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Sumac vs Omatic Cloud Comparison (2026)

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Sumac logo

Sumac

Omatic Cloud logo

Omatic Cloud

Overview

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

Omatic is specifically designed to help nonprofit and social good organizations get the full picture of their supporter and fundraising data. Our software helps integrate and unify disconnected data to ensure the most consistent and personalized supporter experiences.

  • 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
  • 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

Video & Screenshots

Pricing

Starting from

179

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

100

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

132

5

4

3

2

1

69

50

9

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

4.4

115

5

4

3

2

1

58

45

11

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
77%
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.”
RM

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.”
RM

Rodrigo M.

Pograms Manager

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

Maryam J.

Youth Outreach Worker

Pros

“I am able to get large numbers of gifts into our system quickly during our busiest time of the year. And we update RE with MailChimp campaign activity, subscribers, unsubscribers, and adding new emails into MailChimp. AND Omatic Support is great - timely, responsive, and so friendly!”
BE

Bridget E.

Donor Services Coordinator

“The best thing is the auto-matching to existing records, with the ability to set what it matches on and when to ask you about it before importing.”
BE

Bridget E.

Donor Services Coordinator

“We have multiple users importing files from several different sources to add/edit constituents, process gifts, and maintain address data.”
JC

Josh C.

Database Manager

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.”
MJ

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.”
RM

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.”
NM

Nancy M.

Director

Cons

“We are finding that there seems to some gifts that don't import through from our website and sustaining gifts are also hit-or-miss whether they're pulling through correctly (or at all).”
CP

Candace P.

Database Administrat

“It can be difficult to learn and get the hang of, and there is a lot of coding and programming that goes in to making the software work that can be prohibitive.”
Verified reviewer profile picture

Jaclyn P.

COO

“I think the most difficult part of using Import-omatic is the regular expressions area of the dictionary.”
MN

MIchelle N.

Database Coordinator

  • Vendor responds to reviews
  • Last review9 months ago
  • Vendor responds to reviews
  • Last review5 years ago

Key features

  • Total features145
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management
  • Applicant Tracking
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Auction Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Care Plan Management
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Certification & Licensing
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Profiling
  • Data Transformation
  • Deadline Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Due Date Tracking
  • Dues Management
  • Duplicate Detection
  • 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
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management
  • HIPAA Compliant
  • Historical Trend Analysis
  • Impact Measurement
  • Intake Management
  • Integrations Management
  • Interaction Tracking
  • Match & Merge
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Communication
  • Multi-Location
  • Multiple Data Sources
  • Online Forms
  • Online Giving
  • Payment Processing
  • Personalization
  • Pledge Management
  • Program Management
  • Progress Reports
  • 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
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Scheduling
  • 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
  • Total features17
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management
  • Applicant Tracking
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Auction Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Care Plan Management
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Certification & Licensing
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Profiling
  • Data Transformation
  • Deadline Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Due Date Tracking
  • Dues Management
  • Duplicate Detection
  • 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
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management
  • HIPAA Compliant
  • Historical Trend Analysis
  • Impact Measurement
  • Intake Management
  • Integrations Management
  • Interaction Tracking
  • Match & Merge
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Communication
  • Multi-Location
  • Multiple Data Sources
  • Online Forms
  • Online Giving
  • Payment Processing
  • Personalization
  • Pledge Management
  • Program Management
  • Progress Reports
  • 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
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Scheduling
  • 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

Integrations

  • Total integrations2
  • Blackbaud Enterprise Fundraising CRM
  • Blackbaud Raiser's Edge NXT
  • ClickBid
  • Constant Contact
  • Cvent Event Management
  • GoFundMe Pro
  • Gravity Forms
  • QuickBooks Online
  • Volgistics
  • Total integrations7
  • Blackbaud Enterprise Fundraising CRM
  • Blackbaud Raiser's Edge NXT
  • ClickBid
  • Constant Contact
  • Cvent Event Management
  • GoFundMe Pro
  • Gravity Forms
  • QuickBooks Online
  • Volgistics