A cloud-based nonprofit case management software for small to mid-sized organizations.

Product Overview

Sumac is customizable, all-in-one case management software built specifically for nonprofits. Designed to streamline service delivery, Sumac allows organizations to manage client intake, case lifecycles, service planning, and outcome reporting–all from a secure, cloud-based platform. With built-in tools like workflow automation, reminders, and email communication, Sumac helps nonprofit teams stay organized, efficient, and focused on delivering high-quality client care.

Beyond case management, Sumac can scale into a complete nonprofit CRM by adding purpose-built modules for donations, volunteers, memberships, grant management, and more. The platform is HIPAA and PIPEDA compliant and mobile-friendly.

Pros

  • Create a complete non-profit solution with add-ons and webforms
  • Customizable to fit your programs and data
  • Includes highly rated live phone support

Cons

  • Tracking membership expirations is difficult
  • Inability to export to Excel
  • No auto-save or spellcheck function

Target Market

Nonprofit organizations requiring a flexible, all-in-one case management solution.

Key Features

  • Case Management: Track clients, programs, services, and outcomes in one place. It provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively.
  • Custom Web-Based Intake Forms: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required.
  • Digital Forms & E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation.
  • On-the-Go Access: The Sumac case portal allows your team to manage client information, case notes, appointments, and services from any location or device.
  • Workflows & Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks.
  • Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors.
  • Secure, Compliant Data Management: Sumac is HIPAA & PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards.

Sumac Software Pricing

Pricing starts at $109 per month for the nonprofit case management software. Core features include case tracking, service delivery, email tools, workflow automation, outcome reporting, and free live support. It’s scalable for up to 200,000 records.

Various add-ons can be added to the base plan, including donations, memberships, volunteers, and grants.

Industries Served

Sumac serves a variety of industries, including:

  • Human services
  • Health organizations
  • Environment and animals
  • Small nonprofits
  • Mid and large nonprofits
  • Arts organizations
  • Education services
  • Mission-specific cases
Starting Price
$109 /month
Price Range Learn More
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Product Overview

Developer Overview

User Reviews of Sumac

Anonymous
Overall
★★★★★
★★★★★

Using SUMAC, issuing receipts and recordkeeping is faster and more streamlined

February 24th, 2022 • Roles: Purchaser & End User

Prior to Sumac, Trillium Gift of Life Network was manually issuing donation receipts. Thank you and acknowledgement letters were also manually done after donation receipt. This process was time consuming and record keeping was a challenge. Now, using SUMAC, issuing receipts, printing Thank you and acknowledgement letters and recordkeeping is both faster and more streamlined. Record keeping is also more secure and accessible via the system data base of information which can be accessed through user defined security. System reporting has also proven to be flexible to accommodate other needs required by TGLN. Last but certainly not least, system support has been excellent anytime it was required. Our Communications department is now looking at Sumac to provide a database of contact information for its particular needs.

Angela O'Brien
Overall
★★★★★
★★★★★

allowed us to keep track of our clients, donors and volunteers

February 24th, 2022 • Roles: Purchaser & End User

After doing extensive research on several software solutions, we chose to go with Sumac because it allowed us to keep track of our clients,donors and volunteers all in the same database. We are easily able to track our clients’ participation in all of the groups and services that we provide to those who are ill or bereaved in our community. We are able to collect the statistics that we need to report back to the Ministry of Health and Long-Term Care and our Local Health Integration Network. We are able to provide a comprehensive history of our volunteers’ involvement with our organization including the matching of volunteers with clients. The fundraising and donor management aspect of the database is second to none. We are able to generate our tax receipts from the system and the many built-in reports and fundraising tools has allowed us to analyze data and view donor history to develop a case for support which will help us to continue to grow and support more people who are in need of our services. Thank you to Peter and the team at Sumac!

Deborah Gurthrie
Overall
★★★★★
★★★★★

Sumac supported us from the early days of transition

February 24th, 2022 • Roles: Purchaser & End User

Sumac provided both ample time and attention for Habitat for Humanity Okanagan to make a strategic and informed decision as we upgraded from a spreadsheet world to a one-stop database. After extensive research, we chose Sumac and have never regretted that decision. Sumac supported us from the early days of transition and continue to support us in a timely and respectful manner to both our queries and our requests. We appreciate their attention to stay current with updates and new components as the market and work culture changes. Our staff have happily experienced an increase of work production, team spirit and individual time efficiency in a very busy and complex non-profit organization.

Kim Beatty
Overall
★★★★★
★★★★★

Three cheers for Sumac

February 24th, 2022 • Roles: Purchaser & End User

Thanks to Sumac, we are finally getting some control over our database. The program is easy to use and incredibly helpful in organizing contacts, communications and fundraising initiatives. The staff at Sumac are wonderfully patient and supportive. Three cheers for Sumac!

Jeff McLarty
Overall
★★★★★
★★★★★

Switching to Sumac has been one of the best decisions

April 24th, 2020 • Roles: Purchaser & End User

Switching to Sumac has been one of the best decisions we have made as an organization. It has allowed us to gain better control of our information and do a much better job of connecting with our donors and volunteers. We love how easy it is to use and how quickly new staff members and administrative volunteers are able to learn to use Sumac effectively. This means a huge savings in the time and money related to training compared to other donor databases we have used. We loved Sumac when we started using and it just keeps getting better with every release. We can’t say enough about how much we appreciate the responsiveness of the Sumac development team.