Sumac Features

Sumac

A Complete Solution to Manage Your Nonprofit!

4.34/5 (105 reviews)

Sumac Feature Summary

  • Choose the Add-ons you need!
  • Integrates with accounting software
  • Online donation pages that work with your CRM
  • Robust customization options

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Administrative Reporting
Application Integration
Assignment Management
Attendance Management
Automatic Notifications
Calendar Management
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Client Management
Contact Database
Contact History
Contact Management
Custom Fields
Custom Forms
Customer Database
Data Filtering
Data Import
Data Import/Export
Electronic Payments
Family Memberships
Filtered Views
Goal Setting / Tracking
Mail Merge
Mailing List Management
Member Account Access
Multi-Campaign
QuickBooks Integration
Registration Management
Reminders
Summary Reports
Volunteer Management
eCommerce Integration
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Administrative Reporting
Application Integration
Assignment Management
Attendance Management
Automatic Notifications
Calendar Management
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Client Management
Contact Database
Contact History
Contact Management
Custom Fields
Custom Forms
Customer Database
Data Filtering
Data Import
Data Import/Export
Electronic Payments
Family Memberships
Filtered Views
Goal Setting / Tracking
Mail Merge
Mailing List Management
Member Account Access
Multi-Campaign
QuickBooks Integration
Registration Management
Reminders
Summary Reports
Volunteer Management
eCommerce Integration
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Administrative Reporting
Application Integration
Assignment Management
Attendance Management
Automatic Notifications
Calendar Management
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Client Management
Contact Database
Contact History
Contact Management
Custom Fields
Custom Forms
Customer Database
Data Filtering
Data Import
Data Import/Export
Electronic Payments
Family Memberships
Filtered Views
Goal Setting / Tracking
Mail Merge
Mailing List Management
Member Account Access
Multi-Campaign
QuickBooks Integration
Registration Management
Reminders
Summary Reports
Volunteer Management
eCommerce Integration
Visit WebsiteCompare App

Sumac Feature Reviews

25 reviewers had the following to say about Sumac's features:

Anonymous
A verified reviewer

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

2018-05-08

Universal usefulness for nonprofit work, customized fields and data tracking, unified database across multiple departments within the whole organization, relatively simple-to-use interface, fantastic and responsive customer service and training, and so much more!

Pros

The ability to customize the software for every need we have, from volunteer records, student progress tracking, donor management, and everything in between!

Cons

There is a slight learning curve for anyone not already familiar with manipulating reports from raw data, but the training, customer service, and tutorial videos are extremely helpful in building those skills for full software functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lois Rickenbach

Verified Reviewer

We looked long and hard to find appropriate software.

2015-06-26

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.

Pros

Built in import functions are very user friendly and very complete.

Cons

Inventory tracking functionality could be more robust.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Colleen MacIsaac

Sumac is a great option for not-for-profit organizations that are looking for database management.

2018-05-23

management of 5000 items in a database; tracking attendance, sending newsletters, and tracking donations and issuing tax receipts, sending mailouts

Pros

A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function.

Cons

Not intuitive in that way, annoying that you have to go through and have events set up first before you can attach an email or campaign to them - not very flexible in that way and requires you to always remember how the system works and the multiple steps involved with each new data capture.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Amanda Cuellar

Sumac has been very useful with my everyday tasks for our adult literacy program.

2018-05-17

Pros

I'm able to track and log any and all communications, their records, any book distributions, book inventory, and so much more.

Cons

I do have some trouble with reports, where one area of Sumac doesn't speak to the other.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Tamara Guyon

overall I am pleased with Sumac

2018-05-08

it's a good way to track donors and volunteers and the exported reports are pretty good

Pros

it's pretty user friendly and it's easy to get used to even if you don't have database experience from prior use

Cons

sometimes the filters take awhile to load and it also takes awhile to log on but other than that no problem

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Elsa Pihl

Great once you get the hang of it

2020-04-07

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Janet Chappelle

Sumac was a life saver when our privately designed database stopped working.

2018-05-11

Pros

That we were able to combine both our client management system and donor system into one where before it was two different softwares.

Cons

That you can not upload actual scanned documents only a link to where the document is stored.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Christopher Reid

It has helped modernize our donation and course procedures.

2018-05-08

Improved data tracking and reporting.

Pros

I personally did not do any training with it, but I am able to go in and access data whenever I need.

Cons

With any software, there are limits to the customization. Sumac has been great in providing some customization, but we are a very unique organization and sometimes it is difficult to fit what we need into a software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mitchell Marcus

Very user-friendly!

2013-11-07

Since starting SUMAC, accessing and using data has become a staff-wide activity ' we are all able to access our database and use it on our daily work whether that's identifying donors, quickly finding information on groups and schools who have attended our shows, or managing our email and snail mail lists.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David Winningham

The software takes some time to learn in order for it to be most effective

2018-05-11

Tracking donors, their gifts, and receipting.

Pros

I've used several other CRM products over the years and I believe its the best product for the price on the market. The customer service is top-notch.

Cons

Reporting seems difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tina Blake

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

2018-01-12

The best benefit is being able to maintain all information in one database. Many donor management systems do not allow for volunteers and clients.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-05-15

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Danya O'Malley

This has seamlessly streamlined so many of our processes

2018-05-11

We've totally changed the way we keep client files, plus we've imported a few years' worth of donation records and we can see history and run reports in a way we weren't able to before.

Pros

The support we get when we have issues is wonderful. The support team is very quick to reply to requests.

Cons

I'm not sure, maybe that I can't generate reports from our custom data points. We track a number of things about clients and we have no way to retrieve that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Crystal Wacker Knapp

The IT guys have been great and very helpful.

2018-05-08

Donations management. Excellent.

Pros

I can customize the columns, data that I need which is quite different from other non-profits.

Cons

I still need help in using the Campaign feature. It might be me, but I haven't quite got that figured out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Angela VandenBroek

We love Sumac!

2013-11-07

We are able to collect the statistics that we need to report back to the Ministry of Health and Long-Term Care and our Local Health Integration Network.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Greg Wright

Sumac is a compact and powerful tool. Our challenge is developing internal skills to use it fully

2018-05-14

Consolidation of our enrollment and donation systems. Capacity to communicate with students and donors online.

Pros

Ease of interface after basic orientation. Exportable data.

Cons

To fully use Sumac requires a growing understanding of the tools and strategies you can use to extract information and access the data you need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Caron Mulgrew

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

2018-05-14

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Joanne Kater

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

2018-05-10

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Nonprofit Organization Management company, 11-50 employees)

Sumac Membership System

2018-09-09

Budget (minimum available), Easy of implementation, Ease of uploading data from existing spread sheets, ability to extract and report data and ease of implementation.

Pros

Membership data was organized into 50 groups.

Cons

There were really no downside to this software, it worked as expected and was easily accepted by

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marcia Dunbar

I find SUMAC easy to use and the customer service great.

2018-05-24

User Friendly

Pros

The system was easy to setup - very user friendly.

Cons

Reports. I would like to create and save custom reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin Parker

Overall Positive Experience. Easy to use and navigate. Good Customer Service.

2018-05-11

An easy way to manage our membership and donations programs.

Pros

Compared to our previous system it is very easy to update records, put in payments, and track donations with certain campaigns.

Cons

There is not much to dislike but probably the search functions on the Contacts page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Katie Skovholt

Scalable, affordable, and easy to use.

2013-11-21

Seattle Pro Musica spent several years working with a huge database system - a behemoth that required intense training and still wouldn't pull the reports we needed!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Amanda Black

Sumac is quite easy to use and has great support staff

2018-05-08

Pros

The website integration is great and easy to use.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Deb Foster

Sumac is not easy to use. There are to many steps to create thank yous.

2018-01-16

I couls not reccomend this software.

Pros

The new reports are fine. The data entry is easy.

Cons

You can not export to excel.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Software Advice
Helpful?   Yes   No
Read more
Elizabeth Chown Lafrenière

Using SUMAC to record donations to our church has freed up time to focus on other tasks.

2018-05-08

Increased time to do other things, great reports, easy tax receipt preparation, simple updates to donors' information, tracking pledges, and ability to move someone from active to inactive and back again so I don't have to input their info again.

Pros

Recording gifts and preparing tax receipts is simple. The reports are a great way to double-check donations each month.

Cons

I cannot think of anything I don't like about SUMAC. it is so much better than what I used previously.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more