- 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 fits your nonprofit's unique programs and data.
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What Sets Sumac Nonprofit CRM Apart
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A Complete Solution
- With Sumac CRM, you can choose the add-on functionality and webforms you need, so you get a complete solution to manage your entire nonprofit.
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Top-Rated Support
- Sumac offers free live support to every client, and it's exceptional! Our team understands the needs of nonprofits, and are there to support you whenever you need help.
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Simple Configuration
- With Sumac CRM, you can quickly change the names of fields, drop-downs, and checkboxes, or create your own, so your CRM fits your nonprofit's data and programs.
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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
- Track of all your contacts in one place, and see a complete history of their relationship with your organization in just one click.
- Monitor key metrics using built-in and ad-hoc reports, so you can report back to funders and your board.
- Stay engaged with your contacts using built-in email marketing
- Get alerts of new activity and create custom action plans to follow-up.
- “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 streamlines client intake, service delivery, and reporting, helping you provide the best client care.
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Memberships
- Sumac Memberships streamlines member signup, renewals, and payments in one place, so you can grow your membership program.
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Donations
- Sumac Donations streamlines fundraising outreach, donation processing, and receipting, helping you meet your fundraising goals.
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Online Webforms
- Donation, case management, volunteer, and membership webforms seamlessly integrate with your Sumac CRM.
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Specialized Webforms
- Sumac Specialized Webforms allow you to capture additional information about your constituents on your website.
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Volunteers
- Sumac Volunteer Management streamlines the entire process of managing volunteers, from recruitment to scheduling, thanking, and reporting.
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Grant Management
- Sumac Grant Management enables you track grant applications and build a structured, step-by-step approach to winning new grants to support your mission.
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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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Specialized Extension
- Sumac offers a Specialized Extension that is customized to track 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 - iATS, Stripe
- Accounting Software - QuickBooks
- Email - MailChimp, Constant Contact
- Office - Google Calendar
Pricing That's Tailored For Your Needs
Prices for Sumac CRM start at just $49/month
Included:
- Cloud-based Sumac CRM
- Communication tracking
- Bulk and individual email
- Workflow management
- Reminders
- Built-in and ad-hoc reporting
- Accounting integration
- 1,000 record capacity
Add-on Options:
- Case Management & Client Intake Webforms
- Donations & Donation Webforms
- Volunteers & Volunteer Signup Webforms
- Memberships & Member Signup Webforms
- Prospecting
- Grant Management
- Specialized Extension
- Specialized Webforms
- Additional record capacity up to 200k
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 any computer with an internet connection.
Free Support
Access support by phone, email, portal, and in-app tools.
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Free On-Demand Training
Unlimited access to on-demand instructor-led training whenever you need it.
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Integrations
Integrate with the solutions you already use for email marketing, accounting, and payment process.
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Free Upgrades
Free updates to all the newest and latest software versions, features and releases.
Ready To Take A Closer Look?
Talk to an expert about your nonprofit’s needs:
- See a demo
- Get your questions answered
- Discuss your specific goals
- Find out about our onboarding services
