Sumac

4,3 (109)
Une solution complète pour gérer votre organisation à but non lucratif.

Note globale

4,3 /5
(109)
Rapport qualité-prix
4,2/5
Fonctionnalités
3,8/5
Simplicité d’utilisation
4,1/5
Support client
4,7/5

91%
des utilisateurs recommandent cette application
Classer par

109 avis

Serena
Note globale
  • Secteur d'activité : Institutions religieuses
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Serena Richardson

Publié le 2018-05-25

Avantages

User friendly interface and the customization feature "grow your own". Support staff are helpful and I love that training videos are provided as well.

Inconvénients

I would love to see the development of connecting related emails directly to the database contact records so that the added steps of using the "communication" function were not needed.

Beverly
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client

Sumac is an affordable, customizable system for case management and reporting.

Publié le 2017-08-10

Avantages

Sumac provides a customizable platform for managing our programs and services, tracking communications and case management. We are planning to expand our use and utilize more modules and expand our use of existing ones. The software is growing with us as we move a team into an online Case Management model after 30 years of pen and paper. We have set it up so we master uses one at a time and have eased the transition of staff. This has been a blessing as I have worked with other organizations that have lost staff as an out of the can software full of bugs was implemented with little room for transition.

While for some the customization may be a challenge the benefit is huge. If you do not have someone to work with to complete the customizations there is an affordable option available working with the Sumac team.

Inconvénients

The email component does not allow for, (or I have not figured out how to), multiple emails, so we only use it for mass emails as the responses can only go to one address.

Carol
Note globale
  • Secteur d'activité : Art
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

Even the easiest of functions are unnecessarily complicated.

Publié le 2017-05-15

Deeply frustrated with Sumac.

Inconvénients

Sumac is anti-intuitive.Functions do not follow a logical sequence. There never seems to be a video for what I need to do. Support has never recommended a video. The remote support doesn't work. One has to manage the telephone and manage the computer at the same time, while trying to follow instructions. There must be a better way. People learn in different modes, Sumac provides only one. Watching someone complete the sequence is not the same as performing it for a kinesthetic learner.

scott
Note globale
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Indispensable tool at our office. There's no facet of our operation that doesn't rely on...

Publié le 2018-05-09

Flexibility.
Can easily grow.
Different levels of security and accessibility.
Great support.
Always adding new modules.

Avantages

It integrates everything. With Sumac we can generate output to determine trends or targets, even deficiencies, by combining seemingly unrelated data. There's no data-based relationship we cannot explore and mine for fresh insights.
I like that it is held off-site so that we do not have to worry about additional data security. Of course, this also makes our Sumac data available anywhere, anytime.

Inconvénients

Some of the modules have a steeper learning curve, but I don't see how that's avoidable. The biggest deficiency for me is that I would love an ap (application). Personally, I work with an iPad and right now I cannot access Sumac with that platform.

Jennifer
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client

We had a challenging start, but over the past 6 months have had much better results with...

Publié le 2018-05-17

Avantages

It is customizable to our needs (mostly). Some of the features we would find beneficial are not available.

Inconvénients

We have encountered a number of bugs over the past few months in working with our trainer. She has been awesome in documenting and reporting them but the training time it ends up taking up in trying to find work arounds or confirm that it is in fact a bug is frustrating.

Chad
Note globale
  • Secteur d'activité : Art/artisanat
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Good value for the price for not for profit organizations. It does everything that we need it...

Publié le 2017-09-20

Avantages

Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software. Excellent customer support, not a long wait either.

Inconvénients

Sorting and queries are complicated and not as automated or easy as I would like and there are some limitations.

Hilary
Note globale
  • Secteur d'activité : Art
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé Autre pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Sistema Toronto Loves Sumac!

Publié le 2017-11-07

Sumac is a great resource for Sistema Toronto. We use it to track donations, issue receipts, and keep records of communication with our community of donors. We appreciate how easy Sumac is to use and how helpful the customer support team is when we’re in need of assistance. We’re a small shop with a tight budget, so Sumac is a great fit for us.

Avantages

Sumac is easy to use, their customer support team is accessible , and the software is affordable for our small shop.

Inconvénients

We struggled to get used to the search function at first, though we're used to it now. I wish I could do a bulk upload of communication records, too.

Kate
Note globale
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Sumac has made donor data management simple!

Publié le 2016-09-12

Prior to installing Sumac, our receipting system was disorganized and inefficient, which cost us time and led to some donors being unhappy with their experience. By harmonizing our receipting and donating process through the Sumac software, this aspect of our daily operations has become one of the simplest tasks of running our organization.

The installing process was a breeze, and the software runs smoothly on all of our Windows based computers. The program can seem overwhelming at first glance, but is actually very user friendly once you start exploring it. The search engine is particularly helpful, it allows you to locate donors and contacts very easily, which helps when searching a large database! We are also very happy with the technical support we have received from Sumac, any time we have had a question or concern they have bee there to help.

All in all, we would highly recommend Sumac to other charitable organizations for all of their donor database needs!

Avantages

Technical support have been wonderful! The Sumac team actually customized a search option to cater to our organization alone.

Inconvénients

Add-ons can be pricey for smaller organizations, however they are worth it if it's in your budget.

Jennifer
Note globale
  • Secteur d'activité : Organisme social ou civique
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

We couldn't live without Sumac!

Publié le 2018-11-19

Avantages

Sumac is incredibly easy to use, is customizable, and the free support is outstanding. They are always happy to help!!

Inconvénients

The only con I would say is that there isn't a built in email template creator, but it integrates with MailChimp and Constant Contact.

Marcia
Note globale
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

I find SUMAC easy to use and the customer service great.

Publié le 2018-05-24

User Friendly

Avantages

The system was easy to setup - very user friendly. Easy to change as requirements change. The custom support is very friendly and helpful. Training is a huge bonus.

Inconvénients

Reports. I would like to create and save custom reports. The built in reports do not allow different optionss

Kevin
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Overall Positive Experience. Easy to use and navigate. Good Customer Service.

Publié le 2018-05-11

An easy way to manage our membership and donations programs.

Avantages

I like the Membership and Donation platforms. Compared to our previous system it is very easy to update records, put in payments, and track donations with certain campaigns. Its also easy to run numbers for my director and give detailed stats.

Inconvénients

There is not much to dislike but probably the search functions on the Contacts page. It would be great to have a search bar to search last name, organization name, province, etc...

Colleen
Note globale
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Sumac is a great option for not-for-profit organizations that are looking for database...

Publié le 2018-05-23

management of 5000 items in a database; tracking attendance, sending newsletters, and tracking donations and issuing tax receipts, sending mailouts

Avantages

A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function.

Inconvénients

Very difficult and time consuming to upload batch information, especially if we do it infrequently enough that we need to relearn each time. Not intuitive in that way, annoying that you have to go through and have events set up first before you can attach an email or campaign to them - not very flexible in that way and requires you to always remember how the system works and the multiple steps involved with each new data capture.

Maureen
Note globale
  • Secteur d'activité : Organisme social ou civique
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Sumac for NonProfits

Publié le 2017-12-20

I highly recommend it for other non-profits.

Avantages

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.

Inconvénients

Sometimes the glitches when updates happen, but IT support walked us through how to handle it and once we saved the process it was not an issue.

Dianne
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client

We purchased Sumac to bring together numerous spreadsheets and software that we used to track...

Publié le 2018-05-08

Avantages

So easy to customize! I am not computer savvy and I was easily able to customize fields for a variety of programs and services we offer.

Inconvénients

I find I need help building specific searches but thankfully tech support is always there to help me out.

Deb
Note globale
  • Secteur d'activité : Institutions religieuses
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Probabilité de recommander le produit 1.0 /10

Sumac is not easy to use. There are to many steps to create thank yous.

Publié le 2018-01-16

I couls not reccomend this software.

Avantages

The new reports are fine. The data entry is easy. I like that it is in the cloud. The telephone support is very helpful.

Inconvénients

You can not export to excel. You cannot delete mistakes. You are not able to make custom reports, with name, address and donation amount.

Christina
Note globale
  • Logiciel utilisé Autre pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

We had a very difficult time getting Sumac up and running from both a user and admin perspectiv...

Publié le 2017-11-30

Avantages

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

Inconvénients

The instruction manual was not helpful whatsoever and actually quite burdensome. I was given documents to help us begin our work, but they were scripts, not instruction manuals. Because of this, I had to literally work through a script word for word (even had to search for specific words), as opposed to simply an instruction sheet with headlines of simple things like "How to create reviewers... 1... 2... etc".

Further, the scripts informed me that I could watch video tutorials, but there was no video tutorial for Awarding Grants so I spent time searching through the videos and watching the wrong videos in the hopes that I could find this specific video. Only after I emailed cust support,I discover that the video was not yet available.

This was not only not helpful, but it set me back significantly. Instead of having an option to simply read step by step instructions, I had to continuously re-read and scan these scripts or email him for specific instructions.

Carolina
Note globale
  • Secteur d'activité : Art
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 5.0 /10

It's a great tool for our organisation!

Publié le 2018-05-15

Avantages

Entering and managing all the contacts in the database. Being able to connect contacts and have all the history of each contact is very useful.

Inconvénients

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness. It is hard to find easy ways of personalizing the database.

Hilary
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client

Cost-effective, easy-to-use, flexible and improves Crow's organizational capacity.

Publié le 2011-10-24

Sumac fits our needs: it s cost-effective, easy-to-use, flexible and improves Crow's Theatre's organizational capacity.

Avantages

I can attest that improved efficiency in our data management and communications in the last five years is directly associated to Sumac. Most notably, it has assisted our strategies to more fully integrate audience development and private sector fundraising campaigns. When I recommend Sumac to colleagues at other not-for-profit organizations, the first thing I endorse is their terrific customer service which seems in tune and crafted perfectly for organizations with limited overhead and resources. Sumac support staff are responsive, approachable, knowledgeable, caring and willing to adjust programs so that they work for our organization, rather than our organization working around their system.

Inconvénients

Nothing specific.

Monica
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client

Sumac - a great tool for non-profits!

Publié le 2014-02-27

As a non-for-profit artist-run centre, we use Sumac primarily for ticket sales, memberships and donations. It's an extremely powerful tool for data management, and has been essential to tracking our membership, customers and donors.

As a new user, I found that while the software wasn't always immediately easy to use, I found their customer service to be incredible, and always very friendly. Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it. To have memberships, donations, and general communications all streamlined in one program makes life a lot easier, which makes a big difference in smaller organizations like ours.

Elsa
Note globale
  • Secteur d'activité : Arts de la scène
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Great once you get the hang of it

Publié le 2020-04-07

Avantages

Software comes with loads of features including contact management, accounting, event management, and donor management.

Inconvénients

Too difficult to access contacts, there didn't seem to be an easy way to find a group - say donors who gave once. I could always find what I was looking for eventually, but it always took longer than it should.

Jeffrey
Note globale
  • Secteur d'activité : Internet
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé Autre pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 4.0 /10

Sumac is Customizable, but Cumbersome

Publié le 2018-01-16

Avantages

It's a good product overall. You can customize it to do what you need it to do. It takes awhile to get set up and going, but once everyone in your organization has been trained you should be clear sailing.

Inconvénients

PCI Compliance isn't included which means each nonprofit is responsible for keeping up with PCI Compliance. This has been a nightmare for one organization I work with.

Rick
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client

Huge time saver

Publié le 2013-11-08

HPCO had been using a third party to manage our direct mail campaign and tax receipting. Switching to Sumac has significantly reduced our preparation time for direct mail and reduced the time between receipt of a donation and the mailing of the thank you letter with tax receipt. We also use Sumac to manage membership renewals, communications to members, and manage all of our other contacts. Sumac is very user friendly and intuitive. Sumac is also easy to maintain and does not require database management training or technical support staff. The data conversion process from our old system to Sumac was smooth. The Sumac team was highly responsive to our needs and very adept in converting our data quickly. HPCO selected Sumac as a solutions partner and endorsed Sumac to our membership because we feel it is the best product to meet the range of needs of our diverse membership.

Adam
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client

The best solution for a startup nonprofit!

Publié le 2014-04-15

I learned about Sumac through my graduate course work. To my knowledge, it is the only CRM that offers a free version with everything a startup nonprofit needs. I have been able to easily manage my contacts and donations with the database. The mail merge feature and group emailing capabilities are a huge time saver. I look forward to Ballet Vero Beach growing with Sumac and expanding our capabilities as our needs change.

As an aside, I recently had a problem with my database when an update was installed on the Sumac software. I called customer service and actually spoke with Peter Turk (one of the developers of the software!), Peter spent nearly five hours working with me to make sure my database (of only 40 contacts) was intact and functioning. Where else can you get customer service like that on a free service?

Anita
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client

Great product, easily best bang for buck out there.

Publié le 2015-06-17

I've been using Sumac for 3 years now. The customer service is amazing and the team is extremely responsive to customer requests both for help and new features. The system is reasonably intuitive and robust. The only thing that keeps me from giving it 5 stars across the board is it is still occasionally awkward to pull donor lists for mailings that don't have both individual members of a household as well as the household itself.

I have recommended Sumac to several other administrators in the not for profit industry. You cannot beat it for bang for buck. Having compared it to larger systems (like RE), I would gladly stick with Sumac for usability, robustness and customer service.

Laura
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client

Fast & efficient!

Publié le 2013-11-07

This year we upgraded to Sumac from eTapestry. We are amazed at how fast and efficient Sumac is compared to a database that resides online. Our daily processing of communications and incoming donations has dramatically shifted from a full-time endeavor to a quick, easy and straightforward task. Furthermore, we love the simple design of Sumac and its visual functionality when managing queries and lists. Before Sumac, the majority of the staff stayed far away from our database because of its over-complicated interface. Sumac has proved to be extremely accessible to everyone working at Sky Works. We are all happy to be riding on the Sumac train!