Argenta

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 reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’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 impact—all from one place.

All of your organization's vital information, documents, files, archived communications, right at your fingertips. Get hours of your workweek back by making board communications easier than ever. At Cureo, our mission is to perfect the work of teams for nonprofits. Our work life is Cureo. Outside work, our passion is our community. For years, we as individuals have served and engaged as the board of directors and as volunteers. We have experienced the chaos. We have seen the challenges. So we have combined our work life and our passions to make our world, and yours, a little better. Find everything you need, exactly where it’s supposed to be. Cureo puts your files, conversations, meetings, tasks, publishing tools, everything your organization needs, all in one platform. Members can easily access all materials from your website. More affordable than other board portals.