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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Many accounting programs are too complex for nonprofits managed by volunteers. However, relying solely on spreadsheets and paper records can expose your organization to potential pitfalls. MoneyMinder offers a user-friendly, online accounting solution tailored specifically for not-for-profit entities, featuring essential tools like bank registers, deposits, withdrawals, transfers, and reconciliation. With a reputation for being exceptionally easy to master, MoneyMinder is often touted as the simplest bookkeeping software available. Endorsed by accountants and CPAs from coast to coast, it stands out for its straightforward functionality. Each customer service representative is a volunteer in their own community, providing insight into the balance of family, work, and meaningful causes. Our software ensures that your financial figures are accurate, generating reports that are both understandable and trustworthy for your members. Experience stress-free audits and the reassurance that, when assistance is needed or a transition occurs, the upcoming treasurer can easily reach out for support. Ultimately, MoneyMinder is designed to empower nonprofits to focus on their mission rather than getting bogged down by financial complexities.

Description

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 and includes: Top-rated support Case portal - manage clients and cases on the go Built-in mass email Client intake forms Helpline & Referral Tracking Outcome-Based Reporting Need to do more? Add Sumac Donations, Grant Management, Volunteers, 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, Mental Health Org, Hospice

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Pricing Details

$159 per year
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

NonProfitCentral

Country

United States

Website

www.nonprofitcentral.biz

Vendor Details

Company Name

Societ

Founded

1995

Country

Canada

Website

www.societ.com/solutions/sumac-case-management/

Product Features

Nonprofit

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

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
Social Media Integration
Task Management
Territory Management

Donation Management

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

Fundraising

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

Human Services

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

Membership Management

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

Nonprofit

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

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