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Ratings and Reviews 0 Ratings
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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 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.
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
$99 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/sumac-case-management-promo/
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