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Ratings and Reviews 0 Ratings
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What is Visionlink?
The Community Operating System (CommunityOS) delivers unparalleled software tailored for advocates of positive transformation, accommodating both established methods and innovative approaches. We reject the notion of isolation among individuals and instead focus on crafting cohesive solutions. Our approach brings together various systems, ranging from childcare to services for the elderly, along with databases of community resources, volunteer opportunities, and call center functions, all while fostering collaborative partnerships. Additionally, our framework addresses both the routine operations of everyday life and the complexities of crises by seamlessly connecting with various organizations. This integration extends to telecommunication systems, text messaging platforms, healthcare providers, workforce agencies, extensive networks of United Ways and 2-1-1 centers, as well as coordinated disaster response entities. Ultimately, we do not offer just one system; rather, we present a network of interconnected solutions that work harmoniously together. This holistic approach ensures that organizations can respond effectively to the dynamic needs of their communities.
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.
Integrations Supported
Amazon Web Services (AWS)
Clue
Constant Contact
Gmail
Google Calendar
IntelliShift
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
RentalMan
Integrations Supported
Amazon Web Services (AWS)
Clue
Constant Contact
Gmail
Google Calendar
IntelliShift
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
RentalMan
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$109 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
Visionlink
Date Founded
1991
Company Location
United States
Company Website
www.visionlink.org
Company Facts
Organization Name
Societ
Date Founded
1995
Company Location
Canada
Company Website
www.societ.com/solutions/case-management/sumac/
Categories and Features
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer 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
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
