--- 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 (2 total) - Constant Contact - 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 (1063 reviews) 2. [Casebook](https://www.capterra.ca/software/200357/casebook-platform) — 4.2/5 (86 reviews) 3. [NewOrg](https://www.capterra.ca/software/124958/neworg-management-system) — 4.8/5 (76 reviews) 4. [My Junna](https://www.capterra.ca/software/178861/junna-care) — 4.8/5 (39 reviews) 5. [Bonterra Apricot](https://www.capterra.ca/software/123342/bonterra-case-management) — 4.2/5 (226 reviews) ## Reviews ### "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. ----- ### "Powerful Nonprofit CRM with a Learning Curve but Excellent Support" — 5.0/5 > **Maryam** | *November 1, 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: Sumac is incredibly flexible and customizable, especially for nonprofit organizations. The database structure makes it easy to track donors, clients, and volunteers all in one place. I also appreciate that it integrates with email marketing tools, which has simplified our outreach process. The reporting feature is strong once you learn how to use it, and their customer support team is responsive and patient. > > **Cons**: It takes a little time to get familiar with all the features, but once you do, it’s very easy to use and saves a lot of time. > > Overall, my experience with Sumac has been positive. Once I got used to the system, it became a powerful tool for managing donor relationships and tracking program outcomes. It’s particularly well-suited for small to medium-sized nonprofits looking for an affordable and comprehensive CRM solution. The software is secure and stable, with regular updates that improve performance. While it takes effort to master, the long-term value is excellent. ----- ### "Satisfied and taken care of" — 4.0/5 > **Zoé** | *October 20, 2025* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: Sumac has been our first CRM system. It is safe to use. We have been able to generate reports for various reasons. It has multiple sections for us to manage data; donors, volunteers and clients. Our accountant has saved time thanks to the Donors section. > > **Cons**: It has been a learning curve for us and some employees at Sumac as well. They have been helpful with multiple areas and features but still hasn't been able to generate 100% of the information we need at times. > > Our overall experience with Sumac has been pleasant. Any employee we have worked with has been pleasant, helpful and willing to learn with us. ----- ### "One Happy Customer\!" — 5.0/5 > **Samantha** | *October 23, 2025* | Alternative Dispute Resolution | Recommendation rating: 10.0/10 > > **Pros**: It is very user friendly\! It has been simple to learn how to use throughout all functions. It has been easy to teach others. > > **Cons**: Nothing so far that I really dislike about this platform. I have found it easy to use and then be able to create manuals on how to use it for future staff. > > Very pleased. it has been easy to create reports for my board of directors on our program stats. And manage my case notes. ----- ### "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. ----- 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