Source
Method CRM

Method CRM

Destination
Sumac

Sumac

CRM MigrationStarting at $500

Migrate from Method CRM to Sumac

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Method CRM to Sumac. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Method CRM to Sumac migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Method CRM vs Sumac

A quick look at both platforms to help you understand your migration path

Migrating from
Method CRM

Method CRM

The #1 automation tool for QuickBooks and Xero users

Method CRM is a customizable CRM built specifically for QuickBooks users, offering patented real-time sync with QuickBooks and Xero for seamless customer, invoice, and payment management. It provides lead tracking, workflow automation, and no-code customization tools.

Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
Field ServicesConstructionManufacturing+2 more
Top Strength

Patented real-time QuickBooks and Xero sync

Migrating to
Sumac

Sumac

The #1 Nonprofit Case Management Software

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Founded 1994
Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
NonprofitsSocial ServicesHealthcare+2 more
Top Strength

HIPAA and PIPEDA compliant with encrypted storage

Your New CRM

Why Sumac is a great choice

Sumac

Sumac

"The #1 Nonprofit Case Management Software"

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Ideal for: Small to medium-sized nonprofits seeking an affordable, all-in-one CRM with comprehensive case management and modular extensions for specific needs.

HIPAA and PIPEDA compliant with encrypted storage

30+ years of nonprofit-specific expertise

Industries
NonprofitsSocial ServicesHealthcare+2
Best For
Small BusinessMid-Market

Modular extensions for donations, volunteers, and grants

Custom web-based intake forms with e-signatures

Learn more at

sumac.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Method CRM to Sumac

Method CRM
Sumac
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Not Available
Quotes
Not Available
Documents
Mapping Required
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Method CRM to Sumac Migration FAQ

Common questions about migrating from Method CRM to Sumac.

Related Migration Paths

Explore other popular CRM migrations similar to Method CRM to Sumac

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Prefer email? talk@ambrstack.com