--- description: Review of Sumac Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Sumac | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software for Nonprofits](/directory/4788/nonprofit-crm-software/software) > [Sumac](/software/184069/sumac) # Sumac Canonical: https://www.softwareadvice.co.nz/software/184069/sumac Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.nz/software/184069/sumac?page=2) > Case Management Software Built for Nonprofits Sumac is flexible, powerful case management software designed specifically for nonprofits. You can also add extensions to make it an all-in-one nonprofit CRM. Whether you’re running a shelter, food bank, health center, hospice, or family support program, Sumac helps your organization work more efficiently, serve clients better, and manage every aspect of your mission from one secure platform. With Sumac, nonprofits can streamline daily operations, reduce administrative burden, and focus on what matters most: delivering high-quality, client-centered care. \*\*Built for Nonprofits, Not Adapted for Them\*\* While many case management tools were built for corporate use and adapted for nonprofits, Sumac was purpose-built for the nonprofit sector. That means every feature—from client intake to reporting—is designed with your specific workflows, compliance needs, and funding models in mind. Thousands of nonprofits already trust Sumac to manage critical services in sectors such as: - Child and family services - Shelters and transitional housing - Food security and nutrition programs - Health and community services - Hospices and end-of-life care - Human and social services \*\*Core Features That Make a Difference\*\* - Case Management: Track clients, programs, services, and outcomes in one place. Sumac provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively. - Custom Web-Based Intake Form: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required. - Digital Forms \& E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation. - On-the-Go Access: With Sumac Case Portal, included at no additional cost, your team can manage client information, case notes, appointments, and services from any location or device. - Workflows \& Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks. - Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors. - Secure, Compliant Data Management: Sumac is HIPAA \& PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards. \*\*Make It Your Own With Extensions\*\* Sumac’s modular design allows you to build a solution that fits your entire nonprofit. Start with case management, then add extensions as your needs grow: \> Donations: Manage campaigns, receipting, and donor relationships. \> Volunteers: Schedule, track hours, and communicate with ease. \> Memberships: Manage member data, dues, renewals, and benefits. \> Grant Management: Track applications, deadlines, and funder reporting. \> Custom Modules: Create tools tailored to your programs or service models. This flexibility allows you to unify your operations across departments, reduce siloed data, and minimize reliance on disconnected systems. \*\*Why Nonprofits Choose Sumac\*\* - Simple to Customize: Adapt Sumac to your programs and terminology—no developers needed. - Scalable \& Affordable: Suitable for small nonprofits and large agencies alike. Add users and features as you grow. - Outstanding Support: Get fast, friendly help from real humans who understand the nonprofit sector—free and unlimited. - Proven Track Record: Trusted by nonprofits across North America and beyond, with over 30 years supporting mission-driven organizations. - With Sumac, you get more than software—you get a strategic partner committed to helping your nonprofit thrive. > > Verdict: Rated **4.4/5** by 132 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 132 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Societ - **Founded**: 2004 ## Commercial Context - **Starting Price**: US$109.00 - **Pricing model**: Flat Rate - **Pricing Details**: Prices are based on your needs\! - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Argentina, Bolivia, Brazil, Canada, Chile, Colombia, Ecuador, Falkland Islands, French Guiana, Guyana, Paraguay, Peru, Suriname, United Kingdom, United States, Uruguay, Venezuela ## Features - ACH Payment Processing - API - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Alumni Management - Applicant Tracking - Application Management - Appointment Management - Approval Process Control - Assessment Management - Assignment Management - Attendance Management - Attendance Tracking - Auction Management ## Integrations (3 total) - Constant Contact - Mailchimp - QuickBooks Online ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [CRM Software for Nonprofits](https://www.softwareadvice.co.nz/directory/4788/nonprofit-crm-software/software) ## Related Categories - [CRM Software for Nonprofits](https://www.softwareadvice.co.nz/directory/4788/nonprofit-crm-software/software) - [Charity Software](https://www.softwareadvice.co.nz/directory/4280/nonprofit/software) - [Membership Management Software](https://www.softwareadvice.co.nz/directory/4395/membership-management/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software) ## Alternatives 1. [My Junna](https://www.softwareadvice.co.nz/software/240224/junna-care) — 4.8/5 (39 reviews) 2. [Casebook](https://www.softwareadvice.co.nz/software/216199/casebook) — 4.2/5 (86 reviews) 3. [Bonterra Apricot](https://www.softwareadvice.co.nz/software/76884/bonterra-case-management) — 4.2/5 (225 reviews) 4. [CharityTracker](https://www.softwareadvice.co.nz/software/129328/charitytracker) — 4.5/5 (1059 reviews) 5. [Notehouse](https://www.softwareadvice.co.nz/software/147328/notehouse) — 4.7/5 (105 reviews) ## Reviews ### "Quality Case Management" — 4.0/5 > **Brie** | *10 September 2025* | Hospital & Health Care | Recommendation rating: 9.0/10 > > **Pros**: SUMAC 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**: Sumac 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 > > Overall it has been excellent over the years with new features coming out and ongoing updates to the system. ----- ### "Efficient, Customizable, and Exceptionally Secure" — 5.0/5 > **Rodrigo** | *27 October 2025* | Individual & Family Services | Recommendation rating: 10.0/10 > > **Pros**: We started using Sumac 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 > > Our overall experience with Sumac 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. ----- ### "User-Friendly, Great Product" — 5.0/5 > **Andrea** | *9 February 2026* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: Sumac 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 Sumac. I am very pleased overall with how the platform functions. > > Sumac 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. ----- ### "FANTASTIC Customer Support" — 3.0/5 > **Colette** | *25 July 2024* | Performing Arts | Recommendation rating: 6.0/10 > > **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 ----- ### "Empowering Our Mission Through a Thoughtful, Custom Solution" — 5.0/5 > **Crystal** | *30 September 2025* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: What we love most about Sumac 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 Sumac and explore its capabilities, we’re confident that the system will keep supporting us as our needs evolve. > > Our experience with Sumac 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. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.nz/software/184069/sumac?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/184069/sumac) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data