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

$$$$$

View More Pricing Information

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.

G2 reviews are authentic and verified.

Here's how.

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.

Support and Service Coordinator

1/29/2026

"User-Friendly and Secure with Intuitive Ease"

4.5/5

What do you like best about Sumac?

I think Sumac is a great safe platform that's HIPPA friendly, which helps us with the privacy of our clients. I like that it didn't take me long to figure out, and each tab and page is straightforward. The color scheme, particularly the green layout, is a great way to keep workers from getting bored or viewing the platform as outdated. I also appreciate the functionality of pulling data sets because we have weekly reports that we need to pull for our supervisors. The accessibility works really well for me, as well as the recurring saving. The initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I think what could be improved is a feature that lets folks chat with a live AI assistant. Review collected by and hosted on G2.com.

Maria V.

Case Manager

Small-Business (50 or fewer emp.)

2/4/2026

"Sumac Is Easy to Navigate and Simple to Use"

5/5

What do you like best about Sumac?

I like how easy Sumac is to navigate, I can easily access anything on Sumac and not be confused. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I don't dislike anything on Sumac, I think overall it is very easy, but sometimes it does out of now where say I am in someone else's account if that person was logged into the same client, but it is easy to catch so it's not to bad. Review collected by and hosted on G2.com.

Tamar H.

2/3/2026

"Streamlined Organization, A Must-Have Tool"

5/5

What do you like best about Sumac?

I love how Sumac keeps me on track and organized. Despite the initial learning curve, once I understood the software, it became my best friend. I appreciate its ease of usage and organization. Sumac provides exactly what I need to maintain case notes, and its ability to streamline tracking saves me time. The process was made easy with HR providing the steps. I also use it with email integration and case notes, which enhances my workflow. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I would love to have spell check. Review collected by and hosted on G2.com.

Jo L.

2/5/2026

"Streamlined Client Case Management"

4.5/5

What do you like best about Sumac?

I like that I can edit case notes or add to them when something else occurs for a client. Adding or editing case notes during the day helps me keep track of everything that goes on with a client as it happens. The setup was straightforward and manageable. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It would be nice if there was a spell checker on Sumac. That would be helpful. Review collected by and hosted on G2.com.

Wendy M.

Coordinator

Small-Business (50 or fewer emp.)

2/3/2026

"All Client Information in One Place"

4.5/5

What do you like best about Sumac?

All information for our clients is in one place. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

It is very slow at times and we need to log out to get updated information Review collected by and hosted on G2.com.

Lizbeth M.

2/3/2026

"Enhances Productivity with Easy Setup"

4.5/5

What do you like best about Sumac?

I like using Sumac for work, particularly for casenoting. It helps boost my productivity. I find the access feature beneficial, and I'm particularly fond of the unit-adding feature as it helps me keep track of my productivity. The initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about Sumac?

I don't like the inability to use Sumac offline with Citrix. Review collected by and hosted on G2.com.

Monica L.

Service Coordinator

Small-Business (50 or fewer emp.)

2/3/2026

"Sumac Makes Case Notes Easy with a User-Friendly Experience"

5/5

What do you like best about Sumac?

Sumac is very user friendly. I am able to easily enter my case notes Review collected by and hosted on G2.com.

What do you dislike about Sumac?

An online verison or Chrome app of the full database would be helpful. It would be nice to be able to access the database in a non-Windows environment. 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.