Sumac Pricing

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.

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.

It is very basic and easy to use. The support is great. It is also on the cloud. Reporting is great for most functions.

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.

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. Excellent customer support, not a long wait either.

Sorting and queries are complicated and not as automated or easy as I would like and there are some limitations.

Sumac is easy to use, their customer support team is accessible , and the software is affordable for our small shop.

We struggled to get used to the search function at first, though we're used to it now. I wish I could do a bulk upload of communication records, too.

Technical support have been wonderful! The Sumac team actually customized a search option to cater to our organization alone.

Add-ons can be pricey for smaller organizations, however they are worth it if it's in your budget.

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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.

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.

I like that you can do reports and have it for different categories, the tech support staff are helpful

Beware: We have had two exuberant price increases of almost $100.00 each time. We are only a small charity so this has had a huge impact on us. We had a 4500 donation capacity but only had 3000 donors in our database and they bumped us to 6000 donors and our price jumped by almost $100.00 for a 2nd time. There were no improvements to the program with these price increases. I asked to be dropped to...

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Enhanced File Management: Sumac has improved the sharing and management of client files among support workers, ensuring a seamless service experience for clients.Efficient Case Management: Front-line staff now have access to a professional case management system, optimizing their efficiency and effectiveness in delivering services.

Still working to refine reporting processes with the goal of enhancing proficiency in creating standardized reports for donors and funders. Our hope is that we can train and assign a dedicated member of the team to helping manage tools and assets within an increasingly digitized operating environment.

User friendly Excellent customer support New releases on regular basis

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)

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Flexible and good value. It provides just the right structure yet flexible enough to customize for emerging needs.

Could use more ease of use features. WOuld love to have documents stored on individuals so that all users can access.

SUMAC is a great value. 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. Their reps are effective, cordial, and timely in solving any issues.

Reporting seems difficult. When I've needed certain reports, I've had to call in the tech team to walk me through the process. More reporting templates that all non profits need would be helpful.

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time. The pricing is reasonable and customer service is great.

The web forms (for website integration) are not as customizable as I thought they would be; you can't change certain fields or add much intro text. Full usability requires intermediate HTML skills, which is currently an issue for us so we're still using an email app as well.

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.

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.

It has the ability to generate Charity Receipts It is usable as a stand-alone customer relations program

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

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.

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Sumac offers great software that is cost-effective for a smaller non-profit. Their customer support is always helpful and quickly and patiently answer all of our questions. While we don't use all aspects of Sumac's software, there are many components that we would like to incorporate into our practice.

Up until now, we have only had a Silver membership which would have Sumac installed for one user on one computer. We are looking forward to upgrading which will allow us to use Sumac, when a colleague is using the computer where it was installed.

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Support is excellent! Sumac was very responsive to questions and also very responsive to suggestions. I am used to waiting months for changes to be made and with Sumac we see releases quite often that incorporate requested improvements.

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