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Compare Casebook and Sumac 
At a Glance
Market Segments
Small-Business (85.0% of reviews)
Small-Business (94.1% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
Starting at $29.00 Per Month
$35 Month
Casebook
Star Rating
(60)4.3 out of 5
Market Segments
Small-Business (85.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Starting at $29.00 Per Month
Browse all 4 pricing plansSumac
Star Rating
(17)4.0 out of 5
Market Segments
Small-Business (94.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$35 Month
Browse all 4 pricing plansCasebook vs Sumac
When assessing the two solutions, reviewers found Casebook easier to use, set up, and administer. Reviewers also preferred doing business with Casebook overall.
- Reviewers felt that Casebook meets the needs of their business better than Sumac.
- When comparing quality of ongoing product support, reviewers felt that Casebook is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Casebook over Sumac.
Pricing
Entry-Level Pricing
Casebook
Starter: The Essentials
Starting at $29.00
Per Month
Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing.
- Up to 3 users
- Optional Forms
- SSO
Free Trial
Casebook
No trial information availableSumac
No trial information availableRatings
Meets Requirements
8.3
43
7.7
16
Ease of Use
8.4
44
6.9
16
Ease of Setup
8.0
31
7.0
10
Ease of Admin
8.8
27
7.5
10
Quality of Support
9.1
41
9.0
15
Has the product been a good partner in doing business?
9.0
28
8.8
10
Product Direction (% positive)
9.1
41
6.9
15
Features by Category
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Fundraising
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
7.9
36
Not enough data
7.6
31
Not enough data
8.6
41
Not enough data
Case Management
8.7
40
Not enough data
8.5
33
Not enough data
8.2
35
Not enough data
Platform Additional Functionality
7.6
32
Not enough data
6.4
28
Not enough data
Platform Data
8.5
39
Not enough data
8.2
37
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Donor Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Interoperability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Constituent Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Nonprofit CRM
Not enough data
Not enough data
Not enough data
Not enough data
Volunteer Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Engagement & Communication Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Casebook and Sumac are categorized as Human Services
Unique Categories
Casebook has no unique categories
Reviews
Reviewers' Company Size
Casebook
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Sumac
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Non-Profit Organization Management
35.0%
Individual & Family Services
16.7%
Civic & Social Organization
15.0%
Human Resources
8.3%
Law Enforcement
5.0%
Other
20.0%
Non-Profit Organization Management
52.9%
Renewables & Environment
5.9%
Music
5.9%
Mental Health Care
5.9%
Marketing and Advertising
5.9%
Other
23.5%
Alternatives
Discussions
Casebook has no discussions with answers
Sumac has no discussions with answers
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