Sumac Software


 

Sumac is a hybrid CRM solution designed for small and midsize non-profit organizations that provides them the technology to manage operations such as fundraising and donor management, contact management, event management, marketing outreach and membership management. The solution can be customized to meet the needs of each nonprofit it supports and can either be deployed on-premise or hosted in the cloud.

Sumac's contact management feature helps users manage the relationship with their contacts by connecting activities such as donations, communications, event attendance, volunteer activity, membership and program involvement. It also includes a searching tool for handling searched and queries. The solution is PA-DSS compliant that helps users to process credit cards in-house or on the website.

Additionally, Sumac provides features such as custom reporting, email marketing, time tracking and donation management. It offers services on a monthly subscription basis that includes support via phone and email.

 

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, Solaris, Unix, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

100 Reviews of Sumac

 

Start your review of Sumac

Click to start
https://www.softwareadvice.com/nonprofit/sumac-review/
Software Advice Reviews (11)
More Reviews (89)

Showing 1-11 of 11

Serena from Christian and Missionary Alliance in Canada (National Office)
Specialty: Churches
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Serena Richardson

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

User friendly interface and the customization feature "grow your own". Support staff are helpful and I love that training videos are provided as well.

Cons

I would love to see the development of connecting related emails directly to the database contact records so that the added steps of using the "communication" function were not needed.

Review Source
 
 

Clare from Foundation for Bedford Central Schools
Specialty: K-12 Education
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

Really, really helpful and easy-to-use software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

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.

Cons

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.

Review Source
 
 

Rob from BullyingCanada
Specialty: National Organizations
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

An OK Program

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

It did seem to have a lot of options. I found that the short period that I did look at Sumac (we purchased it, but in the end did not use it because some of the other issues outweighed continuing the use of it). It had decent records, and I liked that you could enter a lot custom ifnormation

Cons

The biggest thing I did not like was in order generate the tax receipts was you needed to use Mail Merge. In fact, that was the one reason we did not use the program long term. It was too time-consuming.

Review Source
 
 

Deb from Mission of Hope
Specialty: Faith-Based Ministries
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Sumac is not easy to use. There are to many steps to create thank yous.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I couls not reccomend this software.

Pros

The new reports are fine. The data entry is easy. I like that it is in the cloud. The telephone support is very helpful.

Cons

You can not export to excel. You cannot delete mistakes. You are not able to make custom reports, with name, address and donation amount.

Review Source
 
 

Maureen from The Arc Lancaster Lebanon
Specialty: Human Services
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Sumac for NonProfits

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I highly recommend it for other non-profits.

Pros

I have found Sumac to be the answer I was looking for to manage both clients and donors. After initial set up it was easy for my team to use and update information. The training videos are very helpful and available at any time.

Cons

Sometimes the glitches when updates happen, but IT support walked us through how to handle it and once we saved the process it was not an issue.

Review Source
 
 

Hilary from Sistema Toronto
Specialty: Arts & Cultural
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Sistema Toronto Loves Sumac!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Sumac is a great resource for Sistema Toronto. We use it to track donations, issue receipts, and keep records of communication with our community of donors. We appreciate how easy Sumac is to use and how helpful the customer support team is when we’re in need of assistance. We’re a small shop with a tight budget, so Sumac is a great fit for us.

Pros

Sumac is easy to use, their customer support team is accessible , and the software is affordable for our small shop.

Cons

We struggled to get used to the search function at first, though we're used to it now. I wish I could do a bulk upload of communication records, too.

Review Source
 
 

John from HeartSpring Holdings LLC
Specialty: Associations
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Sumac -- great non-profit software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Flexible. Can purchase without being forced to pay a monthly fee. Much better than Fund-Raiser Basic, which is what I have happily switched from. Incredible depth of documentation -- practically unheard of.

Cons

There's really very little to not like about this product, but I have to write 100 characters to satisfy the review system.

 
 

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.

Cons

Sumac is anti-intuitive.Functions do not follow a logical sequence. There never seems to be a video for what I need to do. Support has never recommended a video. The remote support doesn't work. One has to manage the telephone and manage the computer at the same time, while trying to follow instructions. There must be a better way. People learn in different modes, Sumac provides only one. Watching someone complete the sequence is not the same as performing it for a kinesthetic learner.

 
 

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 89

Marcia from The Kettle Friendship Society
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

I find SUMAC easy to use and the customer service great.

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

User Friendly

Pros

The system was easy to setup - very user friendly. Easy to change as requirements change. The custom support is very friendly and helpful. Training is a huge bonus.

Cons

Reports. I would like to create and save custom reports. The built in reports do not allow different optionss

Review Source: Capterra
 

Colleen from 2b theatre company

May 2018

May 2018

Sumac is a great option for not-for-profit organizations that are looking for database management.

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

management of 5000 items in a database; tracking attendance, sending newsletters, and tracking donations and issuing tax receipts, sending mailouts

Pros

A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function.

Cons

Very difficult and time consuming to upload batch information, especially if we do it infrequently enough that we need to relearn each time. Not intuitive in that way, annoying that you have to go through and have events set up first before you can attach an email or campaign to them - not very flexible in that way and requires you to always remember how the system works and the multiple steps involved with each new data capture.

Review Source: Capterra
 

Jennifer from Peace Area Riding for the Disabled Society

May 2018

May 2018

We had a challenging start, but over the past 6 months have had much better results with support.

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
Pros

It is customizable to our needs (mostly). Some of the features we would find beneficial are not available.

Cons

We have encountered a number of bugs over the past few months in working with our trainer. She has been awesome in documenting and reporting them but the training time it ends up taking up in trying to find work arounds or confirm that it is in fact a bug is frustrating.

Review Source: Capterra
 

Amanda from Midland Need to Read

May 2018

May 2018

Sumac has been very useful with my everyday tasks for our adult literacy program.

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
Pros

I like that I'm able to keep track of all my students activities in one place. I'm able to track and log any and all communications, their records, any book distributions, book inventory, and so much more.

Cons

I do have some trouble with reports, where one area of Sumac doesn't speak to the other. I also don't like that I can't delete/dropping a student from one area without deleting their whole history.

Review Source: Capterra
 

Laura from Cumberland County Hospice Palliative Care Society
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

We have been setting up our membership list on Sumac. The system is quite user friendly.

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
Pros

Sumac provides very helpful support. They are only a phone call away and sometimes you are able to speak with someone immediately.

Cons

Nothing - I need to get used to the system. As with any new to you system it takes a little time to get used to it and the more you use it the easier it becomes.

Review Source: Capterra
 


May 2018

May 2018

Sumac is a great value if you are a small nonprofit, even for an arts organization.

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
Pros

It is very basic and easy to use. The support is great. It is also on the cloud. Reporting is great for most functions.

Cons

We were never able to integrate our ticketing and donations so have to import everything from other systems. We were not able to batch import so it is very time-consuming. Same is true of our marketing email.

Review Source: Capterra
 

Carolina from lelabo.ca
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

It's a great tool for our organisation!

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
Pros

Entering and managing all the contacts in the database. Being able to connect contacts and have all the history of each contact is very useful.

Cons

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness. It is hard to find easy ways of personalizing the database.

Review Source: Capterra
 

Greg from North House Folk School

May 2018

May 2018

Sumac is a compact and powerful tool. Our challenge is developing internal skills to use it fully

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

Consolidation of our enrollment and donation systems. Capacity to communicate with students and donors online.

Pros

Ease of interface after basic orientation. Exportable data. Capacity to track giving, enrollment, volunteer roles, auction, etc. It integrates all of the different dimensions we need to manage for our student, supporter and partners.

Cons

To fully use Sumac requires a growing understanding of the tools and strategies you can use to extract information and access the data you need. Building this capacity inside an organization takes a focused and sustained effort. In other words - at times we wish Sumac was more intuitive but we realize its diversity of features is probably more important than its ease of use.

Review Source: Capterra
 

Caron from PJ Gaglardi Academy

May 2018

May 2018

Sumac is a difficult program to navigate and the cost of a basic platform is extremely high.

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
Pros

It has the ability to generate Charity Receipts
It is usable as a stand-alone customer relations program

Cons

Generating Charity Receipts is not an easy task - coding is always an issue
The software cost is not designed for smaller charitable organizations
Terminology for reporting is not consistent with the accounting/bookkeeping profession

Review Source: Capterra
 

Gigi from Returning to Spirit
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Awesome program!

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

We went from using a variety of Excel sheets to keep track of donors and workshop alumni. It was a bit cumbersome. When we moved to Sumac, it became really easy to enter people, add them to an organization and then track donations, workshop attendance, etc. It's also pretty easy to pull up all of the information that we need and access it quickly.

Pros

It's so easy to use and we can customize it and add modules for our own purposes. Really intuitive and it doesn't take long to get comfortable with it.

Cons

We don't use some of the features often enough, so sometimes we have to relearn things - like doing a campaign.

Review Source: Capterra
 

Janet from Rose of Durham

May 2018

May 2018

Sumac was a life saver when our privately designed database stopped working.

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
Pros

That we were able to combine both our client management system and donor system into one where before it was two different softwares. Also the reporting in sumac is so much more advanced

Cons

That you can not upload actual scanned documents only a link to where the document is stored. This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

Review Source: Capterra
 

Danya from PEI FVPS
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

This has seamlessly streamlined so many of our processes

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

We've totally changed the way we keep client files, plus we've imported a few years' worth of donation records and we can see history and run reports in a way we weren't able to before.

Pros

The support we get when we have issues is wonderful. The support team is very quick to reply to requests.

Cons

I'm not sure, maybe that I can't generate reports from our custom data points. We track a number of things about clients and we have no way to retrieve that.

Review Source: Capterra
 

Gayle from Peace Area Riding for the Disabled Society
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

We are just starting to use the software and so some of the features have not yet been implemented.

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

We are still very new using the software so most of the potential benefits haven't been realized yet.

Pros

i like how easy it is to use the search features. With the ability to refine details for searching you can really narrow a search and get the information you require without having to look trhough long lists.

Cons

There are multiple information windows for every contact and it can very time consuming ensuring all information is up to date and accurate.

Review Source: Capterra
 

Kevin from National Trust for Canada

May 2018

May 2018

Overall Positive Experience. Easy to use and navigate. Good Customer Service.

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

An easy way to manage our membership and donations programs.

Pros

I like the Membership and Donation platforms. Compared to our previous system it is very easy to update records, put in payments, and track donations with certain campaigns. Its also easy to run numbers for my director and give detailed stats.

Cons

There is not much to dislike but probably the search functions on the Contacts page. It would be great to have a search bar to search last name, organization name, province, etc...

Review Source: Capterra
 

lauro from Haven Toronto
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Excellent and good value for money

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
Pros

Flexible and good value. It provides just the right structure yet flexible enough to customize for emerging needs.

Cons

Could use more ease of use features. WOuld love to have documents stored on individuals so that all users can access.

Review Source: Capterra
 

sheryl from read saskatoon

May 2018

May 2018

love it!

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
Pros

it is so intuitive, friendly and usable. I have no complaints about the software.

Cons

There is nothing about Sumac that I don't like. We have referred you to three other agencies and they now use it. We need a finder's fee!

Review Source: Capterra
 

David from Adoration Foundation
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

The software takes some time to learn in order for it to be most effective

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

Tracking donors, their gifts, and receipting.

Pros

SUMAC is a great value. I've used several other CRM products over the years and I believe its the best product for the price on the market. The customer service is top-notch. Their reps are effective, cordial, and timely in solving any issues.

Cons

Reporting seems difficult. When I've needed certain reports, I've had to call in the tech team to walk me through the process. More reporting templates that all non profits need would be helpful.

Review Source: Capterra
 

Joanne from Micah House Refugee Reception Services Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Sumac has been extremely helpful to our organization to track our client and donor 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
Pros

I especially like the facility for reporting. I like how it interfaces with other programs such as Excel and Simply Accounting. I also love how it does automatic credit card transactions.

Cons

I can honestly say that It has been rare that I have had issues with this program. It has always been because of my lack of knowledge of it's capabilities. A phone call will usually clear up any issues I have.
The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

Review Source: Capterra
 

Anne from The Salvation Army
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Fairly easy to navigate even for someone with fairly basic computer literacy.

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

We now use only 2 programs for all client information retention rather than the 4 we had previously. The other program we use is mandated otherwise, I can see where we could have set up another program within Sumac to have everything in one.

Pros

Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.

Cons

I would like the relationship links easier to use. Many of our staff do not create families as it is a further page a bit more cumbersome than other programs that we use, such as Link2Feed.

Review Source: Capterra
 

scott from Micah House Refugee Reception Services Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Indispensable tool at our office. There's no facet of our operation that doesn't rely on Sumac.

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

Flexibility.
Can easily grow.
Different levels of security and accessibility.
Great support.
Always adding new modules.

Pros

It integrates everything. With Sumac we can generate output to determine trends or targets, even deficiencies, by combining seemingly unrelated data. There's no data-based relationship we cannot explore and mine for fresh insights.
I like that it is held off-site so that we do not have to worry about additional data security. Of course, this also makes our Sumac data available anywhere, anytime.

Cons

Some of the modules have a steeper learning curve, but I don't see how that's avoidable. The biggest deficiency for me is that I would love an ap (application). Personally, I work with an iPad and right now I cannot access Sumac with that platform.

Review Source: Capterra