Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Over 25 years ago, one of our founders was working as the IT Director of a large behavioural health and residential services agency in New York. Sensing a need for a better way to track and report on their services, he developed a case management system for his agency. Over time, two other agencies joined in and helped expand the software so that it could serve the needs of virtually any human services agency in the country.
Today, Foothold’s team and our software support hundreds of agencies across the nation, in Guam, and in Puerto Rico. With our technology expertise and roots in human services, we continue to empower agencies to focus on their missions.
Description
Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place.
Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere.
Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need.
Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions.
Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data.
Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone.
Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
CaraSolva
Yes
Change Healthcare Data & Analytics
Yes
Constant Contact
No
Gmail
No
Google Calendar
No
Mailchimp
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Snowflake
Yes
Integrations
Amazon Web Services (AWS)
Yes
CaraSolva
No
Change Healthcare Data & Analytics
No
Constant Contact
Yes
Gmail
Yes
Google Calendar
Yes
Mailchimp
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Snowflake
No
Pricing Details
On Request
Free Trial
No
Free Version
No
Pricing Details
$109 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Foothold Technology
Founded
2000
Country
United States
Website
footholdtechnology.com
Vendor Details
Company Name
Societ
Founded
1995
Country
Canada
Website
www.societ.com/solutions/case-management/sumac/
Product Features
Applied Behavior Analysis (ABA)
ABA Data Collection
No
Appointment Management
No
Assessments
No
Billing & Invoicing
No
Document Management
No
Insurance Management
No
Learning Management
No
Mobile Access
No
Practice Management
No
Program Management
No
Progress Tracking
No
Reporting / Analytics
No
e-Prescribing
Clinical Alerts
Yes
Drug Reference Database
Yes
EPCS
Yes
Electronic Prior Authorization
Yes
Formulary Management
Yes
Medication History
Yes
Prescription Cancellation
Yes
Prescription Renewals
Yes
Refill Management
Yes
Electronic Medical Records (EMR)
Appointment Management
Yes
Charting
Yes
Compliance Tracking
Yes
E-Prescribing
Yes
E/M Coding
No
HIPAA Compliant
Yes
Handwriting Recognition
No
Integrated Telehealth
No
MIPS Certified
No
Meaningful Use Certified
Yes
ONC-ATCB Certified
No
Patient Portal
No
Self Service Portal
No
Voice Recognition
No
HIPAA Compliance
Access Control / Permissions
Yes
Audit Management
Yes
Compliance Reporting
Yes
Data Security
Yes
Documentation Management
Yes
For Healthcare
Yes
Incident Management
Yes
Policy Training
No
Remediation Management
Yes
Risk Management
Yes
Vendor Management
Yes
Human Services
Case Management
Yes
Certification & Licensing
Yes
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Time Tracking
Yes
Training Management
Yes
Long Term Care
Claims Management
Yes
Clinical Care
Yes
EHR
Yes
Electronic Health Record
Yes
For Home Care Providers
Yes
For Nursing Homes
Yes
Geriatric Care
Yes
MDS Review
No
Patient Records
Yes
Staff Scheduling
Yes
Medical Billing
Claims Processing
Yes
Claims Scrubbing
Yes
Code & Charge Entry
Yes
Compliance Tracking
No
Customizable Dashboard
No
Dunning Management
No
Invoice History
Yes
Patient Eligibility Checks
Yes
Practice Management
Yes
Quotes/Estimates
No
Remittance Advice
Yes
Medical Scheduling
Appointment Management
Yes
Billing & Invoicing
Yes
Drag & Drop
Yes
Facility Scheduling
Yes
Multi-Location
Yes
No-Show Tracking
Yes
On Call Scheduling
No
Patient Records
No
Patient Scheduling
Yes
Physician Management
Yes
Recurring Appointments
Yes
Self Service Portal
No
Staff Scheduling
Yes
Mental Health
Appointment Reminders
Yes
Appointment Scheduling
Yes
Assessment & Treatment Plans
Yes
Billing & Invoicing
Yes
Claims Management
Yes
E-Prescribing
Yes
EDI
Yes
EMR / EHR
Yes
HIPAA Compliant
Yes
Inpatient / Residential
Yes
Multi-Provider Practice
Yes
Patient Portal
Yes
Personnel Management
Yes
Progress Notes
Yes
Single Provider Practice
No
Patient Case Management
Activity Tracking
Yes
Assessment Notes
Yes
Billing & Invoicing
Yes
Calendar Management
Yes
Candidate Identification
Yes
Case List Management
Yes
Eligibility Verification
Yes
HIPAA Compliant
Yes
Medical History Records
Yes
Patient Records
Yes
Referral Management
Yes
Treatment Planning
Yes
Patient Portal
Appointment Confirmations
Yes
Appointment Scheduling
Yes
Bill Payment
No
Care Plans
No
Care Summaries
No
EHR-Agnostic
No
Health Record Access
Yes
Intake Forms
Yes
Lab Results
Yes
Prescription Renewals
No
Secure Messaging
Yes
Video Consultations
No
Population Health Management (PHM)
Analytics
Yes
Cost-of-Care Analysis
No
Data Storage
Yes
EMR/EHR Integration
Yes
Patient Engagement
No
Patient Identification
No
Patient Risk Stratification
No
Patient-Reported Outcomes
Yes
Payment Bundling
Yes
Predictive Alerts
Yes
Test & Treatment Reminders
No
Utilization Tracking
Yes
Revenue Cycle Management
Accounts Receivable
Yes
Claims Management
Yes
Collections Management
Yes
EHR/EMR Integration
No
For Healthcare
Yes
ICD-10 Compliance
Yes
Insurance Verification
Yes
Medical Billing
Yes
Patient Portal
Yes
Patient Registration
No
Patient Scheduling
Yes
Payment Processing
No
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes
Telemedicine
Appointment Reminders
Yes
Appointment Scheduling
Yes
Chat / Messaging
Yes
E-Prescribing
No
For Medical Purposes
No
HIPAA Compliant
Yes
Multi-Provider Practice
No
Online Forms
No
Patient Queue Management
No
Practice Management
No
Remote Treatment Plans
No
Teleradiology
No
Video Conferencing
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
Yes
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
Yes
Auction Management
Yes
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
Yes
Membership Management
Yes
Mobile Giving
Yes
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
Yes
Recurring Giving
Yes
Volunteer Management
Yes
Human Services
Case Management
Yes
Certification & Licensing
Yes
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Time Tracking
Yes
Training Management
Yes
Membership Management
Application Management
Yes
Automatic Renewals
Yes
Committee Management
Yes
Dues Management
Yes
Email Marketing
Yes
Event Management
Yes
Member Directory
Yes
Member Portal
Yes
Member Types
Yes
Membership Database
Yes
Nonprofit Membership
Yes
Payment Processing
Yes
Website Management
Yes
Nonprofit
Accounting
Yes
Committee Management
Yes
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
Yes
Volunteer Management
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes