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!
HERE’S HOW IT WORKS
-
Voilà! You have the perfect solution
to manage your
entire organization.
THE BASIC CRM
- 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
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
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 outcomes. Learn more
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
- Pledges - To manage monthly or recurring donors
- Reminders - For alerts, scheduling meetings, and implementing multi-step action plans
- Forms - To capture additional information about your constituents on your Website or in-house
- Prospecting - To quickly identify potential large donors for a capital campaign, or bequest
- Proposals - Create sophisticated illustrations for planned giving and large gifts
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.
