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.
Pricing
Price Starts At:
$99 per month
Free Trial Offered?:
Yes
Integrations
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Screenshots and Video
Dashboard
Company Facts
Company Name:
Societ
Date Founded:
1995
Company Location:
Canada
Company Website:
www.societ.com/sumac-case-management-promo/
Product Details
Deployment
SaaS
Windows
Mac
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
French
Sumac Categories and Features
Social Work Case Management Software
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Nonprofit Software
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Human Services Software
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Fundraising Software
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
CRM Software
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