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What is Sumac?

Sumac Case Management serves as a comprehensive solution designed specifically for organizations involved in human and social services. With ease, you can oversee client intake, maintain case notes, coordinate service delivery and schedules, track clients, caseworkers, volunteers, and donors, while also generating reports on essential metrics for funder communication. This platform is fully compliant with HIPAA and PIPEDA regulations and offers features such as: - Exceptional customer support - A mobile-friendly case portal for managing clients and cases on the move - Integrated mass email capabilities - Customizable client intake forms - Helpline and referral tracking - Outcome-based reporting If you require additional functionalities, you can integrate Sumac Donations, Grant Management, Volunteer Management, and more into your system. Sumac Case Management is an ideal choice if you seek solutions for: - Case management software suitable for social workers - Software tailored for social work case management - Human services management solutions - Software for social services - Case management software specifically for human services - Social services case management software - Nonprofit-focused case management solutions - Case management software for various nonprofit organizations Furthermore, it’s particularly beneficial for nonprofits operating in sectors such as Food Banks, Social Welfare Organizations, Community Services, Child and Family Services, Shelters, Health Services, Mental Health Organizations, and Hospice care.

What is DonorPerfect Fundraising Growth Platform?

DonorPerfect stands out as a highly effective fundraising solution, offering nonprofits a complete suite of tools necessary for growth. It enables teams to efficiently handle donations, manage contacts, create receipts, generate reports, send emails, and oversee fundraising campaigns all within one platform. With features such as automated monthly giving, online donation forms that can be integrated, both standard and tailored reporting options, Constant Contact email integration, auction management capabilities, and access to a variety of partner solutions, DonorPerfect caters to organizations regardless of their size and is a versatile choice for diverse fundraising needs. Its user-friendly interface ensures that even those new to fundraising can navigate the system with ease.

Media

Media

Integrations Supported

Constant Contact
QuickBooks Online
QuickBooks Online Advanced
360MatchPro
Avid AI
Double the Donation
Google Calendar
Klaviyo
Mailchimp
MobileCause
ProspectView Online
ReadySetAuction
SignUp.com
Volunteer Matrix
VolunteerLocal
Windfall
iATS Payments
iDonate
iwave

Integrations Supported

Constant Contact
QuickBooks Online
QuickBooks Online Advanced
360MatchPro
Avid AI
Double the Donation
Google Calendar
Klaviyo
Mailchimp
MobileCause
ProspectView Online
ReadySetAuction
SignUp.com
Volunteer Matrix
VolunteerLocal
Windfall
iATS Payments
iDonate
iwave

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$99.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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/sumac-case-management-promo/

Company Facts

Organization Name

SofterWare

Date Founded

1981

Company Location

United States

Company Website

www.donorperfect.com/landing/utm/growth-fundraising/

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

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

Nonprofit

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

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