- SOLUTIONS
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Sumac CRM
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Manage Your Entire Nonprofit
With a Single CRM!Better deliver your mission with a nonprofit CRM that is tailored for your nonprofit's unique programs and data, without the need for consultants or custom development.
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Here's How It Works:
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Start With Sumac CRM
- Sumac CRM is the heart of all Sumac solutions, giving you the tools to manage contacts, communications, reporting, and email marketing.
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Choose Your Add-on Functionality
- Next, choose from 11 add-ons to help manage your unique programs, including grant management, case management, and donations.
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Configure For Your Needs
- In minutes, configure your Sumac CRM for your unique data by changing fields, drop-downs, and checkboxes, or creating your own.
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That’s it! You have a CRM perfectly tailored for your nonprofit. No consultants, or custom development required.
Hosted on AWS so you can access your database from anywhere.
- “There aren't enough positive things I can say about Sumac. It has given us a better handle on every aspect of our organization.”
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- Administrator, PEN Canada
Sumac CRM Makes Contact Management Easy
- Keep track of all your contacts, and see a complete history of their relationship with your organization in just one click.
- Use built-in reports, create ad-hoc reports, or customize your own to keep track of the exact data you need.
- Engage your contacts with email marketing, create custom notifications to follow-up, and get alerted to new activity.
- “The switch to Sumac was a 'liberation' in every way. Not only is the interface intuitive and easily customizable, but its onscreen report features allow me to see data in relationships I had never been able to before.”
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- Director, Hands of Hur
Choose The Add-On Functionality You Need
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Case Management
- Sumac Case Management helps streamline service delivery, increase the accuracy of client information, and assist with tasks like client intake and assessment.
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Memberships
- Sumac Memberships is a complete membership management solution that automates routine tasks and streamlines membership management, so you have more time.
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Donations
- Sumac Course Registration streamlines the set up, delivery and follow-up for courses, eliminating the tedium of processing piles of paperwork.
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Volunteers
- Sumac Volunteer Management streamlines the entire process of managing volunteers, from recruitment and analysis to scheduling.
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Grant Management
- Sumac Grant Management enables you to build a structured, step-by-step approach to winning grants and awards to support your mission.
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Course Registration
- Sumac Course Registration streamlines the set up, delivery and follow-up for courses, eliminating the tedium of processing piles of paperwork.
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Online Webforms
- Donation and membership webforms make it easy to get new donors and members from your website. Seamless CRM integration means all data is automatically captured in your CRM,
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Forms
- Sumac Forms allows you to capture additional information about your constituents either on your website or in-house.
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Proposals
- Sumac Proposals manages complex donation situations, enabling you to create sophisticated illustrations for planned giving and large gifts that fall outside the routine of campaign asks.
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Prospecting
- Sumac Prospecting rapidly calculates a percentile ranking for each contact in your database based on criteria that you specify to help you identify potential large donors.
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Custom
- Sumac Custom is a completely customizable add-on module that tracks data and programs unique to your organization, and works seamlessly with every other part of your CRM.
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Integrations
Sumac CRM can integrate with your existing software systems giving you a seamless end-to-end solution and eliminating the need for double data entry:
- Payment processing - ex. iATS
- Accounting software - ex. QuickBooks
- Email marketing - ex. MailChimp
- Office integration - ex. Google
Included With Every Plan
Simple Configuration
Easily configure drop-down lists, checkboxes, tabs, and fields in minutes to fit your data.
Cloud-Access
Access critical data at any time from anywhere there is an internet connection.
Free Support
Unlimited phone, email, portal, and in-app support access.
Free Training
Basic and personalized one-on-one training to get up and running fast.
Free Webinars
Unlimited access to live and pre-recorded webinars covering basic functionality to highly specialized features.
Free Upgrades
Free updates to all the newest and latest software versions, features and releases.
Plans range from: 750 – 200k Contacts, 3 – 100+ Users, 5 – 100 GB Data Storage.
Contact us to find a plan that works for your needs.
