# Sumac Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Sumac the right Social Work Case Management solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144095/Sumac/reviews --- Sumac 4.4 (132) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Sumac Ease of use 4.2 Customer Service 4.7 ## Pros and Cons in Reviews RM Rodrigo M Pograms ManagerIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ October 27, 2025 BL Brie L Client ServicesHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “Some fields are not customizable“ September 10, 2025 RM Rodrigo M Pograms ManagerIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality.“ October 27, 2025 NS Nancy S Finance AdministratorIndividual & Family Services, 2 - 10 employeesUsed the software for: More than 2 years. “Before the last price increase they would have dropped our package to a 2000 donor capacity but being small with few staff; we did not have the time or man power to eliminate 1000 donors.“ April 26, 2023 MJ Maryam J Youth Outreach WorkerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 6-12 months. “I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient.“ October 22, 2025 Uyen Pham - A Executive DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “I don't like that I have to store the receipts locally.“ July 22, 2024 RM Rodrigo M Pograms ManagerIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “Sumac has become an essential tool for our organization’s service delivery, compliance, and data security.“ October 27, 2025 NS Nancy S Finance AdministratorIndividual & Family Services, 2 - 10 employeesUsed the software for: More than 2 years. “There were no improvements to the program with these price increases.“ April 26, 2023 ## Showing most helpful reviews Showing 1-25 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Silvia D. Chief Executive Officer Renewables & Environment Used the software for: 6-12 months ### "SUMAC - great CRM" November 22, 2016 4.0 After struggling for several years with an expensive database that was not intuitive and did not meet our needs, our organization looked into several others to replace it including Sumac which was recommended to us by another not-for-profit. We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered – almost everything on our “wish list” (and much more). We then decided to purchase Sumac and have not regretted our decision. While there were a few hiccups with our data migration, overall we have been very impressed. It is very user-friendly, fast, and has features that we are still discovering a year after we started using it. The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement. Pros User friendly Excellent customer support New releases on regular basis Cons Online functionality for some add-ons is very basic (e.g. ticketing) or not available yet (e.g. sales) The User Guide is good at describing each of the many fields in the database but limited in explaining how these are used together (processes) Review Source RM Rachel M. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "The CRM that helps you manage donations and memberships" December 18, 2022 4.0 I appreciate the software support they provide and attempt to be as thorough as possible. Pros I enjoy the ability to create a number of tax receipts at once. It helps keep the one time a year production easy to manage Cons It is tricky to see when a number of memberships are expiring, or to get prompted for when they expire. This feature may exist and I have not figured it out yet. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) I was not a part of the organization at that time, but I believe it was for safer storage of donor data. Review Source Uyen Pham - A. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Using Sumac for my Not-for-Profit" July 22, 2024 3.0 Pros I like that it creates my charitable tax receipt numbers for me automatically. I like the new interface, it's very user-friendly. Cons I don't like that I have to store the receipts locally. It's not in the program itself so if someone is using the program or having to find the receipt itself, they have to find it on the local computer. Fine for me right now, as I'm the only one using Sumac at my organization, but I can see how this can be a nightmare for larger orgs. Reason for choosing Sumac we bought Sumac through TechSoup at a discounted price. Review Source TD Tanya D. Admin/Volunteer Coordinator Mental Health Care Used the software for: 1-2 years ### "Sumac in our little non-profit" January 23, 2023 5.0 We have one system for donors, clients, volunteers, and it is easily adaptable to our needs. Pros Fully customizable, does what we need it to, easy to gather stats and run reports. All in one software for donations/grants/case management/volunteer management. Cons It can look clunky, but it is a powerhouse! As well, it would be nice to have auto-save, or spellcheck on forms. Review Source SC Sarah C. executive director Non-Profit Organization Management Used the software for: 2+ years ### "thanks for the support" September 17, 2025 4.0 Pros it puts everyone together so you can easily find and keep track of the clients we are working with, customer support has been really helpful Cons it can be tricky to figure out how to run reports, we have a cap of how many people we can use so always trying to ensure we are working within out cap Review Source DM Daniela M. Development Director Fund-Raising Used the software for: 2+ years ### "Development Director" October 22, 2025 5.0 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 MJ Maryam J. Youth Outreach Worker Non-Profit Organization Management Used the software for: 6-12 months ### "Efficient Case Management and Reporting Tool for Nonprofits" October 22, 2025 5.0 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 MAA Momena Afroz A. Executive Assistant and Office Administrator Non-Profit Organization Management Used the software for: 2+ years ### "Sumac Review" May 16, 2025 5.0 Good, meets the requirements of our organization and follows standards, customer support is very efficient and fast. Pros All the records are in one place, easy to make tax receipts and reports. Cons Relations tab is not included in exporting reports. Review Source HA Hajjra A. Youth Worker Non-Profit Organization Management Used the software for: 1-2 years ### "Highly Customizable and Reliable CRM for Nonprofits" October 22, 2025 4.0 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 KK Kelley K. Development Associate Non-Profit Organization Management Used the software for: 1-2 years ### "Sumac for data management " October 24, 2025 5.0 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 LD Laura D. Executive Director Mental Health Care Used the software for: 6-12 months ### "Case Management for Community-based Epilepsy Supports and Education" September 5, 2023 4.0 Positive - ease of implementation, good price point. Pros Enhanced File Management: Sumac has improved the sharing and management of client files among support workers, ensuring a seamless service experience for clients.Efficient Case Management: Front-line staff now have access to a professional case management system, optimizing their efficiency and effectiveness in delivering services. Cons Still working to refine reporting processes with the goal of enhancing proficiency in creating standardized reports for donors and funders. Our hope is that we can train and assign a dedicated member of the team to helping manage tools and assets within an increasingly digitized operating environment. Reason for choosing Sumac Price point, ease of implementation, good fit for existing programs and services. Review Source BC Beverly C. Executive Director Used the software for: 2+ years ### "Sumac is an affordable, customizable system for case management and reporting." August 10, 2017 4.0 Pros Sumac provides a customizable platform for managing our programs and services, tracking communications and case management. We are planning to expand our use and utilize more modules and expand our use of existing ones. The software is growing with us as we move a team into an online Case Management model after 30 years of pen and paper. We have set it up so we master uses one at a time and have eased the transition of staff. This has been a blessing as I have worked with other organizations that have lost staff as an out of the can software full of bugs was implemented with little room for transition. While for some the customization may be a challenge the benefit is huge. If you do not have someone to work with to complete the customizations there is an affordable option available working with the Sumac team. Cons The email component does not allow for, (or I have not figured out how to), multiple emails, so we only use it for mass emails as the responses can only go to one address. Review Source sJ scott J. Exec Director Non-Profit Organization Management Used the software for: 2+ years ### "Indispensable tool at our office. There's no facet of our operation that doesn't rely on Sumac." May 9, 2018 4.0 Flexibility. Can easily grow. Different levels of security and accessibility. Great support. Always adding new modules. Pros It integrates everything. With Sumac we can generate output to determine trends or targets, even deficiencies, by combining seemingly unrelated data. There's no data-based relationship we cannot explore and mine for fresh insights. I like that it is held off-site so that we do not have to worry about additional data security. Of course, this also makes our Sumac data available anywhere, anytime. Cons Some of the modules have a steeper learning curve, but I don't see how that's avoidable. The biggest deficiency for me is that I would love an ap (application). Personally, I work with an iPad and right now I cannot access Sumac with that platform. Review Source MP Monica P. Executive Director Fine Art Used the software for: 1-2 years ### "Sumac - robust and affordable CRM" September 22, 2015 3.5 Pros We started using Sumac for organizing our data a couple of years ago. Before that we were swimming in excel sheets and having multiple users access the same information was problematic. We use Sumac for ticketing, memberships and donations. I like that we have one system that organizes these three aspects, as there is (as one would hope) quite a bit of overlap between those three actions. It is also useful for organizing mailing lists (either hard copy or email) and analyzing data. But most importantly for us, it's an affordable option. There are CRMs out there that are more robust but for a small non-profit we wouldn't be able to afford them. Sumac is a really cost-effective option to suit our needs. Cons Sumac has a lot of software updates. These updates don't fundamentally change the look or experience of using it, but the updates often require us restarting our server. The other aspect is, though they are working on this, is that the web integration is not as customizable as one might like. It's difficult to change the look or flow of it to go with our branding. Finally - there are just a lot of pop-ups for any application while using it (do you want to record this, do you want to save this, etc.) which seem unnecessary. Review Source TB Tina B. Development Coordinator Fund-Raising Used the software for: 1-2 years ### "Sumac is very user-friendly. I like how we can use it for donors, volunteers and clients." January 12, 2018 5.0 The best benefit is being able to maintain all information in one database. Many donor management systems do not allow for volunteers and clients. Also, I believe this software is flexible with many features, yet you can still use it with other software systems like Constant Contact, etc. Pros You are able to add categories and information you need for your organization. You are able to personalize the database. In addition, the reporting helps you to save time managing and sharing information with your nonprofit board and constituents. Cons The only con is you have to take the time to learn how to use it. Sumac has the ability to have so much information that you need to know how to utilize that information for you. Luckily, the Sumac tech team is always available to help you and they have great tutorial videos for all aspects. Review Source VR Verified Reviewer Manager, Patron Engagement and Individual Giving Performing Arts Used the software for: 2+ years ### "Sumac is a great value if you are a small nonprofit, even for an arts organization. " May 15, 2018 4.0 Pros It is very basic and easy to use. The support is great. It is also on the cloud. Reporting is great for most functions. Cons We were never able to integrate our ticketing and donations so have to import everything from other systems. We were not able to batch import so it is very time-consuming. Same is true of our marketing email. Review Source MA Mary A. Development Manager Used the software for: ### "Intuitive isn't usually a word used with databases. It is with Sumac." March 7, 2016 4.0 We are a small, non-profit, educational foundation based in Northern California. Prior to having Sumac, we maintained all our donor records in Quick Books and on Excel spreadsheets. Needless to say, that method made generating reports and extrapolating useful data a tedious task. Since installing Sumac, we operate so much more efficiently now. Multiple users at a time can access data in real time for quick answers to questions that would have normally taken hours, sometimes days, to get. Intuitive isn't usually a word used with databases. It is with Sumac. For the most part, almost anything you need to do on Sumac can be figured out due to it's user-friendly interface and design. And if you can't figure it out, there are hundreds of video tutorials that show you step-by-step how to get the task done. When a video tutorial just isn't enough, we call Sumac's technical support. They are OUTSTANDING. They are knowledgeable, friendly, patient and professional. It's so reassuring to know that if you need help, there is a live person available to walk you through what you need. SUMAC LISTENS TO YOU. Recently we discovered that we had many duplicate records in our database. Batching them together two-by-two to resolve the duplicates was taking a lot of our valuable time. We contacted Sumac to ask if there was a way that this process could be streamlined. Sumac worked on a fix and has now just updated their entire system to be able to accommodate resolving four records at once. Because of a suggestion we made, they rolled out an improvement that will now benefit all Sumac users. This type of boutique service is why we love Sumac and why we are grateful to have them on our team. Review Source CM Colleen M. Managing Director Used the software for: 2+ years ### "Sumac is a great option for not-for-profit organizations that are looking for database management." May 23, 2018 4.0 management of 5000 items in a database; tracking attendance, sending newsletters, and tracking donations and issuing tax receipts, sending mailouts Pros A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function. Cons Very difficult and time consuming to upload batch information, especially if we do it infrequently enough that we need to relearn each time. Not intuitive in that way, annoying that you have to go through and have events set up first before you can attach an email or campaign to them - not very flexible in that way and requires you to always remember how the system works and the multiple steps involved with each new data capture. Review Source AP Alysa P. Executive Director Used the software for: 2+ years ### "We use Sumac because it consolidates member and donor data in one place at a reasonable rate." May 8, 2018 3.0 Pros I think the history tab, where I can see an entire person's donation, membership and communication history in one place. Cons I don't like that it's not terribly flexible and that the web integrations aren't mobile compatible. I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people. Review Source AB Amanda B. Community Engagement Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Sumac is quite easy to use and has great support staff" May 8, 2018 4.0 Pros The website integration is great and easy to use. It has saved us a lot of time and money. It is great that users are able to sign in with their login Cons I wish you were able to build your own reports. It can be difficult to pull the information I need in a timely manner Review Source AC Amanda C. Program Director Used the software for: 1-2 years ### "Sumac has been very useful with my everyday tasks for our adult literacy program." May 17, 2018 4.0 Pros I like that I'm able to keep track of all my students activities in one place. I'm able to track and log any and all communications, their records, any book distributions, book inventory, and so much more. Cons I do have some trouble with reports, where one area of Sumac doesn't speak to the other. I also don't like that I can't delete/dropping a student from one area without deleting their whole history. Review Source CR Chad R. Director Arts and Crafts Used the software for: 1-2 years ### "Good value for the price for not for profit organizations. It does everything that we need it to do." September 20, 2017 5.0 Pros Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software. Excellent customer support, not a long wait either. Cons Sorting and queries are complicated and not as automated or easy as I would like and there are some limitations. Review Source DF Deb F. Development Director Religious Institutions Used the software for: 1-2 years ### "Sumac is not easy to use. There are to many steps to create thank yous. " January 16, 2018 1.0 I couls not reccomend this software. Pros The new reports are fine. The data entry is easy. I like that it is in the cloud. The telephone support is very helpful. Cons You can not export to excel. You cannot delete mistakes. You are not able to make custom reports, with name, address and donation amount. Review Source EC Elizabeth C. Church Administrator Non-Profit Organization Management Used the software for: 2+ years ### "Using SUMAC to record donations to our church has freed up time to focus on other tasks. " May 8, 2018 4.0 Increased time to do other things, great reports, easy tax receipt preparation, simple updates to donors' information, tracking pledges, and ability to move someone from active to inactive and back again so I don't have to input their info again. Pros SUMAC is easy to use. Recording gifts and preparing tax receipts is simple. The reports are a great way to double-check donations each month. Cons I cannot think of anything I don't like about SUMAC. it is so much better than what I used previously. Review Source RB Rob B. Executive Director Civic & Social Organization Used the software for: Less than 6 months ### "An OK Program" February 6, 2018 4.0 Pros It did seem to have a lot of options. I found that the short period that I did look at Sumac (we purchased it, but in the end did not use it because some of the other issues outweighed continuing the use of it). It had decent records, and I liked that you could enter a lot custom ifnormation Cons The biggest thing I did not like was in order generate the tax receipts was you needed to use Mail Merge. In fact, that was the one reason we did not use the program long term. It was too time-consuming. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.