Opiniones de Sumac

Mi experiencia usando Sumac

Comentarios: El software Sumac es una herramienta de gestión para organizaciones sin fines de lucro que permite administrar datos, comunicarse con donantes, gestionar proyectos, realizar informes y mucho más.

Puntos a favor:

Esta muy bien porque la herramienta permite administrar sus datos, comunicarse con sus donantes, gestionar sus proyectos, realizar informes y mucho más.

Contras:

Muy buen servicio y utilidad por el momento.

Sumac is very user-friendly. I like how we can use it for donors, volunteers and clients.

Comentarios: The best benefit is being able to maintain all information in one database. Many donor management systems do not allow for volunteers and clients. Also, I believe this software is flexible with many features, yet you can still use it with other software systems like Constant Contact, etc.

Puntos a favor:

You are able to add categories and information you need for your organization. You are able to personalize the database. In addition, the reporting helps you to save time managing and sharing information with your nonprofit board and constituents.

Contras:

The only con is you have to take the time to learn how to use it. Sumac has the ability to have so much information that you need to know how to utilize that information for you. Luckily, the Sumac tech team is always available to help you and they have great tutorial videos for all aspects.

We looked long and hard to find appropriate software.

Comentarios: We are a non-profit ministry and needed software that tracks donors/donations, accommodates product sales, tracks memberships and renewal dates, and handles event tracking. It is VERY CHALLENGING to find non-profit software for a mid sized organization that handles all of these functions. Sumac does all of this in addition to being a very affordable solution. Also, we needed rather extensive custom programming to handle some of our more specialized batch processing functions. Sumac did the custom programming for us. I think one of the most compelling reasons to use Sumac is their customer service and support. I have done business with a large number of software companies during my career and few if any have been as responsive to customer needs as Sumac.

Puntos a favor:

If support is paramount, Sumac is a great choice. Sumac covers a broad scope of functions, including donations, memberships, sales and events. The software is very easy to use. Built in import functions are very user friendly and very complete. Transferring data into Sumac from another system is not difficult and the error checking before import is very good. Contact history is strong and allows drill downs into all the underlying documents. Contact records allow the addition of extra user-defined tabs and fields which is a great asset.

Contras:

Inventory tracking functionality could be more robust. Mail merges currently allow links between contacts and one other view, such as donations, memberships, etc. It would be helpful if more than one additional view would be supported. Reports could be improved, but this problem is easily resolved with a good report writer that links with an ODBC driver.

TOO Expensive

Comentarios: Tech staff are helpful

Puntos a favor:

I like that you can do reports and have it for different categories, the tech support staff are helpful

Contras:

Beware: We have had two exuberant price increases of almost $100.00 each time. We are only a small charity so this has had a huge impact on us. We had a 4500 donation capacity but only had 3000 donors in our database and they bumped us to 6000 donors and our price jumped by almost $100.00 for a 2nd time. There were no improvements to the program with these price increases. I asked to be dropped to a 4000 donor capacity and was told we had to sign a new contract. Before the last price increase they would have dropped our package to a 2000 donor capacity but being small with few staff; we did not have the time or man power to eliminate 1000 donors. After 2 price increases I am very unhappy with the product and would not recommend it. It was a great product for $100.00 month, but not for $267.00

The IT guys have been great and very helpful.

Comentarios: Accuracy. Mail merge. Email mail merge. Donations management. Excellent. They understand the work of a non-profit.

Puntos a favor:

It is accurate. Based on the cloud and reasonable for all you get. I can customize the columns, data that I need which is quite different from other non-profits. I can have different "offices" which really helps with the multiple projects that I am responsible for.

Contras:

I still need help in using the Campaign feature. It might be me, but I haven't quite got that figured out.

Sumac was a life saver when our privately designed database stopped working.

Puntos a favor:

That we were able to combine both our client management system and donor system into one where before it was two different softwares. Also the reporting in sumac is so much more advanced

Contras:

That you can not upload actual scanned documents only a link to where the document is stored. This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

Comentarios: Universal usefulness for nonprofit work, customized fields and data tracking, unified database across multiple departments within the whole organization, relatively simple-to-use interface, fantastic and responsive customer service and training, and so much more!

Puntos a favor:

The ability to customize the software for every need we have, from volunteer records, student progress tracking, donor management, and everything in between!

Contras:

There is a slight learning curve for anyone not already familiar with manipulating reports from raw data, but the training, customer service, and tutorial videos are extremely helpful in building those skills for full software functionality.

Excellent and good value for money

Puntos a favor:

Flexible and good value. It provides just the right structure yet flexible enough to customize for emerging needs.

Contras:

Could use more ease of use features. WOuld love to have documents stored on individuals so that all users can access.

Great Experience

Comentarios: Great and Positive Experiences.

Puntos a favor:

User friendlyThe support team is available to answer and help usSumac understand charitable organization needs

Contras:

Nothing is perfect. However, based on our experience with Sumac, we look forward to grow with Sumac as we understand Sumac continues to update and improve.

Okay.

Comentarios: Nothing special.

Puntos a favor:

Fairly easy to customise, fairly intuitive, once gets into it. Search Builder is nice, once understood.

Contras:

Cluttered. For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature. Likewise the Contacts page- much prefer single Search field, then a full list which is searched. And I have no idea if there's an easy way to see direct mail statistics (i.e., % of responses, average raised based on responses, etc.). That's a feature I've become very accustomed to and am missing greatly. Not a bad donor database; but honestly? It's not DonorPerfect.

Customizable, easy to set up, affordable

Puntos a favor:

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time. The pricing is reasonable and customer service is great.

Contras:

The web forms (for website integration) are not as customizable as I thought they would be; you can't change certain fields or add much intro text. Full usability requires intermediate HTML skills, which is currently an issue for us so we're still using an email app as well.

Sumac has been extremely helpful to our organization to track our client and donor database.

Puntos a favor:

I especially like the facility for reporting. I like how it interfaces with other programs such as Excel and Simply Accounting. I also love how it does automatic credit card transactions.

Contras:

I can honestly say that It has been rare that I have had issues with this program. It has always been because of my lack of knowledge of it's capabilities. A phone call will usually clear up any issues I have. The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

Intuitive isn't usually a word used with databases. It is with Sumac.

Comentarios: We are a small, non-profit, educational foundation based in Northern California. Prior to having Sumac, we maintained all our donor records in Quick Books and on Excel spreadsheets. Needless to say, that method made generating reports and extrapolating useful data a tedious task. Since installing Sumac, we operate so much more efficiently now. Multiple users at a time can access data in real time for quick answers to questions that would have normally taken hours, sometimes days, to get. Intuitive isn't usually a word used with databases. It is with Sumac. For the most part, almost anything you need to do on Sumac can be figured out due to it's user-friendly interface and design. And if you can't figure it out, there are hundreds of video tutorials that show you step-by-step how to get the task done. When a video tutorial just isn't enough, we call Sumac's technical support. They are OUTSTANDING. They are knowledgeable, friendly, patient and professional. It's so reassuring to know that if you need help, there is a live person available to walk you through what you need. SUMAC LISTENS TO YOU. Recently we discovered that we had many duplicate records in our database. Batching them together two-by-two to resolve the duplicates was taking a lot of our valuable time. We contacted Sumac to ask if there was a way that this process could be streamlined. Sumac worked on a fix and has now just updated their entire system to be able to accommodate resolving four records at once. Because of a suggestion we made, they rolled out an improvement that will now benefit all Sumac users. This type of boutique service is why we love Sumac and why we are grateful to have them on our team.

We use Sumac because it consolidates member and donor data in one place at a reasonable rate.

Puntos a favor:

I think the history tab, where I can see an entire person's donation, membership and communication history in one place.

Contras:

I don't like that it's not terribly flexible and that the web integrations aren't mobile compatible. I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.

Sumac is quite easy to use and has great support staff

Puntos a favor:

The website integration is great and easy to use. It has saved us a lot of time and money. It is great that users are able to sign in with their login

Contras:

I wish you were able to build your own reports. It can be difficult to pull the information I need in a timely manner

This has seamlessly streamlined so many of our processes

Comentarios: We've totally changed the way we keep client files, plus we've imported a few years' worth of donation records and we can see history and run reports in a way we weren't able to before.

Puntos a favor:

The support we get when we have issues is wonderful. The support team is very quick to reply to requests.

Contras:

I'm not sure, maybe that I can't generate reports from our custom data points. We track a number of things about clients and we have no way to retrieve that.

The software takes some time to learn in order for it to be most effective

Comentarios: Tracking donors, their gifts, and receipting.

Puntos a favor:

SUMAC is a great value. I've used several other CRM products over the years and I believe its the best product for the price on the market. The customer service is top-notch. Their reps are effective, cordial, and timely in solving any issues.

Contras:

Reporting seems difficult. When I've needed certain reports, I've had to call in the tech team to walk me through the process. More reporting templates that all non profits need would be helpful.

Using SUMAC to record donations to our church has freed up time to focus on other tasks.

Comentarios: Increased time to do other things, great reports, easy tax receipt preparation, simple updates to donors' information, tracking pledges, and ability to move someone from active to inactive and back again so I don't have to input their info again.

Puntos a favor:

SUMAC is easy to use. Recording gifts and preparing tax receipts is simple. The reports are a great way to double-check donations each month.

Contras:

I cannot think of anything I don't like about SUMAC. it is so much better than what I used previously.

Sumac is a difficult program to navigate and the cost of a basic platform is extremely high.

Puntos a favor:

It has the ability to generate Charity Receipts It is usable as a stand-alone customer relations program

Contras:

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

overall I am pleased with Sumac

Comentarios: it's a good way to track donors and volunteers and the exported reports are pretty good

Puntos a favor:

it's pretty user friendly and it's easy to get used to even if you don't have database experience from prior use

Contras:

sometimes the filters take awhile to load and it also takes awhile to log on but other than that no problem

Took our Segmentation to a whole new level

Puntos a favor:

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.

Contras:

The interface is a little cumbersome, but not unusually so for a software in this category.

love it!

Puntos a favor:

it is so intuitive, friendly and usable. I have no complaints about the software.

Contras:

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!

Awesome program!

Comentarios: 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.

Puntos a favor:

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.

Contras:

We don't use some of the features often enough, so sometimes we have to relearn things - like doing a campaign.

Some Good Features but Not Easy to Use

Puntos a favor:

Lots of features. Like that you could manage contacts, take payment and sync with accounting software.

Contras:

It wasn't intuitive to use. Couldn't figure out aspects without reading the tutorial.

We have been setting up our membership list on Sumac. The system is quite user friendly.

Puntos a favor:

Sumac provides very helpful support. They are only a phone call away and sometimes you are able to speak with someone immediately.

Contras:

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.