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THE #1 NONPROFIT
CASE MANAGEMENT SOFTWARE
Streamline program delivery and provide the best client care with a customizable, all-in-one nonprofit case management solution.
Prices start at just $109/mth.
Read Our 5 Star Reviews From Nonprofits Just Like You
- Social Services
- Community Services
- Child & Family Services
- Food Banks
- Child Welfare
- Health Services
- Shelters
- Human Services
- Hospices
- Victim Services
- “We can now track clients, donors, and volunteers in the same database.”
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- Capterra Reviewer
- “The quality of customer support is superior to any other product I've seen.”
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- Capterra Reviewer
- “We now have one system for donors, clients, and volunteers.”
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- Capterra Reviewer
- “Sumac is incredibly easy to use, is customizable, and the support is outstanding.”
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- Capterra Reviewer
- “We were able to combine our client management system and donor system into one!”
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- Capterra Reviewer
What Sets Sumac Apart
All-In-One
Choose the extensions you need, like Donations, Volunteers & Grants to get an all-in-one CRM solution.
Simple Customization
Customize Sumac in minutes for your nonprofit’s unique programs, data, and reporting needs.
Top-Rated Support
Get top-rated, live phone support included at no cost, so you can always get help when you need it.
Maximize Your Nonprofit’s Impact
Sumac’s industry-leading nonprofit case management software streamlines care coordination—connecting caseworkers, clients, and programs—so you can do more good.
Lives helped through our case management solution
Nonprofits We Serve
Trusted by social good organizations around the world.
How Sumac Helps Streamline Service Delivery & Client Care
Simplify Client Intake
Web-based client intake forms make accepting new clients totally seamless and streamlined. Never import client data again.
Create Efficiency in Client Care
Custom workflows and reminders make managing client lifecycles and other processes a breeze. Never miss a step.
Manage Clients & Cases On The Go
Allow caseworkers to manage clients, case notes, and meetings on the go with Sumac Case Portal – included free with Sumac.
Collect Client Forms With e-Signature
Create custom digital consent, waiver, and assessment forms that include e-signature, so you can streamline operations and save time.
Measure What Matters
Track and report on the client and program metrics you need to help inform decisions, and report back to donors, funders, and your board.
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Protect Sensitive Client Data
Ensure your data is always secure - Sumac is HIPAA & PIPEDA compliant, offers role-based data access controls, and world-class data storage security.
Customize to Fit Your Needs
Customize Sumac in minutes so it fits your nonprofit's unique data and programs. You can also create custom reports and add a custom extension to track data unique to your nonprofit.
With Sumac we saw improved operational efficiency, enabling us to focus on what matters most: supporting kids and families affected by cancer.
Switching to Sumac was the best decision! We love that we now have a centralized place to manage everything.
Sumac has played a pivotal role in evolving our client management practices, enabling us to provide seamless services to individuals and families affected by epilepsy.
We love Sumac because it’s dependable, fast, and we can easily customize it for our needs.
Switching from three applications to one significantly streamlined operations, reduced paper use, and made stats easier to gather.
Manage Your Entire Nonprofit in One Place
Choose the extensions you need to transform your nonprofit case management software
into an all-in-one CRM
Extensions:
- Donations
- Memberships
- Volunteers
- Grant Management
- Online forms with e-signature
What’s Stopping You From Doing More Good?
Solve the challenges of managing programs and delivering impact with our case management solution.
When information lives in separate systems, it’s hard to see the full picture and stay organized. Sumac brings everything together — case management, donations, memberships, grants, and volunteers — so you can manage your entire nonprofit from a single platform and focus on what matters most.
Most tools force your programs into rigid templates that don’t reflect your work. Sumac adapts to your nonprofit’s unique data, workflows, and programs — so you can capture what matters, support your mission, and run operations your way.
When reporting feels like a manual, last-minute scramble, it’s harder to demonstrate your results and secure funding. With centralized, customized data and flexible reporting tools, Sumac helps you quickly measure outcomes, share progress, and highlight your impact with confidence.
Pricing That's Tailored For Your Needs
Prices for Sumac nonprofit case management software start at just $109/month
Included:
- Client profile and case intake definition
- Case lifecycle tracking and resource management
- Service delivery planning and tracking
- Client communication tracking
- Cloud-based Sumac CRM
- Bulk and individual email
- Workflow management
- Reminders
- Outcome-based reporting
- Accounting integration
- 1,000 record capacity
Add-on Options:
- Client Intake Webforms
- Case Management Specialized Solution
- Donations & Donation Webforms
- Memberships & Member Signup Webforms
- Volunteers & Volunteer Signup Webforms
- Prospecting
- Grant Management
- Specialized Extension
- Specialized Webforms
- Additional record capacity up to 200k
Included With Every Nonprofit Case Management Software Plan
Simple Configuration
Easily configure drop-down lists, checkboxes, tabs, and fields in minutes to fit your data.
Cloud-Access
Access critical data at any time from any computer with an internet connection.
Free Support
Access support by phone, email, portal, and in-app tools.
Learn more
Free On-Demand Training
Unlimited access to on-demand instructor-led training whenever you need it.
Learn more
Integrations
Integrate with the solutions you already use for email marketing, accounting, and payment processes.
Learn more
Free Upgrades
Free automatic updates to the latest software versions, features and releases.
Frequently Asked Questions
Yep — super easy! Sumac was designed to feel intuitive and simple right out of the box.
You won’t get lost in menus or overwhelmed by complexity, and if you ever need a hand, our on-demand training is here to help.
We’ll even customize it so it feels like it was built just for you.
You bet! And it’s free.
While others might charge you extra or send you chasing bots, we connect you directly with real, friendly humans — no waiting, no nonsense.
Our live phone support is included in every plan, because helping you succeed is part of the deal.
Absolutely.
Sumac plays nicely with tools like QuickBooks, iATS, Mailchimp, Google Workspace, Microsoft Office, and more.
If your office runs on it, there’s a good chance we connect with it.
Yes! Sumac includes sleek, customizable webforms that blend beautifully into your website.
Any info clients enter is saved automatically in your system — no copying, pasting, or exporting.
You bet!
Every nonprofit is different, and we made Sumac to fit your programs and data. You can:
- Pick just the extensions you need (like donations, grants, volunteers)
- Adjust fields, dropdowns, and tabs to match what you track
- Even create entirely custom extensions for truly unique needs
Absolutely — we take security very seriously.
Sumac is hosted on Amazon Web Services (AWS) for world-class protection. We’re compliant with HIPAA and PIPEDA, so your sensitive data stays private. Plus, Sumac has role-based permissions, so you can control exactly who sees what.
Plans start at just $109/month, and scale based on how many users and add-ons you choose.
Every plan comes with:
- Free live support
- On-demand training
- Cloud hosting
- Free updates
If you need something special, we’re happy to build you a custom quote too.
Nope — we wouldn’t do that.
We believe in transparency, so what we quote is what you pay. No surprise charges for support, upgrades, usage, or anything else.
Of course!
We’d love to show you around. One of our team members will walk you through a personalized demo, tailored to your needs and goals.
Request your demo here.
Pretty much anything you need.
You decide what to track, and Sumac makes it easy. For example:
- Biographical details
- Medical records
- Communication history
- Custom fields you define
You bet! We can help you migrate data from your current system into Sumac with our implementation service, so you don’t lose any information.
Setup times vary depending on your needs, but most organizations can get up and running in just a few days with our full implementation services.
We provide on-demand and personal training sessions to help your staff get started and make the most of Sumac.
Sumac is a leading case management software for nonprofits that’s customizable and easy to use.
It can serve as a complete, all-in-one CRM by adding extensions for donations, volunteer management, grants, and more.
What sets Sumac apart is how flexible and affordable it is — Sumac is designed to grow with you and help you make a bigger impact.
Sumac is used by a wide range of human and social service organizations, including child & family services, shelters, counseling services, healthcare providers, and community programs.
Sure is!
Sumac is cloud-based, so you can log in from anywhere. Your data lives securely on AWS and syncs seamlessly with the Sumac app.
Case workers also have access to Sumac Case Portal — to manage clients, case notes, and meetings on the go.
Sumac helps you have a bigger impact and do more good.
It keeps all your programs, clients, and data in one place — so you can spend less time on admin and more time helping people.
With Sumac, you can:
- Deliver more personalized care by understanding each client’s full journey
- Build action plans, assign tasks, and streamline workflows
- Track outcomes and prove your impact with easy reporting
You’re not just managing data — you’re changing lives. Sumac helps you do it better.
Sumac is the #1 choice for nonprofits because of these 5 reasons:
- It’s designed specifically for human and social service organizations
- It’s customizable to your unique programs and mission
- It comes with free, top-rated support
- It manages more than just cases — donations, grants, volunteers, and more
- It’s affordable, starting at just $109/month
It’s a tool that helps you organize client intake, services, and care — all in one place.
You can store and track:
- Client info
- Case notes
- Appointments
- Communications
It helps your team serve more clients with less effort, while keeping care personal and organized.
Look for a system that:
- Does everything you need
- Fits your budget
- Feels simple and intuitive
If you’d like some help figuring it out, check out our buyer’s guide — we’ve got tips!