Traduire en français

Sumac - robust and affordable CRM

Publié le 22/09/2015
Provenance de l'avis : SoftwareAdvice

Avantages

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.

Inconvénients

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.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

Clare S.
Secteur d'activité: Enseignement primaire et secondaire
Taille de l'entreprise: Auto-entrepreneur
Traduire en français

Really, really helpful and easy-to-use software

Logiciel utilisé tous les mois pendant plus de deux ans
Publié le 15/03/2018
Provenance de l'avis : SoftwareAdvice

Avantages

Sumac has everything we need -- keeps our database, sends out our communications, keeps track of all our donations and receipts/acknowledgements. It is set up in a straightforward way and, when I first researched CRMs, it was the only one where I could understand the setup from the start (I think the others were not set up logically). Also, the support team at Sumac is wonderful; attentive, understanding, they are really willing to help me solve all my problems, whether it is a quick question or a larger issue that needs much more overhaul. In fact, they resolved the biggest problem I had with the software: I frequently must bulk import changes to my data, and there were parts I had to do manually because the contact types weren't available to use in the import workspace. But they have recently changed the import workspace to be more flexible, at least partly in response to my comments, so now my bulk imports go much more quickly. In addition, the program has many optional add-ons that can help with courses, volunteer hours, registrations, silent auctions and so many other bits of software that anyone might need. Also, it is very reasonable priced.

Inconvénients

The only things that I find difficult are remembering all the little details of complicated searches, downloads, and the steps of emailing. But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Silvia D.
Secteur d'activité: Énergies renouvelables et environnement
Taille de l'entreprise: 13-50 employés
Traduire en français

SUMAC - great CRM

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 22/11/2016
Provenance de l'avis : GetApp

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.

Avantages

User friendly
Excellent customer support
New releases on regular basis

Inconvénients

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)

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Recommandation utilisateur
7,7/10
Basé sur 105 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Sumac - Prix

Sumac - Prix

À partir de
45,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,2/5
Basé sur 105 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Sumac - Fonctionnalités

Sumac - Fonctionnalités

API
Base de données de clients
Facturation
Fonctionnalité de recherche
Gestion des calendriers
Gestion des devis
Gestion des documents
Gestion des factures
Gestion des stocks
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Rappels
Rapports et statistiques
Rapports personnalisables
Suivi de l'inventaire
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
3,8/5
Basé sur 105 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Sumac - FAQ

Sumac - FAQ

Voici quelques-unes des questions fréquentes sur Sumac.

Q. Quels sont les types de licence disponibles pour Sumac ?

Types de licences disponibles pour Sumac :

À partir de: 45,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Sumac ?

Nous n'avons pas d'informations sur les fonctionnalités de Sumac.

Q. Qui utilise Sumac ?

Utilisateurs habituels du logiciel Sumac :

Entreprises de taille moyenne, À but non lucratif, PME

Q. Dans quelles langues Sumac est-il disponible ?

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, turc, ukrainien, taïwanais, thaï

Q. Quels sont les types de licence disponibles pour Sumac ?

Types de licences disponibles pour Sumac:

Abonnement

Q. Sumac prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Sumac.

Q. Avec quelles applications Sumac peut-il s'intégrer ?

Applications s'intégrant à Sumac :

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

Q. Quelles sont les ressources d'aide disponibles pour Sumac ?

Ressources d'aide disponibles pour Sumac :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo