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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 Patron Assist?
Patron Assist enables you to effectively manage your fundraising campaigns and events by gaining insights into your donors and members, while simultaneously tracking the progress and success of your initiatives. The platform simplifies the management of your distinctive events, offering an uncomplicated way to launch and supervise fundraising activities, allowing you to focus on the most important aspect—enriching the experience for your audience! Many small to medium-sized cultural institutions, such as museums, botanical gardens, and parks, often struggle with operational limitations when key staff members are unavailable, leading to significant disruptions, especially when crucial organizational knowledge is centralized in specific individuals. Are you facing similar challenges in your organization? If that's the case, don’t hesitate to contact us so we can help you explore the best way to deploy our tailored solution to meet your unique needs. Furthermore, numerous business operations tend to depend on a variety of disjointed, standalone systems, which may include custom-built applications that complicate workflows. This lack of integration can severely impact overall efficiency and hinder effective collaboration among teams, making it essential to seek a more cohesive approach.
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
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/sumac-case-management-promo/
Company Facts
Organization Name
Integrated Patron Solutions
Company Location
United States
Company Website
patronassist.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
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
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
Ticketing
Barcode / Ticket Scanning
Box Office Management
Concessions Management
Customer Database
Event Management
Fundraising Management
General Admission
Kiosk Ticketing
Mobile Ticketing
Online Ticketing
Onsite Ticketing
POS
Print-at-Home
Reserved Seating
Season Tickets
Ticket Brokering
VIP & Discount Tickets
Tour Operator
Accommodation Booking
Activities Booking
Central Reservation System
Coach Booking
Custom Packages
Customer Management
GDS / OTA Integration
Itinerary Creation
Multi-Day Tours
Payment Processing
Price / Margin Management
Promotions Management
Quote Management
Reservations Management
Vendor Management
Website Management
Volunteer Management
Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles