Sumac review - nonprofit CRM and case management from Silent Partner

A nonprofit-built CRM from Canada's Silent Partner Software, covering donors, case management, memberships, and grants, with quote-based pricing that scales by records and modules.

Category:
Accounting & Finance
Access:
Paid
Pricing:
Quote-based, scaling with the number of records and the modules you choose. Third-party listings show entry pricing from roughly $49-179/month, with custom quotes above that.
Our rating:
🟠 orange
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What it is

Sumac, from Canada’s Silent Partner Software, is a nonprofit-built CRM that covers donor management, case management, memberships, grants, and volunteers, assembled from the modules you actually need. It integrates with tools like QuickBooks, Mailchimp, and Google.

The honest math

Pricing is quote-based and scales with your number of records and the modules you turn on. Third-party listings show entry pricing from roughly $49-179/month, with custom quotes above that, so expect a demo and a sales conversation rather than a self-serve checkout.

Why the amber rating

Two things to be clear-eyed about. First, Sumac is a CRM, not accounting software - for the books it hands off to QuickBooks, so it does not replace fund accounting the way Aplos does (it appears in this accounting list because it is often paired with your accounting stack). Second, quote-based pricing with no public list makes comparison shopping slower. For case-management-heavy organizations it is strong; for the smallest orgs a donated or cheaper CRM may be enough.

The honest take

A capable, nonprofit-built CRM, especially for human-services organizations that lean on case management. Just plan for a quote, and remember it complements rather than replaces your accounting software. We are not enrolled in any Sumac affiliate program; contact them directly for a quote.

Sources

Last reviewed 2026-07-09.

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