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Sumac

Manage Your Entire Nonprofit With a Single CRM!

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Sumac Pricing, Features, Reviews and Alternatives

Sumac product overview

Price starts from

$

35

/momonth
Per Feature

What is Sumac?

Sumac CRM was made for your nonprofit's unique mission and goals! It's a complete solution for contact management, online donations, email marketing, event management, accounting, and you can choose the add-ons you need to manage programs and data that are specific to your nonprofit.

Key benefits of using Sumac

* Prices Start at just $35/month
* Choose any number of Add-ons
* Robust configuration and customization options
* Online donation pages that work directly with your database
* Access your CRM from anywhere
* Accounting Quickbooks Online integration

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base

Training options

Videos

Sumac pricing information

Value for money

4.2

/5

105

Price starts from

$

35

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Sumac features

Functionality

3.8

/5

105
Total Features82 11 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
API
Alerts/Notifications
Data Import/Export
Document Management
Reporting/Analytics
Search/Filter

Functionality contenders

Sumac users reviews

Overall rating

4.3

/5

105

Positive reviews

90%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.7/10
Rating distribution

5

4

3

2

1

52

43

6

3

1

Pros
Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).

MP

Monica P.

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

AW

Anne W.

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.

KC

Katherine C.

Cons
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.

AH

Allie H.

As an aside, I recently had a problem with my database when an update was installed on the Sumac software.

AS

Adam S.

I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.

AP

Alysa P.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Excellent Membership Management

Reviewed 9 months ago

Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own data which is visible only to them and to the organizations head office. This allows for consistent reporting around the Province. Implementing the system was completed within 3 months, including converting existing spread sheets and uploading them onto the database. Training was conducted in person and online. Sumac provided initial training for the Bowls BC Administrator.

Pros

The Sumac membership management system is flexible and easily customizable. Out of the box it can be used immediately but can also be tailored to specific requirements. The Cloud based database combined with its data security allows each clubs data to be maintained separately and securely.

Cons

It is sometimes difficult to load the software onto Mac computers. This mainly due to the Mac security system that is not always fully understood by the user. Loading the software onto a windows machine is very easy.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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We looked long and hard to find appropriate software.

Reviewed 6 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Sumac - robust and affordable CRM

Reviewed 6 years ago
Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Really, really helpful and easy-to-use software

Reviewed 4 years ago
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,...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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SUMAC - great CRM

Reviewed 5 years ago

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...

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)

Sumac FAQs and common questions

Sumac has the following pricing plans:
Starting from: $35.00/month
Pricing model: Subscription


Sumac has the following typical customers:
Mid Size Business, Non Profit, Small Business


Yes, Sumac has an API available for use.


Sumac integrates with the following applications:
Constant Contact, QuickBooks Online, Mailchimp


Sumac offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base

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