SUMAC CRM

Manage Your Entire Nonprofit With a Single Nonprofit CRM!

Sumac gives you the tools to manage your entire nonprofit in one place, no matter what kind of work you do.

Hosted on AWS, so you can access your database from anywhere!

Featured in Nten Ideaware Capterra Cnet

HERE’S HOW IT WORKS

THE BASIC CRM

Complete-Nonprofit-CRM
The Basic CRM is the foundation of all Sumac databases. Learn more
  • Contact Management
  • Payment Processing
  • Email Marketing
  • Donation Management
  • Event Management

ADD-ON OPTIONS

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!

Case Management

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. Learn more

case-management-software-service-delivery
Nonprofit-crm-membership-software

Memberships

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. Learn more

Course Registration

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. Learn more

Course-registration-software
Nonprofit crm volunteer management software

Volunteers

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. Learn more

Grant Management

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 outcomesLearn more

Grant-management-software
Custom-nonprofit-crm

Track Unique Data

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
Learn more

MORE ADD-ON OPTIONS

Need something more? Sumac also offers these Add-on Options:

ADD INTEGRATED WEBPAGES

Because a lot of what happens at a nonprofit takes place online, Sumac offers webpages that integrate seamlessly with your database! Pages include: Donation, Memberships, Volunteer Sign-up, Course Registration, Sign-up with Email, and Sign-up with Address. Learn more.

WHAT OUR CLIENTS RAVE ABOUT

Hospice Peterborough
“Fundraising and donor management in Sumac is second to none”
Habitat for Humanity
“After extensive research, we chose Sumac and have never regretted it”
Childrens Book Bank
“Thanks to Sumac, we are finally getting some control over our database”

Find out how Sumac can help your mission.

Download Your Free Guide on Choosing CRM Software for Your Nonprofit!

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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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