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Sumac vs DonorPerfect Comparison
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Overview
Sumac CRM was made for your nonprofit's unique mission and goals! It's a complete solution for contact management, online...
No matter the size or sector, thousands of nonprofits use DonorPerfect to optimize their fundraising and track donation data...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
Starting from
39
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
99
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.
The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.
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.
Pros
I like the great bio and dashboards too. The processing reports are easy-to-use and very helpful.
Love how organized it is and searching and reports capabilities. Love how quickly I can pull reports.
It is definitely user friendly. They also have a great customer service who is ready to chat and provide solutions for you when you need help.
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.
As an aside, I recently had a problem with my database when an update was installed on the Sumac software.
I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.
Cons
Bizarrely it didn't feel this was a focus for DonorPerfect, they tout having automatic processes but this wasn't entirely accurate. It was automatic, after you processed or did a few steps.
Reporting can be complicated and difficult even for experienced users. Events management is extremely difficult and complicated, and lacking a lot of features.
The Change of Address (COA) feature that is an add-on completely messed up our database.
Key features
- Total features90
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Notifications
- Alumni Management
- Application Management
- Assessment Management
- Assignment Management
- Attendance Management
- Auction Management
- Bereavement Management
- Billing & Invoicing
- Built-In Database
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Care Plan Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Client Management
- Client Portal
- Committee Management
- Communication Management
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Donation Tracking
- Donor Discovery
- Donor Management
- Drag & Drop
- Dues Management
- Electronic Payments
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Enrollments/Onboarding
- Event Management
- Event Ticketing
- File Sharing
- For Nonprofits
- Forms Management
- Fundraising Management
- Gift Matching Management
- Goal Setting/Tracking
- Grant Management
- HIPAA Compliant
- Interaction Tracking
- Medical History Records
- Member Accounts
- Member Communication
- Member Database
- Member Directory
- Member Portal
- Member Types
- Membership Management
- Membership Renewals
- Mobile Access
- Mobile Giving
- Online Forms
- Online Giving
- PCI Compliance
- Patient Engagement
- Patient Intake
- Patient Records Management
- Payment Processing
- Personalization
- Pledge Management
- Program Management
- Progress Reports
- QuickBooks Integration
- Real Time Analytics
- Real Time Notifications
- Real Time Reporting
- Receipt Management
- Recurring Giving
- Referral Management
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Scheduling
- Search/Filter
- Social Media Integration
- Social Media Management
- Summary Reports
- Task Management
- Task Scheduling
- Third Party Integrations
- Time Tracking
- Training Management
- Volunteer Management
- Web Forms
- Website Integration
- Website Management
- Workflow Management
- eCommerce Management
- Total features78
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Notifications
- Alumni Management
- Application Management
- Assessment Management
- Assignment Management
- Attendance Management
- Auction Management
- Bereavement Management
- Billing & Invoicing
- Built-In Database
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Care Plan Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Client Management
- Client Portal
- Committee Management
- Communication Management
- Contact Database
- Contact Management
- Contribution Tracking
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Donation Tracking
- Donor Discovery
- Donor Management
- Drag & Drop
- Dues Management
- Electronic Payments
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Enrollments/Onboarding
- Event Management
- Event Ticketing
- File Sharing
- For Nonprofits
- Forms Management
- Fundraising Management
- Gift Matching Management
- Goal Setting/Tracking
- Grant Management
- HIPAA Compliant
- Interaction Tracking
- Medical History Records
- Member Accounts
- Member Communication
- Member Database
- Member Directory
- Member Portal
- Member Types
- Membership Management
- Membership Renewals
- Mobile Access
- Mobile Giving
- Online Forms
- Online Giving
- PCI Compliance
- Patient Engagement
- Patient Intake
- Patient Records Management
- Payment Processing
- Personalization
- Pledge Management
- Program Management
- Progress Reports
- QuickBooks Integration
- Real Time Analytics
- Real Time Notifications
- Real Time Reporting
- Receipt Management
- Recurring Giving
- Referral Management
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Scheduling
- Search/Filter
- Social Media Integration
- Social Media Management
- Summary Reports
- Task Management
- Task Scheduling
- Third Party Integrations
- Time Tracking
- Training Management
- Volunteer Management
- Web Forms
- Website Integration
- Website Management
- Workflow Management
- eCommerce Management
Integrations
- Total integrations6
- Authorize.Net
- Dropbox Business
- Gmail
- Google Analytics 360
- Google Calendar
- Google Maps
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Total integrations26
- Authorize.Net
- Dropbox Business
- Gmail
- Google Analytics 360
- Google Calendar
- Google Maps
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
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User reviews that mention these apps
Brett O.
Used daily for less than 6 months
Review source
Share this review:
Nothing special.
Pros
Fairly easy to customise, fairly intuitive, once gets into it. Search Builder is nice, once understood.
Cons
Cluttered. For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature. Likewise the Contacts page- much prefer single Search field, then a full list which is searched. And I have no idea if there's an easy way to see direct mail statistics (i.e., % of responses, average raised based on responses, etc.). That's a feature I've become very accustomed to and am missing greatly. Not a bad donor database; but honestly? It's not DonorPerfect.
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