Sumac

Sumac

Societ
+
+

Related Products

  • NewOrg
    84 Ratings
    Visit Website
  • GiveLife365
    11 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • CharityTracker
    1,422 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • CHARMS
    23 Ratings
    Visit Website
  • BetterWorld
    73 Ratings
    Visit Website
  • DonorPerfect Fundraising Growth Platform
    2,248 Ratings
    Visit Website
  • Eventgroove
    13 Ratings
    Visit Website
  • Submittable
    667 Ratings
    Visit Website

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.

About

myOneFlow is a configurable case management and workflow automation platform built specifically for public service organizations to manage participants, programs, and compliance from a centralized digital environment. It combines case management, CRM, enrollment, fiscal tracking, and reporting into a single low-code platform that replaces spreadsheets and disconnected tools. It automates intake, enrollment, document submission, approvals, and communications through digitized forms and rules-based workflows that ensure the right steps occur at the right time. It provides real-time visibility into participant progress, outcomes, and program performance, with built-in reporting tools such as WIOA PIRL and NRS tables to simplify regulatory reporting and data collection. Organizations can also track grants, participant spending, and budgets in one place while reducing duplication of effort and automating compliance requirements.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Nonprofits & Charities

Audience

Workforce agencies, adult education providers, and government programs that need to manage participants, compliance, and reporting through automated case management workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$109 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

myOneFlow
Founded: 1994
United States
www.myoneflow.com

Alternatives

NewOrg

NewOrg

NewOrg Management System

Alternatives

QUALO

QUALO

Advanced Metrics
GiveLife365

GiveLife365

Alphavima Technologies Inc
Collaborate

Collaborate

Network Ninja

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management Features

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Claim Sumac and update features and information
Claim Sumac and update features and information
Claim myOneFlow and update features and information
Claim myOneFlow and update features and information