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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 FieldWorker?
Strive to be the leading agency within your niche, as this approach will enhance your agency's growth, elevate client satisfaction, and streamline your documentation processes. It is crucial to adhere to all regulations and prepare for audits effectively. By implementing quicker and more precise billing practices, you can also improve quality control. FieldWorker offers tools designed to simplify your team's daily tasks and boost their productivity. Its various features are tailored to foster your team's success. You can easily invite team members, set up client profiles and contacts, manage time tracking and schedules, and get started effortlessly! We offer a range of packages catering to your specific requirements, whether you are managing a handful of clients or operating a larger organization. FieldWorker not only sends reminders and automates processes but also produces documents required by state regulations. Such efficiencies can lead to significant cost reductions, a positive impact on your profits and losses, satisfied customers, and empowered employees. By automating tedious manual tasks, you will find that your workday becomes much more manageable. Furthermore, the introduction of automated time tracking and precise automation can help mitigate issues related to inaccurate billing, thereby enhancing financial accuracy and operational efficiency. Ultimately, embracing these solutions will position your agency for long-term success and stability.
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
API Availability
Has API
API Availability
Has API
Pricing Information
$109 per month
Free Trial Offered?
Free Version
Pricing Information
$39.95 per 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/solutions/case-management/sumac/
Company Facts
Organization Name
FieldWorker
Company Location
United States
Company Website
fieldworker.ai/
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
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management