Sumac

Sumac

Societ
+
+

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About

Find a better way of working with the all-in-one platform for forward-thinking human services organizations. Bring your whole organization together on a single platform to reduce double handling and save more time each week. Bring customer data together in one place to elevate your service experience and deliver personalized support at scale. Maximize your teams' time and potential with smart rostering that matches skills and availability to individual participant requirements. Ensure long-term success with a plan that's tailored to your needs. Track your customer records in one place so staff are all on the same page. Find details of customer support needs, medications, conditions, and behaviors all in one tab. Store your clients' digital service agreements so they can be used for billing. View all the historical shifts and general notes about your customers in one place. Automate invoicing with speed and accuracy with NDIS price guides.

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 reportingโ€”all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumacโ€™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 impactโ€”all from one place.

Platforms Supported

Windows Not Supported
Mac Not 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

Human services organizations in need of a solution to manage customer data and automate invoicing

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 Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per month
Free Version Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

GoodHuman
United States
www.goodhuman.me/

Company Information

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

Alternatives

Alternatives

NewOrg

NewOrg

NewOrg Management System
Exponent Case Management

Exponent Case Management

Exponent Partners
QUALO

QUALO

Advanced Metrics
SAM

SAM

InReach Solutions
GiveLife365

GiveLife365

Alphavima Technologies Inc
Collaborate

Collaborate

Network Ninja

Categories

Human Services Supported

Categories

CRM Supported
Fundraising Supported
Human Services Supported
Nonprofit 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

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

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

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

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

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
Claim GoodHuman and update features and information
Claim GoodHuman and update features and information
Claim Sumac and update features and information
Claim Sumac and update features and information