- 1 - Basic CRM
- 2 - Add-ons
- 3 - We Configure
1. The Basic CRM
Sumac’s Basic Contact Relationship Management (CRM) package is the foundation for all Sumac databases. It’s hosted on AWS, so you can access your database from anywhere!
Highlights
- Contact management
- Payment processing
- Custom reporting
- Email Marketing & Receipting
- Donation management
- Event management
- Time tracking
- Invoices & Accounting
Simple Contact Management
With Sumac, all activity is connected to your contacts, so you can see a complete history of their relationship with your organization in just one click. This includes Basic CRM activities like donations, receipts, communications, and also any activity from your selected Sumac Add-ons, such as volunteer activity, memberships, case records and more!
Built-in Payment Processing
Sumac is a PA-DSS compliant payment application that allows you to process credit cards quickly and easily in-house, or on your website if choose to use the Sumac Donation Pages.
We’ve partnered with iATS to give you credit card processing fees as low as 2.55% and we don’t charge anything on top of that!
Custom Reporting
Sumac has hundreds of built-in reports, and supports ad hoc reporting so you can easily create custom, one-off reports, or export data to other programs.
Sumac Insights also offer powerful analytics, visual reporting, and dashboards to help you bring your data to life.
Email Marketing & Receipting
Sumac comes with built-in broadcast email so you can send thousands of personalized receipts, emails, or newsletters to your database in just a few clicks. If you already use an external email service, like Constant Contact or MailChimp, Sumac integrates seamlessly.
More on Email Marketing.
Add and Track Donations With Ease
Sumac enables you to record extensive details about donations, including whether a donation is related to an event or campaign, and connect it to several contacts (donor, in honour, in memoriam, soft credit, influencers).
Sumac supports all types of gifts including: in-kind, recurring, pledges, bulk donation, and matching gifts.
Simple Event Management
Sumac can help plan, send invitations and receive responses, track attendance and participation, record follow-up donations and other revenue and expenses, and even print name tags, placeholders and other identification for expected attendees, and agendas.
Track Time Spent On Activities
Integrate With Accounting
Sumac automatically creates a transaction record (ledger entry) for financial transactions. Ledger Entries can be used to produce reports within Sumac or can be exported to accounting programs like QuickBooks or Simply Accounting. Watch this QuickBooks Integration Video to see how it works.
With Sumac, we got the perfect solution – excellent customer service and an easy-to-use product at an affordable price. Within moments of installation, Sumac was helping us manage donor communications and preferences with greater efficiency and effectiveness.
– Transforming Faces
