Sumac

An Excellent All-In-One CRM for Any Size Charity

Excellent CRM for our charity. My background is in IT and Database Management, so I researched a lot of CRMs before settling on Sumac. Since 2015, Sumac has met and exceeded my expectations for reliability, ease of use, integrated membership forms, excellent communication options (including allowing for emails to be sent with attachments), and superior customer service in all departments (support, sales, customer service, and billing).

The CRM that helps you manage donations and memberships

I appreciate the software support they provide and attempt to be as thorough as possible.

FANTASTIC Customer Support

Case management made easy

I find Sumac very functional and practical to use. Overall it is a good case management system.

Sumac in our little non-profit

We have one system for donors, clients, volunteers, and it is easily adaptable to our needs.

Using Sumac for my Not-for-Profit

Friendly service

Our sites functionality and our member appreciation speaks for our success.

SUMAC - great CRM

After struggling for several years with an expensive database that was not intuitive and did not meet our needs, our organization looked into several others to replace it including Sumac which was recommended to us by another not-for-profit. We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered – almost everything on our “wish list” (and much more). We then decided to purchase Sumac and have not regretted our decision. While there were a few hiccups with our data migration, overall we have been very impressed. It is very user-friendly, fast, and has features that we are still discovering a year after we started using it. The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement.

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

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

The IT guys have been great and very helpful.

Accuracy. Mail merge. Email mail merge. Donations management. Excellent. They understand the work of a non-profit.

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

The best benefit is being able to maintain all information in one database. Many donor management systems do not allow for volunteers and clients. Also, I believe this software is flexible with many features, yet you can still use it with other software systems like Constant Contact, etc.

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

An easy way to manage our membership and donations programs.

Customized Database

With hundreds of attendance records from various partners being submitted each year, Sumac allows us to store, sort, and report on all of this information with ease. Allowing this level of customization ensures that tracking of participation across the collaborative meets our exact needs, and lets us retrieve important data easily and accessibly.

PRO:
Customization: our non-profit is a collective of 8 partner organizations that each offer their own programming, but unite under one common collaborative. In this, we require our database to operate as 8 separate databases, with the ability for data to be tracked across all partners and programming. Sumac was able to construct a database for us that met this need, with fields customized to manage youth participants in exactly the way we need it. As our collaborative grows, Sumac has enabled our database to evolve with it, always finding creative solutions to meet our changing needs.

CON:
With such a complicated structure for our database, unfortunately it can be tricky to upload our data in the correct format. 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. Again, this need for rigorous process is because of our operating such a complicated and layered database.

Even the easiest of functions are unnecessarily complicated.

Deeply frustrated with Sumac.

I have found it easy to use for the program I work with.

Access to information and statistics quickly

This has seamlessly streamlined so many of our processes

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.

Excellent and good value for money

Sistema Toronto Loves Sumac!

Sumac is a great resource for Sistema Toronto. We use it to track donations, issue receipts, and keep records of communication with our community of donors. We appreciate how easy Sumac is to use and how helpful the customer support team is when we’re in need of assistance. We’re a small shop with a tight budget, so Sumac is a great fit for us.

We couldn't live without Sumac!

Great customer service and software that is very cost effective.

Some Good Features but Not Easy to Use

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

overall I am pleased with Sumac

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

Sumac - a great tool for non-profits!

As a non-for-profit artist-run centre, we use Sumac primarily for ticket sales, memberships and donations. It's an extremely powerful tool for data management, and has been essential to tracking our membership, customers and donors.

As a new user, I found that while the software wasn't always immediately easy to use, I found their customer service to be incredible, and always very friendly. Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it. To have memberships, donations, and general communications all streamlined in one program makes life a lot easier, which makes a big difference in smaller organizations like ours.

love it!