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Sumac

by Sumac

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Sumac's own site

What Sumac is

Sumac is customizable case management software for nonprofits handling client intake, services, care, and reporting. It stores client profiles, tracks case lifecycles, plans service delivery, records communications, manages workflows, and sends reminders. Custom web intake forms can place submitted information directly into Sumac records. Outcome-based reporting covers client and program metrics, while the Sumac Case Portal lets caseworkers update records, manage cases, schedule meetings, and document notes from anywhere. It runs on macOS, Windows, the web, or as self-hosted software. 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. Optional modules cover donations, memberships, volunteers, grants, specialized needs, and webforms. Integrations include accounting, email, calendar, and payment services. AWS hosting, role permissions, restricted fields, audit trails, Canadian hosting, support, training, and automatic updates are described.

Who it suits

Sumac suits human and social service organizations such as shelters, counseling services, child and family programs, healthcare providers, and community groups. It is aimed at nonprofits needing configurable case workflows and reporting.

What it does well

  • Custom intake forms write directly to client records
  • Portal supports remote case updates and scheduling
  • Outcome-based reporting covers clients and programs
  • Available on web, Windows, macOS, and self-hosted
  • Support and instructor-led training included

What to know first

  • No free plan
  • Starting plan has 1,000-record capacity
  • Some payment integrations have limited capacity

Limits

The nonprofit case-management plan supports 1,000 records, and pricing scales by users and add-ons. Four users are included free for a limited time.

Plans

PlanBilled and limitsPrice
Sumac nonprofit case management1,000 record capacity · pricing scales by users and add-ons · 4 users included free for a limited time$179 a month

As societ.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the Sumac product website
  2. Choose cloud, self-hosted, or another supported deployment
  3. Select the nonprofit case-management plan
  4. Configure client fields, workflows, and intake forms
  5. Connect accounting, communication, calendar, or payment integrations
  6. Use the Case Portal for remote casework

Verdict

Sumac brings nonprofit casework, intake, reporting, and optional fundraising functions into one configurable system. Its broad deployment choices and portal support varied organizations, while pricing scales with users and add-ons.

Questions

How much does Sumac cost?

The nonprofit case-management plan costs $179 a month. Pricing scales by users and add-ons.

Which platforms are supported?

Sumac supports macOS, Windows, web, and self-hosted deployment.

Does Sumac offer a mobile app?

No mobile app is listed. Caseworkers can use the web-based Sumac Case Portal.

What integrations are available?

Listed integrations include QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris.

Is training included?

Every plan includes unlimited on-demand instructor-led training, support, and automatic software updates.

Can Canadian organizations host data in Canada?

Yes. The maker offers Canadian data hosting for Canadian organizations.

Facts from Sumac's own pages

Case workflows
Features include client profiles, case lifecycle tracking, service delivery planning, communication tracking, workflow management, and reminders. · societ.com, 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. · societ.com, 7 Oct 2026
Extensions
Optional extensions include donations, memberships, volunteers, grant management, specialized extensions, and specialized webforms. · societ.com, 7 Oct 2026
Free plan
No · societ.com, 21 Sept 2026
Headquarters
Canada and the United States · societ.com, 28 Sept 2026
Hosting options
The maker says Sumac is cloud-based and offers Canadian data hosting for Canadian organizations. · societ.com, 7 Oct 2026
Intake forms
Customizable web intake forms can save submitted client information directly into Sumac records. · societ.com, 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). · societ.com, 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. · societ.com, 7 Oct 2026
Purpose
Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting. · societ.com, 7 Oct 2026
Reporting
Sumac supports outcome-based reporting on client and program metrics. · societ.com, 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. · societ.com, 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. · societ.com, 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. · societ.com, 7 Oct 2026

Where Sumac stands on Freedom251

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