Sumac

Sumac

Societ
+
+

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About

MYP helps your business stay in motion. We work hard so you can do the work worth doing. Weโ€™ve built a platform with the community, NDIS, health, aged care, and education sectors front of mind. Weโ€™re committed to creating an environment where our vision and values drive everything we do. Our determination to consistently provide our subscribers with the highest quality, cutting-edge solutions is at the core of this. We exist to deliver community-focused, innovative community software to care providers. Our unique platform provides a complete solution for service providers, plan managers, support coordinators, and allied health professionals. Access an entire suite of business tools in one platform so you can reduce any manual handling and improve your administration time with everything in one place. Our NDIS and HCP software lets you leverage time, power, and process efficiency so you can build on your relationships, manage client records, and streamline your rosters and timesheets.

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 Not Supported
iPad Not Supported
Android Not 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

Businesses interested in a solution to manage client records and streamline their rosters

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 Not Supported

Pricing

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

Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 3.0 / 5

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

Pros & Cons from Real Users

Pros

  • Average customer service, but really does not justify the price. There are better solutions out there in the market.

Cons

  • Too expensive and complex, not all integrations work.

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

MYP
Australia
mypcorp.com.au

Company Information

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

Alternatives

Alternatives

NewOrg

NewOrg

NewOrg Management System
QUALO

QUALO

Advanced Metrics
Foothold

Foothold

Foothold Technology
QUALO

QUALO

Advanced Metrics
ClientTrack

ClientTrack

Eccovia Solutions
GiveLife365

GiveLife365

Alphavima Technologies Inc
CareFabric

CareFabric

Netsmart Technologies
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

QuickBooks Online Supported
2cloudnine Supported
Access Attachรฉ Supported
Access MicrOpay Supported
Amazon Web Services (AWS) Not Supported
Constant Contact Not Supported
Gmail Not Supported
Google Calendar Not Supported
HelloWorks Supported
MYOB AccountRight Supported
Mailchimp Not Supported
Microsoft Dynamics 365 Business Central Supported
QuickBooks Online Advanced Not Supported
Stripe Not Supported
Xero Supported
iATS Payments Not Supported

Integrations

QuickBooks Online Supported
2cloudnine Not Supported
Access Attachรฉ Not Supported
Access MicrOpay Not Supported
Amazon Web Services (AWS) Supported
Constant Contact Supported
Gmail Supported
Google Calendar Supported
HelloWorks Not Supported
MYOB AccountRight Not Supported
Mailchimp Supported
Microsoft Dynamics 365 Business Central Not Supported
QuickBooks Online Advanced Supported
Stripe Supported
Xero Not Supported
iATS Payments Supported
Claim MYP and update features and information
Claim MYP and update features and information
Claim Sumac and update features and information
Claim Sumac and update features and information