--- description: Learn more about Sumac pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Sumac Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Social Work Case Management Software](/directory/31462/social-work-case-management/software) > [Sumac](/software/144095/sumac) # Sumac Canonical: https://www.capterra.ca/software/144095/sumac Page: 1 / 7\ Next: [Next page](https://www.capterra.ca/software/144095/sumac?page=2) > Sumac is customizable nonprofit case management software that helps streamline program delivery and provide the best client care. > > Verdict: Rated **4.4/5** by 132 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Sumac? Social Services, Education, Child \& Family Services, Child Welfare, Victim Services, Health Services, Shelters, Community Services ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 132 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support Software | 4.7/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Societ - **Founded**: 2004 ## Commercial Context - **Starting Price**: US$179.00 - **Pricing model**: Flat Rate - **Pricing Details**: Prices are based on your needs\! - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Alumni Management Software - Application Management - Appointment Management - Billing & Invoicing - CRM Software - Campaign Management Software - Case Notes - Client Management - Collaboration Tools - Communication Management - Contact Management Software - Document Management Software - Donor Management - Dues Management - Email Marketing Software - Event Management Software - Financial Reporting Software - Forms Management - Fundraising Management - Goal Setting/Tracking - Grant Management Software - Member Communication - Member Database - Member Directory - Member Portal - Member Types - Membership Management Software - Membership Renewals - Mobile Access - Mobile Giving - Online Giving - Payment Processing Software - Pledge Management - Program Management - Receipt Management - Recurring Giving - Referral Management - Registration Management - Reminders - Reporting & Statistics - Reporting/Analytics - Scheduling Software - Self Service Portal - Time Tracking Software - Volunteer Management Software - Volunteer Recruiting - Website Management ## Integrations (3 total) - Constant Contact - Mailchimp - QuickBooks Online ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Social Work Case Management Software](https://www.capterra.ca/directory/31462/social-work-case-management/software) ## Related Categories - [Fundraising Software](https://www.capterra.ca/directory/20047/fundraising/software) - [Nonprofit CRM Software](https://www.capterra.ca/directory/31515/nonprofit-crm/software) - [Membership Management Software](https://www.capterra.ca/directory/20045/membership-management/software) - [Nonprofit Software](https://www.capterra.ca/directory/30805/nonprofit/software) - [Human Services Software](https://www.capterra.ca/directory/30660/human-services/software) ## Alternatives 1. [CharityTracker](https://www.capterra.ca/software/132388/charitytracker) — 4.5/5 (1062 reviews) 2. [Casebook](https://www.capterra.ca/software/200357/casebook-platform) — 4.2/5 (86 reviews) 3. [My Junna](https://www.capterra.ca/software/178861/junna-care) — 4.8/5 (39 reviews) 4. [Bonterra Apricot](https://www.capterra.ca/software/123342/bonterra-case-management) — 4.2/5 (226 reviews) 5. [Notehouse](https://www.capterra.ca/software/182626/notehouse) — 4.7/5 (111 reviews) ## Reviews ### "Efficient Case Management and Reporting Tool for Nonprofits" — 5.0/5 > **Maryam** | *October 22, 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: Sumac makes client management and reporting much easier. I really liked how organized the system is—tracking intakes, case notes, and service outcomes is simple and efficient. It’s also helpful for generating reports and analyzing data for funders. > > **Cons**: At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support. > > My overall experience with Sumac has been positive. It has improved how we document client interactions, manage referrals, and collect data across multiple programs. The interface is user-friendly once you’re familiar with it, and the technical support team is responsive whenever issues come up. Overall, it’s a great tool for nonprofit organizations that want to streamline case management and reporting. ----- ### "Highly Customizable and Reliable CRM for Nonprofits" — 4.0/5 > **Hajjra** | *October 22, 2025* | Nonprofit Organization Management | Recommendation rating: 7.0/10 > > **Pros**: Sumac is fairly user-friendly once you understand its layout. There’s a bit of a learning curve at first, but the training resources and customer support make it manageable. > > **Cons**: Some features could be more intuitive, especially when it comes to generating complex reports or linking modules. > > Overall, Sumac is a reliable and flexible CRM for nonprofits. It offers great customization capabilities that make it adaptable to different organizational needs. With ongoing updates and responsive support, it continues to be a valuable tool for managing programs and client data effectively. ----- ### "All in one" — 5.0/5 > **Chiamaka Juliet** | *October 23, 2025* | Civic & Social Organization | Recommendation rating: 9.0/10 > > **Pros**: The fact that you can customize it to your programs. Making it very flexible for different programs in the organization. > > **Cons**: Customization is great, but setting them up can be tricky without support.Also how new tabs keeps opening. > > Using Sumac has been great so far. It didnt take much time for me to learn it and figure out my way around it. ----- ### "Sumac Review" — 5.0/5 > **Momena Afroz** | *May 16, 2025* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: All the records are in one place, easy to make tax receipts and reports. > > **Cons**: Relations tab is not included in exporting reports. > > Good, meets the requirements of our organization and follows standards, customer support is very efficient and fast. ----- ### "Efficient, Customizable, and Exceptionally Secure" — 5.0/5 > **Rodrigo** | *October 27, 2025* | Individual & Family Services | Recommendation rating: 10.0/10 > > **Pros**: We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back. After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program. Sumac's highly customizable nature made adding new programs and features effortless. From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral and registration forms, case notes, and detailed client profiles. The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes. Sumac has become an essential tool for our organization’s service delivery, compliance, and data security. > > **Cons**: The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently. This requires someone with administrative access, such as myself, to step in and unlock the files. While this feature helps maintain strong data security, it can occasionally cause delays when a manager or administrator isn’t immediately available. Allowing designated staff limited permissions to unlock files could make the process more efficient while still maintaining appropriate safeguards > > Our overall experience with Sumac has been excellent. It has become an essential part of managing and delivering our youth programs, particularly those involving sensitive client information related to the criminal justice system. The platform is secure, reliable, and customizable. Sumac’s data management features simplify organizing and accessing all critical information while maintaining the highest level of confidentiality. The support team is incredibly responsive, often replying within minutes whenever assistance is needed. Overall, Sumac has streamlined our operations, improved data security, and strengthened how we serve our clients and meet funder requirements. It’s a system we trust and plan to continue using in the long term. ----- Page: 1 / 7\ Next: [Next page](https://www.capterra.ca/software/144095/sumac?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/144095/sumac) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data