Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NewOrg Reviews & Ratings
    80 Ratings
    Company Website
  • GiveLife365 Reviews & Ratings
    11 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website
  • CharityTracker Reviews & Ratings
    1,459 Ratings
    Company Website
  • FAMCare Human Services Reviews & Ratings
    22 Ratings
    Company Website
  • CHARMS Reviews & Ratings
    22 Ratings
    Company Website
  • Submittable Reviews & Ratings
    656 Ratings
    Company Website
  • DonorPerfect Fundraising Growth Platform Reviews & Ratings
    2,177 Ratings
    Company Website
  • BetterWorld Reviews & Ratings
    72 Ratings
    Company Website
  • Eventgroove Reviews & Ratings
    13 Ratings
    Company Website

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 Olivia Prime?

Olivia Prime emerges as a highly efficient and user-friendly software choice for the management of Social Security disability cases. It empowers users to take on more cases with less effort and in less time. With its competitive pricing, intuitive design, and cloud-based functionality, it is tailored to suit the needs of advocates. In addition, Olivia Prime offers a range of cutting-edge tools that significantly boost the speed and efficiency of the SSA disability claims process. The software also provides features that allow for seamless staff management and oversight. Communication with clients is secure and streamlined, while automatic tracking of essential upcoming events is integrated. Unlike many other case management systems, Olivia Prime is easy to master and comes with free video training materials. Utilizing Olivia Prime can lead to a remarkable enhancement in win rates and overall operational efficiency. Furthermore, this software contributes to raising the bar for customer service excellence. Start or expand your advocacy practice with this versatile software, which is celebrated in the industry for its adaptability and extensive features. With Olivia Prime, you are not only investing in a tool but also in an opportunity to transform your practice's success and client satisfaction.

Media

Media

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

$99 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

Disability Associates

Date Founded

1986

Company Location

United States

Company Website

www.advocateincomenetwork.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

Human Services

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

Popular Alternatives

NewOrg Reviews & Ratings

NewOrg

NewOrg Management System

Popular Alternatives

CAC CareNet Reviews & Ratings

CAC CareNet

OMS Technologies
Cúram Reviews & Ratings

Cúram

Merative
QUALO Reviews & Ratings

QUALO

Advanced Metrics
Brevity NDIS Software Reviews & Ratings

Brevity NDIS Software

Brevity Care Software
GiveLife365 Reviews & Ratings

GiveLife365

Alphavima Technologies Inc
Flowlogic Reviews & Ratings

Flowlogic

Datanova