SUMAC CRM PRICING
Find the Perfect Package for Your Mission.
Every package includes free: Phone & email support, training, and updates to newer versions.
STARTER
$35
Monthly
-
750 records
-
3 Users
-
1 Annual Training Session
-
5 Gig Cloud Storage
STANDARD
$75
Monthly
-
1,500 records
-
5 Users
-
1 Annual Training Session
-
5 Gig Cloud Storage
GROWING
$150
Monthly
-
4,500 records
-
7 Users
-
2 Annual Training Session
-
10 Gig Cloud Storage
ESTABLISHED
$250
Monthly
-
20,000 records
-
10 Users
-
3 Annual Training Session
-
20 Gig Cloud Storage
WORLD CHANGER
Contact
Us
Us
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Up to 5 million records
-
15+ Users
-
5 Annual Training Session
-
50 Gig Cloud Storage
Need Payment Processing? Enable your Sumac CRM with integrated payment processing from iATS or Stripe, with preferred fees for Sumac users starting at 2.2%. We don’t charge any additional transaction fees on top of that.
What’s Included
BASIC CRM
Basic CRM Functionality – Included
| Contact Management | ✓ | Keep track of your all your contacts (donors, clients, volunteers, and other constituents), including their complete history with your organization |
| Custom Reporting | ✓ | Report on any of the data you have in your database with our powerful reporting tools |
| Donation Management | ✓ | Track all your donors and donations by project, campaign or any number of other criteria. Issue CRA & IRS compliant receipts with ease |
| Email Marketing | ✓ | Send personalized emails directly to any combination of constituents |
| Event Management | ✓ | Manage events, track attendance and report on all your events |
| Time Tracking | ✓ | Track time spent by staff and volunteers |
| Accounting Integration | ✓ | Integrate with Quickbooks Online or Simply Accounting |
| Reminders | ✓ | Keep track of meetings, tasks, and multi-step action plans for your whole team |
| AWS Hosting | ✓ | Connect to your database from anywhere with world class AWS hosting |
SUPPORT
Customer Support – Included
| Support | ✓ | Free unlimited top-rated phone & email support |
| Training | ✓ | Free online & personal training |
| Upgrades | ✓ | Free upgrades to newest versions |
ADD-ONS
Available Add-ons
(Contact us to find out what discount you qualify for)
Standard Add-ons $60/month each
| Pledges | Manage, schedule and track recurring and one-time pledges. |
| Forms | Capture any additional information about your constituents either on your website or in-house. |
| Proposals | Generate illustrations and manage campaigns for planned giving and large gifts. |
Pro Add-ons $85/month each
| Case Management | Manage all required client information, track service delivery, and run outcome-based reports, with advanced and secure security options |
| Volunteers | Track and schedule volunteers, including their skills and availability, assign jobs, and track tasks. |
| Grant Management | Build a structured, step-by-step approach to winning grants and awards. |
| Prospecting | Rank and discover potential and current donors based on concern, commitment, giving, capacity, and network. |
Premium Add-ons $120/month each
| Course Registration | Track enrollment, attendance, grades, and course lists. |
| Memberships | Run multi-tiered membership programs, automate applications, payments, and renewals. |
Custom Add-on
Do you need to manage unique data and programs? Sumac CRM has a Custom Add-on that we will configure to meet your exact needs. Contact us today to learn more!
WEBPAGES
Available Webpages
Because a lot of what happens at a nonprofit takes place online, Sumac integrates seamlessly with your website, so information entered online goes right into your database.
Standard Webpages $85/month
Get webpages that integrate with your Sumac CRM and Add-ons Options. Pages include: Donation, Memberships, Volunteer Sign-up, Course Registration, Sign-up with Email, and Sign-up with Address.
Donation Page Including Pledges $120/month
Bundle the Standard Webpages (which includes donation page) with the Pledges Add-on, so you can collect your monthly donations online seamlessly!
"This year we upgraded to Sumac from eTapestry. We are amazed at how fast and efficient Sumac is.
We love the simple design…"
We love the simple design…"
Executive Director
ExeSkyworks Charitable Foundation
Contact us today to see what kind of discount you qualify for,
and to schedule a free personal demo!
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