Sumac enabled us to consolidate over 80 spreadsheets into one working database solution. We’re now much more efficient and able to serve our audiences better than ever.
– Boston Children’s Theatre
Track Service Delivery
Sumac supports the entire life cycle of a client from referral, through screening, risk and needs assessment, service delivery, discharge, re-entry, and aftercare, so you can focus on delivering your mandate.
Manage Client Data
With one click, see a client’s complete history with your organization: when they were admitted, staff members assigned to them, history of treatment, case notes, and any other involvement with your organization. With this information at their fingertips, staff can quickly assess a client’s background and entire history with your agency.
Secure Client Case Management
Sumac makes it possible to restrict access to particular types of client information. For example, you may only want case workers to be able to see certain types of case notes, but you want all users to have access to clients’ names and addresses. You can even specify, on a per client basis, exactly which users are allowed to see specific types of information.
Allow Applications Online
Using Sumac Forms, create an application form for your food bank’s programs or services. These Forms could be displayed on your website so that applicants could fill them in online. Sumac collects all the Application Forms in your database so that your team can review them to determine whether or not the application is approved. If they are approved, you can proceed to registering the applicant as a client.
Track in-kind donations
Sumac enables you to record details about in-kind donations, like donations of food or other items for your food bank. It can track details about the individual or company donating the items, as well as the in-kind value of the donation for tax receipt or insurance purposes. You can also report on in-kind donations separately from other types of donations to help you focus in on that particular segment of your donor base.
Built-in Email Marketing
With Sumac Ticketing Software, you can produce your own invitation templates with custom formats, fonts and logos, personalized text and mail-merged data like name, address and salutation. Sumac can even insert conditional text, for example, to include a special greeting to contacts who attended the event last year.
Sumac Volunteer Management streamlines the entire process of managing volunteers, from recruitment and analysis to scheduling, performing necessary tasks and thanking those who donate effort, making sure volunteers never feel unappreciated or ineffective.
You can even allow Volunteers to sign-up online (note, this particular feature isn’t going to be released until August 2015, so if you’re putting this page up immediately, don’t include this last point yet)
More on volunteer management here. (with a link to this page: )
Accept donations at the time of purchase, integrating them into a single payment transaction. Sumac Ticketing Software automates payments and automatically sends out receipts.
Free Support and Training
Unlimited customer support is included with every installation of Sumac, and it’s outstanding! In fact, it’s one of the things that our customers rave about, and the reason they recommend Sumac to their colleagues. You can read some of what they have to say here (link to Community page: /community/).
When I recommend Sumac to colleagues at other not-for-profit organizations, the first thing I endorse is their terrific customer service which seems in tune and crafted perfectly for organizations with limited overhead and resources.
– Nightwood Theatre
A Solution For Every Size Organization
|0-500 contacts||500-1,000 contacts||1,000-30,000 contacts||30,000-Unlimited contacts|
|1 user*||1 user*||Unlimited users||Unlimited users|
|Basic CRM||Basic CRM||Basic CRM||Basic CRM|
|—||Any two Add-on Options included!||Add-on Options as needed||Any five Add-on Options included!|
|Free online training||Free online training||Free online and personal training||Free online and personal training|
|Unlimited e-mail support||Unlimited phone and e-mail support||Unlimited phone and e-mail support||Unlimited phone and e-mail support|
|Unlimited upgrades and usage||Unlimited upgrades and usage||Unlimited upgrades and usage||Unlimited upgrades and usage|
|Get Now!||Get Now!||Calculate||Get Now!|
All billing is done in advance on an annual basis. Pricing FAQs