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What is iMIS?

iMIS has been specifically crafted to enhance your work processes. As the sole global Engagement Management System (EMS), it adeptly addresses the distinct management needs of various organizations, including clubs, unions, and non-profits. Equipped with all the essential features necessary to oversee your organization, it also boasts a robust API that facilitates the integration of hundreds of different systems, the generation of reports and dashboards, and the option of incorporating a Web CMS. Leveraging the capabilities of Microsoft Azure, which is recognized as a premier cloud computing platform, iMIS ensures automatic updates, superior performance, and robust data security. Explore the possibilities with iMIS, as it can be tailored to your preferences, whether you seek a comprehensive solution that caters to your fundamental requirements or one that adapts and scales alongside your organization’s growth. Additionally, its flexibility allows for continuous enhancement as your needs evolve over time.

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.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Chatlease
EdTek LMS Services
Event Ready
EventsAir
Ezidebit
Gmail
GoTo Webinar
Mailchimp
Oasis LMS
OpenWater
QuickBooks Online Advanced
Skillcast
Stripe
SurveyMonkey
Titan CMS
TopClass
Upland Mobile Commons
Zoom
iATS Payments

Integrations Supported

Amazon Web Services (AWS)
Chatlease
EdTek LMS Services
Event Ready
EventsAir
Ezidebit
Gmail
GoTo Webinar
Mailchimp
Oasis LMS
OpenWater
QuickBooks Online Advanced
Skillcast
Stripe
SurveyMonkey
Titan CMS
TopClass
Upland Mobile Commons
Zoom
iATS Payments

API Availability

Has API

API Availability

Has API

Pricing Information

$200 per user per month
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

Advanced Solutions International

Date Founded

1991

Company Location

United States

Company Website

www.imis.com

Company Facts

Organization Name

Societ

Date Founded

1995

Company Location

Canada

Company Website

www.societ.com/solutions/case-management/sumac/

Categories and Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website 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

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

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

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