Tool profile · Non-Profit, Charity & NGO

Sumac

Sumac is an all-in-one nonprofit case management and CRM platform that handles client intake, case notes, e-signature forms, program reporting, and fundraising in a single customizable system.

Paid · from $179Softwaresumac.com

Why it stands out

It combines client case management with donor, volunteer, and grant tracking in one HIPAA- and PIPEDA-compliant database, backed by free live phone support and modular extensions nonprofits can add as needed.

Who it's for

Decision makers

Who typically buys or approves it

  • Executive Director
  • Chief Development Officer

Day-to-day users

Who works in it

  • Program Manager
  • Development Manager

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