En savoir plus sur Sumac

Principales fonctionnalités
Collecte de fonds
La gestion de cas
Gestion des adhésions
Gestion des bénévoles
Personnalisation
Reporting

Options de tarification dès :

35,00 $ US/mois

  • Version gratuite
  • Version d’essai gratuite
  • Abonnement

Clients typiques

  • Travailleurs autonomes
  • Petites entreprises (de 2 à 50 employés)
  • Moyennes entreprises (de 51 à 500 employés)
  • Grandes entreprises (500 employés minimum)

Déploiement

  • Basé sur le cloud
  • Sur site

Disponible dans les pays suivants

Canada

Langues

Non fourni par l'éditeur

Options de tarification dès :

35,00 $ US/mois

  • Version gratuite
  • Version d’essai gratuite
  • Abonnement

Images

Sumac Logiciel - 1
Sumac Logiciel - 2
Sumac Logiciel - 3
Sumac Logiciel - 4
Sumac Logiciel - 5
Sumac Logiciel - 6
En voir 7 de plus
Vidéo de Sumac
Sumac Logiciel - 1
Sumac Logiciel - 2
Sumac Logiciel - 3
Sumac Logiciel - 4
Sumac Logiciel - 5
Sumac Logiciel - 6

Fonctionnalités

Nombre total de fonctionnalités pour Sumac : 75

  • API
  • Alertes/Notifications
  • Analyse des campagnes
  • Base de données de clients
  • Base de données de contacts
  • Base de données de membres
  • CRM
  • Certification et licences
  • Champs personnalisables
  • Communication avec les membres
  • Comptes de membre
  • Configuration et suivi des objectifs
  • Don en ligne
  • Don récurrent
  • Dons par SMS
  • Découverte de donateurs
  • Formulaires en ligne
  • Formulaires personnalisables
  • Gestion de l'e-commerce
  • Gestion de la formation
  • Gestion de la protection de l'enfance
  • Gestion de site web
  • Gestion des abonnements
  • Gestion des affectations
  • Gestion des applications
  • Gestion des bénévoles
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des cas
  • Gestion des clients
  • Gestion des collectes de fonds
  • Gestion des comités
  • Gestion des contacts
  • Gestion des cotisations
  • Gestion des documents
  • Gestion des donateurs
  • Gestion des dons
  • Gestion des enchères
  • Gestion des formulaires
  • Gestion des programmes
  • Gestion des promesses de don
  • Gestion des présences
  • Gestion des reçus
  • Gestion des références
  • Gestion des subventions
  • Gestion des évaluations
  • Gestion des événements
  • Gestions des anciens élèves
  • Importation et exportation de données
  • Inscriptions et intégrations
  • Intégration QuickBooks
  • Marketing par courriel
  • Notes de cas
  • Paiements électroniques
  • Partage des fichiers
  • Planification
  • Planification des campagnes
  • Portail des membres
  • Rappels
  • Rapports ad hoc
  • Rapports administratifs
  • Rapports et analyses
  • Rapports et statistiques
  • Recherche/Filtre
  • Renouvellement d'abonnements
  • Répertoire de membres
  • Segmentation des campagnes
  • Suivi des contributions
  • Suivi des dons
  • Suivi des interactions
  • Suivi du temps
  • Tableau de bord
  • Tableau de bord d'activités
  • Traitement des paiements
  • Types de membres

Alternatives

ProClass

4,3
Alternative n° 1 à Sumac
ProClass est une solution en ligne basée sur un tableau de bord pour les organisateurs de cours et d'événements, avec...

NewOrg

4,6
Alternative n° 2 à Sumac
NewOrg fournit des solutions cloud de gestion de données pour les organismes à but non lucratif qui prennent en charge...

ToucanTech

4,9
Alternative n° 3 à Sumac
ToucanTech est une solution tout-en-un pour la gestion et le développement des communautés via un portail en ligne....

iMIS

4,3
Alternative n° 4 à Sumac
iMIS by Advanced Solutions International (ASI) is a cloud-based software designed to help non-profit organizations...

Avis

Note globale

4,3 /5
(105)
Rapport qualité-prix
4,2/5
Fonctionnalités
3,8/5
Simplicité d’utilisation
4,1/5
Support client
4,7/5

Vous avez déjà Sumac?

Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

Donnez votre avis!
5 avis affichés sur 105
Brian
Note globale
  • Secteur d'activité : Sports
  • Taille de l'entreprise : 11-50 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 9.0 /10

Excellent Membership Management

Publié le 2020-12-03

Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own...

Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own data which is visible only to them and to the organizations head office. This allows for consistent reporting around the Province.
Implementing the system was completed within 3 months, including converting existing spread sheets and uploading them onto the database. Training was conducted in person and online. Sumac provided initial training for the Bowls BC Administrator.

Avantages

The Sumac membership management system is flexible and easily customizable. Out of the box it can be used immediately but can also be tailored to specific requirements. The Cloud based database combined with its data security allows each clubs data to be maintained separately and securely.

Inconvénients

It is sometimes difficult to load the software onto Mac computers. This mainly due to the Mac security system that is not always fully understood by the user. Loading the software onto a windows machine is very easy.

Lois
Note globale
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Provenance de l'avis

Note globale

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

We looked long and hard to find appropriate software.

Publié le 2015-06-26

We are a non-profit ministry and needed software that tracks donors/donations, accommodates product...

We are a non-profit ministry and needed software that tracks donors/donations, accommodates product sales, tracks memberships and renewal dates, and handles event tracking. It is VERY CHALLENGING to find non-profit software for a mid sized organization that handles all of these functions. Sumac does all of this in addition to being a very affordable solution. Also, we needed rather extensive custom programming to handle some of our more specialized batch processing functions. Sumac did the custom programming for us. I think one of the most compelling reasons to use Sumac is their customer service and support. I have done business with a large number of software companies during my career and few if any have been as responsive to customer needs as Sumac.

Avantages

If support is paramount, Sumac is a great choice.
Sumac covers a broad scope of functions, including donations, memberships, sales and events.
The software is very easy to use.
Built in import functions are very user friendly and very complete. Transferring data into Sumac from another system is not difficult and the error checking before import is very good.
Contact history is strong and allows drill downs into all the underlying documents.
Contact records allow the addition of extra user-defined tabs and fields which is a great asset.

Inconvénients

Inventory tracking functionality could be more robust.
Mail merges currently allow links between contacts and one other view, such as donations, memberships, etc. It would be helpful if more than one additional view would be supported.
Reports could be improved, but this problem is easily resolved with a good report writer that links with an ODBC driver.

Monica
Note globale
  • Secteur d'activité : Art
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Sumac - robust and affordable CRM

Publié le 2015-09-22

Avantages

We started using Sumac for organizing our data a couple of years ago. Before that we were swimming in excel sheets and having multiple users access the same information was problematic. We use Sumac for ticketing, memberships and donations. I like that we have one system that organizes these three aspects, as there is (as one would hope) quite a bit of overlap between those three actions. It is also useful for organizing mailing lists (either hard copy or email) and analyzing data. But most importantly for us, it's an affordable option. There are CRMs out there that are more robust but for a small non-profit we wouldn't be able to afford them. Sumac is a really cost-effective option to suit our needs.

Inconvénients

Sumac has a lot of software updates. These updates don't fundamentally change the look or experience of using it, but the updates often require us restarting our server. The other aspect is, though they are working on this, is that the web integration is not as customizable as one might like. It's difficult to change the look or flow of it to go with our branding. Finally - there are just a lot of pop-ups for any application while using it (do you want to record this, do you want to save this, etc.) which seem unnecessary.

Clare
Note globale
  • Secteur d'activité : Enseignement primaire et secondaire
  • Taille de l'entreprise : Travailleur autonome
  • Logiciel utilisé tous les mois 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

Really, really helpful and easy-to-use software

Publié le 2018-03-15

Avantages

Sumac has everything we need -- keeps our database, sends out our communications, keeps track of all our donations and receipts/acknowledgements. It is set up in a straightforward way and, when I first researched CRMs, it was the only one where I could understand the setup from the start (I think the others were not set up logically). Also, the support team at Sumac is wonderful; attentive, understanding, they are really willing to help me solve all my problems, whether it is a quick question or a larger issue that needs much more overhaul. In fact, they resolved the biggest problem I had with the software: I frequently must bulk import changes to my data, and there were parts I had to do manually because the contact types weren't available to use in the import workspace. But they have recently changed the import workspace to be more flexible, at least partly in response to my comments, so now my bulk imports go much more quickly. In addition, the program has many optional add-ons that can help with courses, volunteer hours, registrations, silent auctions and so many other bits of software that anyone might need. Also, it is very reasonable priced.

Inconvénients

The only things that I find difficult are remembering all the little details of complicated searches, downloads, and the steps of emailing. But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Silvia
Note globale
  • Secteur d'activité : Énergies renouvelables et environnement
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

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

SUMAC - great CRM

Publié le 2016-11-22

After struggling for several years with an expensive database that was not intuitive and did not...

After struggling for several years with an expensive database that was not intuitive and did not meet our needs, our organization looked into several others to replace it including Sumac which was recommended to us by another not-for-profit. We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered – almost everything on our “wish list” (and much more). We then decided to purchase Sumac and have not regretted our decision. While there were a few hiccups with our data migration, overall we have been very impressed. It is very user-friendly, fast, and has features that we are still discovering a year after we started using it. The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement.

Avantages

User friendly
Excellent customer support
New releases on regular basis

Inconvénients

Online functionality for some add-ons is very basic (e.g. ticketing) or not available yet (e.g. sales)
The User Guide is good at describing each of the many fields in the database but limited in explaining how these are used together (processes)

Afficher 5 avis sur 105 Lire tous les avis

Sumac - FAQs

Voici quelques-unes des questions fréquentes sur Sumac.

Types de licences disponibles pour Sumac :

  • À partir de : 35,00 $ US/mois
  • Type de licence : Abonnement
  • Version d’essai gratuite : Non disponible

Utilisateurs habituels du logiciel Sumac :

2-10, 11-50, 51-200, 201-500

Nous n'avons pas d'informations sur les langues prises en charge par Sumac.

Appareils pris en charge par Sumac :

Android (mobile), iPad (mobile)

Applications s'intégrant à Sumac :

Constant Contact, Mailchimp, Quickbooks Online

Ressources d'aide disponibles pour Sumac :

Service client/courriel, FAQ/forums, Base de connaissances, Support téléphonique

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Sumac.