Sumac

Sumac

Societ
+
+

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About

CitizenOne is a secure, cloud-based Case Management and Scheduling platform built for social care organizations, healthcare providers, therapists, psychologists, and consultants. The system combines structured case documentation, client journals, booking management, and workforce scheduling in one unified solution. Whether managing complex care operations or running a private practice, CitizenOne simplifies administration and improves daily workflows. Users can handle clients, appointments, documentation, shift planning, time tracking, and internal communication from a single platform. The system supports compliance with working time regulations and ensures GDPR-compliant data handling. CitizenOne helps organizations and independent professionals reduce administrative workload, increase transparency, and deliver better client outcomes.

About

Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Social care organizations, healthcare providers, therapists, psychologists, consultants and municipalities

Audience

Nonprofits & Charities

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

€33/month/user
*Basis Plan
Price: €33 per month
Includes:
- 1 administrator
- 1 user
- 1 department
- Phone support

*Pro Plan
Price: €60 per month
Includes:
- 1 administrator
- 3 users
- 3 departments
- Phone support
- FMK (medication system) integration

*Enterprise Plan
Price: Custom (contact sales)
Designed for larger organizations with tailored requirements
Free Version Not Supported
Free Trial Supported

Pricing

$109 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CitizenOne
Founded: 2012
Denmark
citizenone.eu

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

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Categories

Categories

CRM Supported
Fundraising Supported
Human Services Supported
Nonprofit Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Not Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Not Supported

Social Work Case Management Features

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

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Donation Management Features

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

Fundraising Features

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

Human Services Features

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

Membership Management Features

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

Nonprofit Features

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

Integrations

Amazon Web Services (AWS) Not Supported
ChatGPT Supported
Constant Contact Not Supported
Danløn Supported
Gmail Not Supported
Google Calendar Not Supported
Google Drive Supported
Mailchimp Not Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Stripe Not Supported
Zapier Supported
Zenegy Supported
iATS Payments Not Supported

Integrations

Amazon Web Services (AWS) Supported
ChatGPT Not Supported
Constant Contact Supported
Danløn Not Supported
Gmail Supported
Google Calendar Supported
Google Drive Not Supported
Mailchimp Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Stripe Supported
Zapier Not Supported
Zenegy Not Supported
iATS Payments Supported
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