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 clients and their pets.

Integrated Design. Unlike most other contact management software, Sumac is completely integrated so that every part of the database is connected. For instance, contacts are linked to programs and communications, which are, in turn, linked to each other. This integrated design enables you to see virtually everything there is to know 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 clients for any reason at all with incredible precision.

• Built-in reports give you the ability to quickly create a list of clients 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 at the time and what you decide is relevant.
• Search Builder allows you to build a customized list of contacts using any criteria (e.g. program attendance, demographics, donation history). 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 it’s effectiveness!

Rich Data History. Sumac stores vast amounts of information on clients, communications, programs, etc. and because the database is integrated, it is easy to perform sophisticated analysis on the success of a program. Simply use Sumac’s built-in or custom reports to compare communications and program attendance, for instance.

Other Great Features. Sumac also does plenty of other great things like process payments and generate receipts automatically, send and receive email and do mail merges.