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What is Sumac?

Sumac is powerful, flexible case management software purpose-built for nonprofits. It helps organizations streamline client services, improve program efficiency, and manage data securely—all within one intuitive platform. Designed specifically for the needs of nonprofit organizations, Sumac supports a wide range of sectors including child and family services, shelters, food banks, community and health services, and hospices. Whether you're tracking service delivery, coordinating volunteers, or managing fundraising, Sumac adapts to your mission. Key features include: - Web-based client intake forms that eliminate manual data entry - Digital forms with e-signature capabilities - Case notes, reminders, and workflows to automate follow-ups and improve client care - A mobile-friendly Case Portal for on-the-go access to client data - Built-in email marketing tools—no need for external software - Customizable reporting for funders, boards, and internal analysis With optional CRM extensions, Sumac can scale into an all-in-one solution for your entire nonprofit. Add modules for Donations, Volunteers, Memberships, Grant Management, and even Custom tools designed around your unique programs. Security is a priority. Sumac is HIPAA & PIPEDA compliant, with encrypted data storage, role-based access controls, and secure hosting to protect sensitive client information. Free, top-rated support is always included. Your team gets access to real human experts who understand nonprofit challenges and are committed to your success. Whether you're a small grassroots organization or a large, multi-service agency, Sumac gives you the tools to simplify operations, improve impact, and grow your mission—all from one centralized platform.

What is Plus Three?

Plus Three is a digital platform designed for membership management, event coordination, fundraising, and advocacy, specifically tailored for non-profit, advocacy, and public affairs organizations. With Plus Three's user-friendly tools, you can effortlessly engage with your constituents in just a single click. Leading advocacy organizations, non-profits, and political campaigns utilize Plus Three to expand their support networks through direct advocacy efforts and to enhance online fundraising initiatives. With an impressive track record of over 12 million constituent relationships and more than $500 million raised online for its clients, Plus Three is making a significant impact. Additionally, our comprehensive technology suite encompasses donor management, email communication, advocacy support, and fundraising solutions, ensuring organizations have all the tools they need for success. In a rapidly evolving digital landscape, Plus Three continues to adapt and provide innovative solutions for its users.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

$109 per month

Pricing Information

$250.00/month
Monthly plans are based on database size. No per user licensing fees, unlimited email, no commission fees.

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Societ

Date Founded

1995

Company Location

Canada

Company Website

www.societ.com/solutions/case-management/sumac/

Company Facts

Organization Name

Plus Three

Date Founded

2002

Company Location

United States

Company Website

www.plusthree.com

Categories and Features

CRM

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

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

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
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

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

Membership Management

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

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

Social Work Case Management

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

Categories and Features

Advocacy

Advocate Management
Campaign Management
Customer Advocacy
Event Triggered Actions
Forms Management
Petition Management
Political Advocacy
Social Engagement

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

CRM

Not specified

Donation Management

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

Fundraising

Alumni Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Recurring Giving
Volunteer Management

Membership Management

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

Nonprofit

Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Volunteer Management

Political Campaign

Campaign Analysis
Contact Management
Contribution Tracking
Demographic Data
Donor Targeting
Email Marketing
Event Calendar
Fundraising Management
Online Payment Processing
Progressive
Volunteer Management

Public Affairs

Not specified

Volunteer Management

Attendance Management
Calendar Management
Event Management
Member Directory
Membership Management
Registration Management

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