Sumac

Sumac is a customizable nonprofit case management and CRM platform designed to streamline client services and organizational operations. Built specifically for nonprofits, Sumac centralizes data management across programs, donors, volunteers, members, and grants—allowing organizations to manage their entire nonprofit in one secure, cloud-based system.

Key Features

• Case management with customizable client profiles

• Web-based intake forms and built-in e-signatures

• Workflow automation and reminders

• Built-in email marketing tools

• Outcome-based reporting and analytics

• Optional modules for Donations, Volunteers, Memberships, Grant Management, and Custom Programs

• Mobile-friendly Case Portal for remote access

• HIPAA & PIPEDA compliant data security

Benefits

Sumac helps nonprofit organizations improve efficiency, reduce administrative burden, and deliver better client care. Organizations can eliminate duplicate systems, simplify reporting for funders and boards, and automate key processes like intake, follow-ups, and communications.

ROI & Impact

Nonprofits across North America use Sumac to reduce time spent on manual data entry, consolidate disconnected tools, and improve transparency in service delivery. By managing programs, people, and fundraising.

What Sets Sumac Apart

Sumac is built exclusively for nonprofits—not adapted from for-profit CRMs. It doesn’t require technical expertise to customize. Sumac includes live, nonprofit-focused customer support with every subscription at no extra cost. Its modular architecture means organizations only pay for the features they need, making it accessible to nonprofits of all sizes.

Sumac is presented as ideal for human services, shelters, food banks, community outreach programs, hospices, and other mission-driven organizations looking for a single solution to manage both service delivery and stakeholder relationships.