Sumac 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Sumac

4.4

(131)

Pricing

Starting at $109.00 per month

About Sumac

Case Management Software Built for Nonprofits

Sumac is flexible, powerful case management software designed specifically for nonprofits. You can also add extensions to make it an all-in-one nonprofit CRM.

Whether you’re running a shelter, food bank, health center, hospice, or family support program, Sumac helps your organization work more efficiently, serve clients better, and manage every aspect of your mission from one secure platform.

With Sumac, nonprofits can streamline daily operations, reduce administrative burden, and focus on what matters most: delivering high-quality, client-centered care.

Built for Nonprofits, Not Adapted for Them

While many case management tools were built for corporate use and adapted for nonprofits, Sumac was purpose-built for the nonprofit sector. That means every feature—from client intake to reporting—is designed with your specific workflows, compliance needs, and funding models in mind.

Thousands of nonprofits already trust Sumac to manage critical services in sectors such as:

Child and family services
Shelters and transitional housing
Food security and nutrition programs
Health and community services
Hospices and end-of-life...

care - Human and social services **Core Features That Make a Difference** - Case Management: Track clients, programs, services, and outcomes in one place. Sumac provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively. - Custom Web-Based Intake Form: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required. - Digital Forms & E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation. - On-the-Go Access: With Sumac Case Portal, included at no additional cost, your team can manage client information, case notes, appointments, and services from any location or device. - Workflows & Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks. - Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors. - Secure, Compliant Data Management: Sumac is HIPAA & PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards. **Make It Your Own With Extensions** Sumac’s modular design allows you to build a solution that fits your entire nonprofit. Start with case management, then add extensions as your needs grow: > Donations: Manage campaigns, receipting, and donor relationships. > Volunteers: Schedule, track hours, and communicate with ease. > Memberships: Manage member data, dues, renewals, and benefits. > Grant Management: Track applications, deadlines, and funder reporting. > Custom Modules: Create tools tailored to your programs or service models. This flexibility allows you to unify your operations across departments, reduce siloed data, and minimize reliance on disconnected systems. **Why Nonprofits Choose Sumac** - Simple to Customize: Adapt Sumac to your programs and terminology—no developers needed. - Scalable & Affordable: Suitable for small nonprofits and large agencies alike. Add users and features as you grow. - Outstanding Support: Get fast, friendly help from real humans who understand the nonprofit sector—free and unlimited. - Proven Track Record: Trusted by nonprofits across North America and beyond, with over 30 years supporting mission-driven organizations. - With Sumac, you get more than software—you get a strategic partner committed to helping your nonprofit thrive.

Sumac Screenshots

Sumac Pricing and Plans

Starting price: $109.00 per month

Free Trial

Free Version

Basic Plan

$109.00

flat rate, per month

Plan includes:

Automatic E-Receipting and Thank You Emails
Bulk and Individual Email
Cloud-Based Sumac CRM
Donor and Donation Tracking
Donor Communication Tracking
Outcome-Based Reporting Accounting Integration
Workflow Management
support
Training

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Sumac Features

Popular features found in Social Work Case Management
Case Notes
Client Management
Document Management
Goal Setting/Tracking
Reporting/Analytics
Scheduling
More features of Sumac
Access Controls/Permissions
Accounting Integration
ACH Payment Processing
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
Alumni Management
API
Applicant Tracking
Application Management
Appointment Management
Approval Process Control
Assessment Management
Assignment Management
Attendance Management
Attendance Tracking
Auction Management
Billing & Invoicing
Budget Control
Budgeting/Forecasting
Calendar Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Care Plan Management
Case Management
Categorization/Grouping
Certification & Licensing
Child Welfare Management
Client Portal
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Contribution Tracking
Credit Card Processing
CRM
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Collection
Data Import/Export
Deadline Management
Document Storage
Document Templates
Donation Tracking
Donor Discovery
Donor Management
Due Date Tracking
Dues Management
Electronic Payments
Electronic Signature
Email Alerts
Email Management
Email Marketing
Email Reminders
Email Templates
Email Tracking
Employee Management
Enrollments/Onboarding
Event Calendar
Event Management
Event Scheduling
Event Ticketing
Financial Reporting
Forms Management
For Nonprofits
Fundraising Management
Gift Matching Management
Grant Application Management
Grant Management
HIPAA Compliant
Historical Trend Analysis
Impact Measurement
Intake Management
Interaction Tracking
Medical History Records
Member Communication
Member Database
Member Directory
Member Portal
Membership Management
Membership Renewals
Member Types
Mobile Access
Mobile Giving
Multi-Channel Communication
Multi-Location
Online Forms
Online Giving
Payment Processing
Personalization
Pledge Management
Program Management
Progress Reports
Progress Tracking
Project Time Tracking
Real-Time Analytics
Real-Time Notifications
Real-Time Reporting
Receipt Management
Recognition Management
Records Management
Recurring Giving
Recurring/Subscription Billing
Referral Management
Referral Tracking
Registration Management
Reminders
Reporting & Statistics
Role-Based Permissions
Search/Filter
Segmentation
Self Service Portal
Summary Reports
Survey/Poll Management
Surveys & Feedback
Task Management
Task Scheduling
Third-Party Integrations
Time Tracking
Training Management
Volunteer Management
Volunteer Recruiting
Wait List Management
Web Forms
Website Integration
Website Management
Workflow Management

Sumac Integrations

QuickBooks Online

Constant Contact

Mailchimp

Sumac User Reviews

Overall Rating

4.4

Ratings Breakdown

52%

38%

Secondary Ratings

Ease of Use

4.2

Value for money

4.2

Customer support

4.7

Functionality

4.0

Brie L.

Verified reviewer

Hospital & Health Care

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2025

Quality Case Management

Overall it has been excellent over the years with new features coming out and ongoing updates to the system.

Ratings Breakdown

Ease of use

Previously 4

Value for money

Customer support

Previously 2

Functionality

Previously 4

Pros:

SUMAC is a very user friendly platform, that is very customizable and offers excellent case management. The platform is secure and allows for tracking of various data types including clients, money management and communications. Sumac preforms very well with smooth updates and ongoing improvements to the platform

Cons:

Sumac blends fundraising, money/donor management and case management. More focus on case management and allowing all fields to be edited would improve this platform and make it more versatile and customizable

Rodrigo M.

Verified reviewer

Individual & Family Services

51-200 employees

Used daily for less than 2 years

Reviewed October 2025

Efficient, Customizable, and Exceptionally Secure

Our overall experience with Sumac has been excellent. It has become an essential part of managing and delivering our youth programs, particularly those involving sensitive client information related to the criminal justice system. The platform is secure, reliable, and customizable. Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality. The support team is incredibly responsive, often replying within minutes whenever assistance is needed. Overall, Sumac has streamlined our operations, improved data security, and strengthened how we serve our clients and meet funder requirements. It’s a system we trust and plan to continue using in the long term.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back. After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program. Sumac's highly customizable nature made adding new programs and features effortless. From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral and registration forms, case notes, and detailed client profiles. The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes. Sumac has become an essential tool for our organization’s service delivery, compliance, and data security.

Cons:

The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently. This requires someone with administrative access, such as myself, to step in and unlock the files. While this feature helps maintain strong data security, it can occasionally cause delays when a manager or administrator isn’t immediately available. Allowing designated staff limited permissions to unlock files could make the process more efficient while still maintaining appropriate safeguards

Reasons for choosing Sumac

Customer service was excellent, and I loved their customization features; once it was set up, we could add many other programs.

Colette R.

Verified reviewer

Performing Arts

2-10 employees

Used daily for more than 2 years

Reviewed July 2024

FANTASTIC Customer Support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We really thought Sumac wasn't working for us, but the team at Sumac has been WONDERFUL in taking the time to work with us one on one to show us how we've been using features wrong, how to use the software more efficiently, and how the software can already do some things we've been struggling with. Having that kind of one on one support and training is INCREDIBLE, particularly since these one-on-one "how do I get Sumac to do X" calls have been free for us. It's completely changed the way we use the software and has caused me to start overhauling our operations to use the software to do our work better!

Cons:

It can take some getting used to because the interface isn't particularly intuitive

Crystal E.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 6 months

Reviewed September 2025

Empowering Our Mission Through a Thoughtful, Custom Solution

Our experience with Sumac has been exceptional. From the very beginning, Olia has guided us through every step of the process with incredible care and expertise. She took the time to deeply understand our organization’s unique needs and then built thoughtful, tailored solutions to meet them. Her insight, attention to detail, and commitment to our success have truly blown us away. We’re so grateful to the Sumac team for creating a case management system that not only meets our needs but exceeds our expectations. It’s clear that this partnership will make a meaningful difference in how we serve our community.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What we love most about Sumac is how thoughtfully it adapts to our unique needs. The platform’s flexibility and ease of use, combined with the incredible support we’ve received from Olia, make it feel like the system was built just for us.

Cons:

We haven’t found anything we don’t like so far. As we continue to use Sumac and explore its capabilities, we’re confident that the system will keep supporting us as our needs evolve.

Reasons for choosing Sumac

The ability to create a custom solution that meets our needs and unique program setup was critical as was price. We researched and interviewed a lot of other platforms and users of those platforms. The feedback was discouraging until we found Sumac.

Reasons for switching to Sumac

There were numerous reasons from the lack of customization, the lack of uniformity in the case management views, little automations, customer service and more.

Maryam A.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 2 years

Reviewed November 2025

Powerful Nonprofit CRM with a Learning Curve but Excellent Support

Overall, my experience with Sumac has been positive. Once I got used to the system, it became a powerful tool for managing donor relationships and tracking program outcomes. It’s particularly well-suited for small to medium-sized nonprofits looking for an affordable and comprehensive CRM solution. The software is secure and stable, with regular updates that improve performance. While it takes effort to master, the long-term value is excellent.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sumac is incredibly flexible and customizable, especially for nonprofit organizations. The database structure makes it easy to track donors, clients, and volunteers all in one place. I also appreciate that it integrates with email marketing tools, which has simplified our outreach process. The reporting feature is strong once you learn how to use it, and their customer support team is responsive and patient.

Cons:

It takes a little time to get familiar with all the features, but once you do, it’s very easy to use and saves a lot of time.

Anya M.

Verified reviewer

Human Resources

11-50 employees

Used daily for more than 2 years

Reviewed September 2025

Sumac saves time and space.

Overall, it was a great experience and we plan on updating our license. We are just waiting on a couple things from our leads. We appreciate having our data in one area compared to having multiple spreadsheets.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked that everything the program needed for data collection and reports were there and easy to use. It is worth every penny. I also appreciate that they are always coming up with new features to the products.

Cons:

Some updates conflicted with how we were used to using some features. Like when they added an option for "other," it conflicted with how we added our own section to collect that data. We were confused which method to use moving forward.

Zoé L.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for more than 2 years

Reviewed October 2025

Satisfied and taken care of

Our overall experience with Sumac has been pleasant. Any employee we have worked with has been pleasant, helpful and willing to learn with us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sumac has been our first CRM system. It is safe to use. We have been able to generate reports for various reasons. It has multiple sections for us to manage data; donors, volunteers and clients. Our accountant has saved time thanks to the Donors section.

Cons:

It has been a learning curve for us and some employees at Sumac as well. They have been helpful with multiple areas and features but still hasn't been able to generate 100% of the information we need at times.

Samantha S.

Verified reviewer

Alternative Dispute Resolution

2-10 employees

Used daily for less than 2 years

Reviewed October 2025

One Happy Customer!

Very pleased. it has been easy to create reports for my board of directors on our program stats. And manage my case notes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very user friendly! It has been simple to learn how to use throughout all functions. It has been easy to teach others.

Cons:

Nothing so far that I really dislike about this platform. I have found it easy to use and then be able to create manuals on how to use it for future staff.

Daniela M.

Verified reviewer

Fund-Raising

11-50 employees

Used daily for more than 2 years

Reviewed October 2025

Development Director

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customizable functions, and customer service have been great. Always willing to adjust or work with us for our specific needs.

Cons:

Wish some of the grow your own sections could talk to each other better, allow for more uniformity and connection throughout the database.

Maryam J.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for less than 12 months

Reviewed October 2025

Efficient Case Management and Reporting Tool for Nonprofits

My overall experience with Sumac has been positive. It has improved how we document client interactions, manage referrals, and collect data across multiple programs. The interface is user-friendly once you’re familiar with it, and the technical support team is responsive whenever issues come up. Overall, it’s a great tool for nonprofit organizations that want to streamline case management and reporting.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sumac makes client management and reporting much easier. I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient. It’s also helpful for generating reports and analyzing data for funders.

Cons:

At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support.

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