Membership Management

You are asked to manage the membership program for your organization. You have a million other things to do and are worried about having the time to mange all of this information. Sumac can help with membership management!

Track Memberships

Sumac allows you to define membership levels, track membership benefits and status, including renewals, lapsed memberships and potential upgrades. Built-in reports allow you to identify potential new members and prevent lapsed commitments.

Send Communication

Sumac can personalize thousands of emails and letters for customized membership packages, renewal invoices and reminders instantly. Sumac can also print envelopes and mailing labels, automatically adjusting them to print correctly every time – no manual editing needed.

Process Payments

Membership payments are processed automatically in Sumac, so you don’t have to repeatedly enter recurring payments. Sumac also takes care of all the complicated calculations so you can easily transfer membership totals into accounting software, eliminating double-entry and keying errors.

You can do this all with Sumac Roots and Memberships