Sumac Reviews & Product Details

I love that I have all my clients in one place with Sumac, and I'm able to move about it with ease. Client data, case notes, and intake are centralized, making it a user-friendly system that I found simple to learn and master. Everything needed is automated, and having a simple database enables different departments to collaborate. The setup process was very easy, and learning how to use the software was straightforward. Review collected by and hosted on G2.com.

I have not found any issues with Sumac however I would love to have a spell check option added. Review collected by and hosted on G2.com.

Sumac is easy to use and really helped in organizing, communication, and coordinating over a thousand volunteers for a non-profit event. I was able to import CSV files from various sources, like the website, which was really handy. The personalized onboarding was great; we had an assigned service employee at Sumac who trained all the users and acted as the single point of communication, making it easy to install and set up. Review collected by and hosted on G2.com.

The CSV import tool needed to be manually configured by Sumac, which I found overly complex and manual. It would be better if it could automatically detect columns and allow mapping to Sumac fields, and include validation rules like other online tools. It's a little bit pricy and came with a 1 year minimum commitment. Review collected by and hosted on G2.com.

I think Sumac is a great safe platform that's HIPPA friendly, which helps us with the privacy of our clients. I like that it didn't take me long to figure out, and each tab and page is straightforward. The color scheme, particularly the green layout, is a great way to keep workers from getting bored or viewing the platform as outdated. I also appreciate the functionality of pulling data sets because we have weekly reports that we need to pull for our supervisors. The accessibility works really well for me, as well as the recurring saving. The initial setup was very easy. Review collected by and hosted on G2.com.

I think what could be improved is a feature that lets folks chat with a live AI assistant. Review collected by and hosted on G2.com.

I like how easy Sumac is to navigate, I can easily access anything on Sumac and not be confused. Review collected by and hosted on G2.com.

I don't dislike anything on Sumac, I think overall it is very easy, but sometimes it does out of now where say I am in someone else's account if that person was logged into the same client, but it is easy to catch so it's not to bad. Review collected by and hosted on G2.com.

I use Sumac as a service coordinator to review clients' information and complete case notes. I find it very user-friendly, with each tab being self-explanatory. The system holds all client information, making it easy to pull up demographic information effortlessly. It's visually appealing as well. I experienced no issues with initially using the database as my profile was set up by administration. Review collected by and hosted on G2.com.

An issue is that the system does not have spell check. It would be nice to be able to access the database in a non-Windows environment. Review collected by and hosted on G2.com.

I like that I can edit case notes or add to them when something else occurs for a client. Adding or editing case notes during the day helps me keep track of everything that goes on with a client as it happens. The setup was straightforward and manageable. Review collected by and hosted on G2.com.

It would be nice if there was a spell checker on Sumac. That would be helpful. Review collected by and hosted on G2.com.

All information for our clients is in one place. Review collected by and hosted on G2.com.

It is very slow at times and we need to log out to get updated information Review collected by and hosted on G2.com.

I like using Sumac for work, particularly for casenoting. It helps boost my productivity. I find the access feature beneficial, and I'm particularly fond of the unit-adding feature as it helps me keep track of my productivity. The initial setup was very easy. Review collected by and hosted on G2.com.

I don't like the inability to use Sumac offline with Citrix. Review collected by and hosted on G2.com.

When Sumac was privately owned, the price was substantially better than more CMS systems. Customer service also felt very 'personal' too. We always enjoyed working with their support staff and even the CEO! Website support was very limited (PHP built) and required heavy customization for our use. This always got 'clobbered' when new versions came out (expected) so eventually we abandoned it and used a third party. They provided payment gateways connected directly to the software, so it was one thing we didn't need to worry about (compliance etc). Review collected by and hosted on G2.com.

Once taken over by Silent Partner, prices nearly doubled and the functionality and lack was no longer worth it. Customer support changed a bit too. Longer response times, less personal. It also uses Java runtime and that has to be installed on each client computer. There was support for Mac OSX and Windows, but Linux support really didn't exist and the client wasn't updated for over a year. They also did not support Stripe (tho told us they will), the payment third party we use heavily. Review collected by and hosted on G2.com.

User friendly CRM that staff with all different technology comfort zones can use with ease. Reports can be easily pulled as needed. Integrates with our website. Review collected by and hosted on G2.com.

Some limitations with how online donations are set up and the types of information that can be filled in. For example difficulty with corporate donations as it completes a tax receipt for the person noand not the company Review collected by and hosted on G2.com.