THE #1 NONPROFIT
CASE MANAGEMENT SOFTWARE

Yes! Simplicity and consistency of design is what makes Sumac’s nonprofit CRM so straightforward and user-friendly. We also offer on-demand training, namely “Partner Academy”, for all of our nonprofit customers that need assistance.

You can also customize the CRM to capture your nonprofit’s unique data and manage your programs.

Yes! Simplicity and consistency of design is what makes Sumac’s nonprofit case management software so straightforward and user-friendly. We also offer on-demand training for all of our nonprofit customers that need assistance. 

You can also customize various features on the software to create a solution that’s designed for your specific needs! 

Yes! While most other nonprofit case management software solutions charge additional fees for support – Sumac doesn’t! You won’t have to waste valuable time using email or be forced to chat with bots. 

Our phone support connects you immediately with knowledgeable support staff who will deal with your queries and are happy to help you solve any issues promptly. 

Every installation of Sumac includes live phone support at no additional charge! In fact, our customer support is one of the things our nonprofit clients always rave about. 

We take our commitment to our clients’ success very seriously, and that’s why we offer free live support with every software package!

Yes! Sumac nonprofit case management software was created to make the lives of nonprofit professionals easier, so the database will work with most of the software programs in your office environment, including accounting software, email marketing programs, and desktop applications like word processing, spreadsheets, email, and calendars. 

Sumac integrates with iATS, QuickBooks, Mailchimp, Microsoft and Google Calendars and Email Servers to name just a few. For a complete list of integrations, click here! 

Yes! Sumac offers sleek online webforms that match the look and feel of your website to make case management even easier! These forms are easily embedded on your website and integrate seamlessly into the case management backend. 

You won’t have to worry about exporting case data from one software to another. All information collected by our forms is automatically saved on your nonprofit case management platform. 

Yep, it is! We designed Sumac so that it could be customized to the unique needs of nonprofits.

We understand that every nonprofit has different programs and data. That’s why we created a software that responds to your unique needs with configurable fields, dropdowns, and tabs that fit your exact needs.

You can change a ton of features to suit your nonprofit’s unique requirements with Sumac’s case management software for nonprofits. Here are a few ways you can do this: 

• Choose the functionality you need: Sumac lets you pick and choose the extensions you need to create a software that is tailored for your nonprofit’s exact needs. Choose from our grant management and donation management extensions or enterprise-level case management software for social services.
• Configure dropdowns and fields: Sumac nonprofit case management software gives you the flexibility to add your own fields to track and collect information that’s relevant to your nonprofit. You can also easily customize dropdowns, tabs, and fields in the software. You’ll be able to customize your own tabs and dropdowns during your free set up and training conducted by our team.
• Create your own custom extensions: Sumac social services case management software also offers nonprofits the opportunity to create a completely customized extension that can be configured to track data and services that are exclusive to your nonprofit.

We offer our nonprofit clients a host of extensions and integrations which work with your already-existing products and software packages to make your life easier. 

Our case management software for nonprofits includes the following extensions for additional functionality: 

• Online webforms: Allow clients to add medical records or information directly from your website with embedded online webforms. Seamless CRM integration means there’s less effort and less errors.
• Grant management: Grant Management helps to streamline and track grant application life-cycles. Define grant program profiles and requirements, and set up application action plans with task reminders, so you can win more grants.
• Donation management: Connect case management to also manage your fundraising and donations so you can have a 360-degree view of your nonprofit – in one place. 

Click here for a complete list of our integrations.

It certainly is! At Sumac we take security and privacy very seriously. Sumac’s nonprofit case management software has been through a regular SSF-validation process to ensure the highest security. 

Our Cloud databases are also hosted on Amazon Web Services (AWS), a world-class infrastructure with extremely high security. This means your nonprofit database has the best data security, and is always up to date with current software privacy and security requirements. Check out AWS’ Security Manual for more details.

Since clinical and social case management often requires patients and clients to enter confidential medical data we’re also in compliance with PIPEDA and HIPAA guidelines.

Our Standard Plan starts at $99/month, and goes up from there based on the number of users and add-ons you select. 

Each plan includes free live phone support, on-demand training, cloud access, and upgrades. 

We understand your budget can be tight, so we tailor our plans to give you the most competitive pricing in the market! 

No way! We strongly believe in transparent pricing. 

Our price quotes include all fees, so you know exactly what to expect every month; You will never be surprised with additional charges for usage, upgrades, support. 

Sumac is also affordably priced for nonprofits, starting at just $99/month.

And if you require customized nonprofit case management software, we’re more than happy to prepare a personalized pricing quote for your nonprofit.

Yes, absolutely! You can get in touch with our support team who will be more than happy to take you through a full demo of Sumac Case Management. Our team will also suggest additional software and add ons that are tailored to your needs and requirements. This way you’ll get a clear idea of what you can do with our software.   

Get a personal, one-on-one demo HERE.

Sumac is tailored to your nonprofit’s unique programs and data, and has been designed specifically with human and social services organizations in mind. 

Sumac case management helps nonprofits provide the best client care by giving them a streamlined tool to manage their programs, data, and clients. 

We also offer add-ons for nonprofits that need to do more, including: donations, volunteers, memberships, grant management and online webforms.

Sumac offers on-demand training and support to all our nonprofit clients along with free upgrades to new versions, features and releases of our nonprofit case management software. 

Sumac is powered by Sumac CRM which connects all your contacts in one place so you can see a complete history of their relationship with your nonprofit in just one click. Here are a few ways you can manage your contacts using the software: 

• The software helps you store detailed contact demographic profiles, easily view all communication your nonprofit has had with clients, and stores important documents to help you better manage clients.
• Ad-hoc and built-in reports let you analyze service delivery, client demographics, and staff time spent with each client.
• You can even manage common workflows with action plans, and reminder notifications;
• Built-in email allows you to send thousands of personalized emails, from your database to your contacts.
• Track all activities related to clients, including: appointments, emails, and phone calls. 
• Use built-in reports or create custom one-off reports to analyze the exact data you need.

Sumac collects and integrates information from all your key constituents. You can choose the type of information you’d like to collect from clients, patients, staff and others whose information you record. 

Depending on your selection, Sumac will collect:

• Biographical information
• Patient medical records
• All past and present points of communication with the organization
• Other custom data fields of your choosing

Nonprofit case management software should include all the features you need, be within your budget, and be easy to use, so it helps your organization. 

Want help? Check out our buyer’s guide to choosing nonprofit case management software.

Note: The best case management software for small nonprofits won’t be the same kind that’s good for that larger nonprofits, so remember to look for the best software for your nonprofit. 

Sumac provides significant benefits to nonprofits. Here are a few key reasons to invest in Sumac’s solution: 

• Reduces cost: Nonprofit case management software automates processes allowing you to reduce operational costs and decrease the number of routine operations, which your employees performed manually.
• Improves quality of care: Relationship management systems allow teams to stay on top of conversations, pay more attention to cases and deliver personalized care.
• Accelerates impact: The ability to track key metrics helps your team stay on top of their caseloads while also receiving timely reminders and updates on their clients and patients. Staff will receive immediate feedback on cases and patients status so you can help people and further your mission.

Consider also looking into the following software solutions and services:  

Need to simplify data management at your nonprofit? 

With Sumac CRM, you can manage your entire nonprofit in one place. Move from five applications down to one to centralize data management, streamline operations, and do more good. Learn more >>

Choose the solution that best fits: Sumac Donations, Sumac Case Management, Sumac Memberships. 

Need to refresh your nonprofit’s website to attract more supporters? 

Partner Web makes nonprofit websites easy. Let us take care of the website design, development, hosting, ongoing maintenance, and support for one low monthly fee. Zero upfront costs. Zero worry. Learn more >>

Need to better organize board members and meetings? 

My board View is 100% free board portal software for nonprofits that lets you simplify board meeting scheduling, documents, and onboarding. Learn more >>

Need to raise more money with creative marketing? 

Our full-service marketing agency, Frontier, delivers direct mail and digital marketing campaigns that have helped charities raise tens of millions in annual fundraising revenue over the last decade. Learn more >>

Nonprofit case management software is designed to help you manage client intake workflow, resources, and deliver an exceptional level of client care. 

• – It provides organizations with a single central location to store and track all client data. This includes contact information, case notes, appointment scheduling, client history, client communications, and billing.
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• – It gives nonprofits a detailed picture of all cases and clients which enables nonprofit staff to personalize their approach to caregiving. 
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• – It also helps manage a large volume of patients by streamlining service delivery with minimal effort. Nonprofits can build action plans for each client, assign and track tasks, and receive immediate feedback on their programs from a central dashboard. 
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Nonprofit case management software is mainly used by human and social service organizations that have caseworkers to manage individual cases. Ask for a demo today!

Nonprofit case management software helps nonprofits and human service organizations maximize their efficiency while continuing to deliver a high quality of care. 

It does this by collecting important information about every case and making it easily available to those who need it. It organizes data about clients and patients including follow ups and next steps so that caseworkers can get the full picture of progress before meeting with their clients. 

What’s great about Sumac’s case management software for nonprofits is that it integrates with Sumac Donations and Memberships, so you can manage your whole nonprofit in a single system.

Yes! Sumac is a social services case management software that offers users secure ‘access from anywhere.’ Sumac’s software connects an online database to the Sumac App on your computer – which means you can access your data from anywhere in the world. 

Your data is stored on world-class Amazon Web Services, which keeps your files secure while also enabling staff members to easily access the cases from anywhere. Patients and clients also benefit from the direct integration of web-forms on your website. Online web-forms allow clients to enter their own data that’s immediately captured in your system. 

The best social services case management software include features and capabilities that allow you to easily manage a high volume of cases and provide great care. 

Besides making administrative functions easier, case management software for nonprofits can help your organization in the following ways: 

• Deliver Personalized Care: The software tracks detailed information about each client along with case lifecycles so caseworkers have a clear idea of patient journeys and can provide personalized care right from the start.
• Streamline Service Delivery: Build action plans for each client, and assign and track tasks to help streamline service delivery with minimal effort. You’ll be able to easily track both patients and caseworkers and manage workflow more effectively. 
• Accelerate Your Impact: With our in-built reporting features you can use outcome-based reporting to track key metrics, get immediate feedback on your programs – helping your nonprofit stay on track.

We’d like to think Sumac’s software is the best case management software for nonprofits – and there are a few good reasons why!  

– It helps maximize the efficiency of both small and large teams; 
– It can be customized for your unique needs; 
– It automates routine tasks so you spend less time on administration; and
– It’s affordable with prices starting at just $99/month.

Additionally, Sumac case management can be paired with other add ons to help with grant management, donations and fundraising. Request a demo HERE.