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.

I find Sumac to be a very intuitive program, which is easy to self navigate, and to teach to others. I have used various databases at various companies, and never have an issue finding my way around their files. The customer service and technical support team are unsurpassed. They are dedicated to helping users find solutions to their problems, and are more than willing to listen and respond to requests for improvements. Their ability and willingness to respond to the suggestions of their customers makes Sumac unlike any other software company I have worked with.

As a social services nonprofit, we use Sumac for both case management and to track donor relations. The database allows us to segment all of our data so administrative staff can use the donor relations profiles, while our clinical staff can easily access all of our clients' information and record their interactions. The forms are also a great feature that have helped us with reporting.