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.

Forms

Overview

Sumac Forms allows you to capture additional information about your constituents either on your website or in-house. Think of a Form like a document attached to a contact’s file, not as searchable data.
Attach Form CRM

If you are looking for website forms that collect searchable data in your database, have a look at our Website Integration Service for Sign-up Forms, Donation Forms, Membership Forms and more!

Do I Need It?

If your organization needs to collect additional information from individuals on your website or in-house through questionnaires, applications, or requests, then get the Forms Add-on.

The Forms Add-on Option is automatically included with Course Registration, so that you can require students to fill out forms (legal waivers, food allergies, etc.) for particular courses.

Nonprofit Forms Software

Click to enlarge

Highlights

  • Forms can be filled by you using Sumac, or by your constituents on your website.
  • Regardless of how it’s entered, information in a form is automatically captured in your Sumac database for each contact
  • Define an unlimited number of different types of forms
  • Include any sort of data: dates, text, numbers, checkboxes, drop-down menus

 

Get Started Today!

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