Audience
Nonprofits & Charities
About Sumac
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 reportingโall in a secure, HIPAA & PIPEDA-compliant system.
Your team can manage clients on the go using Sumacโs 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 impactโall from one place.
Other Popular Alternatives & Related Software
๐๐ถ๐๐ฒ๐๐ถ๐ณ๐ฒ๐ฏ๐ฒ๐ฑ: ๐ฃ๐ผ๐๐ฒ๐ฟ๐ถ๐ป๐ด ๐ก๐ผ๐ป๐ฝ๐ฟ๐ผ๐ณ๐ถ๐๐ ๐๐ถ๐๐ต ๐ฆ๐บ๐ฎ๐ฟ๐ ๐๐ฅ๐ .
Managing constituents - donors, volunteers, events and cases shouldnโt slow down your mission. GiveLife365 is a cloud-based CRM built for nonprofits, helping you streamline operations, boost engagement, and measure real impact - all in one place.
โจ ๐ช๐ต๐ฎ๐ ๐ ๐ฎ๐ธ๐ฒ๐ ๐๐ถ๐๐ฒ๐๐ถ๐ณ๐ฒ๐ฏ๐ฒ๐ฑ ๐ฆ๐๐ฎ๐ป๐ฑ ๐ข๐๐?
โ ๐๐ผ๐ป๐ผ๐ฟ ๐ ๐ฎ๐ด๐ถ๐ฐ โ Track interactions, automate receipts, and manage fundraising seamlessly.
โ ๐ฉ๐ผ๐น๐๐ป๐๐ฒ๐ฒ๐ฟ ๐ฃ๐ผ๐๐ฒ๐ฟ โ Recruit, schedule, and recognize volunteers with ease.
โ ๐๐ณ๐ณ๐ผ๐ฟ๐๐น๐ฒ๐๐ ๐๐๐ฒ๐ป๐๐ โ Publish events, handle registrations, and track attendance.
โ ๐ ๐ฒ๐บ๐ฏ๐ฒ๐ฟ๐๐ต๐ถ๐ฝ ๐ ๐ฎ๐ฑ๐ฒ ๐๐ฎ๐๐ โ Automate renewals, integrate marketing tools, and simplify payments.
โ ๐๐บ๐ฝ๐ฎ๐ฐ๐ ๐ฌ๐ผ๐ ๐๐ฎ๐ป ๐ฆ๐ฒ๐ฒ โ Real-time reports & dashboards to measure outcomes.
๐ Transform the way your nonprofit works! Schedule a demo today and see how GiveLife365 drive
Learn more
DonorPerfect is the nonprofit platform that makes it easy to do good. In a single system, development teams can make better decisions, build meaningful connections, and boost revenue by 25% in the first year. From solicitation to stewardship, DonorPerfect is known for its simple tools that drive community impact. Any size organization can manage contacts, automate tasks, analyze trends, measure progress, and share updatesโall from one reliable source, and with top-rated support.
Trusted by 75,000 nonprofit professionals, DonorPerfect makes it easy to do good. From sustaining your mission to simplifying daily tasks, DonorPerfect provides an all-in-one system for fundraising success, support, and sustainability. Out of the box, DonorPerfect includes powerful features like Constant Contact email marketing, advanced custom reporting, and automated donor management, allowing nonprofits to make informed decisions and meaningful connections.
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A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know youโre busy and donโt have time for complicated software โ Weโve changed that! Even your staff will enjoy using the system โ No more headaches and missing data from reports so you can use your valuable time to serve more people.
CharityTracker is a cloud-based, HIPAA compliant software thatโs easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user
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Foothold
Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof.
We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more.
Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care.
Transform the way you provide care with nimble software and a partnership guided by experience.
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Pricing
Starting Price:
$109 per month
Integrations
Company Information
Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/
Videos and Screen Captures
SUMAC Suit
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Product Details
Platforms Supported
Cloud
Windows
Mac
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Sumac Frequently Asked Questions
Sumac Product Features
CRM
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
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
Alumni Management
Supported
Auction Management
Supported
CRM
Supported
Campaign Management
Supported
Contribution Tracking
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
Case Management
Supported
Certification & Licensing
Supported
Child Welfare Management
Supported
Document Management
Supported
Reporting & Statistics
Supported
Scheduling
Supported
Time Tracking
Supported
Training Management
Supported
Membership Management
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
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
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
