Sumac

Sumac

Societ
+
+

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About

Simplify the complex world of online fundraising with the CharityEngine all-in-one CRM. Fundraising becomes seamless with our nonprofit CRM The intuitive design helps nonprofits manage their online donations. We make it easy to put up branded online forms with secure, PCI-certified payment processing, create automated donor thank you emails and even set up gift matching. Show your donors you care with the latest in nonprofit CRM technology.

About

Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reportingโ€”all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumacโ€™s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impactโ€”all from one place.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Nonprofit and Charitable organizations

Audience

Nonprofits & Charities

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$109 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The software has wide variety of tools in helping NGOs pave their way to their goals. Changes can be easily made and searching for donors is made easier than ever.

Cons

  • Customer service should be improved as customer relationship management have been more important than ever. Especially to retain customers and searching time can be improved.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CharityEngine
Founded: 1999
United States
www.charityengine.net

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

Alternatives

Alternatives

NewOrg

NewOrg

NewOrg Management System
Charityproud

Charityproud

Alboddo Technology
QUALO

QUALO

Advanced Metrics
GiveLife365

GiveLife365

Alphavima Technologies Inc
InfoFlo

InfoFlo

InfoFlo Solutions Inc

Categories

Advocacy Supported
Fundraising Supported
Grant Management Supported
Nonprofit Supported
Public Affairs Supported

Categories

CRM Supported
Fundraising Supported
Human Services Supported
Nonprofit Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Fundraising Features

Alumni Management Not Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Not Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Not Supported
Recurring Giving Supported
Volunteer Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Not Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Grant Management Features

Compliance Management Supported
Contract Management Supported
Grant Application Management Supported
Grant Award Tracking Supported
Grant Opportunity Search Not Supported
Self-Registration Not Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Fundraising Features

Alumni Management Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Supported
Recurring Giving Supported
Volunteer Management Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Supported
Volunteer Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Human Services Features

Case Management Supported
Certification & Licensing Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Supported

Membership Management Features

Application Management Supported
Automatic Renewals Supported
Committee Management Supported
Dues Management Supported
Email Marketing Supported
Event Management Supported
Member Directory Supported
Member Portal Supported
Member Types Supported
Membership Database Supported
Nonprofit Membership Supported
Payment Processing Supported
Website Management Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Amazon Web Services (AWS) Not Supported
Blackbaud Raiser's Edge NXT Supported
Constant Contact Not Supported
Facebook Supported
FedEx Ship Manager Supported
Gmail Not Supported
Google Analytics Supported
Mailchimp Not Supported
Microsoft Dynamics SL Supported
Microsoft Excel Supported
Microsoft Outlook Supported
PayPal Supported
Stripe Not Supported
Symantec Asset Management Suite Supported
Typeform Supported
UPS Ready Supported
X (Twitter) Supported
iATS Payments Not Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Amazon Web Services (AWS) Supported
Blackbaud Raiser's Edge NXT Not Supported
Constant Contact Supported
Facebook Not Supported
FedEx Ship Manager Not Supported
Gmail Supported
Google Analytics Not Supported
Mailchimp Supported
Microsoft Dynamics SL Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
PayPal Not Supported
Stripe Supported
Symantec Asset Management Suite Not Supported
Typeform Not Supported
UPS Ready Not Supported
X (Twitter) Not Supported
iATS Payments Supported
Claim CharityEngine and update features and information
Claim CharityEngine and update features and information
Claim Sumac and update features and information
Claim Sumac and update features and information