# Page 2 | Sumac Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Sumac the right Nonprofit CRM 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 # Page 2 - Reviews of Sumac ## Showing most helpful reviews Showing 26-50 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AB Andrea B. Residential Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "User-Friendly, Great Product" February 9, 2026 5.0 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 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 . I am very pleased overall with how the platform functions. Review Source RM Rodrigo M. Pograms Manager Individual & Family Services Used the software for: 1-2 years ### "Efficient, Customizable, and Exceptionally Secure" October 27, 2025 5.0 Our overall experience with 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 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 Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) Reason for choosing Sumac Customer service was excellent, and I loved their customization features; once it was set up, we could add many other programs. Review Source CE Crystal E. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Empowering Our Mission Through a Thoughtful, Custom Solution" September 30, 2025 5.0 Our experience with has been exceptional. From the very beginning, Olia has guided us through every step of the process with incredible care and expertise. She took the time to deeply understand our organization’s unique needs and then built thoughtful, tailored solutions to meet them. Her insight, attention to detail, and commitment to our success have truly blown us away. We’re so grateful to the Sumac team for creating a case management system that not only meets our needs but exceeds our expectations. It’s clear that this partnership will make a meaningful difference in how we serve our community. Pros What we love most about is how thoughtfully it adapts to our unique needs. The platform’s flexibility and ease of use, combined with the incredible support we’ve received from Olia, make it feel like the system was built just for us. Cons We haven’t found anything we don’t like so far. As we continue to use and explore its capabilities, we’re confident that the system will keep supporting us as our needs evolve. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[NewOrg](https://www.capterra.com/p/124958/NewOrg-Management-System/) Reason for choosing Sumac The ability to create a custom solution that meets our needs and unique program setup was critical as was price. We researched and interviewed a lot of other platforms and users of those platforms. The feedback was discouraging until we found . Switched from [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) There were numerous reasons from the lack of customization, the lack of uniformity in the case management views, little automations, customer service and more. Review Source MA Maryam A. YOW Non-Profit Organization Management Used the software for: 1-2 years ### "Powerful Nonprofit CRM with a Learning Curve but Excellent Support" November 1, 2025 5.0 Overall, my experience with 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 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. Review Source AM Anya M. Data Analyst Human Resources Used the software for: 2+ years ### "Sumac saves time and space. " September 25, 2025 5.0 Overall, it was a great experience and we plan on updating our license. We are just waiting on a couple things from our leads. We appreciate having our data in one area compared to having multiple spreadsheets. Pros I liked that everything the program needed for data collection and reports were there and easy to use. It is worth every penny. I also appreciate that they are always coming up with new features to the products. Cons Some updates conflicted with how we were used to using some features. Like when they added an option for "other," it conflicted with how we added our own section to collect that data. We were confused which method to use moving forward. Review Source ZL Zoé L. Director of client services and administration Non-Profit Organization Management Used the software for: 2+ years ### "Satisfied and taken care of" October 20, 2025 4.0 Our overall experience with has been pleasant. Any employee we have worked with has been pleasant, helpful and willing to learn with us. Pros has been our first CRM system. It is safe to use. We have been able to generate reports for various reasons. It has multiple sections for us to manage data; donors, volunteers and clients. Our accountant has saved time thanks to the Donors section. Cons It has been a learning curve for us and some employees at as well. They have been helpful with multiple areas and features but still hasn't been able to generate 100% of the information we need at times. Review Source MS Missy S. Admin. Assistant Civic & Social Organization Used the software for: Less than 6 months ### "Best Database Builders" September 23, 2025 5.0 Extremely pleased with everything, the onboarding process was quick and smooth. Database is laid out very well, easy to find and customizable. \[sensitive content hidden\] our designer, is absolutely fantastic. Changes are made quickly and efficiently. They really listened to what we needed and the delivered 100% Pros The flexibility of the database, you can have so many different configurations / customizations to the database. The tech team is fantastic, very easy to work with. Our database is up and running in a very short time. Cons Honestly, I have nothing negative to report. We as an office are behind in implementation, they are on top of everything. Review Source SS Samantha S. Program Coordinator Alternative Dispute Resolution Used the software for: 1-2 years ### "One Happy Customer!" October 23, 2025 5.0 Very pleased. it has been easy to create reports for my board of directors on our program stats. And manage my case notes. Pros It is very user friendly! It has been simple to learn how to use throughout all functions. It has been easy to teach others. Cons Nothing so far that I really dislike about this platform. I have found it easy to use and then be able to create manuals on how to use it for future staff. Review Source MAA Momena Afroz A. Executive Assistant and Office Administrator Non-Profit Organization Management Used the software for: 2+ years ### "Sumac Review" May 16, 2025 5.0 Good, meets the requirements of our organization and follows standards, customer support is very efficient and fast. Pros All the records are in one place, easy to make tax receipts and reports. Cons Relations tab is not included in exporting reports. Review Source BL Brie L. Client Services Hospital & Health Care Used the software for: 2+ years ### "Quality Case Management " September 10, 2025 4.0 Overall it has been excellent over the years with new features coming out and ongoing updates to the system. Pros is a very user friendly platform, that is very customizable and offers excellent case management. The platform is secure and allows for tracking of various data types including clients, money management and communications. Sumac preforms very well with smooth updates and ongoing improvements to the platform Cons blends fundraising, money/donor management and case management. More focus on case management and allowing all fields to be edited would improve this platform and make it more versatile and customizable Review Source Daria S. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "An Excellent All-In-One CRM for Any Size Charity" October 3, 2024 5.0 Excellent CRM for our charity. My background is in IT and Database Management, so I researched a lot of CRMs before settling on . Since 2015, Sumac has met and exceeded my expectations for reliability, ease of use, integrated membership forms, excellent communication options (including allowing for emails to be sent with attachments), and superior customer service in all departments (support, sales, customer service, and billing). Pros I love the integrated membership form for our website, the export/communication features, and the ease of use. The customer service is excellent. Anytime that I have put in a service request, they respond within 24 hours, and have the issue resolved within the same amount of time. Cons My only issue was with automated billing. As a Canadian charity, we do not have credit accounts, and can only pay by cheque. They have amended their billing so that we can send a cheque annually, so that issue has been resolved. Alternatives considered [Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/) Reason for choosing Sumac had the features we needed, at a reasonable price, without the hardcore sales that some companies use. Sumac's team are straight up, honest, and not pushy at all. Review Source Response from Societ October 9, 2024 Hi Daria, thank you for the great feedback! We are so glad you chose Sumac to help your nonprofit do more good. 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 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 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 LD Laura D. Executive Director Mental Health Care Used the software for: 6-12 months ### "Case Management for Community-based Epilepsy Supports and Education" September 5, 2023 4.0 Positive - ease of implementation, good price point. Pros Enhanced File Management: has improved the sharing and management of client files among support workers, ensuring a seamless service experience for clients.Efficient Case Management: Front-line staff now have access to a professional case management system, optimizing their efficiency and effectiveness in delivering services. Cons Still working to refine reporting processes with the goal of enhancing proficiency in creating standardized reports for donors and funders. Our hope is that we can train and assign a dedicated member of the team to helping manage tools and assets within an increasingly digitized operating environment. Reason for choosing Sumac Price point, ease of implementation, good fit for existing programs and services. Review Source NS Nancy S. Finance Administrator Individual & Family Services Used the software for: 2+ years ### "TOO Expensive" April 26, 2023 3.0 Tech staff are helpful Pros I like that you can do reports and have it for different categories, the tech support staff are helpful Cons Beware: We have had two exuberant price increases of almost $100.00 each time. We are only a small charity so this has had a huge impact on us. We had a 4500 donation capacity but only had 3000 donors in our database and they bumped us to 6000 donors and our price jumped by almost $100.00 for a 2nd time. There were no improvements to the program with these price increases. I asked to be dropped to a 4000 donor capacity and was told we had to sign a new contract. 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. After 2 price increases I am very unhappy with the product and would not recommend it. It was a great product for $100.00 month, but not for $267.00 Reason for choosing Sumac Someone else chose it 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 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 LR Lois R. Non-Profit Organization Management Used the software for: 1-2 years ### "We looked long and hard to find appropriate software." June 26, 2015 4.0 We are a non-profit ministry and needed software that tracks donors/donations, accommodates product sales, tracks memberships and renewal dates, and handles event tracking. It is VERY CHALLENGING to find non-profit software for a mid sized organization that handles all of these functions. does all of this in addition to being a very affordable solution. Also, we needed rather extensive custom programming to handle some of our more specialized batch processing functions. Sumac did the custom programming for us. I think one of the most compelling reasons to use Sumac is their customer service and support. I have done business with a large number of software companies during my career and few if any have been as responsive to customer needs as Sumac. Pros If support is paramount, is a great choice. Sumac covers a broad scope of functions, including donations, memberships, sales and events. The software is very easy to use. Built in import functions are very user friendly and very complete. Transferring data into Sumac from another system is not difficult and the error checking before import is very good. Contact history is strong and allows drill downs into all the underlying documents. Contact records allow the addition of extra user-defined tabs and fields which is a great asset. Cons Inventory tracking functionality could be more robust. Mail merges currently allow links between contacts and one other view, such as donations, memberships, etc. It would be helpful if more than one additional view would be supported. Reports could be improved, but this problem is easily resolved with a good report writer that links with an ODBC driver. Review Source BS Brian S. Administrator Sports Used the software for: 2+ years ### "Excellent Membership Management" December 3, 2020 5.0 Our organization consists of 50 clubs spread throughout the Province. Each club maintains their own data which is visible only to them and to the organizations head office. This allows for consistent reporting around the Province. Implementing the system was completed within 3 months, including converting existing spread sheets and uploading them onto the database. Training was conducted in person and online. provided initial training for the Bowls BC Administrator. Pros The membership management system is flexible and easily customizable. Out of the box it can be used immediately but can also be tailored to specific requirements. The Cloud based database combined with its data security allows each clubs data to be maintained separately and securely. Cons It is sometimes difficult to load the software onto Mac computers. This mainly due to the Mac security system that is not always fully understood by the user. Loading the software onto a windows machine is very easy. Reason for choosing Sumac Wild Apricot is an excellent application for allowing members to maintain their own data. We did not want that. Rather we wanted to manage the data. 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 BC Beverly C. Executive Director Used the software for: 2+ years ### "Sumac is an affordable, customizable system for case management and reporting." August 10, 2017 4.0 Pros provides a customizable platform for managing our programs and services, tracking communications and case management. We are planning to expand our use and utilize more modules and expand our use of existing ones. The software is growing with us as we move a team into an online Case Management model after 30 years of pen and paper. We have set it up so we master uses one at a time and have eased the transition of staff. This has been a blessing as I have worked with other organizations that have lost staff as an out of the can software full of bugs was implemented with little room for transition. While for some the customization may be a challenge the benefit is huge. If you do not have someone to work with to complete the customizations there is an affordable option available working with the Sumac team. Cons The email component does not allow for, (or I have not figured out how to), multiple emails, so we only use it for mass emails as the responses can only go to one address. Review Source VR Verified Reviewer Resource Development Director Used the software for: 6-12 months ### "Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support." May 8, 2018 4.0 Universal usefulness for nonprofit work, customized fields and data tracking, unified database across multiple departments within the whole organization, relatively simple-to-use interface, fantastic and responsive customer service and training, and so much more! Pros The ability to customize the software for every need we have, from volunteer records, student progress tracking, donor management, and everything in between! Cons There is a slight learning curve for anyone not already familiar with manipulating reports from raw data, but the training, customer service, and tutorial videos are extremely helpful in building those skills for full software functionality. Review Source sJ scott J. Exec Director Non-Profit Organization Management Used the software for: 2+ years ### "Indispensable tool at our office. There's no facet of our operation that doesn't rely on Sumac." May 9, 2018 4.0 Flexibility. Can easily grow. Different levels of security and accessibility. Great support. Always adding new modules. Pros It integrates everything. With we can generate output to determine trends or targets, even deficiencies, by combining seemingly unrelated data. There's no data-based relationship we cannot explore and mine for fresh insights. I like that it is held off-site so that we do not have to worry about additional data security. Of course, this also makes our Sumac data available anywhere, anytime. Cons Some of the modules have a steeper learning curve, but I don't see how that's avoidable. The biggest deficiency for me is that I would love an ap (application). Personally, I work with an iPad and right now I cannot access with that platform. Review Source CS Clare S. Board Member Primary/Secondary Education Used the software for: 2+ years ### "Really, really helpful and easy-to-use software" March 15, 2018 5.0 Pros has everything we need -- keeps our database, sends out our communications, keeps track of all our donations and receipts/acknowledgements. It is set up in a straightforward way and, when I first researched CRMs, it was the only one where I could understand the setup from the start (I think the others were not set up logically). Also, the support team at Sumac is wonderful; attentive, understanding, they are really willing to help me solve all my problems, whether it is a quick question or a larger issue that needs much more overhaul. In fact, they resolved the biggest problem I had with the software: I frequently must bulk import changes to my data, and there were parts I had to do manually because the contact types weren't available to use in the import workspace. But they have recently changed the import workspace to be more flexible, at least partly in response to my comments, so now my bulk imports go much more quickly. In addition, the program has many optional add-ons that can help with courses, volunteer hours, registrations, silent auctions and so many other bits of software that anyone might need. Also, it is very reasonable priced. Cons The only things that I find difficult are remembering all the little details of complicated searches, downloads, and the steps of emailing. But I am not very technologically savvy, and others will not be as easily frustrated as I am. Review Source MP Monica P. Executive Director Fine Art Used the software for: 1-2 years ### "Sumac - robust and affordable CRM" September 22, 2015 3.5 Pros We started using for organizing our data a couple of years ago. Before that we were swimming in excel sheets and having multiple users access the same information was problematic. We use Sumac for ticketing, memberships and donations. I like that we have one system that organizes these three aspects, as there is (as one would hope) quite a bit of overlap between those three actions. It is also useful for organizing mailing lists (either hard copy or email) and analyzing data. But most importantly for us, it's an affordable option. There are CRMs out there that are more robust but for a small non-profit we wouldn't be able to afford them. Sumac is a really cost-effective option to suit our needs. Cons has a lot of software updates. These updates don't fundamentally change the look or experience of using it, but the updates often require us restarting our server. The other aspect is, though they are working on this, is that the web integration is not as customizable as one might like. It's difficult to change the look or flow of it to go with our branding. Finally - there are just a lot of pop-ups for any application while using it (do you want to record this, do you want to save this, etc.) which seem unnecessary. Review Source 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 , we look forward to grow with Sumac as we understand Sumac continues to update and improve. 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.