What Sumac does

Sumac is a purpose-built nonprofit case management and CRM platform, founded in 1993 and currently operated as a product brand under parent company Societ. The platform combines case management with donations, memberships, volunteer tracking, grants management, and electronic signature forms in a single modular system, targeting small and mid-sized human and social service nonprofits across the US, Canada, and internationally. Sumac reports over 1,900 nonprofit customers and cites more than 25,000 lives helped through its case management workflows, with named customers spanning pediatric cancer support, brain injury, epilepsy, family violence, and hospice care organizations.

The product is delivered as a cloud-based SaaS application hosted on Amazon Web Services (AWS), with an optional Canadian data residency tier and compliance certifications including HIPAA and PIPEDA. The core platform includes customizable intake forms, automated workflows and reminders, e-signature forms, mobile caseworker access via the Sumac Case Portal, outcome-based reporting, and role-based access controls. Native integrations connect the platform to QuickBooks, iATS, Mailchimp, Google Workspace, and Microsoft Office. The product portfolio extends beyond case management into adjacent nonprofit software through sub-brands: Glass Register for fundraising, My Board View for board management, CharityAdvantage for nonprofit websites, and an AI Grant Writer for automated grant proposal drafting.

Sumac's business model is a monthly SaaS subscription starting at $179/month for the base case management tier, with revenue expanded through paid add-on extensions, additional user seats, and additional record capacity up to 200,000 records. Distribution is primarily direct, combining a self-service website with a consultative demo-led sales motion. Go-to-market is supported by content marketing, free templates, webinars, review platform presence, and organic social. No funding rounds or public revenue figures are disclosed, and reported employee count is 1–10, suggesting a lean operating model.

Name

Sumac

Legal name

Societ

Website

https://sumac.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

Sumac is a cloud-based nonprofit case management and CRM platform serving over 1,900 human and social service nonprofits. It offers modular tools for case management, donations, volunteers, grants, and e-signatures, with HIPAA and PIPEDA compliance, starting at $179 per month.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription - Base Platform: Monthly subscription pricing starting at $179/month for core case management functionality including client profiles, case intake, service tracking, communication tracking, cloud CRM, email, workflow management, reminders, outcome reporting, accounting integration, and 1,000 record capacity
2. Add-on Extensions: Additional paid modules including Client Intake Webforms, Case Management Specialized Solution, Donations & Donation Webforms, Memberships & Member Signup Webforms, Volunteers & Volunteer Signup Webforms, Prospecting, Specialized Extension, Specialized Webforms, and Additional record capacity up to 200k

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels10 records

Core offering

Sumac is a cloud-based nonprofit case management CRM platform that helps charitable organizations track clients, programs, donations, memberships, volunteers, and grants in a single integrated system. The software is sold by subscription with modular add-on extensions and supports tailored configurations for specific service verticals such as child & family services, hospice, and food banks.

Product overview

Sumac is a nonprofit case management software platform offering a modular architecture centered on the core Sumac Case Management platform with optional add-on extensions. The platform functions as an all-in-one CRM when combined with extensions for Donations, Memberships, Volunteers, Grant Management, and Electronic Signature Forms. Additional related products under the Societ portfolio include Glass Register for fundraising, My Board View for board management, CharityAdvantage for nonprofit websites, and AI Grant Writer for automated grant writing. The core platform starts at $179/month with add-on options for specialized features.

Differentiator

Problem solved

Functional benefit

Products and services

• Sumac Case Management
• Sumac Case Portal
• Sumac Donations Extension
• Sumac Memberships Extension
• Sumac Volunteers Extension
• Sumac Grant Management
• Sumac Electronic Signature Forms
• Sumac AI Grant Writer
• Glass Register (sub-brand)
• My Board View (sub-brand)
• CharityAdvantage (sub-brand)
• Sumac Client Intake Webforms
• Sumac Specialized Extension
• Sumac Specialized Webforms
• Sumac Prospecting

Quantifiable outcome

• 25,000+ lives helped through Sumac case management solution
• +1 more outcomes

Named customers5 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature9 records

Partnerships

Six partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationNative accounting integration allowing Sumac to sync financial data with QuickBooks for seamless bookkeeping and financial reporting
• iATScoreTechnology or IntegrationPayment processing integration for nonprofit donations and transactions through iATS payment solutions
• MailchimpcoreTechnology or IntegrationEmail marketing integration enabling Sumac users to sync contacts and communicate with donors and clients through Mailchimp
• Google WorkspacecoreTechnology or IntegrationIntegration with Google productivity tools for nonprofit workflow and collaboration
• Microsoft OfficecoreTechnology or IntegrationIntegration with Microsoft Office suite for document compatibility and workflow efficiency
• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure hosting provider providing world-class data protection, security, and reliability for Sumac's cloud-based platform

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Salesforce (Nonprofit Cloud / Nonprofit Success Pack): Salesforce offers a dedicated nonprofit CRM (NPSP) and case-management capabilities through its Nonprofit Cloud. It is the dominant CRM platform in the nonprofit vertical; Sumac competes most directly on affordability and pre-configured nonprofit workflows versus Salesforce's broader but more complex platform.
• HubSpot (Nonprofit Program): HubSpot's CRM and Marketing Hub serve SMB and mid-market nonprofits via discounted nonprofit programs. As a broad-incumbent CRM, it competes for the same flat-buyer but typically lacks Sumac's case-management and HIPAA-specific workflows.
• Microsoft Dynamics 365 (Nonprofit Accelerator): Microsoft Dynamics 365 offers a Nonprofit Accelerator on Common Data Model, providing case and constituent management for larger nonprofits. It is a broad-incumbent CRM platform that competes with Sumac particularly in compliance-driven human services deals.

Direct peers

• Bloomerang: Bloomerang is a donor management and nonprofit CRM platform focused on small-to-mid nonprofits with subscription pricing, fundraising, donor retention scoring, and email tools—directly comparable to Sumac's CRM plus Donations extension positioning.
• NeonCRM (by Neon One): NeonCRM is an all-in-one nonprofit CRM combining donor management, membership, volunteer, and program/case management on a SaaS subscription model—overlapping head-on with Sumac's modular extension strategy for SMB and mid-market nonprofits.
• DonorPerfect: DonorPerfect is a long-standing nonprofit donor management and CRM platform serving small and mid-sized nonprofits, with similar pricing tier, fundraising-focus, and target buyer to Sumac.
• CiviCRM: CiviCRM is an open-source nonprofit CRM used by NGOs and associations for case, donor, membership, and event management. It overlaps directly with Sumac's nonprofit CRM scope, often competing on budget-sensitive deals.
• Little Green Light: Little Green Light is a cloud nonprofit donor and CRM platform serving small-to-mid nonprofits with subscription pricing; directly comparable target customer and donor-management feature set to Sumac's offerings.
• CharityEngine: CharityEngine offers an all-in-one nonprofit platform combining CRM, fundraising, events, and email—directly comparable all-in-one SaaS strategy and vertical focus to Sumac.
• Salesforce.org / NGO Cloud (Bonterra / formerly Salesforce.org): Bonterra (formerly Salesforce.org and Social Solutions) provides nonprofit case management and outcomes-tracking software (Apricot, Efforts to Outcomes) directly comparable to Sumac's case management offering for human services nonprofits.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/sumactweets
• YouTubeyoutube.com/channel/UCWSsQZjwu0fXjRuR-FWB1Dg
• Facebookfacebook.com/Societinc
• LinkedInlinkedin.com/company/societ

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sumac