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Sumac Reviews & Product Details

Verified User in Entertainment
AE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Sumac?

I find Sumac to be a very intuitive program, which is easy to self navigate, and to teach to others. I have used various databases at various companies, and never have an issue finding my way around their files.

The customer service and technical support team are unsurpassed. They are dedicated to helping users find solutions to their problems, and are more than willing to listen and respond to requests for improvements. Their ability and willingness to respond to the suggestions of their customers makes Sumac unlike any other software company I have worked with. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

As Sumac is a software that is constantly being upgraded, some of the newer modules can have user related issues that need to be worked out. However, as Sumac is quite amenable to suggestions from their customer base, so their software is able to respond to customer needs. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We were definitely able to maximize our donor/patron communications using Sumac. We were better able to target specific groups with our communication, and better track donor cycles throughout the year. Review collected by and hosted on G2.com.

Sumac Overview

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!

Sumac Details
Discussions
Sumac Community
Languages Supported
English
Show LessShow More
Product Description

Sumac is nonproft CRM suite that offers solutions in donor management, volunteer management, fundraising and event management

How do you position yourself against your competitors?

We stand apart from the rest in terms of:
1) Price
2) Customization abilities
3) Number of Add-ons to choose from
4) Built-in email marketing
5) Intergrated online donation, membership, sign-up forms


Seller Details
Seller
Societ
Year Founded
1995
HQ Location
Sainte-Anne-de-Bellevue, Quebec
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Description

Societ is the leading end-to-end nonprofit solutions partner executive directors, board members, and fundraising professionals rely on to work smarter.


JH
Overview Provided by:

Recent Sumac Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Great database for non-profits"
Having all the information is one place. It is easy to add to and search for specifics as well as tax receipting
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Easy to use"
User friendly CRM that staff with all different technology comfort zones can use with ease. Reports can be easily pulled as needed. Integrates with...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
2.0 out of 5
"Transactional, not for relationship building."
It's easy to use for small organizations.
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Sumac Media

Sumac Demo - Sumac Dashboard
Sumac has hundreds of built-in reports, and supports ad hoc reporting so you can easily create custom, one-off reports, or export data to other programs. Sumac also offers powerful analytics, visual reporting, and dashboards to help you bring your data to life.
Sumac Demo - Contact Management
With Sumac, all activity is connected to your contacts, so you can see a complete history of their relationship with your organization in just one click. This includes Basic CRM activities like donations, receipts, communications, and also any activity from your selected Sumac Add-ons, such as vo...
Sumac Demo - Built-in Email Marketing
Sumac comes with built-in broadcast email so you can send thousands of personalized emails for your newsletter or announcements in just a few clicks without using a separate application. If you already use an external email service, like Constant Contact, Sumac integrates seamlessly.
Sumac Demo - Donation Pages
Sumac is a PA-DSS compliant payment application that allows you to process credit cards quickly and easily in-house, or on your website if choose to use the Sumac Donation Pages. We’ve partnered with iATS to give you credit card processing fees as low as 2.55% and we don’t charge anything on ...
Sumac Demo - Dashboards and Visual Reporting
Sumac has hundreds of built-in reports, and supports ad hoc reporting so you can easily create custom, one-off reports, or export data to other programs. Sumac Insights also offer powerful analytics, visual reporting, and dashboards to help you bring your data to life.
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16 out of 17 Total Reviews for Sumac

4.0 out of 5
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16 out of 17 Total Reviews for Sumac
4.0 out of 5
16 out of 17 Total Reviews for Sumac
4.0 out of 5

Overall Review Sentiment for SumacQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Karl G.
KG
Director of Information Systems
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

When Sumac was privately owned, the price was substantially better than more CMS systems. Customer service also felt very 'personal' too. We always enjoyed working with their support staff and even the CEO! Website support was very limited (PHP built) and required heavy customization for our use. This always got 'clobbered' when new versions came out (expected) so eventually we abandoned it and used a third party. They provided payment gateways connected directly to the software, so it was one thing we didn't need to worry about (compliance etc). Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Once taken over by Silent Partner, prices nearly doubled and the functionality and lack was no longer worth it. Customer support changed a bit too. Longer response times, less personal. It also uses Java runtime and that has to be installed on each client computer. There was support for Mac OSX and Windows, but Linux support really didn't exist and the client wasn't updated for over a year. They also did not support Stripe (tho told us they will), the payment third party we use heavily. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We used Sumac as a Donor Care/Management system. While it did OK with this, it isn't the best in some ways. It does allow batching of gifts etc which was very helpful. Some parts and processes were a bit clunky (not real user friendly). Receipts could be done but required a fair amount of maintenance (creating and updating templates) for our use case. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

User friendly CRM that staff with all different technology comfort zones can use with ease. Reports can be easily pulled as needed. Integrates with our website. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Some limitations with how online donations are set up and the types of information that can be filled in. For example difficulty with corporate donations as it completes a tax receipt for the person noand not the company Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Currently working on solving how corporate donations can be correctly processed online. This will help us not to have to reissue incorrect tax receipts when made online. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

It's easy to use for small organizations. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It wasn't relationship driven. It's a transaction-focused system and hard to switch from. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Don't use this system if you're looking for a CRM that includes volunteer management. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

It did help us get started in keeping better records. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Sumac?

Having all the information is one place. It is easy to add to and search for specifics as well as tax receipting Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The limited number of extra fields that I can add Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Tax receipting, communication records, and mass mailings Review collected by and hosted on G2.com.

Peta W.
PW
Co-Founder
Management Consulting
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

Sumac is a powerful tool for very specific use-cases eg. membership renewals or ticketing. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The pricing plan makes it very difficult for an organization to grow with Sumac. The interface is not intuitive and the process to make changes is overly complicated. It lacks flexiblity. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

The implementation team was extremely helpful when they were doing the initial setup and customer/technical support teams provide excellent service.

Their documentation for initial setup and support documentation is extremely thorough.

Unfortunately, the product is outdated and it's flexibility needs to be improved so it is able to handle more than just specific use-cases.

We were able to use TechSoup to originally obtain the product at an extremely reasonable price, but the ongoing costs are difficult to support in a small organization. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Selling tickets to events and tracking membership. Prior to using Sumac, the organization was using spreadsheets. Using Sumac means there is no data duplication and everyone in the organization knows exactly where to find the most up to date/accurate information.. Review collected by and hosted on G2.com.

TV
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

We started to use Sumac to keep track of our members and their membership. We can easily access all the information about a member or a volunteer, which activites they have attended, their donations and their membership renewal. Sumac also emables to export information for acconting such as the number of domations ans membership renewal, the amount and the source. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Slow to open and sometimes even need to re-download the software. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Keeping track of our members and their membership as well as their donations. Easy export of accounting information Review collected by and hosted on G2.com.

Eliza G.
EG
Independent Contractor
Internet
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Sumac?

This software is great. It is very well organized and put together. I didn’t know it well when I first started using it, but once I got a feel for it, I knew it well and was able to organize data better than I was able to do so with Excel at my last summer job. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I’m not sure, honestly. I guess it might just be hard for someone who isn’t as tech savy as I am to use. Its functions aren’t exactly obvious. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Go for it. Very easy to use once you play around with it for a bit. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

I had to orgaized patient data with this software at my former job. I realized I can use this platform to easily store and retrieve data when I need to do so. Review collected by and hosted on G2.com.

The Arc L.
TL
Education and Advocacy
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Sumac?

As a Non-Profit I have found Sumac to be the answer I was looking for to manage both clients and donors. After initial set up it was easy for my team to use and update information. The training videos are very helpful and available at any time. I highly recommend it for other non-profits. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The setup was not as easy as I thought. I wish I knew more about how to prep for it Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

do it! Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Quickly accessing communication and donation records for a client. It is so easy to see all the components surrounding a person and who they are connected to. Review collected by and hosted on G2.com.

Verified User in Individual & Family Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Sumac?

Sumac offers great software that is cost-effective for a smaller non-profit.

Their customer support is always helpful and quickly and patiently answer all of our questions. While we don't use all aspects of Sumac's software, there are many components that we would like to incorporate into our practice. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Up until now, we have only had a Silver membership which would have Sumac installed for one user on one computer. We are looking forward to upgrading which will allow us to use Sumac, when a colleague is using the computer where it was installed. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We keep track of our donors and and allows us to keep track of all their information in one place along with issuing our tax receipts. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

It allows me to easily track my relationships. Dashboard is manageable. Very quick one you manage some simple keyboard tricks. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It feels like the system isn't fully debugged. IE, pop up windows don't appear in the correct order, it's slow to respond. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

It's a great way to manage if you're savvy with database basics. It doesn't feel as friendly as say ArtsPeople for the layman but it is very functional. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We are a grassroots organization and we have a lot of relationships to track. This allows us to manage them in a direct, humane way! Review collected by and hosted on G2.com.