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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.
Description
Our platform is continuously adapting to enhance the experience for our users and the communities they uplift. With a secure and adaptable framework, we have become a partner for innovative communities and institutions nationwide through Unite Us. The initial phase of a client’s engagement typically involves screening to uncover their various simultaneous needs. We are agnostic when it comes to screening tools, allowing us to tailor your inquiries with our algorithms to forecast risks and provide immediate strategies for addressing your clients' needs. Rather than merely seeking out resources and making referrals, our integrated platform ensures that every organization within your network can track client progress, understand the journey they took, and see the specific outcomes that benefited their health. It is crucial that organizations receiving referrals are equipped with the right information to effectively assist each client, and our platform aims to facilitate that. By fostering this level of insight and collaboration, we empower organizations to create a more impactful support system for those they serve.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
VirtualHealth HELIOS
iATS Payments
Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
VirtualHealth HELIOS
iATS Payments
Pricing Details
$109 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Societ
Founded
1995
Country
Canada
Website
www.societ.com/solutions/case-management/sumac/
Vendor Details
Company Name
Unite Us
Founded
2013
Country
United States
Website
uniteus.com/platform/
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
Product Features
Community
Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Population Health Management (PHM)
Analytics
Cost-of-Care Analysis
Data Storage
EMR/EHR Integration
Patient Engagement
Patient Identification
Patient Risk Stratification
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Test & Treatment Reminders
Utilization Tracking
