# Page 4 | Sumac Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Sumac the right Nonprofit CRM solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144095/Sumac/reviews --- Sumac 4.4 (132) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of Sumac ## Showing most helpful reviews Showing 76-100 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use EP Elsa P. Administrator Performing Arts Used the software for: 1-2 years ### "Great once you get the hang of it" April 7, 2020 2.0 Pros Software comes with loads of features including contact management, accounting, event management, and donor management. Cons Too difficult to access contacts, there didn't seem to be an easy way to find a group - say donors who gave once. I could always find what I was looking for eventually, but it always took longer than it should. Review Source SR Sam R. Artistic Producer Performing Arts Used the software for: 2+ years ### "Some Good Features but Not Easy to Use" April 7, 2020 2.0 Pros Lots of features. Like that you could manage contacts, take payment and sync with accounting software. Cons It wasn't intuitive to use. Couldn't figure out aspects without reading the tutorial. Review Source HG Hilary G. Producer at Crow's Theatre Used the software for: ### "Cost-effective, easy-to-use, flexible and improves Crow's organizational capacity." October 24, 2011 3.0 Sumac fits our needs: it s cost-effective, easy-to-use, flexible and improves Crow's Theatre's organizational capacity. Pros I can attest that improved efficiency in our data management and communications in the last five years is directly associated to Sumac. Most notably, it has assisted our strategies to more fully integrate audience development and private sector fundraising campaigns. When I recommend Sumac to colleagues at other not-for-profit organizations, the first thing I endorse is their terrific customer service which seems in tune and crafted perfectly for organizations with limited overhead and resources. Sumac support staff are responsive, approachable, knowledgeable, caring and willing to adjust programs so that they work for our organization, rather than our organization working around their system. Cons Nothing specific. Review Source AV Angela V. Office and Finance Coordinator H Used the software for: ### "We love Sumac!" November 7, 2013 5.0 After doing extensive research on several software solutions, we chose to go with Sumac because it allowed us to keep track of our clients, donors and volunteers all in the same database. We are easily able to track our clients participation in all of the groups and services that we provide to those who are ill or bereaved in our community. We are able to collect the statistics that we need to report back to the Ministry of Health and Long-Term Care and our Local Health Integration Network. We are able to provide a comprehensive history of our volunteers involvement with our organization including the matching of volunteers with clients. The fundraising and donor management aspect of the database is second to none. We are able to generate our tax receipts from the system and the many built-in reports and fundraising tools has allowed us to analyze data and view donor history to develop a case for support which will help us to continue to grow and support more people who are in need of our services. Thank you to Peter and the team at Sumac! Review Source JW Joan W. Executive director Used the software for: 2+ years ### "SUMAC has been a great tool in assisting us on managing our client information and donations. " May 8, 2018 4.0 Pros It is very user friendly and customizable. It is easy to add additional users and input information. Additionally, it is very cost effective for small not for profit. Cons The data merging process can be a bit complex depending on what function you are trying to perform. The feature could needs to be simplified. Review Source CM Caron M. Comptroller Used the software for: 2+ years ### "Sumac is a difficult program to navigate and the cost of a basic platform is extremely high. " May 14, 2018 3.0 Pros It has the ability to generate Charity Receipts It is usable as a stand-alone customer relations program Cons Generating Charity Receipts is not an easy task - coding is always an issue The software cost is not designed for smaller charitable organizations Terminology for reporting is not consistent with the accounting/bookkeeping profession Review Source CR Carolina R. Programming manager Fine Art Used the software for: 2+ years ### "It's a great tool for our organisation!" May 15, 2018 4.0 Pros Entering and managing all the contacts in the database. Being able to connect contacts and have all the history of each contact is very useful. Cons Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness. It is hard to find easy ways of personalizing the database. Review Source TG Tamara G. Administrative Services Coordinator Mental Health Care Used the software for: 2+ years ### "overall I am pleased with Sumac" May 8, 2018 3.0 it's a good way to track donors and volunteers and the exported reports are pretty good Pros it's pretty user friendly and it's easy to get used to even if you don't have database experience from prior use Cons sometimes the filters take awhile to load and it also takes awhile to log on but other than that no problem Review Source MD Marcia D. Financial Assistant Non-Profit Organization Management Used the software for: 2+ years ### "I find SUMAC easy to use and the customer service great." May 24, 2018 5.0 User Friendly Pros The system was easy to setup - very user friendly. Easy to change as requirements change. The custom support is very friendly and helpful. Training is a huge bonus. Cons Reports. I would like to create and save custom reports. The built in reports do not allow different optionss Review Source MP Monica P. Executive Director Used the software for: ### "Sumac - a great tool for non-profits!" February 27, 2014 4.0 As a non-for-profit artist-run centre, we use Sumac primarily for ticket sales, memberships and donations. It's an extremely powerful tool for data management, and has been essential to tracking our membership, customers and donors. As a new user, I found that while the software wasn't always immediately easy to use, I found their customer service to be incredible, and always very friendly. Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips. While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it. To have memberships, donations, and general communications all streamlined in one program makes life a lot easier, which makes a big difference in smaller organizations like ours. Review Source MP Monica P. Executive Director Used the software for: ### "Sumac - a great tool for non-profits!" February 27, 2014 4.0 As a non-for-profit artist-run centre, we use Sumac primarily for ticket sales, memberships and donations. It's an extremely powerful tool for data management, and has been essential to tracking our membership, customers and donors. As a new user, I found that while the software wasn't always immediately easy to use, I found their customer service to be incredible, and always very friendly. Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips. While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it. To have memberships, donations, and general communications all streamlined in one program makes life a lot easier, which makes a big difference in smaller organizations like ours. Review Source KB Kate B. Director of Marketing Fine Art Used the software for: 1-2 years ### "Took our Segmentation to a whole new level" August 23, 2016 4.5 Pros Sumac is powerful and customizable. With a little prep work, we were able to take limited information from our (separate) box office and turn it into a strong patron database that we can slice into innumerable segments for precise messaging and campaigns. I was also quite pleased to see feedback I'd made to Sumac turned into a real product feature. Cons The interface is a little cumbersome, but not unusually so for a software in this category. Review Source Narmin R. Non-Profit Organization Management Used the software for: I used a free trial ### "Customer focused company!" March 8, 2016 5.0 Sumac has been a fantastic productivity enhancer that results in us getting more done with less time invested. We are always looking for ways to be more donor centric and this is another great multiplier of those effects. I also have the highest respect for customer focused companies who take the time to actually listen, but when they act on suggestions words can't describe my appreciation. The Sumac team has earned our respect and business for a job beyond well done. Review Source AW Anita W. Office Administrator Used the software for: ### "Great product, easily best bang for buck out there." June 17, 2015 4.0 I've been using Sumac for 3 years now. The customer service is amazing and the team is extremely responsive to customer requests both for help and new features. The system is reasonably intuitive and robust. The only thing that keeps me from giving it 5 stars across the board is it is still occasionally awkward to pull donor lists for mailings that don't have both individual members of a household as well as the household itself. I have recommended Sumac to several other administrators in the not for profit industry. You cannot beat it for bang for buck. Having compared it to larger systems (like RE), I would gladly stick with Sumac for usability, robustness and customer service. Review Source sH sheryl H. executive director Used the software for: 2+ years ### "love it!" May 11, 2018 5.0 Pros it is so intuitive, friendly and usable. I have no complaints about the software. Cons There is nothing about Sumac that I don't like. We have referred you to three other agencies and they now use it. We need a finder's fee! Review Source GJ Gigi J. Communications Keeper Non-Profit Organization Management Used the software for: 2+ years ### "Awesome program!" May 14, 2018 5.0 We went from using a variety of Excel sheets to keep track of donors and workshop alumni. It was a bit cumbersome. When we moved to Sumac, it became really easy to enter people, add them to an organization and then track donations, workshop attendance, etc. It's also pretty easy to pull up all of the information that we need and access it quickly. Pros It's so easy to use and we can customize it and add modules for our own purposes. Really intuitive and it doesn't take long to get comfortable with it. Cons We don't use some of the features often enough, so sometimes we have to relearn things - like doing a campaign. Review Source RF Rick F. Executive Director Used the software for: ### "Huge time saver" November 8, 2013 5.0 HPCO had been using a third party to manage our direct mail campaign and tax receipting. Switching to Sumac has significantly reduced our preparation time for direct mail and reduced the time between receipt of a donation and the mailing of the thank you letter with tax receipt. We also use Sumac to manage membership renewals, communications to members, and manage all of our other contacts. Sumac is very user friendly and intuitive. Sumac is also easy to maintain and does not require database management training or technical support staff. The data conversion process from our old system to Sumac was smooth. The Sumac team was highly responsive to our needs and very adept in converting our data quickly. HPCO selected Sumac as a solutions partner and endorsed Sumac to our membership because we feel it is the best product to meet the range of needs of our diverse membership. Review Source ME Monica E. Producer and General Manager Used the software for: ### "Cost-effective, easy-to-use, flexible" November 8, 2013 5.0 I can attest that improved efficiency in our data management and communications in the last five years is directly associated to Sumac. Most notably, it has assisted our strategies to more fully integrate audience development and private sector undraising campaigns. When I recommend Sumac to colleagues at other not-for-profit organizations, the first thing I endorse is their terrific customer service which seems in tune and crafted perfectly for organizations with limited overhead and resources. Peter Turk and his associates are responsive, approachable, knowledgeable, caring and willing to adjust programs so that they work for our organization, rather than our organization working around their system. Sumac fits our needs: it's cost-effective, easy-to-use, flexible and improves Nightwood's organizational capacity. Review Source AS Adam S. Artistic Director/CEO Used the software for: ### "The best solution for a startup nonprofit!" April 15, 2014 5.0 I learned about Sumac through my graduate course work. To my knowledge, it is the only CRM that offers a free version with everything a startup nonprofit needs. I have been able to easily manage my contacts and donations with the database. The mail merge feature and group emailing capabilities are a huge time saver. I look forward to Ballet Vero Beach growing with Sumac and expanding our capabilities as our needs change. As an aside, I recently had a problem with my database when an update was installed on the Sumac software. I called customer service and actually spoke with Peter Turk (one of the developers of the software!), Peter spent nearly five hours working with me to make sure my database (of only 40 contacts) was intact and functioning. Where else can you get customer service like that on a free service? Review Source GM Gayle M. Office Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "We are just starting to use the software and so some of the features have not yet been implemented." May 11, 2018 4.0 We are still very new using the software so most of the potential benefits haven't been realized yet. Pros i like how easy it is to use the search features. With the ability to refine details for searching you can really narrow a search and get the information you require without having to look trhough long lists. Cons There are multiple information windows for every contact and it can very time consuming ensuring all information is up to date and accurate. Review Source LH Laura H. Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "We have been setting up our membership list on Sumac. The system is quite user friendly. " May 17, 2018 4.0 Pros Sumac provides very helpful support. They are only a phone call away and sometimes you are able to speak with someone immediately. Cons Nothing - I need to get used to the system. As with any new to you system it takes a little time to get used to it and the more you use it the easier it becomes. Review Source MM Mitchell M. Artistic Producer Used the software for: ### "Very user-friendly!" November 7, 2013 5.0 Prior to using SUMAC we had dozens of very \`un' user-friendly Excel documents storing 9 years worth of patron information. As Artistic Producer, I was the only one with enough institutional memory to be able to use these documents, which meant hours of my time sorting to generate useable reports and mailing lists. Since starting SUMAC, accessing and using data has become a staff-wide activity ' we are all able to access our database and use it on our daily work whether that's identifying donors, quickly finding information on groups and schools who have attended our shows, or managing our email and snail mail lists. It's really helped to move our management of data to the next level. Review Source JM Jeff M. Executive Director Used the software for: ### "We love Sumac!!" November 7, 2013 5.0 Switching to Sumac has been one of the best decisions we have made as an organization. It has allowed us to gain better control of our information and do a much better job of connecting with our donors and volunteers. We love how easy it is to use and how quickly new staff members and administrative volunteers are able to learn to use Sumac effectively. This means a huge savings in the time and money related to training compared to other donor databases we have used. We loved Sumac when we started using and it just keeps getting better with every release. We can't say enough about how much we appreciate the responsiveness of the Sumac development team. Review Source LS Laura S. Executive Director Used the software for: ### "Fast & efficient!" November 7, 2013 5.0 This year we upgraded to Sumac from eTapestry. We are amazed at how fast and efficient Sumac is compared to a database that resides online. Our daily processing of communications and incoming donations has dramatically shifted from a full-time endeavor to a quick, easy and straightforward task. Furthermore, we love the simple design of Sumac and its visual functionality when managing queries and lists. Before Sumac, the majority of the staff stayed far away from our database because of its over-complicated interface. Sumac has proved to be extremely accessible to everyone working at Sky Works. We are all happy to be riding on the Sumac train! Review Source EP Ester P. Marketing & Communications Manager Used the software for: ### "Great customer service and an incredible product!!" November 7, 2013 5.0 We switched to Sumac from a tailor-made FileMaker Pro database system and couldn't be more satisfied. Sumac integrates all areas of our operations, which is something no other database software has been able to do for us. It has streamlined our processes and increased our productivity, making it possible for us to reach new levels in our programming, fundraising and marketing initiatives. The Sumac team are continually adding increased functionality to the program. They respond immediately to questions, often anticipating our needs and going a step or two further to develop new solutions to increase our efficiency, without even being asked. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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