# 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 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: 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 (109)](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 (109)](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 RD CA SH Based on [109 reviews](#user-reviews) Positive 104 Neutral 3 Negative 2 ## 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 - Administrative Reporting - API - Attendance Management 34 / 50 Only Notehouse - Progress Tracking 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[109](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, 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/) RD Ruth D. Virtual Assistant > "For smaller organizations or growing teams, it offers a good balance between functionality and affordability." [See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7164381) EP Eric P. ERP Supervisor > "When there's plenty of client data to search, the search functionality seems restrictive, and retrieving specific notes is..." [See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7161729) 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) SH Sam H. Admin Assistant > "Been using Notehouse for a while now and it's simple, clean, and doesn't try to do too much. If you're a social worker, case..." [See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7166654) 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) RD Ruth D. Virtual Assistant > "Everything is organized in a way that makes sense, and finding the information I need is usually pretty quick." [See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7164381) MN Muna N. Event Planner > "Occasional syncing or performance issues may occur." [See full review](https://www.capterra.com/p/182626/Notehouse/#Capterra___7083174) 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) 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 (109) ### 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) 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 ## 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) [Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.72 (109)](https://www.capterra.com/p/182626/Notehouse/reviews/) vs [Plottr](https://www.capterra.com/p/264561/Plottr/)[4.84 (237)](https://www.capterra.com/p/264561/Plottr/reviews/) $12/year Price $15/month 4.3 Features 4.8 4.8 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/182626-264561/Notehouse-vs-Plottr) [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) [Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.72 (109)](https://www.capterra.com/p/182626/Notehouse/reviews/) vs [Google Keep](https://www.capterra.com/p/233847/Google-Keep/)[4.74 (245)](https://www.capterra.com/p/233847/Google-Keep/reviews/) $12/year Price Contact vendor for pricing 4.3 Features 4.4 4.8 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/182626-233847/Notehouse-vs-Google-Keep) [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) [Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.72 (109)](https://www.capterra.com/p/182626/Notehouse/reviews/) vs [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/)[4.53 (1,061)](https://www.capterra.com/p/132388/CharityTracker/reviews/) $12/year Price $20/month 4.3 Features 4.4 4.8 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132388-182626/CharityTracker-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) [Notehouse](https://www.capterra.com/p/182626/Notehouse/)[4.72 (109)](https://www.capterra.com/p/182626/Notehouse/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/) $12/year Price Contact vendor for pricing 4.3 Features 4.1 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/123342-182626/Bonterra-Case-Management-vs-Notehouse) [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)