1. The Basic CRM
Basic CRM Highlights In Detail
Simple Contact Management
Powerful Mail Merge
Need to stay in touch with constituents? With Sumac, you can produce your own letter templates with custom formats, fonts and logos, personalized text and mail-merged data like name, address and salutation. Sumac can even insert conditional text, for example, to include a special greeting to contacts who attended your recent event, or who donated in the last month.
More on campaign management.
Built-in Email Marketing
Sumac comes with built-in broadcast email so you can send thousands of personalized emails for your newsletter or announcements in just a few clicks without using a separate application. If you already use an external email service, like Constant Contact, Sumac integrates seamlessly.
More on broadcast email.
Add and Track Donations With Ease
Sumac enables you to record extensive details about donations, including whether a donation is related to an event or campaign, and connect it to several contacts (donor, in honour, in memoriam, and soft credit, notification, influencers). Sumac supports all types of gifts including: in-kind, recurring, pledges, bulk donation import and matching gifts. You can easily search on important fields to find any donation.
More on donation management.
Simple Event Management
Sumac can help plan, send invitations and receive responses, track attendance and participation, record follow-up donations and other revenue and expenses, and even print name tags, placeholders and other identification for expected attendees, and agendas.
More on event management.
Track Time Spent On Activities
Integrate With Accounting
Sumac automatically creates a transaction record (ledger entry) for financial transactions, including donations, ticket sales, membership fees, etc. Ledger Entries can be used to produce reports within Sumac or can be exported to accounting programs like QuickBooks or Simply Accounting simple and easy! Watch this QuickBooks Integration Video to see how it works.
Get Everything In One Solution
Share and Update Data Wherever You Are
Sumac has a cloud service that allows you can share and update data from anywhere there is an Internet connection. No more need to email information back and forth. Staff and volunteers can access the same database at the same time from anywhere, so everyone always has the most up-to-date data.
Integrate With Your Website
With Sumac, we got the perfect solution – excellent customer service and an easy-to-use product at an affordable price. Within moments of installation, Sumac was helping us manage donor communications and preferences with greater efficiency and effectiveness.
– Transforming Faces