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Sumac Reviews & Product Details - Page 2

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
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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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17 Sumac Reviews

4.0 out of 5
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17 Sumac Reviews
4.0 out of 5
17 Sumac Reviews
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.
Verified User in Marketing and Advertising
AM
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?

In searching for a new donor management system, I went through an exhaustive search process comparing features and value for money. Ultimately, we settled on Sumac because of its ease of integration with the existing donor database, ease of integration within the office, and ease of use. Originally signed up with a Bronze level account and quickly upgraded to Silver for the ability to manage more donor contacts. Having cloud access is a major plus as the organization has its fundraising team located in multiple countries. Sumac being located in Canada is a major plus, and their support is excellent. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The UI is quite barebones and not built for aesthetics. It is fairly user friendly. This is a minor quibble as I'm sure they intended the application to be as lightweight and easy to install as possible. It runs on Java so each time a new Java update is rolled out, it will initiate before you open Sumac. Once again, these are minor issues. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Since you can use the trial, try it out and see if it's right for your organization. I think you'll be pleasantly surprised with everything it can do, for a fraction of the cost of competitors. Review collected by and hosted on G2.com.

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

The ability for a fundraising team located in several countries to collaborate in cloud, and create / update donor records is extremely important to the organization. There are more robust features, such as the ability to run comprehensive donor reports, add notes to individual accounts, as well as email donors which we've barely begun to scratch the surface of - these will all be extremely useful for our purposes. 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
Review source: Organic
What do you like best about Sumac?

Customization: our non-profit is a collective of 8 partner organizations that each offer their own programming, but unite under one common collaborative. In this, we require our database to operate as 8 separate databases, with the ability for data to be tracked across all partners and programming. Sumac was able to construct a database for us that met this need, with fields customized to manage youth participants in exactly the way we need it. As our collaborative grows, Sumac has enabled our database to evolve with it, always finding creative solutions to meet our changing needs. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

With such a complicated structure for our database, unfortunately it can be tricky to upload our data in the correct format. Files have to be meticulously formatted within a certain file type, and the set of steps from data gathering to completion is sometimes frustrating and unforgiving of minor errors. Again, this need for rigorous process is likely because of our operating such a complicated and layered database. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

*Great system for tracking attendance records

*High quality and in-depth customization Review collected by and hosted on G2.com.

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

With hundreds of attendance records from various partners being submitted each year, Sumac allows us to store, sort, and report on all of this information with ease. Allowing this level of customization ensures that tracking of participation across the collaborative meets our exact needs, and lets us retrieve important data easily and accessibly. Review collected by and hosted on G2.com.

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

As a social services nonprofit, we use Sumac for both case management and to track donor relations. The database allows us to segment all of our data so administrative staff can use the donor relations profiles, while our clinical staff can easily access all of our clients' information and record their interactions. The forms are also a great feature that have helped us with reporting. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

We have encountered a number of issues with compatibility when java updates become available and automatically download. Typically we have had to call to have Sumac tech support help us out. Review collected by and hosted on G2.com.

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

We have been able to store two very different types of data sets in one database. The multiple different entry options available (check boxes, drop down menus, etc.) have helped make our data entry more consistent which makes for more accurate reporting. Review collected by and hosted on G2.com.

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.

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

User friendly

Excellent customer support

Regular updates Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Online functionality for some add-ons is very basic (e.g. ticketing) or not available yet (e.g. sales)

The User Guide is good at describing each of the many fields in the database but limited in explaining how these are used together (processes) Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

start with the basic CRM before including add-ons Review collected by and hosted on G2.com.

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

donor management, membership management, event management and campaigns Review collected by and hosted on G2.com.

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

We have used Sumac at our organization for a few years, and it suits our needs quite well. It has membership, ticketing and donations, which is really great to have all in one place. The best part is its affordability - as a small organization, we would not be able to afford the more expensive database offerings. You get a lot of bang for your buck! Also their customer service is very responsive and friendly. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It's not the most user-friendly program in the world - you have to click through a lot of pop-ups, and it's not always easy to find what you are looking for. Also, the online aspect is still not that customizable (compared to other ticketing programs) so it's hard to make it match a website's branding. And we have a level of membership which includes a donation portion, and while that works well in their regular system, it doesn't work for donations online. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Expect to spend time on the phone with Sumac figuring stuff out. Watch out for extra fees for add-on features - make sure you only get what you need. Review collected by and hosted on G2.com.

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

For us, it is really good because we can have memberships, donations and tickets all in one system, and track the contact's activity. Before we were doing this primarily in excel, and that was not as efficient as Sumac. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Sumac?

The layout is fairly intuitive for the new user and easy to find the info you need. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It does not have the same capabilities for grant/donor tracking other larger (more expensive) systems have. Review collected by and hosted on G2.com.

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

Small non-profit org funding; works for most issues, but can't help with larger scale fund tracking. Review collected by and hosted on G2.com.