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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 Sara?
Sara is an all-encompassing platform tailored for client communication and workflow management, acting as a pivotal center for various agencies, including state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services. It enhances efficiency by simplifying administrative duties, automating client interactions, and ensuring adherence to compliance standards, all while integrating smoothly with current case management systems. The software facilitates everyday tasks such as two-way texting and emailing, scheduling appointments and sending out reminders, generating automated case notes, collecting documents with e-signatures, administering surveys, and enabling HIPAA-compliant video conferencing. Additionally, it diligently chronicles and synchronizes communications with the agency’s official records, offers limitless messaging templates and workflows, and can be tailored to meet specific compliance and program requirements. Consequently, agencies can scale their operations effectively while maintaining consistent communication with their caseloads, which ultimately results in enhanced service delivery. Moreover, this versatility empowers agencies to rapidly adapt to the changing needs and challenges of their respective domains.
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Integrations Supported
API Availability
API Availability
Pricing Information
$109 per month
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Windows
Mac
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Online 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
Sara
Date Founded
2010
Company Location
United States
Company Website
saraworks.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
Not specified