Sumac a small businesses tool helps to manage their entire CRM process. The tool has specialized add-ons and customization options to help managers keep their business optimized. Its applications of contact management, payment processing, donation management, and email marketing help the business expand to its target customer base.
Editions and Pricing
$45 per month
$90 per month
More than 2500 contacts
More than 30000 contacts
- Membership Management
- Donation Management
- Nonprofit CRM
Capabilities and Supporting Set of Features
It is an add on supplied by Sumac. It streamlines the membership management task. People who opt for the website integration services also allow membership functions on the website itself. Here, you can add members’ details such as name, member type, dates related to membership, and renewal status. You can also search for data using the search options from the top bar. Adding new members is also possible with the help of the +New option on the top left corner of the screen.
The tool allows you to improve client intake, service delivery, and assessment with the help of Case Management add on. The feature is highly configurable that allows you to track the client data and services that are related to your company. The feature allows you to see a client’s complete history as he or she is associated with your company. It also shows the number of staff members who are assigned to them, notes, and any other valuable information.
The tool allows all its users to manage and schedule work items. This can be done for other people associated with the company. The feature allows you to define tasks, create reminders, schedule staff members, and keep work organized using the tool’s built-in calendar. The reminder screen allows you to add new reminders from the button given at the bottom of the screen. It also has filters to see reminders on the basis of day, week, and month.
Sumac allows you to track time spent across all activities. You can see these details for each of your employees, or in this case, caseworker. Man hours can be clearly seen for all the people who are associated with the process.
The tool currently does not integrates with any other external platforms.
- Call support
- Online live chat
Sumac is a web-based application. It can only be accessed through Mac and Windows desktops.
Pros and Cons
- Easy organization of data.
- Data conversion from the existing spreadsheet is easy.
- Built-in functions are user-friendly and very helpful.
- Need improvements in the inventory tracking functions.
- Reports can be improved.
- Brilliant Directories
- Star Chapter
- The tool is highly customizable as per the business needs.
For more details, please visit the Sumac website.
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