# Compare Sumac vs Notehouse 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Sumac and Notehouse based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/144095-182626/Sumac-vs-Notehouse

---

# Sumac vs Notehouse Features and Cost Comparison

Last updated March 17th, 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:

SumacNotehouse2/4 selected

[Sumac](https://www.capterra.com/p/144095/Sumac/)[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/)

[Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.7 (105)](https://www.capterra.com/p/182626/Notehouse/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

[## Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.7 (105)](https://www.capterra.com/p/182626/Notehouse/reviews/)

Starting Price

$12.00/year

Value-for-Money

4.7

Functionality

4.3

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

CA

EL

DW

Based on [105 reviews](#user-reviews)

Positive

100

Neutral

3

Negative

2

## Summary

* * *

Features in Social Work Case Management Software

Best performer

48 / 50

Only Sumac

-   Administrative Reporting
-   API
-   Assessment Management

34 / 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

4.7

User reviews[105](https://www.capterra.com/p/182626/Notehouse/reviews/)

Ease of use

4.8

Functionality

4.3

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

$109Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

$12Per User, Per 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

Nonprofit organizations, counselors, managers, and social workers.

## 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,..."

[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..."

[See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7034862)

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..."

[See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7031922)

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)

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

> "There were no improvements to the program with these price increases."

[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)

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 reporting feature is strong once you learn how to use it, and their customer support team is responsive and..."

[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)

CE

Crystal E.

Executive Director

> "We’re so grateful to the Sumac team for creating a case management system that not only meets our needs but exceeds..."

[See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___7018872)

SR

Sam R.

Artistic Producer

> "Couldn't figure out aspects without reading the tutorial."

[See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___2095586)

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)

SR

Sam R.

Artistic Producer

> "It wasn't intuitive to use."

[See full review](https://www.capterra.com/p/144095/Sumac/#Capterra___2095586)

[View Reviews](https://www.capterra.com/p/144095/Sumac/reviews/)

CA

Carolyn A.

Executive Director

> "You can make changes as your work evolves and create reports easily to capture the data you need."

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7000240)

SH

Shelly H.

case manager

> "it comes frustrating being unable to record case notes in real time, also risks our legal obligations"

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7115062)

EL

Erica L.

Police Social Worker

> "One of the biggest strengths of Notehouse is their customer support."

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7114858)

DW

Dawn W.

Deputy Director

> "The printing function works, but it is not easily accessible and can be difficult to figure out."

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7115995)

DW

Dawn W.

Deputy Director

> "Great value for the money, easy to use, reliable, and perfect for everyday needs esepcialyy for..."

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7115995)

MN

Muna N.

Event Planner

> "Occasional syncing or performance issues may occur."

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7083174)

RD

Rebecca D.

Director of Advocacy

> "Best software for notetaking and data management out there!"

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7000249)

SA

Smriti A.

Treasurer

> "It was difficult to integrate this application with other services in our office with office slack."

[See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___6230757)

[View Reviews](https://www.capterra.com/p/182626/Notehouse/reviews/)

## User interface

4.38 (132)

[Notehouse](https://www.capterra.com/p/182626/Notehouse/)

4.72 (105)

### Features

Sumac

Top features

48/50

-   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)

Notehouse

34/50

-   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/182626/Notehouse/#features)

### Recognition

No recognitions have been awarded to Sumac

No recognitions have been awarded to Notehouse

### 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

Notehouse

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

Notehouse

-   By Notehouse
-   Located in United States
-   Founded in 2018

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