Sumac Review
OUR SCORE 85%
- What is Sumac
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Sumac?
Sumac is customizable nonprofit case management software that also functions as a complete CRM. Built specifically for nonprofit organizations, Sumac helps manage client intake, service delivery, case notes, and outcomes—while also providing tools to handle donations, volunteer coordination, memberships, grants, and more. Its flexible, modular structure allows organizations to tailor the system to their unique workflows and data requirements, all within a secure, cloud-based platform. Sumac is HIPAA and PIPEDA compliant, supports mobile access via the Case Portal, and includes built-in features like email marketing, e-signatures, and outcome-based reporting. Trusted by thousands of nonprofits, Sumac simplifies operations so teams can focus on their mission.Product Quality Score
Sumac features
Main features of Sumac are:
- Customizable Case Management
- Web-Based Intake Forms
- Built-In E-Signatures
- Mobile-Friendly Case Portal
- Client Communication Tracking
- Workflow Automation & Reminders
- Outcome-Based Reporting
- Donations & Donation Webforms
- Volunteer Management & Signup Forms
- Memberships & Member Webforms
- Grant Management Tools
- Custom Modules & Extensions
- Built-In Bulk & Individual Email Tools
- Role-Based User Permissions
- HIPAA & PIPEDA Compliance
- Secure, Cloud-Based Access
- QuickBooks Integration
- Free, Live Human Support
Sumac Benefits
The main benefits of Sumac are comprehensive fundraising management, customizable CRM, and automatic integrations.
All-in-One Nonprofit Management
Manage clients, donors, volunteers, grants, and members in one unified platform tailored for nonprofit operations.
Built for Nonprofits
Unlike general CRMs, Sumac is designed exclusively for nonprofits, supporting human services, shelters, food banks, health programs, and more.
Highly Customizable
Adapt fields, forms, workflows, and reports without coding. Organizations can configure Sumac to reflect their exact programs and services.
Modular & Scalable
Start with case management and add features as you grow. Sumac’s extension-based architecture ensures you only pay for what you need.
Secure & Compliant
Fully HIPAA and PIPEDA compliant with secure data storage, encryption, and user access controls.
Improved Client Care
Tools like task reminders, automated workflows, and mobile access help ensure nothing falls through the cracks in service delivery.
Built-In Communication
Send personalized or bulk emails directly from the system—no need for separate email marketing software.
Reporting & Impact Measurement
Generate reports to meet funder requirements, analyze program success, and communicate impact with your board or stakeholders.
Live, Expert Support
Sumac includes free support from nonprofit-focused professionals who understand your challenges and goals.
Affordable Pricing
Starting at just $179/month, Sumac offers robust functionality with excellent value for nonprofits of all sizes.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Sumac Integrations
The following Sumac integrations are currently offered by the vendor:
- QuickBooks Online
- Fundful P2P
- Microsoft Outlook
- Microsoft Excel
- Constant Contact
- Salesforce
Customer Support
Pricing Plans
Sumac pricing is available in the following plans:
