Sumac

Sumac is very user-friendly. I like how we can use it for donors, volunteers and clients.

Commentaires : The best benefit is being able to maintain all information in one database. Many donor management systems do not allow for volunteers and clients. Also, I believe this software is flexible with many features, yet you can still use it with other software systems like Constant Contact, etc.

Avantages :

You are able to add categories and information you need for your organization. You are able to personalize the database. In addition, the reporting helps you to save time managing and sharing information with your nonprofit board and constituents.

Inconvénients :

The only con is you have to take the time to learn how to use it. Sumac has the ability to have so much information that you need to know how to utilize that information for you. Luckily, the Sumac tech team is always available to help you and they have great tutorial videos for all aspects.

We looked long and hard to find appropriate software.

Commentaires : We are a non-profit ministry and needed software that tracks donors/donations, accommodates product sales, tracks memberships and renewal dates, and handles event tracking. It is VERY CHALLENGING to find non-profit software for a mid sized organization that handles all of these functions. Sumac does all of this in addition to being a very affordable solution. Also, we needed rather extensive custom programming to handle some of our more specialized batch processing functions. Sumac did the custom programming for us. I think one of the most compelling reasons to use Sumac is their customer service and support. I have done business with a large number of software companies during my career and few if any have been as responsive to customer needs as Sumac.

Avantages :

If support is paramount, Sumac is a great choice. Sumac covers a broad scope of functions, including donations, memberships, sales and events. The software is very easy to use. Built in import functions are very user friendly and very complete. Transferring data into Sumac from another system is not difficult and the error checking before import is very good. Contact history is strong and allows drill downs into all the underlying documents. Contact records allow the addition of extra user-defined tabs and fields which is a great asset.

Inconvénients :

Inventory tracking functionality could be more robust. Mail merges currently allow links between contacts and one other view, such as donations, memberships, etc. It would be helpful if more than one additional view would be supported. Reports could be improved, but this problem is easily resolved with a good report writer that links with an ODBC driver.

TOO Expensive

Commentaires : Tech staff are helpful

Avantages :

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

Inconvénients :

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

The IT guys have been great and very helpful.

Commentaires : Accuracy. Mail merge. Email mail merge. Donations management. Excellent. They understand the work of a non-profit.

Avantages :

It is accurate. Based on the cloud and reasonable for all you get. I can customize the columns, data that I need which is quite different from other non-profits. I can have different "offices" which really helps with the multiple projects that I am responsible for.

Inconvénients :

I still need help in using the Campaign feature. It might be me, but I haven't quite got that figured out.

Sumac was a life saver when our privately designed database stopped working.

Avantages :

That we were able to combine both our client management system and donor system into one where before it was two different softwares. Also the reporting in sumac is so much more advanced

Inconvénients :

That you can not upload actual scanned documents only a link to where the document is stored. This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.