# Compare InfoFlo vs Sumac 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Sumac and InfoFlo based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/96628-144095/InfoFlo-vs-Sumac --- # Sumac vs InfoFlo 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: SumacInfoFlo2/4 selected [Sumac](https://www.capterra.com/p/144095/Sumac/)[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/)[4.5 (100)](https://www.capterra.com/p/96628/InfoFlo/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 [## InfoFlo](https://www.capterra.com/p/96628/InfoFlo/)[4.5 (100)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Starting Price $20.00/month Value-for-Money 4.5 Functionality 4.4 Ease of Use 4.4 Customer Service 4.3 Reviews Sentiment CM CM Based on [100 reviews](#user-reviews) Positive 91 Neutral 6 Negative 3 ## 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 46 / 50 Only Sumac - Electronic Signature Best performer 47 / 50 Only InfoFlo - Assessment Management - 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 4.5 User reviews[100](https://www.capterra.com/p/96628/InfoFlo/reviews/) Ease of use 4.4 Functionality 4.4 Value for money 4.5 Customer support 4.3 Price starts from Price starts from $109Flat Rate, Per Month - Free version - Free trial Price starts from $20Per User, Per Month - 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 Stop paying for features you don't need, and get a solution built for you! InfoFlo Nonprofit offers a customized solution for each organization based on their unique needs all at an affordable price. ## 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/) CM Colton M. Senior Human Resources Recruiter > "The functionality and control of my data have improved, and with a smoother integration, I can make calls, record communications, and invoice..." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7046644) SR Samantha R. Finance > "Outdated interface, limited advanced features, weaker mobile experience, and fewer integrations than modern CRMs" [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7129485) CM Colton M. Senior Human Resources Recruiter > "Having mobile access is useful when I'm out of the office because I can view my task list, contacts, history, and schedule meetings or..." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7046644) SD Sandy D. Marketing Assistant > "Everything works, but next to something like HubSpot or even some of the free tools, it looks pretty old." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7178506) SD Sandy D. Marketing Assistant > "Been using it for a few months now to keep client info organized and track Outlook emails, and it does what I need without much fuss." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7178506) AK Allison K. Manager > "I believe they bring you in and try and get you to spend money on upgrades, then they say we don't have the "manpower" to write the code..." [See full review](https://www.capterra.com/p/96628/InfoFlo/#SoftwareAdvice___4643446) RV Ruth V. CSR > "InfoFlo is a helpful CRM that makes it easy to manage contacts, track communication, and keep customer information organized." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7154423) AK Allison K. Manager > "next thing you know months have passed and they refuse to discuss any type of refund." [See full review](https://www.capterra.com/p/96628/InfoFlo/#SoftwareAdvice___4643446) RV Ruth V. CSR > "It works well for daily business needs, though it could benefit from a more modern design and stronger mobile functionality." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7154423) SG Sandra G. President > "It was one of the most time exhausting experiences that ended up in me losing money for a piece of software that we do not use." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___2435369) VR Verified Reviewer Print Shop > "It makes it easy for us to sell our products with ease and keeps us well organized." [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___7118846) DH Denisse H. Director of Operations > "We have tried several times to fix it without success. " [See full review](https://www.capterra.com/p/96628/InfoFlo/#Capterra___2921806) [View Reviews](https://www.capterra.com/p/96628/InfoFlo/reviews/) ## User interface 4.38 (132) [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/) 4.45 (100) ### Features Sumac 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) InfoFlo Top features 47/50 - 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/96628/InfoFlo/#features) ### Recognition No recognitions have been awarded to Sumac No recognitions have been awarded to InfoFlo ### 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 InfoFlo 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 InfoFlo - By InfoFlo Solutions - Located in Canada - Founded in 2017 ## 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