Sumac Software


 

Sumac is an affordable, intuitive software system designed for non-profits that need technology to manage fundraising and donor management, contact management, event management, marketing outreach and membership management. This software is easily customizable to meet the unique needs of each non-profit it supports. Sumac offers Silver, Gold and Platinum editions that scale with your organization based on the number of contacts in your database. 

Sumac can be used by any type of non-profit, including social services, arts & cultural, associations, environmental, and health organizations. It is a great fit for non-profits with annual operating budgets of less than $5 million. 

Recently recognized in the 2011 Consumers Guide to Low Cost Donor Management Systems as a good choice when price is a factor, Sumac offers 28 modules to optimize your non-profit's operations. The fundraising & donor management and CRM applications can be sold stand-alone or as an integrated suite with marketing & outreach, email marketing, charity and event planning, or grant management.

We would recommend Sumac to small and mid-sized non-profits in the market for simple, affordable software to manage their organization.

 

Sumac - Personalized email
 
  • Sumac - Personalized email
    Personalized email
  • Sumac - Notifiers
    Notifiers
  • Sumac - Tax deductible gift
    Tax deductible gift
  • Sumac - Mailing
    Mailing
  • Sumac - Prospect ratings
    Prospect ratings
  • Sumac - Contact record
    Contact record
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

54 Reviews of Sumac

 

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Software Advice Reviews (4)
More Reviews (50)

Showing 1-4 of 4

Carol from Art Starts
Specialty: Arts & Cultural
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Even the easiest of functions are unnecessarily complicated.

Ease-of-use

Functionality

Product Quality

Customer Support

Deeply frustrated with Sumac.

 
 

Kate from Art of Time Ensemble
Specialty: Arts & Cultural

August 2016

August 2016

Took our Segmentation to a whole new level

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Sumac is powerful and customizable. With a little prep work, we were able to take limited information from our (separate) box office and turn it into a strong patron database that we can slice into innumerable segments for precise messaging and campaigns.

I was also quite pleased to see feedback I'd made to Sumac turned into a real product feature.

Likes Least

The interface is a little cumbersome, but not unusually so for a software in this category.

Recommendations

Take Sumac up on their offer to show you some of the features. Get on the phone, share your organizations problems and see if they can come up with a solution. I'm impressed with the personal touch they consistently bring to the table.

 
 

jennifer from conservation lands foundation
Specialty: Environmental

August 2016

August 2016

a company that listens to it's customers suggestions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

great customer service and they listen to suggestions from their customers on how they can improve their product(s) to make them more intuitive and user-friendly.

Likes Least

we've only been using Sumac for a short amount of time so we are still learning all the ins and outs. at this time I don't have negative feedback

Recommendations

if you are a smaller organization this seems to be a great CRM software solution. you have the ability to add-on features that you need and not get bogged down with features that make your life more cumbersome. having the ability to customize reports, information/data that you'd like to collect combined with great customer service has been a win for our organization.

 
 

Monica from www.musicgallery.org
Specialty: Arts & Cultural

September 2015

September 2015

Sumac - robust and affordable CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

It's a really good starter CRM for those who are looking for a robust, affordable option. For small to medium non-profits, it's quite likely it could fit all your needs. Our organization also likes that we are supporting a local company.

 
 
 
Showing 1-20 of 50

Silvia from Trout Unlimited Canada
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

SUMAC - CRM review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra
 

Silvia from Trout Unlimited Canada
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

SUMAC - great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

User friendly
Excellent customer support
New releases on regular basis

Cons

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)

Advice to Others

start with basic CRM, add the add-ons at a later date

Source: GetApp
 

Allie from AVNU

November 2016

November 2016

Customized Database

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

PRO:
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.

CON:
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.

Source: Capterra
 


November 2016

November 2016

Customized Database

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

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.

Cons

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.

Source: GetApp
 

Kate from Northumberland Humane Society

September 2016

September 2016

Sumac has made donor data management simple!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Prior to installing Sumac, our receipting system was disorganized and inefficient, which cost us time and led to some donors being unhappy with their experience. By harmonizing our receipting and donating process through the Sumac software, this aspect of our daily operations has become one of the simplest tasks of running our organization.

The installing process was a breeze, and the software runs smoothly on all of our Windows based computers. The program can seem overwhelming at first glance, but is actually very user friendly once you start exploring it. The search engine is particularly helpful, it allows you to locate donors and contacts very easily, which helps when searching a large database! We are also very happy with the technical support we have received from Sumac, any time we have had a question or concern they have bee there to help.

All in all, we would highly recommend Sumac to other charitable organizations for all of their donor database needs!

Pros

Technical support have been wonderful! The Sumac team actually customized a search option to cater to our organization alone.

Cons

Add-ons can be pricey for smaller organizations, however they are worth it if it's in your budget.

Advice to Others

Would recommend to any non-profit organization.

Source: Capterra
 

J from International Teams

March 2016

March 2016

New Release contains changes requested!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

It is so refreshing to have a company that listens to the requests submitted by users of their product, and implements changes to their product because of those requests. Thank you Sumac!

Source: Capterra
 

Narmin

March 2016

March 2016

Customer focused company!

Product Quality

Product Quality
Quality

Sumac has been a fantastic productivity enhancer that results in us getting more done with less time invested. We are always looking for ways to be more donor centric and this is another great multiplier of those effects. I also have the highest respect for customer focused companies who take the time to actually listen, but when they act on suggestions words can't describe my appreciation. The Sumac team has earned our respect and business for a job beyond well done.

Source: GetApp
 

Mary from Redwood City Educational Foundation

March 2016

March 2016

Intuitive isn't usually a word used with databases. It is with Sumac.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We are a small, non-profit, educational foundation based in Northern California. Prior to having Sumac, we maintained all our donor records in Quick Books and on Excel spreadsheets. Needless to say, that method made generating reports and extrapolating useful data a tedious task. Since installing Sumac, we operate so much more efficiently now. Multiple users at a time can access data in real time for quick answers to questions that would have normally taken hours, sometimes days, to get. Intuitive isn't usually a word used with databases. It is with Sumac. For the most part, almost anything you need to do on Sumac can be figured out due to it's user-friendly interface and design. And if you can't figure it out, there are hundreds of video tutorials that show you step-by-step how to get the task done. When a video tutorial just isn't enough, we call Sumac's technical support. They are OUTSTANDING. They are knowledgeable, friendly, patient and professional. It's so reassuring to know that if you need help, there is a live person available to walk you through what you need. SUMAC LISTENS TO YOU. Recently we discovered that we had many duplicate records in our database. Batching them together two-by-two to resolve the duplicates was taking a lot of our valuable time. We contacted Sumac to ask if there was a way that this process could be streamlined. Sumac worked on a fix and has now just updated their entire system to be able to accommodate resolving four records at once. Because of a suggestion we made, they rolled out an improvement that will now benefit all Sumac users. This type of boutique service is why we love Sumac and why we are grateful to have them on our team.

Source: Capterra
 

Brian from RCABM

January 2016

January 2016

Very happy with the end product!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We are a group of non-profit volunteer organizations based out of Quebec who were looking for a robust software to manage over 20 independent organizations.(others potentially to follow) Sumac Platinum stepped up to the plate and found a solution that works for us and leaves our previous inadequate system as a distant memory. Sumac listened intently to our needs and has developed a bilingual solution with the ability to track our statistical data and the option to manage all of our programs, services, events and more. Problem issues were identified and resolved during development and solutions found to satisfy our requirements and stay within the software constraints. The scope of this project resulted in a longer development stage than anticipated but as our project was not an out of the box solutions this was understandable.

For the most part, customer support surpassed my expectations as interpretation of conversations are often problematic. They were able to transition from laymen conversation to their own internal speak and back again for relatively smooth communications.

Tracking of problem issues and designation of responsibilities for specific issues was not always clear. I would suggest a ticketing system to resolve this for the future.

Source: Capterra
 

Valerie from Halifax Independent School

August 2015

August 2015

A good tool, with great support behind it.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

The manual, training and live support have allowed me to learn how to use this tool quickly. We have been SUMAC clients for one year. SUMAC support staff are readily accessed and very responsive. The database is working well for us, with options that allow us to customize. We have not come close to tapping the potential of the database, but I can see where we could optimize. We have been very happy so far, and I can see that SUMAC has even more to offer us. No complaints! Sometimes our needs are so unique that they have not been anticipated by the current version.

Source: Capterra
 

Lois

June 2015

June 2015

We looked long and hard to find appropriate software.

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

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.


Cons

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.

Source: GetApp
 

MJ from MJ Cochrane Consulting

June 2015

June 2015

Still waiting for the honeymoon to end

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We are close to a year in now using Sumac and still we love it! Having been through other excruciating data migrations, I have been thrilled with how effective and responsive the team at Sumac has been. While we've certainly hit [to be expected] bumps, each time Sumac has quickly found a good solution for us. Even more than that, they seem to truly welcome our input re enhancements!

As we continue to delve into doing even more in Sumac we're extremely pleased with how thoughtfully the application has been designed and how user friendly it is.

I would not hesitate for a minute to recommend this product!

Source: Capterra
 

Anita from HopeSpring Cancer Support

June 2015

June 2015

Great product, easily best bang for buck out there.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I've been using Sumac for 3 years now. The customer service is amazing and the team is extremely responsive to customer requests both for help and new features. The system is reasonably intuitive and robust. The only thing that keeps me from giving it 5 stars across the board is it is still occasionally awkward to pull donor lists for mailings that don't have both individual members of a household as well as the household itself.

I have recommended Sumac to several other administrators in the not for profit industry. You cannot beat it for bang for buck. Having compared it to larger systems (like RE), I would gladly stick with Sumac for usability, robustness and customer service.

Source: Capterra
 

Nancy from 21st Century Fund

June 2015

June 2015

Best I've Ever Used

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I can't say enough good things about it. If you are used to working w/spreadsheets this is the best and most intuitive product I've used or seen. Have worked w/Raisors Edge, FIMS, and Giftworks. All of them fall far short in design, flexibility, and the ability to customize it and extract the information you want out plus it is less expensive. Have been working with SUMAC for six years in two different companies and converted a third to it. Customer service is still good, although not as good as it used to be. However, the tutorial videos are very easy to access, use and follow; so most of the time (if it's after-hours or if you are impatient like me) you can figure the question out yourself. Bottom line I think you are doing yourself and your organization a disservice if you don't check it out.

Source: Capterra
 

Adam from Ballet Vero Beach

April 2014

April 2014

The best solution for a startup nonprofit!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I learned about Sumac through my graduate course work. To my knowledge, it is the only CRM that offers a free version with everything a startup nonprofit needs. I have been able to easily manage my contacts and donations with the database. The mail merge feature and group emailing capabilities are a huge time saver. I look forward to Ballet Vero Beach growing with Sumac and expanding our capabilities as our needs change.

As an aside, I recently had a problem with my database when an update was installed on the Sumac software. I called customer service and actually spoke with Peter Turk (one of the developers of the software!), Peter spent nearly five hours working with me to make sure my database (of only 40 contacts) was intact and functioning. Where else can you get customer service like that on a free service?

Source: Capterra
 

Monica from The Music Gallery

February 2014

February 2014

Sumac - a great tool for non-profits!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

As a non-for-profit artist-run centre, we use Sumac primarily for ticket sales, memberships and donations. It's an extremely powerful tool for data management, and has been essential to tracking our membership, customers and donors.

As a new user, I found that while the software wasn't always immediately easy to use, I found their customer service to be incredible, and always very friendly. Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it. To have memberships, donations, and general communications all streamlined in one program makes life a lot easier, which makes a big difference in smaller organizations like ours.

Source: Capterra
 

Monica from The Music Gallery

February 2014

February 2014

Sumac - a great tool for non-profits!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

As a non-for-profit artist-run centre, we use Sumac primarily for ticket sales, memberships and donations. It's an extremely powerful tool for data management, and has been essential to tracking our membership, customers and donors.

As a new user, I found that while the software wasn't always immediately easy to use, I found their customer service to be incredible, and always very friendly. Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it. To have memberships, donations, and general communications all streamlined in one program makes life a lot easier, which makes a big difference in smaller organizations like ours.

Source: Capterra
 

Marlene from New Brunswick Hospice Palliative Care Association

January 2014

January 2014

Sumac goes the extra mile!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff. As a new user, they have helped us through the data loading process, and have provided several tutorials for our officers, always willing to go the extra mile to guide us through the learning process. To date, Sumac has met all our data requirements, and we look forward to our continuing relationship. Thanks Sumac!"

Source: Capterra
 

Katie from Seattle Pro Musica

November 2013

November 2013

Scalable, affordable, and easy to use.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Seattle Pro Musica spent several years working with a huge database system - a behemoth that required intense training and still wouldn't pull the reports we needed! We were actively searching for other options when a fortuitous presentation from a representative of United Way introduced us to Sumac. From the beginning, Sumac impressed us with its scalability, affordability, and ease of use. With Sumac, our staff and board members are able to access our data in a clean and clear format - which has helped us to make major improvements in constituent relationship management. We're thrilled that we joined the Sumac community.

Source: Capterra
 

Katherine from Orchestras Canada

November 2013

November 2013

Highly recommended

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Sumac software is logical, easy to navigate and efficient. The program greatly facilitates managing our member database, communications, donations and comparative reports. Peter Turk and his associates are responsive, eager to help and always searching for input to upgrade their product. We are very glad to be using the program!

Source: Capterra