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Sumac

No phone app

5.1No. 161 of 177
in Case Management Software
  • Recognised40% of the score20
  • Phone app26% of the score0
  • Documented20% of the score55
  • Free plan14% of the score0
Free plan
No
Paid plans from
$179/mo
Runs on
Mac, self-hosted, Web, Windows
Visit site Alternatives

Summary

Sumac is ranked #161 of 177 in case management software on Samsung Mobile US Press, made by Sumac (Sainte-Anne-de-Bellevue, Quebec, Canada, and Gasport, New York, USA). It runs on macOS, Self-hosted, Web, Windows. There is no free plan. Paid plans start at $179/mo.

Sumac plans and pricing

All plans
Sumac nonprofit case management $179/mo 1,000 record capacity · pricing scales by users and add-ons · 4 users included free for a limited time societ.com · 7 Oct 2026

Compared on case management software

Free plan
Nosociet.com

Facts

Purpose
Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting.societ.com · 7 Oct 2026
Case workflows
Features include client profiles, case lifecycle tracking, service delivery planning, communication tracking, workflow management, and reminders.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
Reporting
Sumac supports outcome-based reporting on client and program metrics.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
Extensions
Optional extensions include donations, memberships, volunteers, grant management, specialized extensions, and specialized webforms.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
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
Hosting options
The maker says Sumac is cloud-based and offers Canadian data hosting for Canadian organizations.societ.com · 7 Oct 2026

Company

Headquarters
Canada and the United Statessociet.com · 28 Sept 2026

Best Sumac alternatives

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Pega Investigative Case Management No. 1 8.8 iPhone + AndroidIntegrityLog No. 2 8.8 iPhone + AndroidCollaborate No. 3 8.8 iPhone + AndroidSocianote No. 4 8.8 iPhone + Android$99/moBonterra Case Management No. 5 8.7 iPhone onlyCivica Complaints Management No. 6 8.7 iPhone + Android

Where it ranks on Samsung Mobile US Press

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Sources