Product Review: Sumac - ToOLOwl
Friday , August 7 2020

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Product Review: Sumac

You can see Top 10 CRM Tools  for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details

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

Bronze

Silver

Gold

Platinum

Free

$45 per month

$90 per month

Needs Quote

500 Contacts

1000 contacts

More than 2500 contacts

More than 30000 contacts

Feature Highlights

  • Membership Management
  • Donation Management
  • Fundraising
  • Nonprofit
  • Nonprofit CRM

Capabilities and Supporting Set of Features

Memberships

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.   

Case Management

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.   

Scheduling

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.

Time Tracking

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.    

External Integrations

The tool currently does not integrates with any other external platforms.  

Support

  • Call support
  • Online live chat
  • Knowledgebase

Mobile Accessibility

Sumac is a web-based application. It can only be accessed through Mac and Windows desktops.

Pros and Cons

Pros

  • Easy organization of data.
  • Data conversion from the existing spreadsheet is easy.
  • Built-in functions are user-friendly and very helpful.

Cons

  • Need improvements in the inventory tracking functions.
  • Reports can be improved.

Market Competitors

  • Vagaro
  • Mindbody
  • Donations
  • Brilliant Directories
  • NeonCRM
  • Star Chapter

Key Differentiators

  • The tool is highly customizable as per the business needs.

For more details, please visit the Sumac website.

Read Also Product Review : V Tiger

 

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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