Find the Perfect Package for Your Mission.

Every package includes free: Phone & email support, training, and updates to newer versions.


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Any number of records

2+ Users

1 Annual Training Session

3 Gig Cloud Storage

Insights – Limited




750 records

3 Users

1 Annual Training Session

5 Gig Cloud Storage

Insights – Limited




1,500 records

5 Users

1 Annual Training Session

5 Gig Cloud Storage

Insights – Limited




4,500 records

7 Users

2 Annual Training Session

10 Gig Cloud Storage

Insights – Standard




20,000 records

10 Users

3 Annual Training Session

20 Gig Cloud Storage

Insights – Standard


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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, iATSWe don’t charge any additional transactional fees.

What’s Included

Basic CRM Functionality – Included

Contact ManagementKeep 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 ManagementTrack all your donors and donations by project, campaign or any number of other criteria. Issue CRA & IRS compliant receipts with ease
Email MarketingSend personalized emails directly to any combination of constituents
Event ManagementManage events, track attendance and report on all your events
Time Tracking Track time spent by staff and volunteers
Accounting IntegrationIntegrate with Quickbooks Online or Simply Accounting
RemindersKeep track of meetings, tasks, and multi-step action plans for your whole team
AWS HostingConnect to your database from anywhere with world class AWS hosting
Insights DashboardsCreate customizable dashboards, and striking, interactive visualizations of your data in seconds.

Customer Support – Included

SupportFree unlimited top-rated phone & email support
Training Free online & personal training
UpgradesFree upgrades to newest versions

Available Add-ons

(Contact us to find out what discount you qualify for) 

Standard Add-ons $60/month each

PledgesManage, schedule and track recurring and one-time pledges.
FormsCapture any additional information about your constituents either on your website or in-house.
ProposalsGenerate illustrations and manage campaigns for planned giving and large gifts.

Pro Add-ons $85/month each

Case ManagementManage all required client information, track service delivery, and run outcome-based reports, with advanced and secure security options
VolunteersTrack and schedule volunteers, including their skills and availability, assign jobs, and track tasks.
Grant ManagementBuild a structured, step-by-step approach to winning grants and awards.
ProspectingRank 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.
MembershipsRun 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

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…"
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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