Sumac
Sumac: A fundraising-focused nonprofit CRM with case management options and self-hosting. Ranked #21 of 31 in Nonprofit Case Management Software by our editors (7.3/10); pricing: From $179/mo; best for nonprofits combining donor and fundraising operations.
At a glance
- Editor score7.3 / 10
- PricingFrom $179/mo
- Best forNonprofits combining donor and fundraising operations
- Free planNo
- Facts checked21 Sep 2026
Where it wins
- Custom donation forms, campaign dashboards, segmentation, and receipts
- Advanced reporting with custom reports and comprehensive reporting
- Web and self-hosted deployment with useful accounting and email integrations
Where it doesn't
- Starts at $179 per month, with no free plan
- Fundraising capabilities are provided through a Donations add-on
- More fundraising-focused than organizations needing broad case management
Our verdict on Sumac
Sumac is a nonprofit CRM and case management platform for charitable and human-service organizations. Its core fundraising capabilities cover donor and donation records, customizable online donation webforms, campaign management, donor search and segmentation, electronic receipts, alerts, mass email, and reporting. Optional extensions add memberships, volunteers, grants, and case management, making the platform relevant to nonprofits that want fundraising operations alongside broader program administration.
The published pricing starts at $179 per month on monthly billing, and the product has no free plan. Donations are presented as an add-on, so organizations evaluating Sumac should account for the fundraising extension when comparing plans. The feature set is aimed at organizations that need structured donor records, campaign dashboards, automated receipting, fundraising communications, and reporting in one system rather than a lightweight donation form alone.
Sumac supports web and self-hosted deployment. Its listed integrations include QuickBooks, iATS, Mailchimp, Google Workspace, and Microsoft Office, which can help connect fundraising, accounting, communications, and office workflows. The platform is a strong fit for nonprofits combining donor management with fundraising processes and reporting. Organizations seeking a case-management-first product, or a lower-cost entry point, should look closely at the Donations add-on structure and the starting monthly price before choosing it.
Your product? Our editors can test Sumac in depth and publish a review, labelled as paid · from $149/mo →
Sumac pricing
Sumac fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Custom intake forms | Not verified |
| Service plan tracking | Not verified |
| Referral tracking | Not verified |
| Outcome tracking | Not verified |
| Client portal | Not verified |
| Mobile access | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | HIPAA, 2FA |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: QuickBooks, iATS, Mailchimp, Google Workspace, Microsoft Office |
| Pricing | From $179/mo (source) |
| Website | societ.com |
| Facts checked | 21 Sep 2026 |
Sumac integrations
Sumac lists 5 integrations on its own site.
- QuickBooks
- iATS
- Mailchimp
- Google Workspace
- Microsoft Office
Alternatives to Sumac
- CaseWorthyA configurable nonprofit case platform for complex programs, with broad workflow and reporting coverage.9.4
- CollaborateA mature browser-based system for referrals, service delivery, outcomes, and funder reporting.9.3
- FAMCareA configurable platform for managing full human-services care workflows.9.2
Also Ranked In
Sumac is ranked in 5 of our directories.
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Featured on iTechGuides
Sumac is listed in our Nonprofit Case Management Software directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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