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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
Description
The Community Operating System (CommunityOS) We offer the most flexible software for leaders of positive change, whether you need a proven solution or something new. We don't believe people can live in silos. So we create integrated solutions. We unify systems, from infant care to aging services to directories of community resources and volunteer opportunities to call centers to collaborative partnerships. And from the blue skies that are part of everyday operations to the grey skies that are part of disaster and crisis, we also integrate with other agencies. We integrate with telephony, texting solutions, healthcare providers, workforce agencies, whole networks of United Ways and 2-1-1 centers, as well as coordinated disaster relief agencies. It is not a single system, but a network of systems.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Clue
Constant Contact
Gmail
Google Calendar
IntelliShift
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
Integrations
Amazon Web Services (AWS)
Clue
Constant Contact
Gmail
Google Calendar
IntelliShift
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
Pricing Details
$99 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/sumac-case-management/
Vendor Details
Company Name
Visionlink
Founded
1991
Country
United States
Website
www.visionlink.org
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
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Volunteer Management
Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles