SUMAC CRM

Manage Your Entire Nonprofit With One CRM!

With endless Add-ons and customization options, you can use Sumac to manage your entire nonprofit, 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

The Basic CRM is the foundation of all Sumac databases. 
Learn more

  • Contact Management
  • Payment Processing
  • Email Marketing
  • Donation Management
  • Visual Reporting

ADD-ON OPTIONS

Choose any number of Add-ons to add to the Basic CRM to get a complete solution to manage your entire nonprofit!

Memberships

The Memberships Add-on streamlines membership management. If you have our Website Integration services, you can also allow membership functions on your website. Learn more

Case Management

Improve client intake, assessment, and service delivery with the Case Management Add-on. It’s highly configurable so you can track the client data and services that relate to your organization! Learn more

Volunteers

The Volunteers Add-on streamline the entire process of managing volunteers, from tracking interest, qualifications, and availability to scheduling, time tracking, and thanking those who donate effort. 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. Online registration requires Website Integration. 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

Need something more? Sumac also offers these Add-on Options:
  • Grant Management - To build a structured, step-by-step approach to winning grants
  • 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.

POWERFUL BUILT-IN ANALYTICS

Sumac Insights is a powerful analytics tool that lets you create customizable dashboards, and striking, interactive visualizations of your data in seconds. Learn more

WHAT OUR CLIENTS RAVE ABOUT

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

Find out how Sumac can help your mission.

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