Sumac Nonprofit Discount & Pricing

Sumac is a cloud-based case management CRM built exclusively for nonprofit organizations. Unlike general-purpose project management tools adapted for nonprofit use, Sumac was designed from the ground up to handle the specific workflows of human services organizations: intake forms, case notes, service plans, outcome tracking, appointment scheduling, and reporting to funders. The platform is HIPAA and PIPEDA compliant, hosted on Amazon Web Services, and accessible via a web-based case portal from any location or device, making it suitable for organizations whose staff and clients are distributed across multiple sites.

The platform's modular architecture allows organizations to build exactly the solution they need. A base case management subscription can be extended with add-on modules for donations, memberships, volunteers, grant tracking, and email marketing, effectively creating an all-in-one nonprofit CRM without paying for capabilities that are not needed. Sumac scales to accommodate up to 200,000 records and includes built-in web intake forms, digital e-signatures, workflow automation, and task reminders. Live phone and email support is included in every plan with no hidden fees, which is particularly valuable for smaller organizations that cannot afford dedicated IT support.

For nonprofits running social services, housing programs, food security initiatives, legal aid organizations, or any mission that involves ongoing case relationships with clients, Sumac provides the structured data management that spreadsheets and generic CRMs cannot match. Case workers can track every service interaction, link case notes to outcomes, run standardized reports for government funders, and share client records securely across staff teams, all within a platform purpose-built for the regulatory and reporting environment that nonprofits operate in.