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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 MYP?

MYP is committed to keeping your business thriving and productive. We focus on allowing you to engage in work that truly matters. Our platform prioritizes community engagement, the NDIS, health services, aged care, and educational initiatives. We are passionate about creating an environment where our principles and vision underpin all that we do. Central to our mission is an unwavering dedication to providing our subscribers with the most cutting-edge and high-quality solutions on the market. Our key objective is to deliver innovative software tailored specifically for the needs of community care providers. With our unique platform, you can access a holistic solution designed for service providers, plan managers, support coordinators, and allied health professionals alike. By employing a comprehensive array of business tools integrated into a single platform, you can reduce manual labor and enhance your administrative efficiency. Our software supports NDIS and HCP programs, allowing you to improve time management and workflow effectiveness, which in turn enables you to strengthen your client relationships, keep meticulous records, and efficiently manage your rosters and timesheets. Ultimately, we strive to make your operations smoother while simultaneously raising the standard of care you deliver, ensuring that you can focus on what matters most – your clients. In doing so, we hope to empower you to achieve greater success and satisfaction in your community care endeavors.

Media

Media

Integrations Supported

QuickBooks Online
2cloudnine
Access Attaché
Access MicrOpay
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
HelloWorks
MYOB AccountRight
Mailchimp
Microsoft Dynamics 365 Business Central
QuickBooks Online Advanced
Stripe
Xero
iATS Payments

Integrations Supported

QuickBooks Online
2cloudnine
Access Attaché
Access MicrOpay
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
HelloWorks
MYOB AccountRight
Mailchimp
Microsoft Dynamics 365 Business Central
QuickBooks Online Advanced
Stripe
Xero
iATS Payments

API Availability

Has API

API Availability

Has API

Pricing Information

$109 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

MYP

Company Location

Australia

Company Website

mypcorp.com.au

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

Human Services

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

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