# Compare Sumac vs Omatic Cloud 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Sumac and Omatic Cloud based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/144095-169386/Sumac-vs-ImportOmatic --- # Sumac vs Omatic Cloud Features and Cost Comparison Last updated June 26th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: SumacOmatic Cloud2/4 selected [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) [Omatic Cloud](https://www.capterra.com/p/169386/ImportOmatic/)[4.4 (115)](https://www.capterra.com/p/169386/ImportOmatic/reviews/) [## Sumac](https://www.capterra.com/p/144095/Sumac/)[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting Price $109.00/month Value-for-Money 4.3 Functionality 4 Ease of Use 4.2 Customer Service 4.7 Reviews Sentiment RM RM Based on [132 reviews](#user-reviews) Positive 119 Neutral 9 Negative 4 [## Omatic Cloud](https://www.capterra.com/p/169386/ImportOmatic/)[4.4 (115)](https://www.capterra.com/p/169386/ImportOmatic/reviews/) Starting Price $100.00/year Value-for-Money 4.3 Functionality 4.3 Ease of Use 3.9 Customer Service 4.4 Reviews Sentiment SC BE MS Based on [115 reviews](#user-reviews) Positive 103 Neutral 11 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Social Work Case Management Software Best performer 46 / 50 Only Sumac - Access Controls/Permissions - Activity Dashboard - Activity Tracking 1 / 50 User satisfaction User satisfaction 4.4 User reviews[132](https://www.capterra.com/p/144095/Sumac/reviews/) Ease of use 4.2 Functionality 4.0 Value for money 4.3 Customer support 4.7 User satisfaction 4.4 User reviews[115](https://www.capterra.com/p/169386/ImportOmatic/reviews/) Ease of use 3.9 Functionality 4.3 Value for money 4.3 Customer support 4.4 Price starts from Price starts from $109Flat Rate, Per Month - Free version - Free trial Price starts from $100Per Year - Free version - Free trial Best for Best for Social Services, Education, Child & Family Services, Child Welfare, Victim Services, Health Services, Shelters, Community Services Best for Omatic Cloud is trusted by more than 3,000 social-good organizations worldwide to drive mission outcomes by integrating fundraising, CRM, ERP and accounting systems and unleashing the power of data. ## User reviews Pros & cons RM Rodrigo M. Pograms Manager > "From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral..." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7034862) BL Brie L. Client Services > "Some fields are not customizable" [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___6586318) RM Rodrigo M. Pograms Manager > "Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest..." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7034862) Uyen Pham - A. Executive Director > "I don't like that I have to store the receipts locally." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___6403586) AB Andrea B. Residential Coordinator > "It is very comprehensive and detailed, with many options to customize to our liking." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7092623) NS Nancy S. Finance Administrator > "Before the last price increase they would have dropped our package to a 2000 donor capacity but being small with few..." [See full review](https://www.capterra.com/p/144095/Sumac/#SoftwareAdvice___4763407) MJ Maryam J. Youth Outreach Worker > "I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7031922) NS Nancy S. Finance Administrator > "There were no improvements to the program with these price increases." [See full review](https://www.capterra.com/p/144095/Sumac/#SoftwareAdvice___4763407) RM Rodrigo M. Pograms Manager > "Sumac has become an essential tool for our organization’s service delivery, compliance, and data security." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7034862) NS Nancy S. Finance Administrator > "After 2 price increases I am very unhappy with the product and would not recommend it." [See full review](https://www.capterra.com/p/144095/Sumac/#SoftwareAdvice___4763407) MA Maryam A. YOW > "The database structure makes it easy to track donors, clients, and volunteers all in one place." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7037726) BS Brian S. Administrator > "It is sometimes difficult to load the software onto Mac computers." [See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___2547171) [View Reviews](https://www.capterra.com/p/144095/Sumac/reviews/) SC Sarah C. Database and Donor Relations Manager > "Being able to merge old records with new and standardize information has advanced our practices significantly, allowing us to better optimize our fundraising..." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2581875) BE Bridget E. Donor Services Coordinator > "The one thing that bugs me is that when searching duplicates on addresses, it will pull old/inactive addresses in RE as a match." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2884847) BE Bridget E. Donor Services Coordinator > "I also LOVE the ability to have things checked on the records depending on how the data comes in, i.e., if a new donor gift with no address, the "has no valid..." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2884847) AM Andrew M. Manager of Audience Development > "I always get a large number of exceptions when I import large records and still don't know how to settle them." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2540344) MS Mubo S. Database Administrator > "I also like that it scans records and suggests if records being imported into Raiser's Edge should be matched with a record already in Raiser's Edge or if the..." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2645533) CB Clint B. IT Support > "I honestly believe blackbaud designed certain aspects of their software to be difficult on purpose, so that you'd spend more money on all the add-ons they..." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2540426) BE Bridget E. Donor Services Coordinator > "We have an event that brings in 100s of donations weekly and I could never keep up with processing them. But now with IOM, I am on top of them every single day...." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2884847) MN MIchelle N. Database Coordinator > "It’s one of those things that if you don’t use it regularly, you can forget the primary aspects of how to set it up properly." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2540480) F Furkan Ö. Student > "Customer Service Convenience, Effective and Efficient Database, Thanks to this program; we were able to gain convenience and effectiveness with in us." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2567811) CB Clint B. IT Support > "interpreting errors when you generate exception logs-" [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2540426) MN MIchelle N. Database Coordinator > "The most impactful feature of Import-omatic is the ability to create templates that I can reuse." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2540480) IT Iris T. Constituent Reporting Analyst > "Automation in RE desktop version is not available." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2640656) SC Sarah C. Database and Donor Relations Manager > "The de-duplication feature offered in the software has been incredible in building up integrity for existing agency data." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2581875) BP Breanna P. Donor Systems Manager > "The interface can be confusing or intimidating for new users." [See full review](https://www.capterra.com/p/169386/ImportOmatic/#Capterra___2540342) [View Reviews](https://www.capterra.com/p/169386/ImportOmatic/reviews/) ## User interface 4.38 (132) [Omatic Cloud](https://www.capterra.com/p/169386/ImportOmatic/) 4.39 (115) ### Features Sumac Top features 46/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - AI Copilot - Alerts/Escalation - API - Assessment Management - Attendance Management - Calendar Management - Case Management - Case Notes - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Contact Database - Contact Management - Customizable Fields - Customizable Forms - Customizable Reports - Dashboard Creation - Document Management - Document Storage - Document Templates - Electronic Signature - Email Alerts - Employee Management - Forms Management - Generative AI - Goal Setting/Tracking - HIPAA Compliant - Program Management - Progress Reports - Progress Tracking - Project Time Tracking - Records Management - Referral Management - Referral Tracking - Reminders - Reporting/Analytics - Reporting & Statistics - Role-Based Permissions - Scheduling - Task Management - Task Scheduling - Third-Party Integrations - Training Management [See all features](https://www.capterra.com/p/144095/Sumac/#features) Omatic Cloud 1/50 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - AI Copilot - Alerts/Escalation - API - Assessment Management - Attendance Management - Calendar Management - Case Management - Case Notes - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Contact Database - Contact Management - Customizable Fields - Customizable Forms - Customizable Reports - Dashboard Creation - Document Management - Document Storage - Document Templates - Electronic Signature - Email Alerts - Employee Management - Forms Management - Generative AI - Goal Setting/Tracking - HIPAA Compliant - Program Management - Progress Reports - Progress Tracking - Project Time Tracking - Records Management - Referral Management - Referral Tracking - Reminders - Reporting/Analytics - Reporting & Statistics - Role-Based Permissions - Scheduling - Task Management - Task Scheduling - Third-Party Integrations - Training Management [See all features](https://www.capterra.com/p/169386/ImportOmatic/#features) ### Recognition No recognitions have been awarded to Sumac No recognitions have been awarded to Omatic Cloud ### Deployment & support Sumac Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Omatic Cloud Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Sumac - By Societ - Located in Canada - Founded in 2004 Omatic Cloud - By Omatic Software - Located in United States - Founded in 2002 ## Popular Comparisons [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [My Junna](https://www.capterra.com/p/178861/Junna-Care/)[4.85 (39)](https://www.capterra.com/p/178861/Junna-Care/#reviews) $109/month Price $99/month 4.0 Features 4.5 4.2 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/144095-178861/Sumac-vs-Junna-Care) [Omatic Cloud](https://www.capterra.com/p/169386/ImportOmatic/)[4.39 (115)](https://www.capterra.com/p/169386/ImportOmatic/reviews/) vs [Aplos](https://www.capterra.com/p/118759/Aplos-Accounting/)[4.46 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) $100/year Price $79/month 4.3 Features 4.2 3.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/118759-169386/Aplos-Accounting-vs-ImportOmatic) [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/)[4.53 (1,061)](https://www.capterra.com/p/132388/CharityTracker/reviews/) $109/month Price $20/month 4.0 Features 4.4 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132388-144095/CharityTracker-vs-Sumac) [Omatic Cloud](https://www.capterra.com/p/169386/ImportOmatic/)[4.39 (115)](https://www.capterra.com/p/169386/ImportOmatic/reviews/) vs [Continue to Give](https://www.capterra.com/p/142350/Continue-to-Give/)[4.58 (213)](https://www.capterra.com/p/142350/Continue-to-Give/reviews/) $100/year Price $0/month 4.3 Features 4.4 3.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/142350-169386/Continue-to-Give-vs-ImportOmatic) [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[4.23 (226)](https://www.capterra.com/p/123342/Bonterra-Case-Management/reviews/) $109/month Price Contact vendor for pricing 4.0 Features 4.1 4.2 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/123342-144095/Bonterra-Case-Management-vs-Sumac) [Omatic Cloud](https://www.capterra.com/p/169386/ImportOmatic/)[4.39 (115)](https://www.capterra.com/p/169386/ImportOmatic/reviews/) vs [MonkeyPod](https://www.capterra.com/p/203848/MonkeyPod/)[4.77 (101)](https://www.capterra.com/p/203848/MonkeyPod/reviews/) $100/year Price $167/month 4.3 Features 4.5 3.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/169386-203848/ImportOmatic-vs-MonkeyPod) [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.72 (109)](https://www.capterra.com/p/182626/Notehouse/reviews/) $109/month Price $12/year 4.0 Features 4.3 4.2 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/144095-182626/Sumac-vs-Notehouse) [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/)[4.45 (100)](https://www.capterra.com/p/96628/InfoFlo/reviews/) $109/month Price $20/month 4.0 Features 4.4 4.2 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/96628-144095/InfoFlo-vs-Sumac) [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [Neon CRM](https://www.capterra.com/p/102088/NeonCRM/)[4.33 (619)](https://www.capterra.com/p/102088/NeonCRM/reviews/) $109/month Price $99/month 4.0 Features 4.2 4.2 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/102088-144095/NeonCRM-vs-Sumac) [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.38 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) vs [DonorPerfect](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/)[4.55 (1,451)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) $109/month Price $119/month 4.0 Features 4.3 4.2 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/2698-144095/DonorPerfect-Fundraising-Software-vs-Sumac)