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.

Personalized email
Personalized email
Personalized email
Notifiers
Notifiers
Tax deductible gift
Tax deductible gift
Mailing
Mailing
Prospect ratings
Prospect ratings
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



101 Reviews of Sumac

Overall rating

4.5 / 5 stars

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

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.

Pros

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.

Cons

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

Serena from Christian and Missionary Alliance in Canada (National Office)

Specialty:  Churches

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Serena Richardson

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.

Marcia from The Kettle Friendship Society

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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

Colleen from 2b theatre company

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Jennifer from Peace Area Riding for the Disabled Society

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

Amanda from Midland Need to Read

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Laura from Cumberland County Hospice Palliative Care Society

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Carolina from lelabo.ca

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

It's a great tool for our organisation!

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.

Greg from North House Folk School

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Caron from PJ Gaglardi Academy

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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

Gigi from Returning to Spirit

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Awesome program!

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.

Janet from Rose of Durham

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Danya from PEI FVPS

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

This has seamlessly streamlined so many of our processes

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.

Gayle from Peace Area Riding for the Disabled Society

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Kevin from National Trust for Canada

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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...

lauro from Haven Toronto

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Excellent and good value for money

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.

sheryl from read saskatoon

Ease-of-use

Value for money

Customer support

Functionality

May 2018

love it!

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!

David from Adoration Foundation

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Joanne from Micah House Refugee Reception Services Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.


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