# Sumac Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Sumac Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more. Source: https://www.capterra.com/p/144095/Sumac --- # Sumac Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sumac ## What is Sumac? ​​Sumac is customizable, all-in-one case management software for social work. Effortlessly manage client intake, service delivery, and reporting. Add extensions—donations, volunteers, grants, memberships, and more—to create a complete CRM tailored to your nonprofit. Fully customizable and scalable, Sumac adapts to your organization’s unique workflows and programs. The software is HIPAA & PIPEDA compliant and includes web-based intake forms, e-signatures, built-in email marketing, and robust reporting—everything you need to manage clients, track outcomes, and grow your impact. Plus, with top-rated live customer support included, your team is never left without help. Sumac is used and loved by human and social service organizations of all sizes including: Child & family services, shelters, human and social services, community services, food banks, health services, hospices, and more. ## What is Sumac used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Donation Management](https://www.capterra.com/donation-management-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Overall rating Based on 132 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 3% Starting price $109 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Sumac alternatives Highest Rated [4.8 (69)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (39)](https://www.capterra.com/p/178861/Junna-Care/#reviews) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/144095/Sumac/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Case Notes 5.0 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Forms Management 4.4 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Reporting/Analytics 4.5 (12) 91.67% of 12 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Client Management 4.9 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Document Management 4.7 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Program Management 4.3 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Process of managing several related projects or business activities to achieve organizational goals Sumac 144 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Tools that help educational institutions or fundraising organizations connect with alumni Application programming interface that allows for integration with other systems/databases Find and manage potential candidates and their applications and resumes through the recruiting life cycle Track, manage and store the applications of potential future members, customers or candidates Manage various aspects of appointments including booking, rescheduling, canceling Manage the process of evaluating documents or requests submitted for approval Creation, administration, and evaluation of assessments or tests Assign issues and tasks based on availability or required skills Manage attendance for classes, shifts, meetings, or events Track the attendance of specific individuals or groups Allows businesses to create and manage auctions. Create, manage, and send invoices or bills to customers Manage and monitor spending to align with the financial constraints or goals Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Organize and group data or items based on various criteria Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information View donor contribution history, track how much money have been raised over time and measure progress Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Specify or track the date/time a project, task, etc., is due for completion Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and view detailed financial donation history made by contacts and members Search 3rd party databases to identify potential donors Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Track and collect membership dues Electronically collect payments for goods or services Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Reminders sent via email Pre-made examples and templates for emails Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Manage the enrollment and onboarding of all new members and accepted applications A list of events with their respective dates Schedule and manage the logistics of activities and other gatherings Plan an event's time and location Manage tickets for specific events Generate reports to assess the financial performance of an organization Software specialized for non-profit organizations Store, manage and track all forms in a centralized location Activities related to raising money for a specific cause Ability to match gifts through the system Establish measurable goals and objectives and track their progress over a specific period of time Track and manage the status of grant applications Monitor application statuses, proposals and award funds Compliant with HIPAA, which sets standards for sensitive patient data protection Review data from past periods to reveal recurring tendencies Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. Activities related to the initial admission of a charge into the organization's care Track interaction history by documenting conversations for contacts Records of patients' medical history Contact members listed in the database through email, SMS, social, phone, etc. Add, store and access information pertaining to members Comprehensive list that contains information and details of all the members associated with a particular organization or group Online gateway through which members can access/update personal information Handle various types of membership based on groupings Database of members to track personal information of individuals and families Conveniently automatically renew memberships at the end of subscriptions Access software remotely via mobile devices Ability to make a donation from a mobile device/app Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Manage and support multiple locations Create new forms and/or use ready-made online form templates Outlet for members and visitors to submit donations electronically Accept, record, and reconcile financial transactions Adjust communications based on previous interactions or personal preferences Track commitments to donate in the future Process of managing several related projects or business activities to achieve organizational goals Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Analyze and gain insights into data in real-time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Upload, track, and submit receipts in a central database Track volunteer performance and award those who exceed certain criteria Ability to record, store, update, and retrieve information Manage and track recurring gifts Automated process of charging customers at regular intervals for repeated access or use of a product or service Log and store the source of contacts/leads Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Manage volunteer information and direct volunteer resources Advertise volunteer opportunities and recruit new volunteers Record, update and manage waiting lists Web form that allows users to enter data that is sent and processed for different reasons Seamlessly integrates with 3rd party websites Built-in website builder or integration with third-party site Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.0 (87) 4.0 Based on 87 reviews ## Pricing Value for money 4.3 (82) [View pricing plan details](https://www.capterra.com/p/144095/Sumac/pricing/) Basic Plan $109.00 Flat Rate,Per Month It includes: - Automatic E-Receipting and Thank You Emails - Bulk and Individual Email - Cloud-Based Sumac CRM - Donor and Donation Tracking - Donor Communication Tracking - Outcome-Based Reporting Accounting Integration - Workflow Management - support - Training Value for money 4.3 (82) 4.3 Based on 82 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (128) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (128) 4.7 Based on 128 reviews ## User reviews Overall rating 4.4 Based on 132 reviews Filter by rating 5(68) 4(50) 3(10) 2(3) 1(1) Mentioned topic Sorted by most recent AB Andrea B. Residential Coordinator Non-Profit Organization Management ### "User-Friendly, Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 9, 2026 Sumac is a wonderful platform for the case management needs we have at our organization. It is very comprehensive and detailed, with many options to customize to our liking. I would not change a thing about how the profiles are built for client information. It makes use easy and smooth. It is simple to share information across the organization. Pros Sumac is incredibly user-friendly, and in the rare case that an issue were to arise, customer support is prompt, friendly, and very useful. Cons There is little I can say that is poor with Sumac. I am very pleased overall with how the platform functions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MA Maryam A. YOW Non-Profit Organization Management ### "Powerful Nonprofit CRM with a Learning Curve but Excellent Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 1, 2025 Overall, my experience with Sumac has been positive. Once I got used to the system, it became a powerful tool for managing donor relationships and tracking program outcomes. It’s particularly well-suited for small to medium-sized nonprofits looking for an affordable and comprehensive CRM solution. The software is secure and stable, with regular updates that improve performance. While it takes effort to master, the long-term value is excellent. Pros Sumac is incredibly flexible and customizable, especially for nonprofit organizations. The database structure makes it easy to track donors, clients, and volunteers all in one place. I also appreciate that it integrates with email marketing tools, which has simplified our outreach process. The reporting feature is strong once you learn how to use it, and their customer support team is responsive and patient. Cons It takes a little time to get familiar with all the features, but once you do, it’s very easy to use and saves a lot of time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RM Rodrigo M. Pograms Manager Individual & Family Services ### "Efficient, Customizable, and Exceptionally Secure" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 27, 2025 Our overall experience with Sumac has been excellent. It has become an essential part of managing and delivering our youth programs, particularly those involving sensitive client information related to the criminal justice system. The platform is secure, reliable, and customizable. Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality. The support team is incredibly responsive, often replying within minutes whenever assistance is needed. Overall, Sumac has streamlined our operations, improved data security, and strengthened how we serve our clients and meet funder requirements. It’s a system we trust and plan to continue using in the long term. 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. After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program. Sumac's highly customizable nature made adding new programs and features effortless. From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral and registration forms, case notes, and detailed client profiles. 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. Sumac has become an essential tool for our organization’s service delivery, compliance, and data security. Cons The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently. This requires someone with administrative access, such as myself, to step in and unlock the files. While this feature helps maintain strong data security, it can occasionally cause delays when a manager or administrator isn’t immediately available. Allowing designated staff limited permissions to unlock files could make the process more efficient while still maintaining appropriate safeguards Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) Reasons for choosing Sumac Customer service was excellent, and I loved their customization features; once it was set up, we could add many other programs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KK Kelley K. Development Associate Non-Profit Organization Management ### "Sumac for data management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 24, 2025 Pros My org uses Sumac for data management. It's easy to enter, update and find information. Overall it's a great tool for managing data efficiently. Cons There are some nuances and sometimes the system can be slow. This is only an issue on occasion and not typically the case. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Samantha S. Program Coordinator Alternative Dispute Resolution ### "One Happy Customer!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 23, 2025 Very pleased. it has been easy to create reports for my board of directors on our program stats. And manage my case notes. Pros It is very user friendly! It has been simple to learn how to use throughout all functions. It has been easy to teach others. Cons Nothing so far that I really dislike about this platform. I have found it easy to use and then be able to create manuals on how to use it for future staff. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CJ Chiamaka Juliet U. EPIC case manager Civic & Social Organization ### "All in one" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 23, 2025 Using Sumac has been great so far. It didnt take much time for me to learn it and figure out my way around it. Pros The fact that you can customize it to your programs. Making it very flexible for different programs in the organization. Cons Customization is great, but setting them up can be tricky without support.Also how new tabs keeps opening. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Daniela M. Development Director Fund-Raising ### "Development Director" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 22, 2025 Pros The customizable functions, and customer service have been great. Always willing to adjust or work with us for our specific needs. Cons Wish some of the grow your own sections could talk to each other better, allow for more uniformity and connection throughout the database. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HA Hajjra A. Youth Worker Non-Profit Organization Management ### "Highly Customizable and Reliable CRM for Nonprofits" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 October 22, 2025 Overall, Sumac is a reliable and flexible CRM for nonprofits. It offers great customization capabilities that make it adaptable to different organizational needs. With ongoing updates and responsive support, it continues to be a valuable tool for managing programs and client data effectively. Pros Sumac is fairly user-friendly once you understand its layout. There’s a bit of a learning curve at first, but the training resources and customer support make it manageable. Cons Some features could be more intuitive, especially when it comes to generating complex reports or linking modules. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MJ Maryam J. Youth Outreach Worker Non-Profit Organization Management ### "Efficient Case Management and Reporting Tool for Nonprofits" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 22, 2025 My overall experience with Sumac has been positive. It has improved how we document client interactions, manage referrals, and collect data across multiple programs. The interface is user-friendly once you’re familiar with it, and the technical support team is responsive whenever issues come up. Overall, it’s a great tool for nonprofit organizations that want to streamline case management and reporting. Pros Sumac makes client management and reporting much easier. I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient. It’s also helpful for generating reports and analyzing data for funders. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ZL Zoe L. Director of client services and administration Non-Profit Organization Management ### "Satisfied and taken care of" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 20, 2025 Our overall experience with Sumac has been pleasant. Any employee we have worked with has been pleasant, helpful and willing to learn with us. Pros Sumac has been our first CRM system. It is safe to use. We have been able to generate reports for various reasons. It has multiple sections for us to manage data; donors, volunteers and clients. Our accountant has saved time thanks to the Donors section. Cons It has been a learning curve for us and some employees at Sumac as well. They have been helpful with multiple areas and features but still hasn't been able to generate 100% of the information we need at times. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/144095/Sumac/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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[Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)