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Sumac Reviews & Product Details

Sumac is powerful, flexible case management software designed specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage operations in one secure, customizable system. Whether you're supporting families, running a shelter, managing health services, or delivering food programs, Sumac is built to adapt to your unique workflows and reporting needs. **What You Can Do with Sumac** - Track Clients & Services: Manage client records, case notes, appointments, and services all in one place. - Simplify Intake: Use custom online forms to onboard clients quickly—no manual data entry. - Use E-Signatures: Collect consent and assessment forms digitally to save time and reduce paperwork. - Work on the Go: With the Case Portal, caseworkers can access and update records securely from anywhere. - Automate Tasks: Custom workflows and reminders help you stay on track with every client. - Email from Your CRM: Built-in email marketing tools let you send personalized and bulk messages without third-party software. - Report What Matters: Create reports for funders, boards, and internal teams to show real impact. - Stay Secure: Sumac is HIPAA & PIPEDA compliant with role-based access and encrypted data storage. **Go Beyond Case Management** Sumac offers optional extensions to manage your entire nonprofit from one system: - Donations - Volunteers - Memberships - Grant Management - Custom Modules Whether you're tracking donor engagement or volunteer hours, Sumac helps bring all your data into one centralized platform. **Why Nonprofits Choose Sumac** - Nonprofit-Focused: Purpose-built to support nonprofit workflows. - Highly Customizable: Tailor forms, fields, and modules—no coding required. - Scalable & Affordable: Works for organizations of all sizes. - Live, Human Support: Free, top-rated support from experts who understand nonprofits. - Proven & Trusted: Used by thousands of nonprofits for over 20 years. Sumac empowers nonprofits to work smarter, serve better, and grow their impact. It’s more than a tool—it’s a trusted partner in your mission.

Product Website

Seller

Societ

Discussions

Sumac Community

Languages Supported

English

Overview by

Jennifer Henry

Pricing

Pricing provided by Sumac.

Starter

Starting at $179.00

2 User Per Month

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Top-Rated Alternatives

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Sumac Media

Sumac has hundreds of built-in reports, and supports ad hoc reporting so you can easily create custom, one-off reports, or export data to other programs. Sumac also offers powerful analytics, visual reporting, and dashboards to help you bring your data to life.

Sumac Demo - Manage contacts, meetings, and case history from any device with Sumac’s mobile Case Portal.

Get instant access to case contacts, meeting schedules, and case summaries via the Case Portal dashboard. Designed for nonprofits, it empowers your team to manage client care remotely and efficiently.

Sumac Demo - Never miss a follow-up—set reminders and schedule meetings on the go with Sumac Case Portal.

Sumac’s mobile-friendly Case Portal lets caseworkers set reminders and schedule meetings from anywhere. Stay on top of client care with built-in task management tailored to nonprofit workflows.

Sumac Demo - Log case notes with service details, time tracking, and progress updates—all in one place.

Document services provided, track session time, and record detailed progress updates in Sumac’s case notes interface. Ideal for improving documentation, meeting compliance standards, and capturing outcomes.

Sumac Demo - Streamline nonprofit client intake with customizable web-based forms in Sumac CRM.

Sumac’s intake form settings let you create secure, web-based client intake forms with public links—no login required. Automatically populate client records and reduce admin time with seamless data capture and form control.

Sumac Demo - Easily manage client information with built-in address mapping and demographic tracking.

Access full client profiles including demographic data, pronouns, and language preferences—plus integrated Google Maps navigation for field visits. Sumac makes it easy to keep your case data organized and location-aware.

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Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

6/28/2022

"Transactional, not for relationship building."

2/5

What do you like best about Sumac?

It's easy to use for small organizations. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It wasn't relationship driven. It's a transaction-focused system and hard to switch from. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

11/23/2021

"Great database for non-profits"

4.5/5

What do you like best about Sumac?

Having all the information is one place. It is easy to add to and search for specifics as well as tax receipting Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The limited number of extra fields that I can add Review collected by and hosted on G2.com.

Peta W.

Co-Founder

Management Consulting

Small-Business (50 or fewer emp.)

5/5/2018

"A Powerful Tool for Very Specific Use-Cases"

3/5

What do you like best about Sumac?

Sumac is a powerful tool for very specific use-cases eg. membership renewals or ticketing. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The pricing plan makes it very difficult for an organization to grow with Sumac. The interface is not intuitive and the process to make changes is overly complicated. It lacks flexiblity. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

The implementation team was extremely helpful when they were doing the initial setup and customer/technical support teams provide excellent service.

Their documentation for initial setup and support documentation is extremely thorough.

Unfortunately, the product is outdated and it's flexibility needs to be improved so it is able to handle more than just specific use-cases.

We were able to use TechSoup to originally obtain the product at an extremely reasonable price, but the ongoing costs are difficult to support in a small organization. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Selling tickets to events and tracking membership. Prior to using Sumac, the organization was using spreadsheets. Using Sumac means there is no data duplication and everyone in the organization knows exactly where to find the most up to date/accurate information.. Review collected by and hosted on G2.com.

Tessy V.

Small-Business (50 or fewer emp.)

7/26/2018

"Perfect for small non profit "

4.5/5

What do you like best about Sumac?

We started to use Sumac to keep track of our members and their membership. We can easily access all the information about a member or a volunteer, which activites they have attended, their donations and their membership renewal. Sumac also emables to export information for acconting such as the number of domations ans membership renewal, the amount and the source. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Slow to open and sometimes even need to re-download the software. Review collected by and hosted on G2.com.

Eliza G.

Independent Contractor

Internet

Small-Business (50 or fewer emp.)

1/26/2018

"Very great and well organized!"

5/5

What do you like best about Sumac?

This software is great. It is very well organized and put together. I didn’t know it well when I first started using it, but once I got a feel for it, I knew it well and was able to organize data better than I was able to do so with Excel at my last summer job. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I’m not sure, honestly. I guess it might just be hard for someone who isn’t as tech savy as I am to use. Its functions aren’t exactly obvious. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Go for it. Very easy to use once you play around with it for a bit. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

I had to orgaized patient data with this software at my former job. I realized I can use this platform to easily store and retrieve data when I need to do so. Review collected by and hosted on G2.com.

The Arc L.

Education and Advocacy

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/19/2017

"Sumac software review"

4.5/5

What do you like best about Sumac?

As a Non-Profit I have found Sumac to be the answer I was looking for to manage both clients and donors. After initial set up it was easy for my team to use and update information. The training videos are very helpful and available at any time. I highly recommend it for other non-profits. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The setup was not as easy as I thought. I wish I knew more about how to prep for it Review collected by and hosted on G2.com.

Verified User in Individual & Family Services

Small-Business (50 or fewer emp.)

11/22/2017

"Great Customer Support"

4/5

What do you like best about Sumac?

Sumac offers great software that is cost-effective for a smaller non-profit.

Their customer support is always helpful and quickly and patiently answer all of our questions. While we don't use all aspects of Sumac's software, there are many components that we would like to incorporate into our practice. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Up until now, we have only had a Silver membership which would have Sumac installed for one user on one computer. We are looking forward to upgrading which will allow us to use Sumac, when a colleague is using the computer where it was installed. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

10/31/2017

"Sumac - Pro Tools"

5/5

What do you like best about Sumac?

It allows me to easily track my relationships. Dashboard is manageable. Very quick one you manage some simple keyboard tricks. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It feels like the system isn't fully debugged. IE, pop up windows don't appear in the correct order, it's slow to respond. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

It's a great way to manage if you're savvy with database basics. It doesn't feel as friendly as say ArtsPeople for the layman but it is very functional. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We are a grassroots organization and we have a lot of relationships to track. This allows us to manage them in a direct, humane way! Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

9/8/2016

"Excellent Donor Management Software with Great Support"

4.5/5

What do you like best about Sumac?

In searching for a new donor management system, I went through an exhaustive search process comparing features and value for money. Ultimately, we settled on Sumac because of its ease of integration with the existing donor database, ease of integration within the office, and ease of use. Originally signed up with a Bronze level account and quickly upgraded to Silver for the ability to manage more donor contacts. Having cloud access is a major plus as the organization has its fundraising team located in multiple countries. Sumac being located in Canada is a major plus, and their support is excellent. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The UI is quite barebones and not built for aesthetics. It is fairly user friendly. This is a minor quibble as I'm sure they intended the application to be as lightweight and easy to install as possible. It runs on Java so each time a new Java update is rolled out, it will initiate before you open Sumac. Once again, these are minor issues. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Since you can use the trial, try it out and see if it's right for your organization. I think you'll be pleasantly surprised with everything it can do, for a fraction of the cost of competitors. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

The ability for a fundraising team located in several countries to collaborate in cloud, and create / update donor records is extremely important to the organization. There are more robust features, such as the ability to run comprehensive donor reports, add notes to individual accounts, as well as email donors which we've barely begun to scratch the surface of - these will all be extremely useful for our purposes. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

11/22/2016

"Customized Database with Sumac"

4.5/5

What do you like best about Sumac?

Customization: our non-profit is a collective of 8 partner organizations that each offer their own programming, but unite under one common collaborative. In this, we require our database to operate as 8 separate databases, with the ability for data to be tracked across all partners and programming. Sumac was able to construct a database for us that met this need, with fields customized to manage youth participants in exactly the way we need it. As our collaborative grows, Sumac has enabled our database to evolve with it, always finding creative solutions to meet our changing needs. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

With such a complicated structure for our database, unfortunately it can be tricky to upload our data in the correct format. Files have to be meticulously formatted within a certain file type, and the set of steps from data gathering to completion is sometimes frustrating and unforgiving of minor errors. Again, this need for rigorous process is likely because of our operating such a complicated and layered database. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

*Great system for tracking attendance records

*High quality and in-depth customization Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

With hundreds of attendance records from various partners being submitted each year, Sumac allows us to store, sort, and report on all of this information with ease. Allowing this level of customization ensures that tracking of participation across the collaborative meets our exact needs, and lets us retrieve important data easily and accessibly. Review collected by and hosted on G2.com.