Sumac Reviews

Sumac is a CRM software designed specifically for nonprofits. It offers extensive add-on and customization options, allowing organizations to tailor the software to their unique needs.

Key features of Sumac include:

• Integrated online donation forms: This feature allows for seamless fundraising efforts.
• QuickBooks integration: This feature ensures financial data is accurate and up-to-date.
• Built-in email marketing: This allows organizations to send mass emails, including newsletters, fundraising letters, notices, and more right from the database.
• Custom action plans and reminders: These automate workflows for donors, clients, and members, ensuring no steps are missed.
• Customizable: Sumac can be customized in minutes to fit a nonprofit's unique data and programs. It also allows for the creation of custom reports and the addition of a custom extension to track data unique to the nonprofit.

Benefits of using Sumac include:

• Streamlined operations: By integrating various aspects of nonprofit management into one platform, Sumac can help organizations operate more efficiently.
• Improved fundraising efforts: With integrated online donation forms and email marketing, Sumac can enhance an organization's fundraising capabilities.
• Better data management: Sumac's customization options allow organizations to track the data that matters most to them, improving decision-making and strategy development.
• Automated workflows: Custom action plans and reminders ensure that important tasks are not overlooked, improving productivity and effectiveness.

In terms of pricing, Sumac starts at $49 per month. There are multiple other plans with additional users and storage options. Various add-ons can be added to the base plan. Phone and email support is included free with all plans. However, there is no free trial available or free version. Sumac serves a variety of industries, including human services, health organizations, environment and animals, small nonprofits, mid and large nonprofits, arts organizations, education services, and mission-specific cases.

Sumac is a CRM software designed specifically for nonprofits, supporting fundraising, case management, memberships, and specialized programs. It offers extensive add-on and customization options, allowing organizations to tailor the software to their unique needs. With features like integrated online donation forms and QuickBooks integration, Sumac aims to streamline nonprofit operations.

The cost of Sumac starts at $49 per month. There are multiple other plans with additional users and storage options. Various add-ons can be added to the base plan. Phone and email support is included free with all plans. However, there is no free trial available or free version. Sumac serves a variety of industries, including human services, health organizations, environment and animals, small nonprofits, mid and large nonprofits, arts organizations, education services, and mission-specific cases.

Sumac includes built-in email marketing, so you can send mass emails, including newsletters, fundraising letters, notices, and more right from your database. No need to pay for a separate email program. Use custom action plans and reminders to automate workflows for donors, clients, and members, so you never miss a step. If you can dream it up, you can create an action plan for it. Track and report on the key metrics you need to help inform decisions, and report back to donors, funders, and your board. Sumac includes hundreds of built-in reports, along with the ability to create custom and ad-hoc reports in minutes. Customize Sumac in minutes so it fits your nonprofit's unique data and programs. You can also create custom reports and add a custom extension to track data unique to your nonprofit.

Choose the add-on functionality you need. Case Management Sumac Case Management streamlines client intake, service delivery, and reporting, helping you provide the best client care. Memberships Sumac Memberships streamlines member signup, renewals, and payments in one place, so you can grow your membership program.

Sumac.com offers a variety of payment methods. It is a PA-DSS compliant payment application that allows processing of credit cards quickly and easily in-house, or on the website.

To process payments, a merchant account with one of the payment processors that integrate with Sumac is needed. After getting a merchant account, the merchant information is entered into Sumac. Then, transactions can be processed in Sumac over the phone, in-house, or on the website.

Sumac does not charge any fees for transactions. The fees charged by the payment processor are the only ones to be paid.

Sumac can record payment information and process credit card payments instantly. For example, it can be used to process payments for donations, membership fees, or registrations.

In order for Sumac to process payments, a merchant account with one of Sumac's supported payment processors, iATS or Stripe, must be opened.

If credit card information is taken over the phone, the information can be entered and payments processed in Sumac automatically. If dealing with physical credit cards, Sumac integrates with mag stripe readers to help process credit cards quickly, save time and increase accuracy. If accepting credit cards on the website, Sumac can process payment and record all the details in the database.

Please note that if changes are made to the Google account (e.g., changing the email address or password), disassociate the previous Google account from the Sumac user profile. This can be done in the Google Account Settings, under Security > Manage Third-Party Access. Once done, follow the steps above to re-associate the updated Google account credentials with the Sumac user profile.