Sumac

Sumac

Societ
+
+

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About

Impexiumโ€™s enterprise functionality combined with the benefits of a true SaaS model delivers a mobile-first, responsive, analytics-driven association management solution (AMS) to associations, professional societies and non-profits of all sizes. Set-up and support an unlimited number of members, membership types (including individuals, organizations and chapters) and statuses. Manage customers including individuals and organizations, prospects, contacts and relationships between multiple individuals and/or organizations. Track historical demographic, financial and engagement activity and report on trends over specific time periods. Streamline online enrollment, renewals, product sales and event registrations with a unified shopping cart. Set-up unlimited user roles and assign different roles with role-based security to internal and external individuals.

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

Companies searching for an Association Management solution

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

No information available.
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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Impexium
impexium.com

Company Information

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

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iMIS

iMIS

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NewOrg

NewOrg Management System
QUALO

QUALO

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Neon CRM

Neon CRM

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GiveLife365

GiveLife365

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InfoFlo

InfoFlo

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Categories

Categories

CRM Supported
Fundraising Supported
Human Services Supported
Nonprofit Supported

Donation Management Features

Campaign Management Not Supported
Donation Tracking Not Supported
Donor Database Supported
Event Management Supported
Gift Management Not Supported
Grant Management Not Supported
In-Kind Donations Not Supported
Matching Donations Not Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Not Supported
Receipts / Statements Not Supported
Recurring Donations Supported
Volunteer Management Supported

Membership Management Features

Application Management Not Supported
Automatic Renewals Supported
Committee Management Supported
Dues Management Supported
Email Marketing Not Supported
Event Management Supported
Member Directory Supported
Member Portal Supported
Member Types Supported
Membership Database Supported
Nonprofit Membership Supported
Payment Processing Supported
Website Management Not Supported

Nonprofit Features

Accounting Not 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 Not Supported
Volunteer Management Supported

Association Management Features

Chapter Management Supported
Committee Management Supported
Dues Management Supported
Election Management Not Supported
Email Marketing Not Supported
Event Management Supported
Financial Management Not Supported
Fundraising Management Supported
Jobs Board Not Supported
Member Communities Not Supported
Member Directory Supported
Member Portal Supported
Membership Management Supported
Website Management Not 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

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

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

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

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
Digitell Supported
Gmail Not Supported
Google Calendar Not Supported
Mailchimp Not Supported
MapleLMS Supported
Oasis LMS Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Slayte Supported
Stripe Not Supported
Tradewing Supported
eShow Supported
fielddrive Supported
iATS Payments Not Supported

Integrations

Amazon Web Services (AWS) Supported
Constant Contact Supported
Digitell Not Supported
Gmail Supported
Google Calendar Supported
Mailchimp Supported
MapleLMS Not Supported
Oasis LMS Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Slayte Not Supported
Stripe Supported
Tradewing Not Supported
eShow Not Supported
fielddrive Not Supported
iATS Payments Supported
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Claim Impexium and update features and information
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Claim Sumac and update features and information