www.sumac.com
Sumac’s simple interface, modular approach, and configurability makes it a flexible system for nonprofits looking for a straightforward tool to manage donor information, collect online donations, and manage fundraising campaigns.
The system requires a “console” to be installed on each user’s computer to access the database, which is stored in the cloud. Contact records allow you to store multiple addresses for constituents, including seasonal addresses, as well as personal information and contact preferences and a history of all interactions and donations. Users can extend the information collected by using custom fields, which can appear in any area of the contact record.
Donations can be entered manually or collected online, with the system using iATS as the payment processor and providing preferred rates to clients, or you can import them from a spreadsheet. Sumac’s web integration service provides web pages that can be customized to reflect the design of your website and embedded on your website’s pages. An optional pledge module allows you to manage both pledges and recurring donations.
The system includes templates and samples for letters and emails that you can customize and send. Emails are sent using your organization’s mail servers, or you can send groups of contacts to either Constant Contact or MailChimp for broadcast emails. The system integrates with QuickBooks and Sage’s Simply Accounting, or you can export transactions using the reporting tool to upload into your finance software.
Although there are no dashboards in the system, it comes with a variety of pre-built reports commonly used by nonprofit fundraisers that you can copy, email, print, or export. You can’t make changes to these pre-built reports, but you can use the advanced search tool, which provides a graphical interface you can use to build a query and export the results for reporting.
Pricing for the system depends on the number of users, contact records, and modules selected. A nonprofit with five users and up to 1,500 contact records can expect to pay $900 a year for the Standard plan and a nonprofit with 10 users and up to 20,000 records can expect to pay $3,000 per year for the Established plan. Both of these plans include basic CRM and unlimited support, but require add-ons for website pages (to collect online donations), pledges (required for recurring donations), forms, volunteer management, membership, and more. Sumac also offers a free Basic version of the system.