SUMAC CRM PRICING
Find the Perfect Package for Your Mission.
Every package includes free: Phone & email support, training, and updates to newer versions.
Accounts
Free Trial
Domains
Sub-domains
Your Text
DONATION
Free
Any number of records
2+ Users
1 Annual Training Session
3 Gig Cloud Storage
Insights – Limited
STARTER
$35
Monthly
750 records
3 Users
1 Annual Training Session
5 Gig Cloud Storage
Insights – Limited
STANDARD
$75
Monthly
1,500 records
5 Users
1 Annual Training Session
5 Gig Cloud Storage
Insights – Limited
GROWING
$150
Monthly
4,500 records
7 Users
2 Annual Training Session
10 Gig Cloud Storage
Insights – Standard
ESTABLISHED
$250
Monthly
20,000 records
10 Users
3 Annual Training Session
20 Gig Cloud Storage
Insights – Standard
WORLD CHANGER
Contact Us
Up to 5 million records
15+ Users
5 Annual Training Session
50 Gig Cloud Storage
Insights – Complete
Need Payment Processing? Enable your Sumac CRM with integrated payment processing, with preferred fees for Sumac users as low as 2.55% from our partner, iATS. We don’t charge any additional transactional fees.
What’s Included
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 |
| Insights Dashboards | ✓ | Create customizable dashboards, and striking, interactive visualizations of your data in seconds. |
Customer Support – Included
| Support | ✓ | Free unlimited top-rated phone & email support |
| Training | ✓ | Free online & personal training |
| Upgrades | ✓ | Free upgrades to newest versions |
Available Add-ons
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!
Available Webpages
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
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