NEW RELEASES

Overview

At Sumac, we are incredibly responsive to our clients. Updates to the software are fuelled by requests we hear from the Sumac community, and changes we see in the nonprofit space. Whenever a new release is available, Sumac automatically downloads updates for you as soon as you log in to your database, so you’re always using the newest release of the software
What’s included in each package? Subsidized Package Basic Package Standard Package Advanced Package Premium Package Platinum Package
Data Prep and Importing No data prep or import provided You prep your data, we import it You prep your data, we import it You prep your data, we import it You send us your data; we prep it AND import it! You send us your data; we prep it AND import it!
Field Customization Sumac out-of-the-box – you can do your own customization, as desired Sumac out-of-the-box – you can do your own customization, as desired Standard – we’ll add any 15 additional fields you need Advanced – we’ll add any 25 additional fields you need Premium – we’ll add any 40 additional fields you need Platinum – no field limit!
Estimated Timeframe for Implementation 1 business day 1 week 3 weeks 3 weeks 4+ weeks 4+ weeks
Live 1-1 Training Access to our Sumac training webinars 1 hour of personal training 2 hours of personal training 4 hours of personal training 6 hours of personal training 8 hours of personal training
Access to Implementation on Specialist for Post-Implementation Support No 2 weeks 4 weeks 6 weeks 8 weeks 10 weeks
Enrollment in our Sumac Welcome Series Yes Yes Yes Yes Yes Yes

We appreciate their attention to stay current with updates and new components as the market and work culture changes. Our staff have happily experienced an increase of work production, team spirit and individual time efficiency in a very busy and complex non-profit organization.

– Executive Director, Habitat for Humanity Okanagan

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Included in the Premium Memberships Package:

All Basic features:

  • Phone & email support
  • Member & membership tracking
  • Payment processing
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Donation webforms

PLUS:

  • Donations
  • Pledges

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Standard Memberships Package:

All Basic features:

  • Phone & email support
  • Member & membership tracking
  • Payment processing
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

PLUS:

  • Membership webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.

What's included:

All Basic features:

  • Donor & donation tracking
  • Fundraising campaigns
  • Receipting
  • Email marketing
  • Event management
  • Workflow management
  • Reporting
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

PLUS:

  • Grant Management
  • Proposals
  • Prospecting
  • Volunteer management

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms straight through payment processing and to your database, so there's less effort and less errors.

What's included:
All Basic features:
  • Donor & donation tracking
  • Fundraising campaigns
  • Receipting
  • Email marketing
  • Event management
  • Workflow management
  • Reporting
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
PLUS:
  • Donation webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Basic Memberships Package:

  • Phone & email support
  • Payment processing
  • Donor & donation tracking
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.

What's included:
  • Donor & donation tracking
  • Fundraising campaigns
  • Receipting
  • Email marketing
  • Event management
  • Workflow management
  • Reporting
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Premium Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

PLUS:

  • Donations
  • Pledges

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Standard
Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

PLUS:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Basic Case Management Package:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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