Sumac CRM

Prior to Sumac, Trillium Gift of Life Network was manually issuing donation receipts. Thank you and acknowledgement letters were also manually done after donation receipt. This process was time consuming and record keeping was a challenge. Now, using SUMAC, issuing receipts, printing Thank you and acknowledgement letters and recordkeeping is both faster and more streamlined. Record keeping is also more secure and accessible via the system data base of information which can be accessed through user defined security. System reporting has also proven to be flexible to accommodate other needs required by TGLN. Last but certainly not least, system support has been excellent anytime it was required. Our Communications department is now looking at Sumac to provide a database of contact information for its particular needs.

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!

Sumac provided both ample time and attention for Habitat for Humanity Okanagan to make a strategic and informed decision as we upgraded from a spreadsheet world to a one-stop database. After extensive research, we chose Sumac and have never regretted that decision. Sumac supported us from the early days of transition and continue to support us in a timely and respectful manner to both our queries and our requests. We appreciate their attention to stay current with updates and new components as the market and work culture changes. Our staff have happily experienced an increase of work production, team spirit and individual time efficiency in a very busy and complex non-profit organization.

Thanks to Sumac, we are finally getting some control over our database. The program is easy to use and incredibly helpful in organizing contacts, communications and fundraising initiatives. The staff at Sumac are wonderfully patient and supportive. Three cheers for Sumac!

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.