SumacSociet
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Related Products
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About
Become the best agency in the field. The solution you need to grow your agency, improve client satisfaction and centralize your records. Be compliant with all regulations and audits at all times. Faster and more accurate billing and quality controls. Give your team the opportunity to set up and explore FieldWorker to see how it makes their day-to-day work smoother. Features designed to help your team succeed. Invite your team, set up client info and contacts, track schedules and time, and you’re set! Whether you’re starting with a couple of clients or are a large enterprise, we’ve got a package to suit you. FieldWorker also provides reminders, automates processes, and generates state-mandated documentation leading to cost savings, P&L impact, satisfied customers & empowered workers. Spend less time on tedious, manual processes by automating processes to make day-to-day work easier. Avoid inaccurate billing processes through accurate automation and precise time-tracking.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
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Audience
Healthcare and home-care agencies seeking a solution to improve client satisfaction and centralize their records
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Audience
Nonprofits & Charities
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$39.95 per month
Free Version
Supported
Free Trial
Supported
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Pricing
$109 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFieldWorker
United States
fieldworker.ai/
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Company InformationSociet
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/
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Alternatives |
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Categories |
Categories |
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Social Work Case Management Features
Case Notes
Supported
Client Management
Supported
Document Management
Supported
Forms Management
Supported
Goal Setting / Tracking
Supported
Program Management
Not Supported
Referral Management
Not Supported
Reporting & Statistics
Supported
Scheduling
Not Supported
Volunteer Management
Not Supported
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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
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Integrations
Amazon Web Services (AWS)
Not Supported
Constant Contact
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
Mailchimp
Not Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
Stripe
Not Supported
iATS Payments
Not Supported
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Integrations
Amazon Web Services (AWS)
Supported
Constant Contact
Supported
Gmail
Supported
Google Calendar
Supported
Mailchimp
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Stripe
Supported
iATS Payments
Supported
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