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Sumac vs Join It 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...

Category Leaders

Join It is a membership management & member database platform for growing organizations, which supports critical task automation...

  • 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

Pricing

Starting from

35

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

29

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

105

5

4

3

2

1

52

43

6

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
84%
would recommend this app

4.7

75

5

4

3

2

1

58

15

1

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

Pros

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

AW

Anne W.

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

CO

Christina O.

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.

CR

Chad R.

Pros

We love the integration with Mailchimp and Eventbrite. But my favorite thing about JoinIt has been their amazing customer service.

GH

Gordon H.

And they excel in service, knowing that's the best way to serve their bottom line. I'm very excited, and anticipate the program will only get better.
AvatarImg

Dominic K.

Compassionate and generous pricing and trial experiences to get up and running sustainably especially during challenging economic/business times.

BZ

Bernd Z.

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.

Cons

In our experience, no essential function is missing.

MD

Maygene D.

This is a problem with a lot of online software.

GM

Greg M.

There is some limitation in separating out different user types, as at present there are some features that apply to all user types.

WF

Wendy F.

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features75
  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Alumni Management
  • Application Management
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Auction Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chapter Management
  • Child Welfare Management
  • Client Management
  • Committee Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Dashboard
  • Data Import/Export
  • Document Management
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Dues Management
  • Electronic Payments
  • Email Marketing
  • Enrollments/Onboarding
  • Event Management
  • Event Ticketing
  • File Sharing
  • Financial Management
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting / Tracking
  • Grant Management
  • Interaction Tracking
  • Marketing Automation
  • Member Accounts
  • Member Communication
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Online Forms
  • Online Giving
  • Payment Processing
  • Personalization
  • Pledge Management
  • Point of Sale (POS)
  • Program Management
  • QuickBooks Integration
  • Receipt Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Scheduling
  • Search/Filter
  • Team Management
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Website Management
  • eCommerce Management
  • Total features31
  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Alumni Management
  • Application Management
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Auction Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chapter Management
  • Child Welfare Management
  • Client Management
  • Committee Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Dashboard
  • Data Import/Export
  • Document Management
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Dues Management
  • Electronic Payments
  • Email Marketing
  • Enrollments/Onboarding
  • Event Management
  • Event Ticketing
  • File Sharing
  • Financial Management
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting / Tracking
  • Grant Management
  • Interaction Tracking
  • Marketing Automation
  • Member Accounts
  • Member Communication
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Online Forms
  • Online Giving
  • Payment Processing
  • Personalization
  • Pledge Management
  • Point of Sale (POS)
  • Program Management
  • QuickBooks Integration
  • Receipt Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Scheduling
  • Search/Filter
  • Team Management
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Website Management
  • eCommerce Management

Integrations

  • Total integrations6
  • Authorize.Net
  • Dropbox Business
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WordPress
  • Xero
  • Zapier
  • Total integrations16
  • Authorize.Net
  • Dropbox Business
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WordPress
  • Xero
  • Zapier

User reviews that mention these apps

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

Share this review:

Sumac logo

Sumac

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

Reviewed 4 years ago
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.

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

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Sumac logo

Sumac

Sumac for NonProfits

Reviewed 5 years ago

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.

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

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Sumac logo

Sumac

SUMAC has been a great tool in assisting us on managing our client information and donations.

Reviewed 4 years ago
Pros

It is very user friendly and customizable. It is easy to add additional users and input information. Additionally, it is very cost effective for small not for profit.

Cons

The data merging process can be a bit complex depending on what function you are trying to perform. The feature could needs to be simplified.

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

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Sumac logo

Sumac

Awesome program!

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Sumac logo

Sumac

An OK Program

Reviewed 4 years ago
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.

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

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Sumac logo

Sumac

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

Reviewed 4 years ago
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

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

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Sumac logo

Sumac

Great product, very user-friendly!

Reviewed 12 years ago

Sumac absolutely meets my organisations needs and compared to other software, like Raisers Edge, Sumac is much more user friendly with no compromise to its performance.

Pros

Ease of use

Cons

It cant read my mind!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Sumac logo

Sumac

Sumac is Customizable, but Cumbersome

Reviewed 4 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Sumac logo

Sumac

love sumac

Reviewed 3 years ago

i am still learning but so far love it.

Pros

Currently our Data has been scattered in dozens of excel files and it can be time consuming to find what you need. it will be wonderful once all data is entered to find everything in one spot.

Cons

the data was not transferred completely well so i am correcting alot but once it is all corrected it will be very useful

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

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Sumac logo

Sumac

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

Reviewed 4 years ago
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.

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

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Sumac logo

Sumac

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

Reviewed 4 years ago
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.

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

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Sumac logo

Sumac

Sumac is quite easy to use and has great support staff

Reviewed 4 years ago
Pros

The website integration is great and easy to use. It has saved us a lot of time and money. It is great that users are able to sign in with their login

Cons

I wish you were able to build your own reports. It can be difficult to pull the information I need in a timely manner

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Sumac logo

Sumac

Some Good Features but Not Easy to Use

Reviewed 2 years ago
Pros

Lots of features. Like that you could manage contacts, take payment and sync with accounting software.

Cons

It wasn't intuitive to use. Couldn't figure out aspects without reading the tutorial.

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

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Sumac logo

Sumac

love it!

Reviewed 4 years ago
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!

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

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Sumac logo

Sumac

Best I've Ever Used

Reviewed 7 years ago

I can't say enough good things about it. If you are used to working w/spreadsheets this is the best and most intuitive product I've used or seen. Have worked w/Raisors Edge, FIMS, and Giftworks. All of them fall far short in design, flexibility, and the ability to customize it and extract the information you want out plus it is less expensive. Have been working with SUMAC for six years in two...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Sumac logo

Sumac

Great once you get the hang of it

Reviewed 2 years ago
Pros

Software comes with loads of features including contact management, accounting, event management, and donor management.

Cons

Too difficult to access contacts, there didn't seem to be an easy way to find a group - say donors who gave once. I could always find what I was looking for eventually, but it always took longer than it should.

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

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Sumac logo

Sumac

Okay.

Reviewed 4 years ago

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.

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

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Sumac logo

Sumac

I love Sumac!

Reviewed 9 years ago

I love Sumac. It has allowed me to track all of our donor's information super easily. I purchased it originally so that I could issue tax receipts to our donors, but have found it useful to track giving based on correspondence and fundraising events. We started small, but as we grow so does our need to gather information. Sumac is also great because I can manage my contact list for mailings through it. Any questions I have are answered quickly through tech support (either via e-mail or on the phone). Sumac also provides updates regularly, so that means they're paying attention to their customers' input.

Pros

No pros were added to this review

Cons

No cons were added to this review

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

Share this review:

Sumac logo

Sumac

Cost-effective, easy-to-use, flexible and improves Crow's organizational capacity.

Reviewed 11 years ago

Sumac fits our needs: it s cost-effective, easy-to-use, flexible and improves Crow's Theatre's organizational capacity.

Pros

I can attest that improved efficiency in our data management and communications in the last five years is directly associated to Sumac. Most notably, it has assisted our strategies to more fully integrate audience development and private sector fundraising campaigns. When I recommend Sumac to colleagues at other not-for-profit organizations, the first thing I endorse is their terrific customer service which seems in tune and crafted perfectly for organizations with limited overhead and resources. Sumac support staff are responsive, approachable, knowledgeable, caring and willing to adjust programs so that they work for our organization, rather than our organization working around their system.

Cons

Nothing specific.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Sumac logo

Sumac

Excellent and good value for money

Reviewed 4 years ago
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.

Overall Rating
  • Value for money