1 - Basic CRM

2 - Add-ons

3 - Customize

2. Choose Add-on Options

The second step in creating a Sumac database perfectly tailored for your non-profit is to choose your Add-on Options. Sumac has more Add-on Options than any other non-profit software. Each piece not only integrates with the Basic CRM, but works together. Choose as many as you like to create a complete solution to manage your entire organization.

Add-on Options

Memberships
Volunteers
Grant Management
Pledges
Case Management
Reminders
Course Registration
Forms
Proposals
Prospecting
Custom

Memberships

Overview

Sumac Memberships is a complete membership management solution that automates routine tasks and streamlines membership management, so you have more time.

Do I Need It?

Memberships is for organizations that manage a membership program, typically with an annual renewal fee and cycle, and multiple levels of membership (e.g. family, single, student, retired). If your organization uses the term “member” to refer to certain donors or clients, but does not actually run a separate membership program, then you don’t need this Add-on.

Highlights

  • Automate applications, payments and renewals
  • Allow membership functions on your website
  • Generate membership cards
  • Generate member reports

Memberships Highlights In Detail

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Automate Applications, Payments and Renewals

With Sumac, you can process and acknowledge new memberships and renewals with automated ease, allowing for rapid administration of member benefits.

 

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Add Membership Functions to Your Website

With Sumac, members can update their contact information, sign-up or renew their membership right from your website. We’ll help you set up the pages with the same look and feel as your website. When someone signs-up, an email confirmation and receipt is automatically sent to their inbox, their payments (including a donation if they decide to make one) go straight to your bank account, and all the information entered online goes directly into your database.
Requires website integration.

 

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Generate Member Reports

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

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

 


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