- 1 - Basic CRM
- 2 - Add-ons
- 3 - We Configure
2. Choose Add-on Options
Memberships
Overview
Do I Need It?
Highlights
- Automate applications, payments and renewals
- Allow membership functions on your website
- Generate membership cards
- Generate member reports
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)
Memberships Add-on Highlights
Automate Applications, Payments and Renewals
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.
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. Sumac does this rapidly, even integrating into donations and communications for greater efficiency..
– Director of Operations, Opera.ca
