Sumac Reviews

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

View 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:

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

Update This Listing

Media

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

Donation Management Software

Sumac Alternatives

Compare Sumac Against Alternatives

vs.

Casebook

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously...

Compare
vs.

NewOrg

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups,...

Compare
vs.

Exponent Case Management

Technology for Social Change. We can transform the relationship between your nonprofit and data to improve programs, increase impact, and create a better environment for you to do so. Salesforce consultants are experts in whole agency solutions for human service, philanthropy and education...

Compare
vs.

Collaborate

Collaborate was developed in partnership with non-profits in order to best serve their case management requirements. Easily handle everything from Intakes and Services to Outcomes and Reporting - with expert guidance and help along the way. Collaborate automates manual processes and digitizes...

Compare
vs.

Penelope

Athena Software now offers Social Solutions. Penelope is a cloud-based case management system that helps nonprofits and social service agencies save money, increase efficiency, and produce accurate reports to help them achieve their mission. Penelope offers a comprehensive range of features,...

Compare
vs.

FAMCare Human Services

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data...

Compare
vs.

countbubble

Countbubble is a case management system for human services nonprofits. It provides tools to help nonprofits track and report their work. The Form Builder lets you create data collection forms quickly. Notes Feed: Keep your case notes organized, and easily accessible. Plans allows you to create...

Compare
vs.

InfoFlo

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your...

Compare

Similar Software

Collaborate

Collaborate was developed in partnership with non-profits in order to best serve their case management requirements. Easily handle everything from Intakes and Services to Outcomes and Reporting - with expert guidance and help along the way. Collaborate automates manual processes and digitizes...

View Software
NewOrg

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups,...

View Software
Hidden Web Genius Charity CRM

We offer a complete CRM to charities looking for a cost-effective way to manage their donations online. The system will create a unique profile of each donor so that you can easily create reports and download them. Our simple-to-use donation system will help you keep your donations under...

View Software
DonorPerfect Fundraising Growth Platform

DonorPerfect is the most comprehensive solution in fundraising, with everything nonprofits need to grow. It helps your team manage donations, contacts, receipting, reporting, email, and fundraising initiatives from a single system. With automatic monthly giving, integrated online donation forms,...

View Software
Exponent Case Management

Technology for Social Change. We can transform the relationship between your nonprofit and data to improve programs, increase impact, and create a better environment for you to do so. Salesforce consultants are experts in whole agency solutions for human service, philanthropy and education...

View Software