Sumac Reviews & Product Details

Sumac is powerful, flexible case management software designed specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage operations in one secure, customizable system. Whether you're supporting families, running a shelter, managing health services, or delivering food programs, Sumac is built to adapt to your unique workflows and reporting needs. **What You Can Do with Sumac** - Track Clients & Services: Manage client records, case notes, appointments, and services all in one place. - Simplify Intake: Use custom online forms to onboard clients quickly—no manual data entry. - Use E-Signatures: Collect consent and assessment forms digitally to save time and reduce paperwork. - Work on the Go: With the Case Portal, caseworkers can access and update records securely from anywhere. - Automate Tasks: Custom workflows and reminders help you stay on track with every client. - Email from Your CRM: Built-in email marketing tools let you send personalized and bulk messages without third-party software. - Report What Matters: Create reports for funders, boards, and internal teams to show real impact. - Stay Secure: Sumac is HIPAA & PIPEDA compliant with role-based access and encrypted data storage. **Go Beyond Case Management** Sumac offers optional extensions to manage your entire nonprofit from one system: - Donations - Volunteers - Memberships - Grant Management - Custom Modules Whether you're tracking donor engagement or volunteer hours, Sumac helps bring all your data into one centralized platform. **Why Nonprofits Choose Sumac** - Nonprofit-Focused: Purpose-built to support nonprofit workflows. - Highly Customizable: Tailor forms, fields, and modules—no coding required. - Scalable & Affordable: Works for organizations of all sizes. - Live, Human Support: Free, top-rated support from experts who understand nonprofits. - Proven & Trusted: Used by thousands of nonprofits for over 20 years. Sumac empowers nonprofits to work smarter, serve better, and grow their impact. It’s more than a tool—it’s a trusted partner in your mission.

Product Website

Seller

Societ

Discussions

Sumac Community

Languages Supported

English

Overview by

Jennifer Henry

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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Sumac Media

Sumac has hundreds of built-in reports, and supports ad hoc reporting so you can easily create custom, one-off reports, or export data to other programs. Sumac also offers powerful analytics, visual reporting, and dashboards to help you bring your data to life.

Sumac Demo - Manage contacts, meetings, and case history from any device with Sumac’s mobile Case Portal.

Get instant access to case contacts, meeting schedules, and case summaries via the Case Portal dashboard. Designed for nonprofits, it empowers your team to manage client care remotely and efficiently.

Sumac Demo - Never miss a follow-up—set reminders and schedule meetings on the go with Sumac Case Portal.

Sumac’s mobile-friendly Case Portal lets caseworkers set reminders and schedule meetings from anywhere. Stay on top of client care with built-in task management tailored to nonprofit workflows.

Sumac Demo - Log case notes with service details, time tracking, and progress updates—all in one place.

Document services provided, track session time, and record detailed progress updates in Sumac’s case notes interface. Ideal for improving documentation, meeting compliance standards, and capturing outcomes.

Sumac Demo - Streamline nonprofit client intake with customizable web-based forms in Sumac CRM.

Sumac’s intake form settings let you create secure, web-based client intake forms with public links—no login required. Automatically populate client records and reduce admin time with seamless data capture and form control.

Sumac Demo - Easily manage client information with built-in address mapping and demographic tracking.

Access full client profiles including demographic data, pronouns, and language preferences—plus integrated Google Maps navigation for field visits. Sumac makes it easy to keep your case data organized and location-aware.

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Jean-Rene A.

Propriétaire

Small-Business (50 or fewer emp.)

1/28/2026

"Easy Volunteer Management, but CSV Setup Could Improve"

4/5

What do you like best about Sumac?

Sumac is easy to use and really helped in organizing, communication, and coordinating over a thousand volunteers for a non-profit event. I was able to import CSV files from various sources, like the website, which was really handy. The personalized onboarding was great; we had an assigned service employee at Sumac who trained all the users and acted as the single point of communication, making it easy to install and set up. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The CSV import tool needed to be manually configured by Sumac, which I found overly complex and manual. It would be better if it could automatically detect columns and allow mapping to Sumac fields, and include validation rules like other online tools. It's a little bit pricy and came with a 1 year minimum commitment. Review collected by and hosted on G2.com.

Tizoc Z.

1/29/2026

"Easy Accessibility and Speed Make Sumac a Winner"

5/5

What do you like best about Sumac?

I like Sumac because of the easy accessibility and the fact that it is not too slow like most county sites. I also appreciate that it automatically updates things for you, which is amazing. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

None Review collected by and hosted on G2.com.

Karl G.

Director of Information Systems

Small-Business (50 or fewer emp.)

5/19/2022

"Sumac Software"

4/5

What do you like best about Sumac?

When Sumac was privately owned, the price was substantially better than more CMS systems. Customer service also felt very 'personal' too. We always enjoyed working with their support staff and even the CEO! Website support was very limited (PHP built) and required heavy customization for our use. This always got 'clobbered' when new versions came out (expected) so eventually we abandoned it and used a third party. They provided payment gateways connected directly to the software, so it was one thing we didn't need to worry about (compliance etc). Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Once taken over by Silent Partner, prices nearly doubled and the functionality and lack was no longer worth it. Customer support changed a bit too. Longer response times, less personal. It also uses Java runtime and that has to be installed on each client computer. There was support for Mac OSX and Windows, but Linux support really didn't exist and the client wasn't updated for over a year. They also did not support Stripe (tho told us they will), the payment third party we use heavily. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

We used Sumac as a Donor Care/Management system. While it did OK with this, it isn't the best in some ways. It does allow batching of gifts etc which was very helpful. Some parts and processes were a bit clunky (not real user friendly). Receipts could be done but required a fair amount of maintenance (creating and updating templates) for our use case. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

7/4/2022

"Easy to use"

4.5/5

What do you like best about Sumac?

User friendly CRM that staff with all different technology comfort zones can use with ease. Reports can be easily pulled as needed. Integrates with our website. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Some limitations with how online donations are set up and the types of information that can be filled in. For example difficulty with corporate donations as it completes a tax receipt for the person noand not the company Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

6/28/2022

"Transactional, not for relationship building."

2/5

What do you like best about Sumac?

It's easy to use for small organizations. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It wasn't relationship driven. It's a transaction-focused system and hard to switch from. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

11/23/2021

"Great database for non-profits"

4.5/5

What do you like best about Sumac?

Having all the information is one place. It is easy to add to and search for specifics as well as tax receipting Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The limited number of extra fields that I can add Review collected by and hosted on G2.com.

Peta W.

Co-Founder

Management Consulting

Small-Business (50 or fewer emp.)

5/5/2018

"A Powerful Tool for Very Specific Use-Cases"

3/5

What do you like best about Sumac?

Sumac is a powerful tool for very specific use-cases eg. membership renewals or ticketing. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The pricing plan makes it very difficult for an organization to grow with Sumac. The interface is not intuitive and the process to make changes is overly complicated. It lacks flexiblity. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

The implementation team was extremely helpful when they were doing the initial setup and customer/technical support teams provide excellent service.

Their documentation for initial setup and support documentation is extremely thorough.

Unfortunately, the product is outdated and it's flexibility needs to be improved so it is able to handle more than just specific use-cases.

We were able to use TechSoup to originally obtain the product at an extremely reasonable price, but the ongoing costs are difficult to support in a small organization. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

Selling tickets to events and tracking membership. Prior to using Sumac, the organization was using spreadsheets. Using Sumac means there is no data duplication and everyone in the organization knows exactly where to find the most up to date/accurate information.. Review collected by and hosted on G2.com.

Tessy V.

Small-Business (50 or fewer emp.)

7/26/2018

"Perfect for small non profit "

4.5/5

What do you like best about Sumac?

We started to use Sumac to keep track of our members and their membership. We can easily access all the information about a member or a volunteer, which activites they have attended, their donations and their membership renewal. Sumac also emables to export information for acconting such as the number of domations ans membership renewal, the amount and the source. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

Slow to open and sometimes even need to re-download the software. Review collected by and hosted on G2.com.

Eliza G.

Independent Contractor

Internet

Small-Business (50 or fewer emp.)

1/26/2018

"Very great and well organized!"

5/5

What do you like best about Sumac?

This software is great. It is very well organized and put together. I didn’t know it well when I first started using it, but once I got a feel for it, I knew it well and was able to organize data better than I was able to do so with Excel at my last summer job. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I’m not sure, honestly. I guess it might just be hard for someone who isn’t as tech savy as I am to use. Its functions aren’t exactly obvious. Review collected by and hosted on G2.com.

Recommendations to others considering Sumac:

Go for it. Very easy to use once you play around with it for a bit. Review collected by and hosted on G2.com.

What problems is Sumac solving and how is that benefiting you?

I had to orgaized patient data with this software at my former job. I realized I can use this platform to easily store and retrieve data when I need to do so. Review collected by and hosted on G2.com.

The Arc L.

Education and Advocacy

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/19/2017

"Sumac software review"

4.5/5

What do you like best about Sumac?

As a Non-Profit I have found Sumac to be the answer I was looking for to manage both clients and donors. After initial set up it was easy for my team to use and update information. The training videos are very helpful and available at any time. I highly recommend it for other non-profits. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

The setup was not as easy as I thought. I wish I knew more about how to prep for it Review collected by and hosted on G2.com.