--- title: "Sumac Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "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_url: "https://www.capterra.com/p/144095/Sumac/reviews/" page_type: "reviews" language: "en" --- 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 September 4th, 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 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 MJ Maryam J Youth Outreach WorkerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 6-12 months. “I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient.“ October 22, 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 RM Rodrigo M Pograms ManagerIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “Sumac has become an essential tool for our organization’s service delivery, compliance, and data security.“ October 27, 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 CR Colette R. Development Associate Performing Arts Used the software for: 2+ years ### "FANTASTIC Customer Support" July 25, 2024 3.0 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 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 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 Greg W. Executive Director Used the software for: 2+ years ### "Sumac is a compact and powerful tool. Our challenge is developing internal skills to use it fully" May 14, 2018 4.0 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. Review Source Crystal Wacker K. Reach UP Magazine Used the software for: 2+ years ### "The IT guys have been great and very helpful." May 8, 2018 4.0 Accuracy. Mail merge. Email mail merge. Donations management. Excellent. They understand the work of a non-profit. Pros It is accurate. Based on the cloud and reasonable for all you get. I can customize the columns, data that I need which is quite different from other non-profits. I can have different "offices" which really helps with the multiple projects that I am responsible for. Cons I still need help in using the Campaign feature. It might be me, but I haven't quite got that figured out. 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 Brett O. Manager, Development and Communications Used the software for: Less than 6 months ### "Okay. " May 8, 2018 4.0 Nothing special. Pros Fairly easy to customise, fairly intuitive, once gets into it. Search Builder is nice, once understood. Cons Cluttered. For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature. Likewise the Contacts page- much prefer single Search field, then a full list which is searched. And I have no idea if there's an easy way to see direct mail statistics (i.e., % of responses, average raised based on responses, etc.). That's a feature I've become very accustomed to and am missing greatly. Not a bad donor database; but honestly? It's not DonorPerfect. Review Source Jeffrey M. Director Internet Used the software for: 1-2 years ### "Sumac is Customizable, but Cumbersome" January 16, 2018 3.0 Pros It's a good product overall. You can customize it to do what you need it to do. It takes awhile to get set up and going, but once everyone in your organization has been trained you should be clear sailing. Cons PCI Compliance isn't included which means each nonprofit is responsible for keeping up with PCI Compliance. This has been a nightmare for one organization I work with. 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 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 TR Todd R. Secretary Philanthropy Used the software for: 6-12 months ### "Friendly service" June 7, 2024 5.0 Our sites functionality and our member appreciation speaks for our success. Pros We met online regularly with \[sensitive content hidden\] to set up our site. He genuinely took an interest I. Our organization to best help us make it work. Cons No complaints at all, it was a good experience. Review Source Response from Societ June 12, 2024 Hey Todd, thank you for your review! That's the type of service we always strive to provide AL Ad L. Financial Controller & Assistant Director of Operations Non-Profit Organization Management Used the software for: 1-2 years ### "Great Experience " February 28, 2023 5.0 Great and Positive Experiences. Pros User friendlyThe support team is available to answer and help usSumac understand charitable organization needs Cons Nothing is perfect. However, based on our experience with Sumac, we look forward to grow with Sumac as we understand Sumac continues to update and improve. Review Source JK Joanne K. administrator Non-Profit Organization Management Used the software for: 2+ years ### "Sumac has been extremely helpful to our organization to track our client and donor database." May 10, 2018 4.0 Pros I especially like the facility for reporting. I like how it interfaces with other programs such as Excel and Simply Accounting. I also love how it does automatic credit card transactions. Cons I can honestly say that It has been rare that I have had issues with this program. It has always been because of my lack of knowledge of it's capabilities. A phone call will usually clear up any issues I have. The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies. 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.