Sumac

Sumac in our little non-profit

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

Pros:

Fully customizable, does what we need it to, easy to gather stats and run reports. All in one software for donations/grants/case management/volunteer management.

Cons:

It can look clunky, but it is a powerhouse! As well, it would be nice to have auto-save, or spellcheck on forms.

For track donors and volunteers

Comments: An easy-to-use program that saves time with many features that facilitate the performance of many functions. It has a good support service.

Pros:

A good program in managing volunteers and donors tracking and easy to contact with them, provides training at the beginning of use, saves a lot of time and effort, this program can be developed easily.

Cons:

Sometimes problems may occur with e-mail management, it is preferable to add some features so that it becomes an integrated program.

Sumac - robust and affordable CRM

Pros:

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.

Cons:

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.

The CRM that helps you manage donations and memberships

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

Pros:

I enjoy the ability to create a number of tax receipts at once. It helps keep the one time a year production easy to manage

Cons:

It is tricky to see when a number of memberships are expiring, or to get prompted for when they expire. This feature may exist and I have not figured it out yet.

Excellent Membership Management

Comments: Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own data which is visible only to them and to the organizations head office. This allows for consistent reporting around the Province.
Implementing the system was completed within 3 months, including converting existing spread sheets and uploading them onto the database. Training was conducted in person and online. Sumac provided initial training for the Bowls BC Administrator.

Pros:

The Sumac membership management system is flexible and easily customizable. Out of the box it can be used immediately but can also be tailored to specific requirements. The Cloud based database combined with its data security allows each clubs data to be maintained separately and securely.

Cons:

It is sometimes difficult to load the software onto Mac computers. This mainly due to the Mac security system that is not always fully understood by the user. Loading the software onto a windows machine is very easy.