About Sumac
Sumac is a customer relationship management (CRM) software from Silent Partner Software that offers tools for managing donor relationships. It includes features for tracking donations, managing contacts, and reporting, so organizations can maintain effective communication with their supporters. This software supports various fundraising activities and simplifies data entry for users. Additionally, Sumac provides customization options to fit different organizational needs and ensures data security for sensitive information. Key capabilities: donor management reporting and analytics contact management event planning data security Best for: nonprofit organizations that need to manage donor relationships and fundraising activities effectively.
Sumac by Silent Partner Software is a purpose-built case management and CRM platform aimed at nonprofits and social service organizations that need to manage client intake, service delivery, fundraising and reporting from a single system. Its core aim is to replace spreadsheets and paper files with a structured record of clients, households and interactions while retaining integrated donor and volunteer management modules. Sumac’s modular architecture—case management, fundraising, volunteer management, and custom fields—lets organizations pick the pieces they need and configure workflows that match how social work teams actually operate. The user interface is practical rather than flashy: dashboards and record screens emphasize data density and quick navigation so caseworkers can move from a client summary to active service plans, case notes, and appointment schedules in a few clicks. Forms and lists are highly configurable, which reduces the need for lengthy training; administrators can create intake forms, assessment templates and checklists using plain-language configuration screens.
Pros & Cons
- +Consolidates all nonprofit data into a single system.
- +Is highly customizable to fit unique organizational needs.
- +Includes free, top-rated live phone support.
- +Offers strong data security with HIPAA and PIPEDA compliance.
- +Streamlines case management and program delivery.
- −Add-ons for donations and other modules cost extra.
- −The software may require a learning curve for some users.
- −Advanced reporting may require additional external software.
- −The user interface may seem outdated to some.
Features
Key features
- All-in-One CRM
- Consolidates client, donor, and volunteer management into a single platform for a holistic view.
- Simple Customization
- Allows nonprofits to quickly tailor the software to their specific programs, data, and reporting needs without coding.
- Top-Rated Live Support
- Provides free, live phone support to users, which is included with every plan.
- On-the-Go Access
- Enables caseworkers to manage clients and cases remotely through the Sumac Case Portal.
- HIPAA & PIPEDA Compliance
- Ensures sensitive client data is secure and adheres to key privacy regulations.
- Automated Workflows
- Features custom workflows and reminders to streamline processes and manage client lifecycles efficiently.
Additional features
- Client Intake Forms
- Provides web-based forms to simplify and streamline new client intake.
- E-Signature Forms
- Allows for the creation of digital consent, waiver, and assessment forms with e-signature capability.
- Case Portal
- A mobile-friendly platform for caseworkers to manage clients, case notes, and meetings remotely.
- Reporting & Analytics
- Tracks and reports on client and program metrics to inform decisions and report to funders.
- Secure Data
- Is HIPAA & PIPEDA compliant, offering role-based access and secure cloud storage.
- Extensions
- Includes optional modules for Donations, Memberships, Volunteers, and Grant Management.
- Cloud-Access
- Provides access to data at any time from any computer with an internet connection.
- Free On-Demand Training
- Gives users unlimited access to instructor-led, on-demand training.
- Integrations
- Connects with other solutions like email marketing, accounting, and payment processors.
- Free Upgrades
- Provides automatic updates to the latest software versions and features at no extra cost.
- Workflow Management
- Enables the creation of custom workflows and reminders to manage processes.
- Bulk & Individual Email
- Allows for communication with clients directly from the software.
- Accounting Integration
- Integrates with accounting software.
- Record Capacity
- Plans start with a 1,000-record capacity, with add-on options available for up to 200,000 records.
- Prospecting
- An add-on option to help with donor and grant prospecting.
- Specialized Extensions & Webforms
- Customizable add-ons for unique organizational needs.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Sumac
Sumac is a customer relationship management (CRM) software from Silent Partner Software that offers tools for managing donor relationships. It includes features for tracking donations, managing contacts, and reporting, so organizations can maintain effective communication with their supporters. This software supports various fundraising activities and simplifies data entry for users. Additionally, Sumac provides customization options to fit different organizational needs and ensures data security for sensitive information. Key capabilities: donor management reporting and analytics contact management event planning data security Best for: nonprofit organizations that need to manage donor relationships and fundraising activities effectively.
Sumac Details
Sumac's In-App Market Place
Does Sumac have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (Fr), SGD (S$), NZD (NZ$), HKD (HK$), SEK (kr), DKK (kr), NOK (kr), KRW (₩), CNY (¥), INR (₹), ZAR (R)
Pros & Cons
- Consolidates all nonprofit data into a single system.
- Is highly customizable to fit unique organizational needs.
- Includes free, top-rated live phone support.
- Offers strong data security with HIPAA and PIPEDA compliance.
- Streamlines case management and program delivery.
- Add-ons for donations and other modules cost extra.
- The software may require a learning curve for some users.
- Advanced reporting may require additional external software.
- The user interface may seem outdated to some.
Sumac's Support Options
Email Address
support@societ.comChatbot
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