# Sumac Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Sumac the right Social Work Case Management solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144095/Sumac/reviews --- Sumac 4.4 (132) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Sumac Ease of use 4.2 Customer Service 4.7 ## Pros and Cons in Reviews RM Rodrigo M Pograms ManagerIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ October 27, 2025 BL Brie L Client ServicesHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “Some fields are not customizable“ September 10, 2025 RM Rodrigo M Pograms ManagerIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality.“ October 27, 2025 Uyen Pham - A Executive DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “I don't like that I have to store the receipts locally.“ July 22, 2024 MA Maryam A YOWNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “The database structure makes it easy to track donors, clients, and volunteers all in one place.“ November 1, 2025 NS Nancy S Finance AdministratorIndividual & Family Services, 2 - 10 employeesUsed the software for: More than 2 years. “Before the last price increase they would have dropped our package to a 2000 donor capacity but being small with few staff; we did not have the time or man power to eliminate 1000 donors.“ April 26, 2023 MA Maryam A YOWNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “The reporting feature is strong once you learn how to use it, and their customer support team is responsive and patient.“ November 1, 2025 NS Nancy S Finance AdministratorIndividual & Family Services, 2 - 10 employeesUsed the software for: More than 2 years. “There were no improvements to the program with these price increases.“ April 26, 2023 ## Showing most helpful reviews Showing 1-25 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Silvia D. Chief Executive Officer Renewables & Environment Used the software for: 6-12 months ### "SUMAC - great CRM" November 22, 2016 4.0 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) Review Source RM Rachel M. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "The CRM that helps you manage donations and memberships" December 18, 2022 4.0 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. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) I was not a part of the organization at that time, but I believe it was for safer storage of donor data. Review Source Uyen Pham - A. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Using Sumac for my Not-for-Profit" July 22, 2024 3.0 Pros I like that it creates my charitable tax receipt numbers for me automatically. I like the new interface, it's very user-friendly. Cons I don't like that I have to store the receipts locally. It's not in the program itself so if someone is using the program or having to find the receipt itself, they have to find it on the local computer. Fine for me right now, as I'm the only one using Sumac at my organization, but I can see how this can be a nightmare for larger orgs. Reason for choosing Sumac we bought Sumac through TechSoup at a discounted price. Review Source TD Tanya D. Admin/Volunteer Coordinator Mental Health Care Used the software for: 1-2 years ### "Sumac in our little non-profit" January 23, 2023 5.0 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. Review Source SC Sarah C. executive director Non-Profit Organization Management Used the software for: 2+ years ### "thanks for the support" September 17, 2025 4.0 Pros it puts everyone together so you can easily find and keep track of the clients we are working with, customer support has been really helpful Cons it can be tricky to figure out how to run reports, we have a cap of how many people we can use so always trying to ensure we are working within out cap Review Source DM Daniela M. Development Director Fund-Raising Used the software for: 2+ years ### "Development Director" October 22, 2025 5.0 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. Review Source MJ Maryam J. Youth Outreach Worker Non-Profit Organization Management Used the software for: 6-12 months ### "Efficient Case Management and Reporting Tool for Nonprofits" October 22, 2025 5.0 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. Review Source HA Hajjra A. Youth Worker Non-Profit Organization Management Used the software for: 1-2 years ### "Highly Customizable and Reliable CRM for Nonprofits" October 22, 2025 4.0 Overall, Sumac is a reliable and flexible CRM for nonprofits. It offers great customization capabilities that make it adaptable to different organizational needs. With ongoing updates and responsive support, it continues to be a valuable tool for managing programs and client data effectively. Pros Sumac is fairly user-friendly once you understand its layout. There’s a bit of a learning curve at first, but the training resources and customer support make it manageable. Cons Some features could be more intuitive, especially when it comes to generating complex reports or linking modules. Review Source KK Kelley K. Development Associate Non-Profit Organization Management Used the software for: 1-2 years ### "Sumac for data management " October 24, 2025 5.0 Pros My org uses Sumac for data management. It's easy to enter, update and find information. Overall it's a great tool for managing data efficiently. Cons There are some nuances and sometimes the system can be slow. This is only an issue on occasion and not typically the case. Review Source CJU Chiamaka Juliet U. EPIC case manager Civic & Social Organization Used the software for: Less than 6 months ### "All in one" October 23, 2025 5.0 Using Sumac has been great so far. It didnt take much time for me to learn it and figure out my way around it. Pros The fact that you can customize it to your programs. Making it very flexible for different programs in the organization. Cons Customization is great, but setting them up can be tricky without support.Also how new tabs keeps opening. Review Source NM Nancy M. Director Education Management Used the software for: 2+ years ### "Satisfied Customer" May 14, 2025 4.0 Been using it for different organizations for 16 or so years. I've worked w/several other platforms and this is by far the easiest to work with. Pros I like how straight forward and user friendly the program is. It's well laid out and is internally consistent/ Cons I don't have any cons; I've always been able to get the information and reports that I want. Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been. Review Source CS Catherine S. Office Manager/HR Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Suma is a great product. You have to subscribe." May 5, 2023 5.0 Sumac is an excellent product. Have had great success with Sumac. Highly recommend it. Pros Our organization relies on the database feature of this software on a daily basis. We also rely on the Donor Management abilities. We are now using the Board of Directors platform, which is very useful. Cons I really do not have any cons to mention. I have always had great tech support as long as I have been using it. Reason for choosing Sumac Not Sure. Review Source Jennifer D. Executive Director Used the software for: 2+ years ### "We had a challenging start, but over the past 6 months have had much better results with support." May 17, 2018 4.0 Pros It is customizable to our needs (mostly). Some of the features we would find beneficial are not available. Cons We have encountered a number of bugs over the past few months in working with our trainer. She has been awesome in documenting and reporting them but the training time it ends up taking up in trying to find work arounds or confirm that it is in fact a bug is frustrating. Review Source Kate L. Used the software for: ### "Sumac has made donor data management simple!" September 12, 2016 4.0 Prior to installing Sumac, our receipting system was disorganized and inefficient, which cost us time and led to some donors being unhappy with their experience. By harmonizing our receipting and donating process through the Sumac software, this aspect of our daily operations has become one of the simplest tasks of running our organization. The installing process was a breeze, and the software runs smoothly on all of our Windows based computers. The program can seem overwhelming at first glance, but is actually very user friendly once you start exploring it. The search engine is particularly helpful, it allows you to locate donors and contacts very easily, which helps when searching a large database! We are also very happy with the technical support we have received from Sumac, any time we have had a question or concern they have bee there to help. All in all, we would highly recommend Sumac to other charitable organizations for all of their donor database needs! Pros Technical support have been wonderful! The Sumac team actually customized a search option to cater to our organization alone. Cons Add-ons can be pricey for smaller organizations, however they are worth it if it's in your budget. Review Source CH Corissa H. Business Manager Non-Profit Organization Management Used the software for: 2+ years ### "Sumac Nonprofit software is fabulous and very USER-FOCUSED!" May 8, 2018 5.0 Money saved, and a whole lot of hassle and time saved! Pros They provide great customer service; regardless of whether you are a small or large nonprofit. Their software is very well organized and user-friendly. Their documentation and training are excellent and again, very user-focused. Cons Mail merging to Microsoft Word is not flawless. Sometimes we get errors, and many times spaces that follow mail merged values are deleted, which has caused problems in our donor letters. Sumac can't find a solution, so I plan to mail merge only to tab delimited text files in the future, and use the Microsoft Word built in mail merging, which works better anyway. Review Source VR Verified Reviewer Manager, Patron Engagement and Individual Giving Performing Arts Used the software for: 2+ years ### "Sumac is a great value if you are a small nonprofit, even for an arts organization. " May 15, 2018 4.0 Pros It is very basic and easy to use. The support is great. It is also on the cloud. Reporting is great for most functions. Cons We were never able to integrate our ticketing and donations so have to import everything from other systems. We were not able to batch import so it is very time-consuming. Same is true of our marketing email. Review Source MA Mary A. Development Manager Used the software for: ### "Intuitive isn't usually a word used with databases. It is with Sumac." March 7, 2016 4.0 We are a small, non-profit, educational foundation based in Northern California. Prior to having Sumac, we maintained all our donor records in Quick Books and on Excel spreadsheets. Needless to say, that method made generating reports and extrapolating useful data a tedious task. Since installing Sumac, we operate so much more efficiently now. Multiple users at a time can access data in real time for quick answers to questions that would have normally taken hours, sometimes days, to get. Intuitive isn't usually a word used with databases. It is with Sumac. For the most part, almost anything you need to do on Sumac can be figured out due to it's user-friendly interface and design. And if you can't figure it out, there are hundreds of video tutorials that show you step-by-step how to get the task done. When a video tutorial just isn't enough, we call Sumac's technical support. They are OUTSTANDING. They are knowledgeable, friendly, patient and professional. It's so reassuring to know that if you need help, there is a live person available to walk you through what you need. SUMAC LISTENS TO YOU. Recently we discovered that we had many duplicate records in our database. Batching them together two-by-two to resolve the duplicates was taking a lot of our valuable time. We contacted Sumac to ask if there was a way that this process could be streamlined. Sumac worked on a fix and has now just updated their entire system to be able to accommodate resolving four records at once. Because of a suggestion we made, they rolled out an improvement that will now benefit all Sumac users. This type of boutique service is why we love Sumac and why we are grateful to have them on our team. Review Source CM Colleen M. Managing Director Used the software for: 2+ years ### "Sumac is a great option for not-for-profit organizations that are looking for database management." May 23, 2018 4.0 management of 5000 items in a database; tracking attendance, sending newsletters, and tracking donations and issuing tax receipts, sending mailouts Pros A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function. Cons Very difficult and time consuming to upload batch information, especially if we do it infrequently enough that we need to relearn each time. Not intuitive in that way, annoying that you have to go through and have events set up first before you can attach an email or campaign to them - not very flexible in that way and requires you to always remember how the system works and the multiple steps involved with each new data capture. Review Source AP Alysa P. Executive Director Used the software for: 2+ years ### "We use Sumac because it consolidates member and donor data in one place at a reasonable rate." May 8, 2018 3.0 Pros I think the history tab, where I can see an entire person's donation, membership and communication history in one place. Cons I don't like that it's not terribly flexible and that the web integrations aren't mobile compatible. I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people. Review Source AB Amanda B. Community Engagement Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Sumac is quite easy to use and has great support staff" May 8, 2018 4.0 Pros The website integration is great and easy to use. It has saved us a lot of time and money. It is great that users are able to sign in with their login Cons I wish you were able to build your own reports. It can be difficult to pull the information I need in a timely manner Review Source AC Amanda C. Program Director Used the software for: 1-2 years ### "Sumac has been very useful with my everyday tasks for our adult literacy program." May 17, 2018 4.0 Pros I like that I'm able to keep track of all my students activities in one place. I'm able to track and log any and all communications, their records, any book distributions, book inventory, and so much more. Cons I do have some trouble with reports, where one area of Sumac doesn't speak to the other. I also don't like that I can't delete/dropping a student from one area without deleting their whole history. Review Source CR Chad R. Director Arts and Crafts Used the software for: 1-2 years ### "Good value for the price for not for profit organizations. It does everything that we need it to do." September 20, 2017 5.0 Pros Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software. Excellent customer support, not a long wait either. Cons Sorting and queries are complicated and not as automated or easy as I would like and there are some limitations. Review Source DF Deb F. Development Director Religious Institutions Used the software for: 1-2 years ### "Sumac is not easy to use. There are to many steps to create thank yous. " January 16, 2018 1.0 I couls not reccomend this software. Pros The new reports are fine. The data entry is easy. I like that it is in the cloud. The telephone support is very helpful. Cons You can not export to excel. You cannot delete mistakes. You are not able to make custom reports, with name, address and donation amount. Review Source EC Elizabeth C. Church Administrator Non-Profit Organization Management Used the software for: 2+ years ### "Using SUMAC to record donations to our church has freed up time to focus on other tasks. " May 8, 2018 4.0 Increased time to do other things, great reports, easy tax receipt preparation, simple updates to donors' information, tracking pledges, and ability to move someone from active to inactive and back again so I don't have to input their info again. Pros SUMAC is easy to use. Recording gifts and preparing tax receipts is simple. The reports are a great way to double-check donations each month. Cons I cannot think of anything I don't like about SUMAC. it is so much better than what I used previously. Review Source RB Rob B. Executive Director Civic & Social Organization Used the software for: Less than 6 months ### "An OK Program" February 6, 2018 4.0 Pros It did seem to have a lot of options. I found that the short period that I did look at Sumac (we purchased it, but in the end did not use it because some of the other issues outweighed continuing the use of it). It had decent records, and I liked that you could enter a lot custom ifnormation Cons The biggest thing I did not like was in order generate the tax receipts was you needed to use Mail Merge. In fact, that was the one reason we did not use the program long term. It was too time-consuming. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.