Audience

Nonprofits companies looking for a CRM solution

About Sumac

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant.

Need to do more? Add Sumac Donations, Grant Management, Volunteers, Memberships, and more.

Sumac Case Management is perfect if you’re looking for: case management software for social workers, social work case management software, human services software, social services software, human services case management software, case management software social services, nonprofit case management software, case management software for nonprofits. Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services

Pricing

Starting Price:
$99 per month
Free Trial:
Free Trial available.
View Pricing Plans

Integrations

See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Societ
Founded: 1995
Canada
www.societ.com/sumac-case-management-promo/

Videos and Screen Captures

Dashboard

Dashboard

Dashboard Dashboard Phone View Case portal SUMAC Suit

Product Details

Platforms Supported
SaaS
Windows
Mac
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Sumac Frequently Asked Questions

Q: What kinds of users and organization types does Sumac work with?
Q: What languages does Sumac support in their product?
Q: What kind of support options does Sumac offer?
Q: What other applications or services does Sumac integrate with?
Q: What type of training does Sumac provide?
Q: Does Sumac offer a free trial?
Q: How much does Sumac cost?

Sumac Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management
Social Media Integration

Donation Management

Online Donations
Pledge Management
Event Management
Gift Management
Volunteer Management
Donation Tracking
Grant Management
Campaign Management
Donor Database
Matching Donations
Recurring Donations
In-Kind Donations
Receipts / Statements
Mobile Donations

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Payment Processing
Pledge Management
Prospect Management
Recurring Giving
Volunteer Management
Mobile Giving
Raffles / Lotteries

Human Services

Case Management
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Certification & Licensing

Membership Management

Event Management
Application Management
Nonprofit Membership
Member Portal
Dues Management
Automatic Renewals
Website Management
Member Directory
Committee Management
Membership Database
Email Marketing
Payment Processing
Member Types

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Volunteer Management
Social Media Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Alternatives to Sumac
Page Already Claimed. Claim Again?