About Sumac

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit.

Sumac also offers integrated webpages, build-in email marketing tools, and robust reporting.

Top-rated support included!

Case Management
Grant Management
Volunteer Management

Pricing starting from:


  • Free Version
  • Free Trial
  • Subscription

Key benefits of Sumac

* Streamline Operations & Do More Good
* Choose the Add-ons you Need to Get a Complete Solution
* Robust Configuration and Customization Options
* Integrated Webforms
* Built-in Email Marketing
* Quickbooks Integration
* Top-Rated Support Always Included

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)


  • Cloud-based
  • On-premise


Canada, United States

Supported Languages


Pricing starting from:


  • Free Version
  • Free Trial
  • Subscription


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Total features of Sumac: 169

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management Software
  • Applicant Tracking Software
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking Software
  • Auction Management
  • Authorization Tracking
  • Automated Scheduling
  • Bed Management
  • Bereavement Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • CRM Software
  • Calendar Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Candidate Profiles
  • Care Plan Management
  • Case List Management
  • Case Management Software
  • Case Notes
  • Categorization/Grouping
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Claims Management Software
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Collection Software
  • Data Import/Export
  • Deadline Management
  • Document Management Software
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Due Date Tracking
  • Dues Management
  • Electronic Payments
  • Eligibility Verification
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Reminders
  • Email Templates
  • Email Tracking Software
  • Employee Management
  • Enrollments/Onboarding
  • Event Calendar
  • Event Management Software
  • Event Scheduling
  • Event Ticketing
  • File Sharing Software
  • Financial Reporting Software
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management Software
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Historical Trend Analysis
  • Impact Measurement
  • Intake Management
  • Interaction Tracking
  • Level of Care Evaluation
  • Medical History Records
  • Member Accounts
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management Software
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Communication
  • Multi-Factor Authentication
  • Multi-Location
  • Online Forms
  • Online Giving
  • Patient Database
  • Patient Engagement Software
  • Patient Intake
  • Patient Management Software
  • Patient Records Management
  • Payment Processing Software
  • Personalization Software
  • Pledge Management
  • Program Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Quality Assurance
  • Real Time Reporting
  • Real-Time Notifications
  • Receipt Management
  • Recognition Management
  • Records Management Software
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling Software
  • Search/Filter
  • Segmentation
  • Subscription Management Software
  • Summary Reports
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management Software
  • Task Scheduling
  • Team Notes
  • Third-Party Integrations
  • Time Tracking Software
  • Training Management
  • Treatment Planning
  • Volunteer Management Software
  • Volunteer Recruiting
  • Wait List Management
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Management Software


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Overall rating

4.3 /5
Value for Money
Ease of Use
Customer Support Software

Already have Sumac?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 112
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Experience

Reviewed on 2023-02-28

Great and Positive Experiences.

Great and Positive Experiences.


User friendlyThe support team is available to answer and help usSumac understand charitable organization needs


Nothing is perfect. However, based on our experience with Sumac, we look forward to grow with Sumac as we understand Sumac continues to update and improve.

Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Sumac is an affordable, customizable system for case management and reporting.

Reviewed on 2017-08-10


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.


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.

Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

We use Sumac because it consolidates member and donor data in one place at a reasonable rate.

Reviewed on 2018-05-08


I think the history tab, where I can see an entire person's donation, membership and communication history in one place.


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.

Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Indispensable tool at our office. There's no facet of our operation that doesn't rely on...

Reviewed on 2018-05-09

Can easily grow.
Different levels of security and accessibility.
Great support.

Can easily grow.
Different levels of security and accessibility.
Great support.
Always adding new modules.


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.


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.

Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Sumac has been extremely helpful to our organization to track our client and donor database.

Reviewed on 2018-05-10


I especially like the facility for reporting. I like how it interfaces with other programs such as Excel and Simply Accounting. I also love how it does automatic credit card transactions.


I can honestly say that It has been rare that I have had issues with this program. It has always been because of my lack of knowledge of it's capabilities. A phone call will usually clear up any issues I have.
The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

Showing 5 reviews of 112 Read all reviews

Sumac FAQs

Below are some frequently asked questions for Sumac.

Sumac offers the following pricing plans:

  • Starting from: US$49.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Prices are based on your needs!

Sumac has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Sumac supports the following languages:


Sumac supports the following devices:

Sumac integrates with the following applications:

Constant Contact, Mailchimp, QuickBooks Online

Sumac offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support

Related categories

See all software categories found for Sumac.