Sumac 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

Pricing

Pricing Starts At:
$99 per month
Free Trial:
Yes

Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Societ
Year Founded:
1995
Headquarters:
Canada
Website:
Update This Listing

Media

Dashboard

Dashboard

Product Details

Platforms
SaaS
Windows
Mac
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online

Sumac Features and Options

Nonprofit Software

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

Fundraising Software

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

CRM Software

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

Social Work Case Management Software

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Human Services Software

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

Membership Management Software

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

Donation Management Software

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

Sumac User Reviews

Write a Review
  • Previous
  • Next