Best Sumac Alternatives in 2026
The top Sumac alternatives are CaseWorthy, Collaborate and FAMCare: 15 nonprofit case management software our editors would look at instead of Sumac, in our ranking order.
Sumac: A fundraising-focused nonprofit CRM with case management options and self-hosting. Where it falls short: starts at $179 per month, with no free plan.
Switching from Sumac? For most nonprofit case management software buyers the best Sumac alternative is CaseWorthy, built for complex, configurable nonprofit case programs. On a budget, QG Case starts at $75/user/mo. In-Form has a free plan, which Sumac does not.
Why People Look for a Sumac Alternative
- 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
- No free plan — 2 of the alternatives below have it
Quick Picks by What You Need
- Best overallCaseWorthy9.4
Complex, configurable nonprofit case programs
Visit CaseWorthy - Lowest priceQG Case8.6
Paid plans from $75/user/mo
Visit QG Case - Best free optionIn-Form9.1
Has a free plan (Sumac has none)
Visit In-Form
All 15 Sumac Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
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Best forComplex, configurable nonprofit case programs
- Better than Sumac:
- Editor score 9.4 vs 7.3
A configurable nonprofit case platform for complex programs, with broad workflow and reporting coverage.
9.4/10★★★★★Visit CaseWorthy -
Best forEstablished agencies needing referrals and outcomes
- Better than Sumac:
- Editor score 9.3 vs 7.3
A mature browser-based system for referrals, service delivery, outcomes, and funder reporting.
- Client portal
- Referral tracking
- Custom intake forms
9.3/10★★★★★Visit Collaborate -
Best forHuman-services agencies needing full care workflows
- Better than Sumac:
- Editor score 9.2 vs 7.3
A configurable platform for managing full human-services care workflows.
- Client portal
- Referral tracking
- Custom intake forms
9.2/10★★★★★Visit FAMCare -
Best forBudget-conscious charities needing broad casework
- Better than Sumac:
- Free plan
- Editor score 9.1 vs 7.3
Broad nonprofit casework coverage with a free entry plan and paid growth tiers.
- Client portal
- Referral tracking
- Custom intake forms
9.1/10★★★★★Visit In-Form -
Best forOrganizations wanting open-source deployment flexibility
- Better than Sumac:
- Free plan
- Editor score 8.9 vs 7.3
Flexible case management with DIY, SaaS, and hybrid deployment options.
8.9/10★★★★☆Visit Primero -
Best forField-service teams needing offline casework
- Better than Sumac:
- Editor score 8.8 vs 7.3
A configurable case system with offline field work, but a high entry cost.
- Client portal
- Referral tracking
- Custom intake forms
8.8/10★★★★☆Visit CaseFlow -
Best forShelter and housing-focused nonprofits
- Better than Sumac:
- Editor score 8.7 vs 7.3
A housing-focused case management platform with broad service coordination tools.
- Referral tracking
- Custom intake forms
- Service plan tracking
8.7/10★★★★☆Visit site -
Best forAgencies needing affordable structured case tracking
- Better than Sumac:
- Editor score 8.6 vs 7.3
A configurable case platform with core nonprofit workflows and API access.
- Referral tracking
- Custom intake forms
- Service plan tracking
8.6/10★★★★☆Visit QG Case -
Best forPrograms wanting portals, automation, and AI assistance
- Better than Sumac:
- Editor score 8.5 vs 7.3
A broad nonprofit case management suite with portals, automation, AI, and contact-sales pricing.
- Outcome tracking
8.5/10★★★★☆Visit Bonterra -
Best forSmall nonprofits seeking low-cost case management
- Better than Sumac:
- Editor score 8.4 vs 7.3
A low-cost nonprofit case management platform with useful intake, reporting, and referral tools.
- Outcome tracking
8.4/10★★★★☆Visit CharityTracker -
Best forBehavioral-health and integrated-care organizations
- Better than Sumac:
- Editor score 8.3 vs 7.3
A broad web-based EHR and case management platform for integrated-care organizations.
- Referral tracking
- Custom intake forms
- Service plan tracking
8.3/10★★★★☆Visit Foothold -
Best forLong-established care and housing agencies
- Better than Sumac:
- Editor score 8.2 vs 7.3
A broad care-management system for agencies that need records, plans and collaboration.
- Referral tracking
- Custom intake forms
- Service plan tracking
8.2/10★★★★☆Visit CHARMS -
Best forOpen-source teams needing very low per-client costs
- Better than Sumac:
- Editor score 8.1 vs 7.3
A low-cost open-source system for structured nonprofit case management.
- Referral tracking
- Custom intake forms
- Service plan tracking
8.1/10★★★★☆Visit OSCaR -
Best forTeams prioritizing AI-assisted case documentation
- Better than Sumac:
- Editor score 8.0 vs 7.3
A deeply configurable web platform for AI-assisted documentation and program workflows.
- Referral tracking
- Custom intake forms
- Service plan tracking
8.0/10★★★★☆Visit Case Amplify -
Best forShelters needing casework and bed management
- Better than Sumac:
- Editor score 7.9 vs 7.3
A broad casework and shelter-management platform with a 30-day trial and paid plans.
- Client portal
- Referral tracking
- Custom intake forms
7.9/10★★★★☆Visit InfoFlo Impact
Sumac Alternatives: Common Questions
What is the best alternative to Sumac?
CaseWorthy: #1 in our Nonprofit Case Management Software ranking, with an editor score of 9.4 out of 10. A configurable nonprofit case platform for complex programs, with broad workflow and reporting coverage.
Is there a free alternative to Sumac?
Yes. In-Form and Primero have a free plan or a free tier.
What is the cheapest paid alternative to Sumac?
Of the alternatives here that publish a price, QG Case starts lowest, at $75/user/mo.
Why do people look for Sumac alternatives?
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.
How do I switch from Sumac?
Export your data from Sumac (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Sumac.
How to Switch from Sumac
- Export your data from Sumac (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Sumac.
Sumac vs Each Alternative
| # | Tool | Free plan | Paid from | Custom intake forms | Service plan tracking | Referral tracking | Outcome tracking | Score |
|---|---|---|---|---|---|---|---|---|
| 21 | Sumac | No | 7.3 | |||||
| 1 | CaseWorthy | 9.4 | ||||||
| 2 | Collaborate | Yes | Yes | Yes | Yes | 9.3 | ||
| 3 | FAMCare | No | Yes | Yes | Yes | Yes | 9.2 | |
| 4 | In-Form | Yes | £60/user/yr | Yes | Yes | Yes | Yes | 9.1 |
| 5 | Primero | Yes | $8,250/yr | 8.9 | ||||
| 6 | CaseFlow | No | $150/mo | Yes | Yes | Yes | Yes | 8.8 |
| 7 | Neighbor Solutions | No | $150/mo | Yes | Yes | Yes | Yes | 8.7 |
| 8 | QG Case | No | $75/user/mo | Yes | Yes | Yes | Yes | 8.6 |
| 9 | Bonterra Apricot | Yes | 8.5 | |||||
| 10 | CharityTracker | No | $216/user/yr | Yes | 8.4 | |||
| 11 | Foothold AWARDS | Yes | Yes | Yes | Yes | 8.3 | ||
| 12 | CHARMS | Yes | Yes | Yes | Yes | 8.2 | ||
| 13 | OSCaR | No | $800 one-time | Yes | Yes | Yes | Yes | 8.1 |
| 14 | Case Amplify | No | Yes | Yes | Yes | Yes | 8.0 | |
| 15 | InfoFlo Impact | No | Yes | Yes | Yes | Yes | 7.9 |
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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