AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

7/4/2022

"Easy to use"

4.5/5

What do you like best about Sumac?

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.

What do you dislike about Sumac?

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.

UN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

6/28/2022

"Transactional, not for relationship building."

2/5

What do you like best about Sumac?

It's easy to use for small organizations. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It wasn't relationship driven. It's a transaction-focused system and hard to switch from. Review collected by and hosted on G2.com.

AH

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

11/23/2021

"Great database for non-profits"

4.5/5

What do you like best about Sumac?

Having all the information is one place. It is easy to add to and search for specifics as well as tax receipting Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The limited number of extra fields that I can add Review collected by and hosted on G2.com.

PW

Peta W.

Co-Founder

Management Consulting

Small-Business (50 or fewer emp.)

5/5/2018

"A Powerful Tool for Very Specific Use-Cases"

3/5

What do you like best about Sumac?

Sumac is a powerful tool for very specific use-cases eg. membership renewals or ticketing. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The pricing plan makes it very difficult for an organization to grow with Sumac. The interface is not intuitive and the process to make changes is overly complicated. It lacks flexiblity. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

The implementation team was extremely helpful when they were doing the initial setup and customer/technical support teams provide excellent service.

Their documentation for initial setup and support documentation is extremely thorough.

Unfortunately, the product is outdated and it's flexibility needs to be improved so it is able to handle more than just specific use-cases.

We were able to use TechSoup to originally obtain the product at an extremely reasonable price, but the ongoing costs are difficult to support in a small organization. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Selling tickets to events and tracking membership. Prior to using Sumac, the organization was using spreadsheets. Using Sumac means there is no data duplication and everyone in the organization knows exactly where to find the most up to date/accurate information.. Review collected by and hosted on G2.com.

TV

Tessy V.

Small-Business (50 or fewer emp.)

7/26/2018

"Perfect for small non profit "

4.5/5

What do you like best about Sumac?

We started to use Sumac to keep track of our members and their membership. We can easily access all the information about a member or a volunteer, which activites they have attended, their donations and their membership renewal. Sumac also emables to export information for acconting such as the number of domations ans membership renewal, the amount and the source. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Slow to open and sometimes even need to re-download the software. Review collected by and hosted on G2.com.

EG

Eliza G.

Independent Contractor

Internet

Small-Business (50 or fewer emp.)

1/26/2018

"Very great and well organized!"

5/5

What do you like best about Sumac?

This software is great. It is very well organized and put together. I didn’t know it well when I first started using it, but once I got a feel for it, I knew it well and was able to organize data better than I was able to do so with Excel at my last summer job. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I’m not sure, honestly. I guess it might just be hard for someone who isn’t as tech savy as I am to use. Its functions aren’t exactly obvious. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Go for it. Very easy to use once you play around with it for a bit. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

I had to orgaized patient data with this software at my former job. I realized I can use this platform to easily store and retrieve data when I need to do so. Review collected by and hosted on G2.com.

TL

The Arc L.

Education and Advocacy

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/19/2017

"Sumac software review"

4.5/5

What do you like best about Sumac?

As a Non-Profit I have found Sumac to be the answer I was looking for to manage both clients and donors. After initial set up it was easy for my team to use and update information. The training videos are very helpful and available at any time. I highly recommend it for other non-profits. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The setup was not as easy as I thought. I wish I knew more about how to prep for it Review collected by and hosted on G2.com.

AI

Verified User in Individual & Family Services

Small-Business (50 or fewer emp.)

11/22/2017

"Great Customer Support"

4/5

What do you like best about Sumac?

Sumac offers great software that is cost-effective for a smaller non-profit.

Their customer support is always helpful and quickly and patiently answer all of our questions. While we don't use all aspects of Sumac's software, there are many components that we would like to incorporate into our practice. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Up until now, we have only had a Silver membership which would have Sumac installed for one user on one computer. We are looking forward to upgrading which will allow us to use Sumac, when a colleague is using the computer where it was installed. Review collected by and hosted on G2.com.

UN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

10/31/2017

"Sumac - Pro Tools"

5/5

What do you like best about Sumac?

It allows me to easily track my relationships. Dashboard is manageable. Very quick one you manage some simple keyboard tricks. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It feels like the system isn't fully debugged. IE, pop up windows don't appear in the correct order, it's slow to respond. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

It's a great way to manage if you're savvy with database basics. It doesn't feel as friendly as say ArtsPeople for the layman but it is very functional. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We are a grassroots organization and we have a lot of relationships to track. This allows us to manage them in a direct, humane way! Review collected by and hosted on G2.com.

AM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

9/8/2016

"Excellent Donor Management Software with Great Support"

4.5/5

What do you like best about Sumac?

In searching for a new donor management system, I went through an exhaustive search process comparing features and value for money. Ultimately, we settled on Sumac because of its ease of integration with the existing donor database, ease of integration within the office, and ease of use. Originally signed up with a Bronze level account and quickly upgraded to Silver for the ability to manage more donor contacts. Having cloud access is a major plus as the organization has its fundraising team located in multiple countries. Sumac being located in Canada is a major plus, and their support is excellent. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The UI is quite barebones and not built for aesthetics. It is fairly user friendly. This is a minor quibble as I'm sure they intended the application to be as lightweight and easy to install as possible. It runs on Java so each time a new Java update is rolled out, it will initiate before you open Sumac. Once again, these are minor issues. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Since you can use the trial, try it out and see if it's right for your organization. I think you'll be pleasantly surprised with everything it can do, for a fraction of the cost of competitors. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

The ability for a fundraising team located in several countries to collaborate in cloud, and create / update donor records is extremely important to the organization. There are more robust features, such as the ability to run comprehensive donor reports, add notes to individual accounts, as well as email donors which we've barely begun to scratch the surface of - these will all be extremely useful for our purposes. Review collected by and hosted on G2.com.