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Streamline Membership Management!

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Sumac has been invaluable in helping us accurately track our members and friends! Using the easy reports created by Sumac, we saw a new picture of our donors!

– Diversity Coordinator, Bay Area Restoration Council (BARC)

Sumac Ranks #1

In Capterra’s Review of Top Rated Membership Management Software, Sumac ranked #1 for both Ease of Use and Customer Service.

Membership Management Software
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As a membership association, we need to track multiple programs and memberships effectively. Sumac does this rapidly, even integrating into donations and communications for greater efficiency..

– Director of Operations, Opera.ca

Membership Management Software - Overview

Access Member Data from Anywhere

Sumac membership management software is hosted on AWS, a world class cloud infrastructure, enabling your staff to securely access critical data from anywhere there is an internet connection.

No more need to email lists back and forth. Staff and volunteers can access the same database at the same time from anywhere. 

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Allow Membership Signup on Your Website

With Sumac membership management software, members can , sign-up, update their contact information, and renew their membership right from your website. 

All the details are automatically recorded in your database, and an email confirmation / receipt is automatically sent out. Requires Website Integration.

Send Personalized Letters & Emails

Produce customized membership packages, renewal invoices, and reminders with ease.

Sumac comes with built-in broadcast email, so you can send thousands of personalized emails in just a few clicks. If you already use an email services, like Constant Contact, Sumac membership management software integrates seamlessly.

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Tailor Membership Database For Your Needs

Sumac makes it easy to define multiple membership types, rates, and associated benefits.

Unlike other solutions that have standard fields that you cannot alter, Sumac membership management software gives you the flexibility to customize fields, drop downs, and tabs to include the data you need for your organization. No IT staff required!

Automate Payments and Renewals

With Sumac, you can process member payments, and renewals  with automated ease, allowing for rapid administration of member benefits. Sumac membership management software integrates with iATS and Stripe for payment processing starting at 2.2%.

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Integrate With Everything

Sumac Membership Management integrates seamlessly with the Basic CRM, and all other pieces of Sumac. 

Since there is often a lot of overlap – members also make donations, attend events, and are associated with your organization in other ways – having everything connected means you can see the full scope of their involvement with your organization.

Generate Member Reports

Sumac has hundreds of built-in reports to help you track and report on membership benefits and status, including renewals, lapsed memberships, and potential upgrades.

In addition, Sumac membership management software supports ad hoc reporting, so you can quickly create custom, one-off reports, or export data to other programs.

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There aren’t enough positive things I can say about Sumac… communications, donations, memberships, and contacts are all far better organized than they ever were with Raiser’s Edge.

– Administrator, PEN Canada

Get Started today!

Featured in Nten Ideaware Capterra Cnet
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Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Pledges & monthly donations
  • Fundraising campaigns
  • Event management
  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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