Sumac CRM - Starter 750

Admin Fee: 
$40.00‎

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 Starter license 1-year subscription donation is renewable annually and includes:

  • 1-year software license subscription fees for cloud-hosted Sumac CRM Starter,
  • 750 Contacts capacity within the Sumac CRM database (e.g. donors, members, volunteers, etc.)
  • 3 Users capacity, with “access from anywhere” via the cloud-hosted Sumac CRM database

If you need to track between 750 and 1500 contacts, order Sumac Standard

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.

Available Add-Ons 

Optional add-ons can be selected for an additional fee, billable directly with Sumac CRM. Options include:

    • 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.
    • 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, billable 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

      This offer must be requested with TechSoup Canada every year to renew your subscription to Sumac Starter or to upgrade from Sumac Silver.

      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

      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 Starter license 1-year subscription donation is renewable annually and includes:

      • 1-year software license subscription fees for cloud-hosted Sumac CRM Starter,
      • 750 Contacts capacity within the Sumac CRM database (e.g. donors, members, volunteers, etc.)
      • 3 Users capacity, with “access from anywhere” via the cloud-hosted Sumac CRM database

      If you need to track between 750 and 1500 contacts, order Sumac Standard

      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.

      Available Add-Ons 

      Optional add-ons can be selected for an additional fee, billable directly with Sumac CRM. Options include:

        • 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.
        • 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, billable 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

          This offer must be requested with TechSoup Canada every year to renew your subscription to Sumac Starter or to upgrade from Sumac Silver.

          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

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