Benefits of Sumac Roots

Sumac Roots, included in every installation of Sumac, incorporates essential functionality into one easy-to-use software solution with countless intelligent features that make your job easier.

Customizable Contact Database. Sumac’s contact database is completely customizable so you can include any information that is important to your organization. For example, if you work for a zoo, you can create a field to enter information about prospects’ pets. You can even attach pictures of your prospects and their pets.

Integrated Design. Unlike most other software, Sumac is completely integrated so that every part of the database is connected. For instance, contacts are linked to events and donations, which are, in turn, linked to each other. This integrated design enables you to see everything about each of your contacts, including the entire history of their relationships with your organization.

Unmatched Searching Capability. Sumac gives you more searching capabilities than any other non-profit software on the market, so you can identify ideal prospects with incredible precision.

• Built-in reports give you the ability to quickly create a list of prospects based on commonly used criteria.
• Ad hoc reports give you the freedom to define your own parameters for any particular report based on your particular strategy and what you decide is relevant.
• Search Builder allows you to build a customized list of contacts using any criteria (e.g. event attendance, demographics, donations). Simply define which contacts to include, and Sumac presents your custom list in seconds.

You can also use these features to segment your list if you want to create a more personal approach to communication. Research shows that personalizing communication vastly improves its effectiveness!

Rich Data History. Sumac stores vast amounts of information on campaigns, events, donations, communications. making it easy to find the information you are looking for and perform complex analysis.

Other Great Features. Sumac also does many of other great things like generate receipts and thank you letters for donations automatically, send and receive email and process payments.