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Overview
Sumac offers nonprofit-focused case management software that helps organizations streamline client tracking, manage cases, and coordinate services efficiently. While it may require initial setup to customize workflows, its volunteer and grant management and robust reporting tools make it a comprehensive solution for nonprofits looking to improve operations and demonstrate impact.
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Starting Price
Custom
Sumac Specifications
- Donor Management
- Fundraising Tools
- Volunteer Management
- Grant Management
What Is Sumac?
Sumac is a modular nonprofit management solution designed to centralize client data, donor relations, and program outcomes. The platform offers customizable case management and workflow automation, allowing teams to reduce manual data entry. With real-time reporting and outcome tracking, it enables organizations to demonstrate impact to stakeholders while easing administrative burdens. Its scalability ensures that both small charities and large agencies can manage their mission effectively from a single, secure cloud-based interface.
Sumac Pricing
Sumac pricing starts at $179/month and includes features such as client profile and case intake definition, client communication tracking, and workflow management. The platform also offers add-ons for Client Intake Webforms, Grant Management, Specialized Extensions, and more.
In addition to the base subscription costs, organizations should account for the following expenses:
- Compliance Modules: Advanced reporting tools may range from $100 to $500 per month for each funding stream
- Data Migration: Transferring historical client records can cost between $5,000 and $50,000, depending on complexity
- Training Programs: Staff onboarding, certification, and ongoing training may require $2,000 to $10,000 annually
- Integration Fees: Connecting with government systems or healthcare networks can range from $10,000 to $100,000
- Custom Assessments: Creating organization-specific evaluation tools may cost $5,000 to $25,000 per tool
Disclaimer: The pricing is subject to change.
Sumac Integrations
The software supports integration with multiple systems and platforms, such as:
Who Is Sumac For?
Sumac is designed to support a wide range of nonprofit organizations across various service areas, including:
- Human services
- Food banks
- Health organizations
- Emergency shelters
- Child welfare
Is Sumac Right For You?
Sumac is ideal for human and social service nonprofits looking to centralize client intake, case management, and program outcomes in one platform. The software ensures secure, HIPAA and PIPEDA‑compliant data management, and its modular extensions support donations, grants, and volunteer tracking. Trusted by organizations such as the Ontario Brain Injury Association and Hospice of Windsor and Essex County, Sumac helps nonprofits streamline workflows and measure impact effectively.
Still unsure about Sumac? Contact us at (661) 384-7070 for further guidance.
Sumac Features
Custom Data Configuration
Sumac allows organizations to configure fields, records, and workflows to match their programs and data requirements. The platform supports custom reports and optional extensions, enabling nonprofits to capture unique information and manage specialized services without changing their internal processes or relying on rigid data structures.
Program And Client Reporting
The software provides reporting tools that help organizations monitor client activities and program outcomes. It tracks key metrics across services and generates reports that support internal decision making. These insights also help nonprofits communicate measurable results to donors, funders, and board members.
Digital Forms With E-Signature
The platform enables organizations to create digital consent, waiver, and assessment forms directly within the system. Sumac supports electronic signatures, allowing staff to collect verified client documentation online. This feature reduces paperwork, improves record accuracy, and helps organizations manage client documentation more efficiently.
Online Client Intake Forms
Sumac provides web-based intake forms that allow organizations to collect new client information directly through online submissions. The platform automatically adds submitted details to client records, reducing manual data entry. This process helps nonprofits onboard clients faster and maintain accurate information.
Workflow Automation And Reminders
The software includes customizable workflows that guide staff through each stage of client service delivery. Sumac also provides automated reminders for follow ups and scheduled activities. These tools help teams maintain consistent service processes and ensure that important client care steps are completed.
Pros And Cons of Sumac
Pros
Highly customizable to fit unique nonprofit programs
Extensions for donations, volunteers, and grants
Workflow management with reminders and tracking
Cons
Staff need administrator assistance to unlock files
May require training to fully utilize all features
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Frequently Asked Questions
Who are the typical users of Sumac?
Sumac features are used by caseworkers, program managers, nonprofit administrators, volunteer coordinators, and fundraising teams to streamline client management, track services, and monitor program outcomes efficiently.
What types of pricing plans does Sumac offer?
Sumac pricing starts at $179/month and includes core features like client profiles, case intake, communication tracking, and workflow management. The platform also offers a variety of add-ons, including Client Intake Webforms, Grant Management, Specialized Extensions, and more. Get a detailed Sumac cost breakdown to make an informed decision.
Does Sumac offer an API?
Yes, Sumac offers an API.
What level of support does Sumac offer?
Sumac offers support via phone, email, an online contact form, and a dedicated help center.
Does Sumac have a mobile app?
No, Sumac does not offer a dedicated mobile app.
What language does Sumac support?
Sumac software primarily supports English.
What other apps does Sumac integrate with?
Sumac integrates with multiple platforms, including QuickBooks, Mailchimp, Google Workspace, and iATS.