--- title: "Sumac Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sumac Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more." source_url: "https://www.capterra.com/p/144095/Sumac/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Sumac Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sumac ## What is Sumac? ​​Sumac is customizable, all-in-one case management software for social work. Effortlessly manage client intake, service delivery, and reporting. Add extensions - donations, volunteers, grants, memberships, and more - to create a complete nonprofit case management software tailored to your nonprofit. Fully customizable and scalable, Sumac adapts to your organization’s unique workflows and programs. The software is HIPAA & PIPEDA compliant and includes web-based intake forms, e-signatures, built-in email marketing, and robust reporting - everything you need to manage clients, track outcomes, and grow your impact. Plus, with top-rated live customer support included, your team is never left without help. Sumac is used and loved by human and social service organizations of all sizes including: Child & family services, shelters, human and social services, community services, food banks, health services, hospices, and more. ## What is Sumac used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Donation Management](https://www.capterra.com/donation-management-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Overall rating Based on 132 user reviews Reviews sentiment Positive 90% Neutral 7% Negative 3% Starting price $179 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Sumac alternatives Highest Rated [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/144095/Sumac/alternatives/) ## FAQs about Sumac Overview ### What problems does Sumac solve? Sumac solves scattered nonprofit data and manual tracking by centralizing donor, client, volunteer, membership, event, and program records. It supports secure case notes, referrals, tax receipts, targeted communications, and funder-ready reporting. Small and midsize nonprofits, frontline service teams, fundraisers, administrators, and board members gain clearer histories, shared access, and faster reporting. Answer based on 91 reviews Overview ### Which roles and teams benefit most from Sumac? Sumac is most used by nonprofit executive directors and managing directors who oversee donor records, fundraising, memberships, and organizational reporting. Development and fundraising teams track gifts, supporter communications, and campaigns, while program, outreach, and operations coordinators manage participant information. Marketing and communications managers use it to maintain contact lists and coordinate audience engagement. Answer based on 125 reviews Overview ### What company size and industries is Sumac built for? Sumac is built for small organizations, with 97% of reviewers from small businesses and Non-Profit Organization Management leading at 42%. It serves social services, education, child and family services, child welfare, victim services, health services, shelters, and community services, with civic and social organizations representing 10% and fine arts 9%. Answer based on 132 reviews Features and Usability ### What are the key features of Sumac? Sumac includes core CRM and data management tools for centralized client, donor, volunteer, and member records. Key features include customizable fields and forms, case notes and intake management, donor and donation tracking with tax receipts, and reporting/analytics. Role-based permissions and access controls support confidential program and client data. Answer based on 58 reviews Pricing ### How much does it cost and what fees or limitations are included? Sumac starts at $179 per month for the Basic Plan, including 1,000 contact records, three users, and 5 GB of data. Reviewers frequently describe it as affordable for small nonprofits, though one reported nearly 100-dollar price increases after donor-capacity changes and difficulty reducing capacity without a new contract. Answer based on 23 reviews Integrations ### Which third-party tools and platforms does Sumac integrate with? Sumac integrates with 3 third-party platforms: Constant Contact and Mailchimp for email marketing, plus QuickBooks Online for accounting. These catalog integrations cover core nonprofit and small business workflows for contact messaging and financial management. Answer based on 7 reviews Getting Started and Support ### How easy is it to onboard and train a team on Sumac? Sumac offers live online training, webinars, documentation, and videos to support onboarding. Reviewers report that new staff, administrative volunteers, and nontechnical users often learn core tasks quickly. Administrators handling setup, data migration, customization, or advanced modules may need more time, though one-to-one support and phased training help teams adopt the system. Answer based on 22 reviews Getting Started and Support ### What customer support options does Sumac offer, and how do users rate the experience? Sumac offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe staff as prompt, patient, knowledgeable, and willing to address questions or product suggestions, with some reporting replies within minutes. A minority cite difficulty reaching technical support and gaps in instructional videos or documentation for specialized tasks. Answer based on 58 reviews Ease of use ### How easy is Sumac to use for nonprofit teams? Sumac becomes easier to use after initial training, with flexible screens and search tools that fit nonprofit workflows. Small nonprofit teams value customizable client profiles, forms, and program records, while administrators may need support for advanced setup. Some users find web forms, pop-ups, and certain customization options less intuitive. Answer based on 38 reviews ## See trending topics mentioning Sumac [Per-user or flat-rate pricing: which human services case management software costs less for a nonprofit with three caseworkers?](https://www.capterra.com/human-services-software/trending-topics/per-user-or-flat-rate-pricing-which-human-services-case-management-software-costs-less/) Last updated on October 26, 2026 ### Per-user or flat-rate pricing: which human services case management software costs less for a nonprofit with three caseworkers? Answered by Capterra Research Analyst Team [What case management software can a small nonprofit with no IT staff set up and train its caseworkers on without paying for consultants?](https://www.capterra.com/human-services-software/trending-topics/what-case-management-software-can-a-small-nonprofit-with-no-it-staff-set-up-and-train/) Last updated on October 26, 2026 ### What case management software can a small nonprofit with no IT staff set up and train its caseworkers on without paying for consultants? Answered by Capterra Research Analyst Team ## Features AI summary Based on 4,125 Social Work Case Management reviews Capterra data shows that buyers of membership management software rank the following features as their top priorities: - **Registration Management** (**56%** of reviewers rated this feature as critical) - **Member Database** (**62%**) - **Payment Processing** (**62%**) Sumac supports all three of the features reviewers rate most highly: **Registration Management**, **Member Database**, and **Payment Processing**. Together, these capabilities help businesses manage sign-ups, keep member records organized, and handle payments in one system, allowing teams to run membership programs more efficiently and maintain accurate member and revenue data. Registration Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Member Database 4.6 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Add, store and access information pertaining to members Payment Processing 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Accept, record, and reconcile financial transactions Membership Renewals 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Conveniently automatically renew memberships at the end of subscriptions Electronic Payments 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Electronically collect payments for goods or services Case Notes 5.0 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Sumac 142 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Alumni Management: Tools that help educational institutions or fundraising organizations connect with alumni - API: Application programming interface that allows for integration with other systems/databases - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendance Tracking: Track the attendance of specific individuals or groups - Auction Management: Allows businesses to create and manage auctions. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Control: Manage and monitor spending to align with the financial constraints or goals - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Categorization/Grouping: Organize and group data or items based on various criteria - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contribution Tracking: View donor contribution history, track how much money have been raised over time and measure progress - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Discovery: Search 3rd party databases to identify potential donors - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Dues Management: Track and collect membership dues - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Reminders: Reminders sent via email - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - Event Calendar: A list of events with their respective dates - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - Event Ticketing: Manage tickets for specific events - Financial Reporting: Generate reports to assess the financial performance of an organization - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Fundraising Management: Activities related to raising money for a specific cause - Gift Matching Management: Ability to match gifts through the system - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Application Management: Track and manage the status of grant applications - Grant Management: Monitor application statuses, proposals and award funds - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Historical Trend Analysis: Review data from past periods to reveal recurring tendencies - Impact Measurement: Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. - Intake Management: Activities related to the initial admission of a charge into the organization's care - Interaction Tracking: Track interaction history by documenting conversations for contacts - Medical History Records: Records of patients' medical history - Member Communication: Contact members listed in the database through email, SMS, social, phone, etc. - Member Database: Add, store and access information pertaining to members - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Member Portal: Online gateway through which members can access/update personal information - Member Types: Handle various types of membership based on groupings - Membership Management: Database of members to track personal information of individuals and families - Membership Renewals: Conveniently automatically renew memberships at the end of subscriptions - Mobile Access: Access software remotely via mobile devices - Mobile Giving: Ability to make a donation from a mobile device/app - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Online Forms: Create new forms and/or use ready-made online form templates - Online Giving: Outlet for members and visitors to submit donations electronically - Payment Processing: Accept, record, and reconcile financial transactions - Personalization: Adjust communications based on previous interactions or personal preferences - Pledge Management: Track commitments to donate in the future - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Recognition Management: Track volunteer performance and award those who exceed certain criteria - Records Management: Ability to record, store, update, and retrieve information - Recurring Giving: Manage and track recurring gifts - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Volunteer Recruiting: Advertise volunteer opportunities and recruit new volunteers - Wait List Management: Record, update and manage waiting lists - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Website Management: Built-in website builder or integration with third-party site - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (87) 4.0 Based on 87 reviews ## Pricing Value for money 4.3 (82) [View pricing plan details](https://www.capterra.com/p/144095/Sumac/pricing/) Basic Plan $179.00 Flat Rate,Per Month It includes: - support - Training Value for money 4.3 (82) 4.3 Based on 82 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (128) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (128) 4.7 Based on 128 reviews ## User reviews Overall rating 4.4 Based on 132 reviews Filter by rating Counts reflect reviews available in this feed. 5(68) 4(50) 3(10) 2(3) 1(1) Mentioned topic Recent reviews first, then most helpful RC Residential Coordinator Residential Coordinator Used the software for: 1-3 years ### "User-Friendly, Great Product" 5.0 February 16, 2026 Sumac is a wonderful platform for the case management needs we have at our organization. It is very comprehensive and detailed, with many options to customize to our liking. I would not change a thing about how the profiles are built for client information. It makes use easy and smooth. It is simple to share information across the organization. Pros Sumac is incredibly user-friendly, and in the rare case that an issue were to arise, customer support is prompt, friendly, and very useful. Cons There is little I can say that is poor with Sumac. I am very pleased overall with how the platform functions. YO YOW YOW Used the software for: 1-3 years ### "Powerful Nonprofit CRM with a Learning Curve but Excellent Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 19, 2025 Overall, my experience with Sumac has been positive. Once I got used to the system, it became a powerful tool for managing donor relationships and tracking program outcomes. It’s particularly well-suited for small to medium-sized nonprofits looking for an affordable and comprehensive CRM solution. The software is secure and stable, with regular updates that improve performance. While it takes effort to master, the long-term value is excellent. Pros Sumac is incredibly flexible and customizable, especially for nonprofit organizations. The database structure makes it easy to track donors, clients, and volunteers all in one place. I also appreciate that it integrates with email marketing tools, which has simplified our outreach process. The reporting feature is strong once you learn how to use it, and their customer support team is responsive and patient. Cons It takes a little time to get familiar with all the features, but once you do, it’s very easy to use and saves a lot of time. YO Youth Outreach Worker Youth Outreach Worker Used the software for: Less than 1 year ### "Efficient Case Management and Reporting Tool for Nonprofits" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2025 My overall experience with Sumac has been positive. It has improved how we document client interactions, manage referrals, and collect data across multiple programs. The interface is user-friendly once you’re familiar with it, and the technical support team is responsive whenever issues come up. Overall, it’s a great tool for nonprofit organizations that want to streamline case management and reporting. Pros Sumac makes client management and reporting much easier. I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient. It’s also helpful for generating reports and analyzing data for funders. Cons At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support. PM Pograms Manager Pograms Manager Used the software for: 1-3 years ### "Efficient, Customizable, and Exceptionally Secure" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2025 Our overall experience with Sumac has been excellent. It has become an essential part of managing and delivering our youth programs, particularly those involving sensitive client information related to the criminal justice system. The platform is secure, reliable, and customizable. Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality. The support team is incredibly responsive, often replying within minutes whenever assistance is needed. Overall, Sumac has streamlined our operations, improved data security, and strengthened how we serve our clients and meet funder requirements. It’s a system we trust and plan to continue using in the long term. Pros We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back. After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program. Sumac's highly customizable nature made adding new programs and features effortless. From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral and registration forms, case notes, and detailed client profiles. The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes. Sumac has become an essential tool for our organization’s service delivery, compliance, and data security. Cons The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently. This requires someone with administrative access, such as myself, to step in and unlock the files. While this feature helps maintain strong data security, it can occasionally cause delays when a manager or administrator isn’t immediately available. Allowing designated staff limited permissions to unlock files could make the process more efficient while still maintaining appropriate safeguards Silvia D. Chief Executive Officer Used the software for: Less than 1 year ### "SUMAC - great CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 23, 2016 After struggling for several years with an expensive database that was not intuitive and did not meet our needs, our organization looked into several others to replace it including Sumac which was recommended to us by another not-for-profit. We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered – almost everything on our “wish list” (and much more). We then decided to purchase Sumac and have not regretted our decision. While there were a few hiccups with our data migration, overall we have been very impressed. It is very user-friendly, fast, and has features that we are still discovering a year after we started using it. The Sumac team is amazing and has been very responsive, accommodating and helpful when we have needed assistance in using the tool and putting through change requests when we have suggestions and identified areas for improvement. Pros User friendly Excellent customer support New releases on regular basis Cons Online functionality for some add-ons is very basic (e.g. ticketing) or not available yet (e.g. sales) The User Guide is good at describing each of the many fields in the database but limited in explaining how these are used together (processes) Rachel M. Executive Director Used the software for: 3-5 years ### "The CRM that helps you manage donations and memberships" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 19, 2022 I appreciate the software support they provide and attempt to be as thorough as possible. Pros I enjoy the ability to create a number of tax receipts at once. It helps keep the one time a year production easy to manage Cons It is tricky to see when a number of memberships are expiring, or to get prompted for when they expire. This feature may exist and I have not figured it out yet. DA Development Associate Development Associate Used the software for: 3-5 years ### "FANTASTIC Customer Support" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 July 31, 2024 Pros We really thought Sumac wasn't working for us, but the team at Sumac has been WONDERFUL in taking the time to work with us one on one to show us how we've been using features wrong, how to use the software more efficiently, and how the software can already do some things we've been struggling with. Having that kind of one on one support and training is INCREDIBLE, particularly since these one-on-one "how do I get Sumac to do X" calls have been free for us. It's completely changed the way we use the software and has caused me to start overhauling our operations to use the software to do our work better! Cons It can take some getting used to because the interface isn't particularly intuitive AC Admin/Volunteer Coordinator Admin/Volunteer Coordinator Used the software for: 1-3 years ### "Sumac in our little non-profit" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 25, 2023 We have one system for donors, clients, volunteers, and it is easily adaptable to our needs. Pros Fully customizable, does what we need it to, easy to gather stats and run reports. All in one software for donations/grants/case management/volunteer management. Cons It can look clunky, but it is a powerhouse! As well, it would be nice to have auto-save, or spellcheck on forms. DD Development Director Development Director Used the software for: 3-5 years ### "Development Director" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 24, 2025 Pros The customizable functions, and customer service have been great. Always willing to adjust or work with us for our specific needs. Cons Wish some of the grow your own sections could talk to each other better, allow for more uniformity and connection throughout the database. ED Executive Director Executive Director Used the software for: 3-5 years ### "Sumac is a compact and powerful tool. Our challenge is developing internal skills to use it fully" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 21, 2018 Consolidation of our enrollment and donation systems. Capacity to communicate with students and donors online. 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. [View all Reviews](https://www.capterra.com/p/144095/Sumac/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [My Junna vs Sumac](https://www.capterra.com/compare/144095-178861/Sumac-vs-Junna-Care)[CharityTracker vs Sumac](https://www.capterra.com/compare/132388-144095/CharityTracker-vs-Sumac)[Bonterra Apricot vs Sumac](https://www.capterra.com/compare/123342-144095/Bonterra-Case-Management-vs-Sumac)[InfoFlo Impact vs Sumac](https://www.capterra.com/compare/96628-144095/InfoFlo-vs-Sumac) [Notehouse vs Sumac](https://www.capterra.com/compare/144095-182626/Sumac-vs-Notehouse)[Neon CRM vs Sumac](https://www.capterra.com/compare/102088-144095/NeonCRM-vs-Sumac)[DonorPerfect vs Sumac](https://www.capterra.com/compare/2698-144095/DonorPerfect-Fundraising-Software-vs-Sumac)