Overview

About Sumac

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.

At a glance

Software information

Industries served, licensing and the support Sumac provides.

Industries

Civic-social-organization
Health-wellness-fitness
Hospital-health-care
Nonprofit-organization-management

Licensing

Proprietary
Monthly Payment

Support

Email
Live Chat
Phone
24x7 Support

Training

Webinar
In-person
Documentation

Knowledge Base

Support Portal

Languages (1)

English

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Capabilities

Sumac features

The full feature set, grouped by module.

Fundraising Software

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

Membership Management Software

Application Management
Committee Management
Dues Management
Event Management
Email Marketing
Membership Database
Member Directory
Member Portal
Membership Renewals
Payment Processing
AI Features

Volunteer Management Software

Communication Tools
Event Management
Member Database
Membership Management
Registration Management
Scheduling
Training & Support
Volunteer Portal
Volunteer Recruiting
Volunteer Tracking
AI Features

Nonprofit Software

Accounting
Contact Management
Donor Management
Event Management
Finance Management
Fundraising Tools
Grant Management
Member Management
Volunteer Management
AI Features

Legal Case Management Software

Billing & Invoicing
Case Notes
Contract Management
Docket Management
Email Management

Plans

Sumac pricing

Free Version

Payment Frequency

Monthly Payment

Preferred Currency

USD ($)

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.

Vendor pricing page

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