Sumac offers endless customization options, so it’s like your database was built for you.
The Basic CRM is the foundation of all Sumac databases.
Choose any number of Add-on options to add to the Basic CRM to get a complete nonprofit CRM solution to manage your entire nonprofit!
Streamline client intake, assessment, and service delivery with the Case Management Add-on. This Add-on is highly configurable, so you can define and track the client data and services important to your nonprofit.
The Memberships Add-on is a complete membership management solution that automates routine tasks and streamlines membership management. If you have our Website Integration services, you can also allow membership functions on your website.
Manage online course registration, payments, waitlists, and make sure important registrant info like medical alerts and waivers are gathered at the time of registration. You can also allow online registration with Website Integration.
The Volunteers Add-on streamlines the entire process of managing volunteers, from tracking interest, qualifications, and availability to scheduling, time tracking, and thanking those who donate effort.
Sumac Grant Management helps to build a structured, step-by-step approach to winning funds to support your mission. Build descriptions of various funding programs operated by each funder, streamline the application process, manage upcoming proposal deadlines, and report on outcomes.
Sumac offers a completely customizable Add-on that can be used to track data unique to your organization. Here are just a few examples of Custom Add-ons we’ve created:
– Track food recipients for a food bank
– Track interventions for a counselling org
– Track clinical records for a hospice
– Track bookings for facilities
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