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

67 Reviews of Sumac

 

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Software Advice Reviews (10)
More Reviews (57)

Showing 1-10 of 10

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 57

Jeffrey from Interface Web Solutions Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Sumac is Customizable, but Cumbersome

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's a good product overall. You can customize it to do what you need it to do. It takes awhile to get set up and going, but once everyone in your organization has been trained you should be clear sailing.

Cons

PCI Compliance isn't included which means each nonprofit is responsible for keeping up with PCI Compliance. This has been a nightmare for one organization I work with.

Review Source: GetApp
 

Tina from Prescott Meals On Wheels
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Sumac is very user-friendly. I like how we can use it for donors, volunteers and clients.

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

The best benefit is being able to maintain all information in one database. Many donor management systems do not allow for volunteers and clients. Also, I believe this software is flexible with many features, yet you can still use it with other software systems like Constant Contact, etc.

Pros

You are able to add categories and information you need for your organization. You are able to personalize the database. In addition, the reporting helps you to save time managing and sharing information with your nonprofit board and constituents.

Cons

The only con is you have to take the time to learn how to use it. Sumac has the ability to have so much information that you need to know how to utilize that information for you. Luckily, the Sumac tech team is always available to help you and they have great tutorial videos for all aspects.

Review Source: Capterra
 


December 2017

December 2017

Customizable, easy to set up, affordable

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

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time. The pricing is reasonable and customer service is great.

Cons

The web forms (for website integration) are not as customizable as I thought they would be; you can't change certain fields or add much intro text. Full usability requires intermediate HTML skills, which is currently an issue for us so we're still using an email app as well.

Review Source: GetApp
 

Christina from Capital Area United Way

November 2017

November 2017

We had a very difficult time getting Sumac up and running from both a user and admin perspective.

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

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

Cons

The instruction manual was not helpful whatsoever and actually quite burdensome. I was given documents to help us begin our work, but they were scripts, not instruction manuals. Because of this, I had to literally work through a script word for word (even had to search for specific words), as opposed to simply an instruction sheet with headlines of simple things like "How to create reviewers... 1... 2... etc".

Further, the scripts informed me that I could watch video tutorials, but there was no video tutorial for Awarding Grants so I spent time searching through the videos and watching the wrong videos in the hopes that I could find this specific video. Only after I emailed cust support,I discover that the video was not yet available.

This was not only not helpful, but it set me back significantly. Instead of having an option to simply read step by step instructions, I had to continuously re-read and scan these scripts or email him for specific instructions.

Review Source: Capterra
 

Mark from College-Montrose Children's Place

November 2017

November 2017

Great customer service and software that is very cost 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
Pros

Sumac offers great software that is cost-effective for a smaller non-profit. Their customer support is always helpful and quickly and patiently answer all of our questions. While we don't use all aspects of Sumac's software, there are many components that we would like to incorporate into our practice.

Cons



Up until now, we have only had a Silver membership which would have Sumac installed for one user on one computer. We are looking forward to upgrading which will allow us to use Sumac, when a colleague is using the computer where it was installed.

Review Source: Capterra
 

Chad from Leamington Arts Centre
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Good value for the price for not for profit organizations. It does everything that we need it to do.

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

Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software. Excellent customer support, not a long wait either.

Cons

Sorting and queries are complicated and not as automated or easy as I would like and there are some limitations.

Review Source: Capterra
 

Beverly from Comox Valley Head Injury Society

August 2017

August 2017

Sumac is an affordable, customizable system for case management and reporting.

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 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.

Cons

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.

Review Source: Capterra
 

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.

Review 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

Review 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.

Review 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.

Review 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.

Review 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!

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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!

Review 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.

Review Source: Capterra