Sumac
Sumac is customizable case-management software for nonprofits handling client intake, services, care, and reporting.
What Sumac is
Sumac is customizable case-management software for nonprofits handling client intake, services, care, and reporting. Its tools cover client profiles, case-lifecycle tracking, service planning, communication records, workflows, and reminders. Custom web intake forms can place submitted information directly into Sumac records, while outcome-based reporting tracks client and program metrics. The Sumac Case Portal lets caseworkers access and update records, manage cases, schedule meetings, and document notes from anywhere. The nonprofit case-management plan costs $179 a month for 1,000 records; pricing scales by users and add-ons, with four users included free for a limited time. Sumac runs on macOS, Windows, web, or self-hosted deployments. Optional extensions cover donations, memberships, volunteers, grants, specialized functions, and webforms. Integrations include QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris. PayPal and Moneris have limited capacities.
Good
- Custom web intake forms feed records
- Case Portal supports remote updates
- Offers outcome-based reporting
- Supports multiple deployment platforms
- Includes support and instructor-led training
Watch out
- No free plan
- PayPal and Moneris have limited capacities
Who it suits
It suits human and social-service organizations such as child and family services, shelters, counseling providers, healthcare providers, and community programs. Teams needing case portals, intake forms, outcome reporting, and nonprofit extensions may find it relevant.
Verdict
Sumac combines nonprofit case workflows, intake, portals, reporting, integrations, and optional fundraising functions. Its pricing and record-based plan structure should be weighed against the needs of organizations requiring customizable case management.
Plans and prices
From Sumac's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Sumac nonprofit case management | $179 a month | 1,000 record capacity · pricing scales by users and add-ons · 4 users included free for a limited time |
The facts
Each one read from Sumac's own pages, with the date it was checked.
What it does
- Case workflows
- Features include client profiles, case lifecycle tracking, service delivery planning, communication tracking, workflow management, and reminders.checked 7 Oct 2026
- Compliance
- The product page states that Sumac enables HIPAA and PIPEDA compliance; its HIPAA page clarifies that many community nonprofits are not HIPAA-covered entities and says Sumac does not provide the contractual layer hospitals and clinics need from a vendor.checked 7 Oct 2026
- Extensions
- Optional extensions include donations, memberships, volunteers, grant management, specialized extensions, and specialized webforms.checked 7 Oct 2026
- Hosting options
- The maker says Sumac is cloud-based and offers Canadian data hosting for Canadian organizations.checked 7 Oct 2026
- Intake forms
- Customizable web intake forms can save submitted client information directly into Sumac records.checked 7 Oct 2026
- Integrations
- The maker lists integrations with QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris (with PayPal and Moneris available in limited capacities).checked 7 Oct 2026
- Mobile access
- The Sumac Case Portal lets caseworkers access and update client records, manage cases, schedule meetings, and document case notes from anywhere.checked 7 Oct 2026
- Purpose
- Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting.checked 7 Oct 2026
- Reporting
- Sumac supports outcome-based reporting on client and program metrics.checked 7 Oct 2026
- Security
- The product page says Sumac is hosted on AWS and offers role-based permissions; a separate maker page describes restricted fields and audit trails.checked 7 Oct 2026
- Support and training
- Every plan includes support by phone, email, portal, and in-app tools, along with unlimited on-demand instructor-led training and automatic software updates.checked 7 Oct 2026
- Who it serves
- The maker describes Sumac as serving human and social service organizations, including child and family services, shelters, counseling services, healthcare providers, and community programs.checked 7 Oct 2026
Money
- Free plan
- Nochecked 21 Sep 2026
The company
- Headquarters
- Canada and the United Stateschecked 28 Sep 2026
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