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Sumac vs CharityTracker Comparison (2026)

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Sumac

CharityTracker

Overview

Simplify Human Service Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.

Easy-to-use & HIPAA-compliant human services/social services cloud case management software. Designed for nonprofits to record and report interactions with clients, case notes, set goals & measure outcomes, perform assessments, make referrals and more! Helping you positively transform lives.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

Pricing

Starting from

179

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.4

132

Value for money

Ease of use

Features

Customer support

73%

would recommend this app

4.5

647

342

Value for money

Ease of use

Features

Customer support

86%

would recommend this app

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.”

Rodrigo M.

Pograms Manager

“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.”

Rodrigo M.

Pograms Manager

“It has improved how we document client interactions, manage referrals, and collect data across multiple programs.”

Maryam J.

Youth Outreach Worker

Pros

“Ultimately, CharityTracker empowers us to refine our strategies and develop best practices that make our collective support more effective and responsive to community needs.”

Cathy L.

Program Director

“We can add more customized forms and I'm grateful CharityTracker has that flexibility.”

Shayna B.

Residence Director

“CharityTracker was ready to be used immediately and had all the basic functions we needed to move our paper files online .”

Shayna B.

Residence Director

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.”

Maryam J.

Youth Outreach Worker

“The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently.”

Rodrigo M.

Pograms Manager

“Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been.”

Nancy M.

Director

Cons

“It is currently not possible for the same staff member to be an Agency Administrator in multiple agencies, thus increasing the risk of a referral not going through if a staff member is out of the office.”

Miranda S.

Data Analyst

“Searching for a client's name can be challenging when variations in spelling occur but not all of them are appear as a choice.”

Sherri G.

Executive Director

“It is a very useful tool for those of us charged with working with indigent individuals but it has been so poorly adopted by area charities that it makes the work frustrating.”

Greg H.

Worship and Outreach Pastor