1 - Basic CRM

2 - Add-ons

3 - Customize

2. Choose Add-on Options

The second step in creating a Sumac database perfectly tailored for your non-profit is to choose your Add-on Options. Sumac has more Add-on Options than any other non-profit software. Each piece not only integrates with the Basic CRM, but works together. Choose as many as you like to create a complete solution to manage your entire organization.

Awarding Grants

Overview

Streamline paper intensive processes including online applications, and the review process for grants, scholarships, fellowships, internships, awards, competitions and more.

Do I Need It?

You need this Add-on if your organization receives applications for assistance, implements a judging process to decide which are the most worthy, and distributes money or other benefits to other individuals or organizations.

The Awarding Grants add-on is most appropriate for smaller granting organizations, with a smaller volume of applicants, a few reviewers, and a light final report process. If you have a high volume of applicants, a more complex or intense application and/or review process, or a multi-step final report process, this add-on will not be appropriate for your needs

Highlights

  • Manage several types of grants and applications
  • Allow applicants to apply online
  • Assign reviewers and allow them to fill out review forms online
  • Integrate with your database
  • Calculate rank automatically
  • Manage the status of all applications received
  • Streamline communications
  • Allow grantees to file final reports online

Awarding Grants Highlights In Detail

Sumac Collection Management Software

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Manage several types of grants and applications

Sumac allows you to set up multiple grants and applications, and built-in customization options allow you to tweak each type to suit your needs.

 

Sumac Collection Management Software

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Allow applicants to apply online

Sumac gives you the web pages to allow applicants to apply online! Pages can be customized to match the look and feel of your website, and include forms you customize to include the information you need. Form options allow you to add a series of drop down menus, check boxes, and short and long text boxes. Allow applicants to attach files, and view their own application history.
Requires website integration.

 

Sumac Collection Management Software

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Assign reviewers and allow them to fill out review forms online

Create customized review forms, and allow reviewers to submit their review online. Reviewers can write their review while viewing the application at the same time, and can manage all submitted, incomplete, and past reviews. Sumac gives you the pages that can be customized to match the look and feel of your website!
Requires website integration.

 

Sumac Collection Management Software

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Integrate with your database

Capture all information entered online in your database automatically, and without you doing a thing. Works for all applications, reviews and final reports!
Requires website integration.

 

Sumac Collection Management Software

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Calculate rank automatically

Based on the information submitted by reviewers, Sumac can automatically calculate a score for that applicant based on a formula that you create!

 

Sumac Collection Management Software

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Manage the status of all applications received

Want to know what happened to a particular application? With Sumac, you can quickly see the status of any application, whether it’s submitted, under review, accepted, or rejected.

 

Sumac Collection Management Software

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Streamline communications

Streamline communication between you, the applicants, and reviewers. For example, you can send bulk email to announce a deadline to applicants, or reviewers.

 

Sumac Collection Management Software

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Allow grantees to file final reports online

Create a customized report form for grantees to report back to your organization. Form options allow you to add a series of drop down menus, check boxes, and short and long text boxes. Sumac gives you the web pages, and they can be customized to match the look and feel of your website.
Requires website integration.


 

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