Sumac - 2026 Pricing, Features, Reviews & Alternatives

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.