Sumac CRM - Standard 1,500

Admin Fee: 
$80.00‎

Description

Sumac CRM is a powerful cloud-based CRM designed specifically for nonprofits. It offers a complete solution to support and manage the key operations of your entire nonprofit organization, providing all users with access from anywhere to your centralized Sumac CRM database that is hosted on the web via AWS (Amazon Web Services).

This donation of Sumac Standard license 1-year subscription donation is non-renewable and includes:

  • 1-year software license subscription fees for cloud-hosted Sumac CRM Standard
  • 1,500 Contacts capacity within the Sumac CRM database (e.g. donors, members, volunteers, etc.)
  • 5 Users capacity, with “access from anywhere” via the cloud-hosted Sumac CRM database
  • Any number of optional Sumac Add-ons, as selected from “Add-Ons included”   

If you need to track 750 contacts or less, order Sumac Starter.

Major Capabilities

  • CRM Contacts Management: Keep track of all your contacts (donors, clients, members, volunteers, and other constituents), including all communications, attendance, and other history
  • Fundraising: Create, execute, track, and report on fundraising campaigns and events
  • Donation Management: Track all your donors and donations by project, campaign or any number of other criteria. Issue CRA & IRS compliant receipts and thank-you letters with ease
  • Nonprofit Dashboard: Aggregate view of key organizational metrics
  • Email Outreach: Send unique or bulk personalized emails directly to any combination of constituents (includes Mailchimp & Constant Contact integration).
  • Event Management: Manage events, track attendance and report on event cost/revenue
  • Workflow & Task Reminders: Keep track of tasks, events, meetings, including individual and templated multi-step ‘action plans’ for your whole team
  • Custom Reporting: Report on any of the data you have in your database with extensive search and reporting tools
  • Accounting Integration: Synchronized by G/L codes, integrates/updates Quickbooks, Simply Accounting/Sage, etc.

Add-Ons included with the donation 

This donation includes optional Add-On that let you customize Sumac CRM to support the needs of your organization:

  • Memberships:  Run multi-tiered membership programs, automate applications, payments, and renewals
  • Case Management:  Manage the case life cycle, all required client/case information, assessment, services delivery, outcome-based reports, and with advanced security and privacy
  • Volunteers:  Track and schedule volunteers, including their skills and availability, assign jobs, and track tasks
  • Course Registration:  Identify course catalogue, track enrollment, attendance, grades, and course lists
  • Grant Management:  Build a structured, step-by-step approach to defining, applying, tracking, and winning grants and other funding awards.
  • Pledges:  Manage, schedule and track monthly recurring donations, and one-time pledges.
  • Proposals: Generate illustrations and manage campaigns for planned giving and large gifts.
  • Prospecting:  Rank and discover potential and current donors based on concern, commitment, giving, capacity, and network.

(Any number of these Add-on options MAY be added to this donation)

Add-Ons Not Included with the Donation

Additional optional add-ons can be selected for an additional fee directly with Sumac CRM. Options include:

  • Web-Forms: Embedded within your website, Sumac web-forms are integrated directly with the Sumac CRM database, allowing seamless, no-touch database updates
  • Website Integration: Engage your constituents directly from web-forms embedded within your website, via live website integration with your Sumac CRM database to efficiently receive information, and enable seamless "straight-through" payment processing for Donations, Memberships payments, etc.

Optional Implementation Services

Optional services to support your CRM implementation can be selected for an additional fee directly with Sumac CRM. Options include:

  • Data Migration: migrate your existing and historic data into your new Sumac CRM database
  • Sumac CRM Configuration: customize data fields and corresponding workflow requirements, by modifying the Sumac CRM’s UI and database layout to meet your custom data needs.

Renewal

After the initial year of subscription, your subscription will renew automatically with Silent partner at retail prices. Learn more about Sumac prices

Support

Phone and email support is included at no additional charge with every installation of Sumac. Updates and upgrades are also free and installed automatically. Two (2) hours of training are provided to organizations per annum. 

Choose Carefully

The administrative fee for this product is not refundable.

 


 

System requirements

Obtaining this product

Once your donation is approved, you’ll get an email from TechSoup. You’ll also get an email from Silent Partner Software Inc that will link you to an order form where you can choose your Add-ons and additional services like Data Migration, and Website Integration.
 

Description

Sumac CRM is a powerful cloud-based CRM designed specifically for nonprofits. It offers a complete solution to support and manage the key operations of your entire nonprofit organization, providing all users with access from anywhere to your centralized Sumac CRM database that is hosted on the web via AWS (Amazon Web Services).

This donation of Sumac Standard license 1-year subscription donation is non-renewable and includes:

  • 1-year software license subscription fees for cloud-hosted Sumac CRM Standard
  • 1,500 Contacts capacity within the Sumac CRM database (e.g. donors, members, volunteers, etc.)
  • 5 Users capacity, with “access from anywhere” via the cloud-hosted Sumac CRM database
  • Any number of optional Sumac Add-ons, as selected from “Add-Ons included”   

If you need to track 750 contacts or less, order Sumac Starter.

Major Capabilities

  • CRM Contacts Management: Keep track of all your contacts (donors, clients, members, volunteers, and other constituents), including all communications, attendance, and other history
  • Fundraising: Create, execute, track, and report on fundraising campaigns and events
  • Donation Management: Track all your donors and donations by project, campaign or any number of other criteria. Issue CRA & IRS compliant receipts and thank-you letters with ease
  • Nonprofit Dashboard: Aggregate view of key organizational metrics
  • Email Outreach: Send unique or bulk personalized emails directly to any combination of constituents (includes Mailchimp & Constant Contact integration).
  • Event Management: Manage events, track attendance and report on event cost/revenue
  • Workflow & Task Reminders: Keep track of tasks, events, meetings, including individual and templated multi-step ‘action plans’ for your whole team
  • Custom Reporting: Report on any of the data you have in your database with extensive search and reporting tools
  • Accounting Integration: Synchronized by G/L codes, integrates/updates Quickbooks, Simply Accounting/Sage, etc.

Add-Ons included with the donation 

This donation includes optional Add-On that let you customize Sumac CRM to support the needs of your organization:

  • Memberships:  Run multi-tiered membership programs, automate applications, payments, and renewals
  • Case Management:  Manage the case life cycle, all required client/case information, assessment, services delivery, outcome-based reports, and with advanced security and privacy
  • Volunteers:  Track and schedule volunteers, including their skills and availability, assign jobs, and track tasks
  • Course Registration:  Identify course catalogue, track enrollment, attendance, grades, and course lists
  • Grant Management:  Build a structured, step-by-step approach to defining, applying, tracking, and winning grants and other funding awards.
  • Pledges:  Manage, schedule and track monthly recurring donations, and one-time pledges.
  • Proposals: Generate illustrations and manage campaigns for planned giving and large gifts.
  • Prospecting:  Rank and discover potential and current donors based on concern, commitment, giving, capacity, and network.

(Any number of these Add-on options MAY be added to this donation)

Add-Ons Not Included with the Donation

Additional optional add-ons can be selected for an additional fee directly with Sumac CRM. Options include:

  • Web-Forms: Embedded within your website, Sumac web-forms are integrated directly with the Sumac CRM database, allowing seamless, no-touch database updates
  • Website Integration: Engage your constituents directly from web-forms embedded within your website, via live website integration with your Sumac CRM database to efficiently receive information, and enable seamless "straight-through" payment processing for Donations, Memberships payments, etc.

Optional Implementation Services

Optional services to support your CRM implementation can be selected for an additional fee directly with Sumac CRM. Options include:

  • Data Migration: migrate your existing and historic data into your new Sumac CRM database
  • Sumac CRM Configuration: customize data fields and corresponding workflow requirements, by modifying the Sumac CRM’s UI and database layout to meet your custom data needs.

Renewal

After the initial year of subscription, your subscription will renew automatically with Silent partner at retail prices. Learn more about Sumac prices

Support

Phone and email support is included at no additional charge with every installation of Sumac. Updates and upgrades are also free and installed automatically. Two (2) hours of training are provided to organizations per annum. 

Choose Carefully

The administrative fee for this product is not refundable.

 


 

System requirements

Obtaining this product

Once your donation is approved, you’ll get an email from TechSoup. You’ll also get an email from Silent Partner Software Inc that will link you to an order form where you can choose your Add-ons and additional services like Data Migration, and Website Integration.
 

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