--- description: Detailed reviews on Sumac based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Sumac with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Sumac Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Human Services Software](/directory/1173/human-services/software) > [Sumac](/software/9440/sumac) # Sumac Canonical: https://www.getapp.ca/software/9440/sumac Page: 1 / 7\ Next: [Next page](https://www.getapp.ca/software/9440/sumac?page=2) > Sumac is flexible nonprofit case management software that helps streamline operations, deliver exceptional client care, and maximize impact. Sumac can also serve as a complete, all-in-one nonprofit CRM by adding extensions like donations, volunteers, grant management, memberships, and more. > > Verdict: Rated **4.4/5** by 132 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Sumac Benefits of Using Sumac 1. Streamline Client Intake \& Onboarding Sumac simplifies client onboarding with customizable, web-based intake forms that automatically populate your database—no manual entry, no data imports. Capture the data you need up front, including signed waivers or consent forms, using built-in e-signature capabilities. It’s fast, professional, and secure. 2. Centralize Client \& Program Data Say goodbye to spreadsheets and siloed systems. With Sumac, your entire team works from the same source of truth. Client records, case notes, communication history, forms, and service data are all in one place—easily accessible, well-organized, and secure. 3. Improve Efficiency with Custom Workflows Sumac adapts to your organization’s unique processes. Build custom workflows, task reminders, and follow-up automations to support how your team works. Whether it’s scheduling regular check-ins, tracking case milestones, or managing service delivery—Sumac keeps everyone on the same page and nothing falls through the cracks. 4. Work Remotely with Confidence With Sumac Case Portal, included free, your caseworkers can access client files, update case notes, and log services on the go—from the field, from home, or anywhere in between. It’s mobile-friendly, secure, and built for frontline teams. 5. Manage Everything in One Place Extend Sumac to become your full nonprofit CRM by adding modules for: Donations – Manage fundraising campaigns, issue receipts, track giving history. Volunteers – Schedule shifts, track hours, and engage your supporters. Memberships – Automate renewals and manage tiered benefits. Grant Management – Stay organized with deadlines, requirements, and reporting. Custom Extensions – Build exactly what you need, from housing to food distribution to advocacy tracking. 6. Send Mass Email Campaigns, Without Extra Cost Sumac includes built-in email marketing so you can communicate with clients, volunteers, or donors without paying for a separate system. Create mailing lists, design templates, and send bulk messages—all from within your CRM. 7. Measure What Matters Easily track service delivery, client outcomes, and program impact. With robust, customizable reporting, you’ll have the data you need to inform decisions, meet funder requirements, and demonstrate your nonprofit’s value to stakeholders and your community. 8. Keep Client Data Safe Security and privacy are non-negotiable when working with vulnerable populations. Sumac is HIPAA \& PIPEDA compliant, with world-class hosting infrastructure, role-based access controls, and secure encryption—giving your team and clients peace of mind. 9. Scale as You Grow Whether you’re a small nonprofit or a large multi-program agency, Sumac scales with you. Add users, programs, and features without switching systems or disrupting your team’s workflow. Sumac grows alongside your mission. 10. Nonprofit-Focused Support You Can Count On Software is only helpful if you can use it confidently. That’s why Sumac includes free, live support from people who understand nonprofits. You’ll get real answers from real humans who are invested in your success—not outsourced bots or endless FAQ pages. With Sumac, nonprofits save time, improve service delivery, and strengthen client care—all with a system that’s built for their needs, values, and budgets. Sumac is more than software. It’s a partner in your mission. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 132 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support Software | 4.7/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Societ - **Founded**: 2004 ## Commercial Context - **Starting Price**: US$109.00 - **Pricing model**: Flat Rate - **Pricing Details**: Prices are based on your needs\! - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Argentina, Bolivia, Brazil, Canada, Chile, Colombia, Ecuador, Falkland Islands, French Guiana, Guyana, Paraguay, Peru, Suriname, United Kingdom, United States, Uruguay, Venezuela ## Features - 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 ## Integrations (3 total) - Constant Contact - Mailchimp - QuickBooks Online ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support ## Category - [Human Services Software](https://www.getapp.ca/directory/1173/human-services/software) ## Related Categories - [Fundraising Software](https://www.getapp.ca/directory/169/fundraising/software) - [Membership Management Software](https://www.getapp.ca/directory/171/membership-management/software) - [Nonprofit CRM Software](https://www.getapp.ca/directory/1517/nonprofit-crm/software) - [Nonprofit Software](https://www.getapp.ca/directory/775/nonprofit/software) - [Human Services Software](https://www.getapp.ca/directory/1173/human-services/software) ## Alternatives 1. [My Junna](https://www.getapp.ca/software/2051766/my-junna) — 4.8/5 (39 reviews) 2. [Casebook](https://www.getapp.ca/software/134051/casebook-platform) — 4.2/5 (86 reviews) 3. [Bonterra Apricot](https://www.getapp.ca/software/120783/apricot) — 4.2/5 (225 reviews) 4. [CharityTracker](https://www.getapp.ca/software/108757/charitytracker) — 4.5/5 (1059 reviews) 5. [Notehouse](https://www.getapp.ca/software/120551/notehouse) — 4.7/5 (105 reviews) ## Reviews ### "Sumac is a compact and powerful tool. Our challenge is developing internal skills to use it fully" — 4.0/5 > **Greg** | *May 14, 2018* | Recommendation rating: 7.0/10 > > **Pros**: Ease of interface after basic orientation. Exportable data. Capacity to track giving, enrollment, volunteer roles, auction, etc. It integrates all of the different dimensions we need to manage for our student, supporter and partners. > > **Cons**: To fully use Sumac requires a growing understanding of the tools and strategies you can use to extract information and access the data you need. Building this capacity inside an organization takes a focused and sustained effort. In other words - at times we wish Sumac was more intuitive but we realize its diversity of features is probably more important than its ease of use. > > Consolidation of our enrollment and donation systems. Capacity to communicate with students and donors online. ----- ### "Satisfied Customer" — 4.0/5 > **Nancy** | *May 14, 2025* | Education Management | Recommendation rating: 9.0/10 > > **Pros**: I like how straight forward and user friendly the program is. It's well laid out and is internally consistent/ > > **Cons**: I don't have any cons; I've always been able to get the information and reports that I want. Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been. > > Been using it for different organizations for 16 or so years. I've worked w/several other platforms and this is by far the easiest to work with. ----- ### "TOO Expensive" — 3.0/5 > **Nancy** | *April 26, 2023* | Individual & Family Services | Recommendation rating: 2.0/10 > > **Pros**: I like that you can do reports and have it for different categories, the tech support staff are helpful > > **Cons**: Beware: We have had two exuberant price increases of almost $100.00 each time. We are only a small charity so this has had a huge impact on us. We had a 4500 donation capacity but only had 3000 donors in our database and they bumped us to 6000 donors and our price jumped by almost $100.00 for a 2nd time. There were no improvements to the program with these price increases. I asked to be dropped to a 4000 donor capacity and was told we had to sign a new contract. 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. After 2 price increases I am very unhappy with the product and would not recommend it. It was a great product for $100.00 month, but not for $267.00 > > Tech staff are helpful ----- ### "All in one" — 5.0/5 > **Chiamaka Juliet** | *October 23, 2025* | Civic & Social Organization | Recommendation rating: 9.0/10 > > **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. > > Using Sumac has been great so far. It didnt take much time for me to learn it and figure out my way around it. ----- ### "We looked long and hard to find appropriate software." — 4.0/5 > **Lois** | *June 26, 2015* | Nonprofit Organization Management > > **Pros**: If support is paramount, Sumac is a great choice. Sumac covers a broad scope of functions, including donations, memberships, sales and events. The software is very easy to use. Built in import functions are very user friendly and very complete. Transferring data into Sumac from another system is not difficult and the error checking before import is very good. Contact history is strong and allows drill downs into all the underlying documents. Contact records allow the addition of extra user-defined tabs and fields which is a great asset. > > **Cons**: Inventory tracking functionality could be more robust. Mail merges currently allow links between contacts and one other view, such as donations, memberships, etc. It would be helpful if more than one additional view would be supported. Reports could be improved, but this problem is easily resolved with a good report writer that links with an ODBC driver. > > We are a non-profit ministry and needed software that tracks donors/donations, accommodates product sales, tracks memberships and renewal dates, and handles event tracking. It is VERY CHALLENGING to find non-profit software for a mid sized organization that handles all of these functions. Sumac does all of this in addition to being a very affordable solution. Also, we needed rather extensive custom programming to handle some of our more specialized batch processing functions. Sumac did the custom programming for us. I think one of the most compelling reasons to use Sumac is their customer service and support. I have done business with a large number of software companies during my career and few if any have been as responsive to customer needs as Sumac. ----- Page: 1 / 7\ Next: [Next page](https://www.getapp.ca/software/9440/sumac?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/9440/sumac) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data