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Sumac vs Penelope 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...

Penelope by Athena Software is cloud-based case management software for human services and nonprofits. Ours is a secure and...

  • 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

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

52

43

6

3

1

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

4.3

5

4

3

2

1

37

29

2

4

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

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.

Pros

Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.

BK

Beth K.

Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access.

EM

Elena M.

Our trainer has been very responsive when we have questions and need further direction. I am very excited to finish the production side of our project and to start using the program.

TS

Tara S.

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

This software is not intuitive. It could be the way the administrator had it set up but it was extremely frustrating and confusing to use -- even after years of using it.

SS

Stephanie S.

Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.

TB

Trish B.

You are not able to delete errors so you are left with a lot of extra entries that make certain parts busy and confusing.

NA

Nicole A.

  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features82
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Alumni Management
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Assessment Notes
  • Assignment Management
  • Attendance Management
  • Auction Management
  • Authorization Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Case List Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Claims Management
  • Client Chart Audit Tools
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Tracking
  • Configuration Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Dues Management
  • E-Prescribing
  • EDI
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Marketing
  • Employee Management
  • Employee Portal
  • Enrollments/Onboarding
  • Event Management
  • Event Triggered Actions
  • Family Memberships
  • File Sharing
  • For Mental/Behavioral Health Practices
  • Forms Management
  • Forum / Discussion Board
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Incident Management
  • Initial Assessments
  • Interaction Tracking
  • Invoice Management
  • Medical Billing
  • Medical History Records
  • Member Accounts
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Giving
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Location
  • Multi-Provider Practice
  • Online Forms
  • Online Giving
  • Patient Management
  • Patient Records Management
  • Payment Processing
  • Pledge Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • QuickBooks Integration
  • Real Time Notifications
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring Giving
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Scheduling
  • Search/Filter
  • Self Payment
  • Self Service Portal
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Team Notes
  • Template Management
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Utilization Reporting
  • Volunteer Management
  • Wait List Management
  • Website Management
  • Workflow Management
  • eCommerce Management
  • Total features97
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Alumni Management
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Assessment Notes
  • Assignment Management
  • Attendance Management
  • Auction Management
  • Authorization Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Case List Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Claims Management
  • Client Chart Audit Tools
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Tracking
  • Configuration Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Dues Management
  • E-Prescribing
  • EDI
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Marketing
  • Employee Management
  • Employee Portal
  • Enrollments/Onboarding
  • Event Management
  • Event Triggered Actions
  • Family Memberships
  • File Sharing
  • For Mental/Behavioral Health Practices
  • Forms Management
  • Forum / Discussion Board
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Incident Management
  • Initial Assessments
  • Interaction Tracking
  • Invoice Management
  • Medical Billing
  • Medical History Records
  • Member Accounts
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Giving
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Location
  • Multi-Provider Practice
  • Online Forms
  • Online Giving
  • Patient Management
  • Patient Records Management
  • Payment Processing
  • Pledge Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • QuickBooks Integration
  • Real Time Notifications
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring Giving
  • Referral Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Scheduling
  • Search/Filter
  • Self Payment
  • Self Service Portal
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Team Notes
  • Template Management
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Utilization Reporting
  • Volunteer Management
  • Wait List Management
  • Website Management
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations7
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrations1
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier