Sumac
The #1 Nonprofit Case Management Software.
Overview
Sumac is a powerful and customizable case management software designed for human and social service organizations. It helps streamline client intake, manage services, and track outcomes from a secure, cloud-based system. Sumac can be expanded from a case management tool into a complete nonprofit CRM by adding modules for donations, volunteers, memberships, and grants, allowing organizations to manage all their operations from a single platform.
✨ Key Features
- Customizable Case Management
- Web-Based Intake & E-Signature
- Workflow Automation & Reminders
- Outcome-based Reporting
- Mobile Case Portal
- Built-In Email Marketing
- Donation Management (Add-on)
- Volunteer Management (Add-on)
🎯 Key Differentiators
- All-in-one platform that combines case management with CRM, fundraising, and volunteer management.
- Highly customizable to fit unique nonprofit workflows without technical expertise.
- Includes free, live phone and email support for all plans.
Unique Value: Provides a single, unified platform for nonprofits to manage not only their clients and cases but also their fundraising, volunteers, and memberships, eliminating data silos.
🎯 Use Cases (6)
✅ Best For
- Managing the full client lifecycle from intake to outcome reporting.
- Combining case management with fundraising and volunteer data in one system.
- Accessing and updating case notes securely from the field via the mobile portal.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations requiring deep, built-in medical/EHR functionality.
- Legal case management.
🏆 Alternatives
Offers a more integrated, all-in-one solution compared to standalone case management tools, and more purpose-built case management features than generic nonprofit CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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