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Sumac
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Powerful, all-in-one nonprofit case management software
Table of Contents
Sumac - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: November 2025
Sumac overview
What is Sumac?
Sumac is powerful, flexible case management software built specifically for nonprofits that helps organizations streamline operations, deliver exceptional client care, and increase their impact. Sumac can also serve as a complete, all-in-one nonprofit CRM by adding extensions like donations, volunteers, grant management, memberships, and more. **Designed for Nonprofits of All Sizes** Sumac serves a wide range of human and social service organizations—including child and family services, shelters, food banks, hospices, community services, and health organizations. With Sumac, you get more than just software—you get a solution built to understand the complex, evolving needs of nonprofits. **Complete CRM Capabilities with Add-On Extensions** Need more than case management? Sumac can become a complete, all-in-one CRM for your nonprofit. Easily add purpose-built extensions to manage: - Donations: Track giving, issue receipts, manage campaigns. - Volunteers: Coordinate schedules, roles, and hours. - Memberships: Automate renewals, track tiers, and engage members. - Grant Management: Stay on top of deadlines, reporting, and outcomes. - Custom Modules: Tailor Sumac to any program, service, or data type you need to manage. **Streamline Every Step of Client Management** - Simplify Intake: Collect client information seamlessly with custom web-based intake forms. No more importing data or juggling spreadsheets. - Enable On-the-Go Case Management: With the included Case Portal, caseworkers can manage case notes, meetings, and client records on the go—from any device. - Automate Workflows: Custom workflows, task reminders, and alerts ensure your team never misses a step in delivering care. - Collect Forms with E-Signature: Build custom forms for consent, assessments, waivers, and more—all with secure, built-in e-signatures. **Built-In Tools to Grow Your Impact** - Email Marketing Included: Reach your clients, donors, and volunteers directly from within Sumac. Send mass emails without the need for a separate system. - Robust Reporting: Generate insights to improve service delivery, demonstrate impact, and meet funder or board reporting requirements. - Security You Can Trust: Sumac is HIPAA & PIPEDA compliant, with role-based data access and world-class security infrastructure to keep your sensitive client data safe. **Customize Without Complexity** Sumac is fully customizable and scalable to your organization’s size, programs, and data needs. You can: - Tailor fields, forms, and workflows without coding. - Add or remove extensions as your organization grows. - Generate custom reports and dashboards with ease. **Nonprofit-Focused Support That Cares** We believe software should come with real human support. That’s why Sumac includes top-rated live customer service, always provided by people who understand and care about the nonprofit sector. No chatbots. No long wait times. Just help when you need it. Sumac is trusted by thousands of nonprofits to manage client services, increase operational efficiency, and amplify mission impact. Whether you’re a small community organization or a multi-program agency, Sumac can help you do more—with less complexity.
Who uses Sumac?
By industry, Sumac reviewers are most commonly professionals in non-profit organization management (38%). The most frequent use case for Sumac cited by reviewers is donation management (57% of reviewers).
What do users say about Sumac pricing?
Most users consider Sumac a cost-effective solution for small nonprofits and they appreciate its reasonable pricing and valuable features. Some users report that add-ons can be pricey, and some reviewers feel recent price increases lack corresponding improvements.
Starting price
per month
Alternatives
Sumac’s user interface
Sumac pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.2
Features
4.0
Ease of use
4.2
Customer support
4.7
Reviews sentiment
What do users say about Sumac?
Reviewers indicate Sumac’s customer support is responsive, patient, and helpful, with staff willing to address questions, offer training, and adapt the software to specific needs. They appreciate the prompt assistance and ongoing updates, finding the support team accessible and attentive to suggestions for improvement. Some mention occasional issues with remote support and price increases, but most feel the service is reliable and friendly.
Users say Sumac is user-friendly, customizable, and effective for managing donor databases, contacts, and data across organizations. They find it affordable for nonprofits, value its reporting tools, and note improved efficiency in data management and communications.
Select to learn more
Who uses Sumac?
Based on 131 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Sumac's key features
Most critical features, based on insights from Sumac users:
All Sumac features
Features rating:
Sumac alternatives
Sumac
Starting from
109
Per month
NetSuite
Starting from
No pricing info
FieldWorker
Starting from
39.95
Per month
Acumatica Cloud ERP
Starting from
No pricing info
Sumac pricing
Starting from
109
Per month
Flat Rate
User opinions about Sumac price and value
Value for money rating:
Of 20 reviews that provide robust commentary on Sumac's price and value, 80% mention it in a positive light.
Most users consider Sumac to be a cost-effective solution, particularly for small non-profit organizations with limited budgets. They appreciate the excellent features and reasonable pricing, noting that it offers good value for money. Some users report that Sumac includes a free version suitable for startup nonprofits, which they find beneficial. They also mention that while add-ons can be pricey, they are worth the investment if within budget. However, some reviewers feel that recent price increases have made the software less affordable, especially for smaller charitable organizations, and they express dissatisfaction with the lack of improvements accompanying these increases.
, and
To see what individual users think of Sumac's cost and value, check out the review excerpts below.
Sumac integrations (5)
Top integrations
Sumac customer support
What do users say about Sumac customer support?
Customer support rating:
We analyzed 42 verified user reviews to identify positive and negative aspects of Sumac customer support.
Widespread user sentiment highlights Sumac's responsive, patient, and knowledgeable customer support team.
A significant portion of users value the ease of reaching live support by phone and receiving thorough, friendly assistance.
Broad user base appreciates how support staff are quick to address questions, provide training, and adapt solutions to specific needs.
Frequently reported by users, Sumac's team is attentive to feedback, implements suggestions, and offers efficient, prompt help.
Support options
Training options
To see what individual users say about Sumac's customer support, check out the review snippets below.
“Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient). Since we had a changeover in our staff, they were able to give us a online training session to answer all our questions about functionality, and they gave us some great tips. While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.”
Monica P.
Executive Director
“The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement.”
Silvia D.
Chief Executive Officer
“Also, the support team at Sumac is wonderful; attentive, understanding, they are really willing to help me solve all my problems, whether it is a quick question or a larger issue that needs much more overhaul. ”
Clare S.
Board Member
Sumac FAQs
Sumac has the following pricing plans:
Starting from: $109.00/month
Pricing model: Subscription
Q. What are the benefits of using Sumac?
Benefits of Using Sumac
1. Streamline Client Intake & Onboarding
Sumac simplifies client onboarding with customizable, web-based intake forms that automatically populate your database—no manual entry, no data imports. Capture the data you need up front, including signed waivers or consent forms, using built-in e-signature capabilities. It’s fast, professional, and secure.
2. Centralize Client & Program Data
Say goodbye to spreadsheets and siloed systems. With Sumac, your entire team works from the same source of truth. Client records, case notes, communication history, forms, and service data are all in one place—easily accessible, well-organized, and secure.
3. Improve Efficiency with Custom Workflows
Sumac adapts to your organization’s unique processes. Build custom workflows, task reminders, and follow-up automations to support how your team works. Whether it’s scheduling regular check-ins, tracking case milestones, or managing service delivery—Sumac keeps everyone on the same page and nothing falls through the cracks.
4. Work Remotely with Confidence
With Sumac Case Portal, included free, your caseworkers can access client files, update case notes, and log services on the go—from the field, from home, or anywhere in between. It’s mobile-friendly, secure, and built for frontline teams.
5. Manage Everything in One Place
Extend Sumac to become your full nonprofit CRM by adding modules for:
Donations – Manage fundraising campaigns, issue receipts, track giving history.
Volunteers – Schedule shifts, track hours, and engage your supporters.
Memberships – Automate renewals and manage tiered benefits.
Grant Management – Stay organized with deadlines, requirements, and reporting.
Custom Extensions – Build exactly what you need, from housing to food distribution to advocacy tracking.
6. Send Mass Email Campaigns, Without Extra Cost
Sumac includes built-in email marketing so you can communicate with clients, volunteers, or donors without paying for a separate system. Create mailing lists, design templates, and send bulk messages—all from within your CRM.
7. Measure What Matters
Easily track service delivery, client outcomes, and program impact. With robust, customizable reporting, you’ll have the data you need to inform decisions, meet funder requirements, and demonstrate your nonprofit’s value to stakeholders and your community.
8. Keep Client Data Safe
Security and privacy are non-negotiable when working with vulnerable populations. Sumac is HIPAA & PIPEDA compliant, with world-class hosting infrastructure, role-based access controls, and secure encryption—giving your team and clients peace of mind.
9. Scale as You Grow
Whether you’re a small nonprofit or a large multi-program agency, Sumac scales with you. Add users, programs, and features without switching systems or disrupting your team’s workflow. Sumac grows alongside your mission.
10. Nonprofit-Focused Support You Can Count On
Software is only helpful if you can use it confidently. That’s why Sumac includes free, live support from people who understand nonprofits. You’ll get real answers from real humans who are invested in your success—not outsourced bots or endless FAQ pages.
With Sumac, nonprofits save time, improve service delivery, and strengthen client care—all with a system that’s built for their needs, values, and budgets.
Sumac is more than software. It’s a partner in your mission.
Q. Who are the typical users of Sumac?
Sumac has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business
Q. What languages does Sumac support?
Sumac supports the following languages:
English
Q. Does Sumac offer an API?
Yes, Sumac has an API available for use.
Q. What other apps does Sumac integrate with?
Sumac integrates with the following applications:
Constant Contact, QuickBooks Online, Mailchimp
Q. What level of support does Sumac offer?
Sumac offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base
