Send Communications

You need to identify ideal clients for your programs and send communication. Sumac can help!

Identify Clients

Sumac has unmatched searching capabilities which enable you to customize any search with incredible precision, so identifying ideal clients for programs is a breeze!

Built-in reports give you the ability to create a quick 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, qualifications). Simply define which contacts to include, and Sumac presents your custom list in seconds.

Any one of these approaches lets you rapidly identify clients who should receive extra attention for particular programs your organization is running and can be used separately or in combination.

Send Communication

Once you have crafted your targeted client list, sending communication by email or mail is easy!

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

You can do this all with Sumac Roots