Customizable, all-in-one nonprofit case management software - Do more good today.

Sumac is powerful, customizable case management software built specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage everything from intake to reporting—securely and efficiently.

With Sumac, nonprofits can automate workflows, track client interactions, and access data on the go using the mobile-friendly Case Portal. Built-in features like web-based intake forms, e-signatures, and email marketing eliminate the need for extra tools.

Sumac is HIPAA & PIPEDA compliant, with secure hosting and role-based access controls to protect sensitive data. You can also expand Sumac into a full nonprofit CRM by adding modules for donations, volunteers, memberships, grants, and more.

Trusted by thousands of nonprofits across North America, Sumac scales with your mission and includes free, live support from real humans who care about your work.
1995
Canada
4 Industries
1 Language
Industries
  • Civic-social-organization
  • Health-wellness-fitness
  • Hospital-health-care
  • Nonprofit-organization-management
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • On Premises
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Chat
  • Phone
  • 24x7 Support
Training
  • Webinar
  • In-person
  • Documentation
Knowledge Base

Sumac Core Features

Focus of Fundraising Feature
  • Campaign Management
  • Contact Management
  • Contribution Tracking
  • Crowdfunding
  • Donor Management
  • Event Management
  • Grant Management
  • Membership Management
  • Online Donations
  • Payment Processing
  • Reporting & Analysis
  • Volunteer Management
  • AI Features
Focus of Membership Management Feature
  • Application Management
  • Committee Management
  • Dues Management
  • Event Management
  • Email Marketing
  • Membership Database
  • Member Directory
  • Member Portal
  • Membership Renewals
  • Payment Processing
  • AI Features
Focus of Volunteer Management Feature
  • Communication Tools
  • Event Management
  • Member Database
  • Membership Management
  • Registration Management
  • Scheduling
  • Training & Support
  • Volunteer Portal
  • Volunteer Recruiting
  • Volunteer Tracking
  • AI Features
Focus of Nonprofit Feature
  • Accounting
  • Contact Management
  • Donor Management
  • Event Management
  • Finance Management
  • Fundraising Tools
  • Grant Management
  • Member Management
  • Volunteer Management
  • AI Features
Focus of Legal Case Management Feature
  • Billing & Invoicing
  • Case Notes
  • Contract Management
  • Docket Management
  • Email Management

Sumac Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Monthly Payment
Pricing Description
Pricing starts at just $109/month for Sumac’s powerful nonprofit case management software. Includes core features like case tracking, service delivery, email tools, workflow automation, and outcome reporting—plus free live support. Add-on options available for donations, memberships, volunteers, grants, and more. Scalable for up to 200,000 records. Get the tools you need, tailored to your nonprofit.

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