Sumac

Sumac

Societ
+
+

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About

Recruit, Retain and Reward volunteers, increase engagement and create brilliant opportunities to support your causes or put on game-changing events. Rosterfy is a highly rated Volunteer Management Software platform for Charities, Non-Profit Organisations, Sports Institutions, and Local Government Institutions. Weโ€™ve built a platform that will significantly reduce the time your team spends on admin, streamline your communication with simple automated emails and SMS messages and give you a complete view of your operation. What makes it stand out is how configurable it is to your business and how it can scale as your aspirations grow. From Las Vegas to London, Singapore to Sydney, Rosterfy helps communities connect with causes they care about all across the world.

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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook 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

Event organizers, event staff, volunteer managers, charities, sporting managers

Audience

Nonprofits & Charities

Support

Phone Support Supported
24/7 Live Support 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

Starter: Available on request
Base: Custom
Premium: Custom
Enteprrise: Custom
Free Version Supported
Free Trial Not Supported

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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

  • 1. Very easy to use 2. Does offer great support 3. Best integration available 4. Saves hours of admin work

Cons

  • I have not found any cons within the platform except for the company not having an app.

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

Rosterfy
Founded: 2010
Australia
rosterfy.com

Company Information

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

Alternatives

Sumac

Sumac

Societ

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NewOrg

NewOrg

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GiveLife365

GiveLife365

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QUALO

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GiveLife365

GiveLife365

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InfoFlo

InfoFlo

InfoFlo Solutions Inc

Categories

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

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

Employee Scheduling Features

Appointment Management Supported
Automated Scheduling Supported
Calendar Management Supported
Employee Database Supported
Group Scheduling Supported
Messaging Supported
Mobile Access Supported
Payroll Management Supported
Reporting/Analytics Supported
Resource Management Supported
Schedule Distribution Supported
Scheduling Supported
Shift Scheduling Supported
Shift Swapping Supported
Time Clock Supported
Time Tracking Supported
Vacation / Leave Tracking Supported

Learning Management Systems (LMS) Features

Academic / Education Supported
Asynchronous Learning Supported
Blended Learning Supported
Built-In Course Authoring Supported
Corporate / Business Supported
Customizable Supported
eCommerce Not Supported
eLearning Companies Supported
Gamification Supported
Learner Portal Supported
Mobile Learning Supported
Open Source Supported
SCORM Compliance Supported
Synchronous Learning Supported
Video Conferencing Supported

Volunteer Management Features

Attendance Management Supported
Calendar Management Supported
Event Management Supported
Group Management Supported
Member Directory Supported
Membership Management Supported
Recognition Management Supported
Registration Management Supported
Scheduling Supported
Self Service Portal Supported
Training Management Supported
Volunteer Profiles 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

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

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

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

Gmail Supported
Stripe Supported
Amazon Web Services (AWS) Not Supported
Blackbaud CRM Supported
Constant Contact Not Supported
Google Calendar Not Supported
Mailchimp Not Supported
Microsoft 365 Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Supported
iATS Payments Not Supported

Integrations

Gmail Supported
Stripe Supported
Amazon Web Services (AWS) Supported
Blackbaud CRM Not Supported
Constant Contact Supported
Google Calendar Supported
Mailchimp Supported
Microsoft 365 Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Not Supported
iATS Payments Supported
Claim Rosterfy and update features and information
Claim Rosterfy and update features and information
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Claim Sumac and update features and information