---
description: Compare Sumac vs Collaborate regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Sumac vs Collaborate Comparison
---

Breadcrumb: [Home](/) > [Membership Management Software](/directory/4395/membership-management/software) > [Sumac \<span\>vs\</span\> Collaborate](https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate)

# Compare Sumac vs Collaborate

Canonical: https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate

> Detailed comparison between Sumac and Collaborate. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Sumac | Collaborate |
| **Overall rating** | 4.4/5 | 4.7/5 |
| **Total Reviews** | 132 | 38 |
| **Starting Price** | USD 109.00 | - |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Sumac

- API
- Activity Tracking
- Ad hoc Reporting
- Billing & Invoicing
- Case Notes
- Client Management
- Contact Database
- Customizable Reports
- Document Management
- Document Templates
- Email Alerts
- For Nonprofits
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting/Analytics
- Scheduling
- Survey/Poll Management
- Time Tracking
- Workflow Management

### Collaborate

- API
- Activity Tracking
- Ad hoc Reporting
- Billing & Invoicing
- Case Notes
- Client Management
- Contact Database
- Customizable Reports
- Document Management
- Document Templates
- Email Alerts
- For Nonprofits
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting/Analytics
- Scheduling
- Survey/Poll Management
- Time Tracking
- Workflow Management

## Links

- [View Sumac Profile](https://www.softwareadvice.com.au/software/184069/sumac)
- [View Collaborate Profile](https://www.softwareadvice.com.au/software/273651/collaborate)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Sumac vs Collaborate Comparison","description":"Compare Sumac vs Collaborate regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate","about":[{"@id":"https://www.softwareadvice.com.au/software/184069/sumac#software"},{"@id":"https://www.softwareadvice.com.au/software/273651/collaborate#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate#webpage","isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"name":"Sumac","description":"Case Management Software Built for Nonprofits\n\nSumac is flexible, powerful case management software designed specifically for nonprofits. You can also add extensions to make it an all-in-one nonprofit CRM.  \n\nWhether you’re running a shelter, food bank, health center, hospice, or family support program, Sumac helps your organization work more efficiently, serve clients better, and manage every aspect of your mission from one secure platform.\n\nWith Sumac, nonprofits can streamline daily operations, reduce administrative burden, and focus on what matters most: delivering high-quality, client-centered care.\n\n**Built for Nonprofits, Not Adapted for Them**\n\nWhile many case management tools were built for corporate use and adapted for nonprofits, Sumac was purpose-built for the nonprofit sector. That means every feature—from client intake to reporting—is designed with your specific workflows, compliance needs, and funding models in mind.\n\nThousands of nonprofits already trust Sumac to manage critical services in sectors such as:\n- Child and family services\n- Shelters and transitional housing\n- Food security and nutrition programs\n- Health and community services\n- Hospices and end-of-life care\n- Human and social services\n\n**Core Features That Make a Difference**\n\n- Case Management: Track clients, programs, services, and outcomes in one place. Sumac provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively.\n\n- Custom Web-Based Intake Form: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required.\n\n- Digital Forms &amp; E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation.\n\n- On-the-Go Access: With Sumac Case Portal, included at no additional cost, your team can manage client information, case notes, appointments, and services from any location or device.\n\n- Workflows &amp; Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks.\n\n- Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors.\n\n- Secure, Compliant Data Management: Sumac is HIPAA &amp; PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards.\n\n**Make It Your Own With Extensions** \n\nSumac’s modular design allows you to build a solution that fits your entire nonprofit. Start with case management, then add extensions as your needs grow:\n\n&gt; Donations: Manage campaigns, receipting, and donor relationships.\n&gt; Volunteers: Schedule, track hours, and communicate with ease.\n&gt; Memberships: Manage member data, dues, renewals, and benefits.\n&gt; Grant Management: Track applications, deadlines, and funder reporting.\n&gt; Custom Modules: Create tools tailored to your programs or service models.\n\nThis flexibility allows you to unify your operations across departments, reduce siloed data, and minimize reliance on disconnected systems.\n\n**Why Nonprofits Choose Sumac**\n\n- Simple to Customize: Adapt Sumac to your programs and terminology—no developers needed.\n\n- Scalable &amp; Affordable: Suitable for small nonprofits and large agencies alike. Add users and features as you grow.\n\n- Outstanding Support: Get fast, friendly help from real humans who understand the nonprofit sector—free and unlimited.\n\n- Proven Track Record: Trusted by nonprofits across North America and beyond, with over 30 years supporting mission-driven organizations.\n\n- With Sumac, you get more than software—you get a strategic partner committed to helping your nonprofit thrive.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c06785d5-f637-474c-aaf2-6612f76305ab.png","url":"https://www.softwareadvice.com.au/software/184069/sumac","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/184069/sumac#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":132},"offers":{"price":"109","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Linux on premise"},{"name":"Collaborate","description":"Collaborate is a case management solution that helps social service organizations like domestic violence shelters, correction departments, sexual assault coalitions and more handle case tracking, data collection, goal setting, information gathering and other operations. The platform enables correction institutions to organize group therapies/sessions, track results, and record attendance.\n\nCollaborate automatically records and store information about clients’ ethnicity, gender identity and contact details on a unified portal. It offers a host of features such as a self-service portal, role-based permissions, automated backups, data visualization, reports and more. Additionally, supervisors can create and assign tasks to members, track due dates and receive notification for pending actions and upcoming schedules/classes via a built-in calendar.\n\nCollaborate allows users to design personalized forms to record and store clients’ details, add notes to cases and view historical data. Pricing details are available on request and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/9eaf9dde-ee6c-4eb6-aa42-76b9ad6b75f1.png","url":"https://www.softwareadvice.com.au/software/273651/collaborate","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/273651/collaborate#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":38},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Membership Management Software","position":2,"item":"/directory/4395/membership-management/software","@type":"ListItem"},{"name":"Sumac vs Collaborate","position":3,"item":"https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/compare/184069/273651/sumac/vs/collaborate#breadcrumblist"}]}
</script>
