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What Is Sumac?

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more.

Sumac also offers integrated web pages, build-in email marketing tools, and robust reporting.

Top-rated support included!

Who Uses Sumac?

We serve large, medium, and small nonprofits in Human Services, Arts & Culture, Health, Education, Environment & Animal Services, and nonprofits with really unique missions.

Where can Sumac be deployed?

Cloud-based
On-premise

About the vendor

  • Silent Partner Software
  • Founded in 2004

Sumac support

  • Phone Support

Countries available

Canada, United States

Languages

Not provided by vendor

Sumac pricing

Starting Price:

US$49.00/month
  • No free trial
  • No free version

Sumac does not have a free version and does not offer a free trial. Sumac paid version starts at US$49.00/month.

About the vendor

  • Silent Partner Software
  • Founded in 2004

Sumac support

  • Phone Support

Countries available

Canada, United States

Languages

Not provided by vendor

Sumac videos and images

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Features of Sumac

  • Activity Dashboard
  • Alerts/Notifications
  • Alumni Management Software
  • Application Management
  • Appointment Management
  • Assessment Management
  • Bereavement Management
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Campaign Management Software
  • Care Plan Management
  • Case Management Software
  • Case Notes
  • Charting
  • Claims Management Software
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management Software
  • Contribution Tracking
  • Customer Database
  • Dashboard Software
  • Data Collection Software
  • Document Management Software
  • Donation Tracking
  • Donor Management
  • Dues Management
  • Email Management Software
  • Email Marketing Software
  • Event Management Software
  • Financial Reporting Software
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management Software
  • Intake Management
  • Interaction Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management Software
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Online Giving
  • Patient Intake
  • Patient Management Software
  • Payment Processing Software
  • Pledge Management
  • Program Management
  • Progress Tracking
  • Quality Assurance
  • Receipt Management
  • Recurring Giving
  • Referral Management
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Scheduling Software
  • Segmentation
  • Task Management Software
  • Time Tracking Software
  • Treatment Planning
  • Volunteer Management Software
  • Volunteer Recruiting
  • Website Management
  • Workflow Management Software

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Reviews of Sumac

Average score

Overall
4.3
Ease of Use
4.1
Customer Service
4.7
Features
3.8
Value for Money
4.2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Tanya
Admin/Volunteer Coordinator in Canada
Mental Health Care, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Sumac in our little non-profit

5.0 last year

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.

Rachel
Executive Director in Canada
Nonprofit Organization Management, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

The CRM that helps you manage donations and memberships

4.0 last year

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.

Nancy
Finance Administrator in Canada
Individual & Family Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

TOO Expensive

3.0 10 months ago

Comments: Tech staff are helpful

Pros:

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

Cons:

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 a 4000 donor capacity and was told we had to sign a new contract. Before the last price increase they would have dropped our package to a 2000 donor capacity but being small with few staff; we did not have the time or man power to eliminate 1000 donors. After 2 price increases I am very unhappy with the product and would not recommend it. It was a great product for $100.00 month, but not for $267.00

Brian
Administrator in Canada
Sports, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent Membership Management

5.0 3 years ago

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.

Clare
Board Member in US
Primary/Secondary Education, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Really, really helpful and easy-to-use software

5.0 6 years ago

Pros:

Sumac has everything we need -- keeps our database, sends out our communications, keeps track of all our donations and receipts/acknowledgements. It is set up in a straightforward way and, when I first researched CRMs, it was the only one where I could understand the setup from the start (I think the others were not set up logically). Also, the support team at Sumac is wonderful; attentive, understanding, they are really willing to help me solve all my problems, whether it is a quick question or a larger issue that needs much more overhaul. In fact, they resolved the biggest problem I had with the software: I frequently must bulk import changes to my data, and there were parts I had to do manually because the contact types weren't available to use in the import workspace. But they have recently changed the import workspace to be more flexible, at least partly in response to my comments, so now my bulk imports go much more quickly. In addition, the program has many optional add-ons that can help with courses, volunteer hours, registrations, silent auctions and so many other bits of software that anyone might need. Also, it is very reasonable priced.

Cons:

The only things that I find difficult are remembering all the little details of complicated searches, downloads, and the steps of emailing. But I am not very technologically savvy, and others will not be as easily frustrated as I am.