Sumac Case Management Software Services

Free Top-Rated Human Support

Every Societ solution comes with free top-rated, live human support from people who genuinely care about your mission — no chatbots, no automated phone support.

From onboarding to optimization, our team is here to help you Do More Good.

Availability: Included with every Societ solution

Cost: Free

Implementation

Implementation is designed for organizations that are new to Sumac. We guide you through a smooth, efficient setup so you can start using your software with confidence from day one.

Our team handles the details — from initial configuration to data import — and helps you tailor your database to your programs, workflows, and goals.

What’s included:

• ✓ Complete database setup
• ✓ Importing your historical data
• ✓ Configuration aligned with your organization’s needs
• ✓ Access to a Post-Implementation Onboarding Specialist (Basic Tier or higher)
• ✓ Access to Personal Training (Standard Tier or higher)

Availability: New customers

Requirement: Mandatory for Case Management; optional for other solutions

Cost: Contact us for pricing options

Receipt Setup

Producing accurate tax receipts is essential for compliance and donor trust — but receipting season can be busy and overwhelming. Our Receipt Setup service ensures your receipting process is smooth, accurate, and ready on time.

We’ll configure your receipt templates, thank-you messages, and settings based on your requirements so you can issue receipts quickly and confidently.

This service is ideal if you have:

• ✓ Staff changes since the last receipting season
• ✓ Limited experience editing or generating receipts
• ✓ A tight timeline for receipting
• ✓ Insufficient time or internal resources to complete receipting accurately

Availability: Existing customers

Cost: $350 per template

Database Health Check

Our free Database Health Check gives you a professional review of your setup so you can get the most out of your software. We take a close look at how your database is configured, how data is being entered, and where bottlenecks or inconsistencies might be holding you back.

You’ll receive clear recommendations designed to improve accuracy, streamline workflows, and support better decision-making.

This service is ideal if you have:

• ✓ Multiple staff entering data
• ✓ Data that has become inconsistent or outdated
• ✓ Reporting frustrations or missing insights
• ✓ Changing program needs requiring data updates
• ✓ A feeling that you’re not fully leveraging your software

A clean, well-structured database means:

• ✓ Faster, easier data entry
• ✓ Shorter task time and reduced workload
• ✓ Less team frustration and turnover
• ✓ BetterMore reliable reporting and analysis

We’ll also help you uncover underused features and opportunities to simplify your team’s daily work.

Availability: Existing customers

Recommended Next Steps: Reimplementation, On-Demand Training, Personal Training, Custom Report Building (Partner DMS), Receipt Setup

Cost: Free

Executive Onboarding Sessions

Leadership transitions can be overwhelming, especially when stepping into an organization with established systems and data practices. Our Executive Onboarding Session is a focused, high-value meeting designed specifically for new Executive Directors so they can quickly get oriented, confident, and empowered with Sumac.

In this 45-minute session, we walk new leaders through the tools they have, how their team is using them, and where there may be opportunities to strengthen internal processes or reporting.

During the session, we help new EDs:

• ✓ Understand what Sumac is and how it supports their mission
• ✓ Review how their staff are currently using the database
• ✓ Confirm that key reports, dashboards, and metrics are easy for them to access
• ✓ Spot gaps or inefficiencies in data entry, reporting, or workflows
• ✓ Ensure they feel supported and confident in their first weeks on the job

This service helps new leaders hit the ground running — and ensures the organization continues using Sumac effectively during a critical transition period.

Why it matters:

• ✓ New ED transitions are one of the highest churn moments for nonprofits
• ✓ A smooth handoff increases confidence, usage, and long-term success
• ✓ These sessions often uncover opportunities for further support, training, or system improvements (such as Health Checks, Reimplementation, license upgrades, or training refreshers)
• ✓ For just one call, organizations typically see immediate clarity and long-term value

Product: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships, Partner DMS

Availability: Organizations experiencing an Executive Director transition

Cost: Free

On-Demand Training

Societ Academy offers high-quality, instructor-led sessions that you can access on-demand whenever it works best for you. It’s a simple, flexible way to train new staff and volunteers, refresh skills, or ensure consistency across your team.

Our on-demand training helps you understand how Sumac works, gain confidence with key features, and get the most out of your software — all without needing to schedule live sessions.

This service is ideal if you have:

• ✓ New staff or volunteers who need a solid introduction
• ✓ Team members returning after an absence or transition
• ✓ Limited internal training documentation
• ✓ A need to onboard quickly or keep up with training requirements

Societ Academy includes a full library of webinar-style sessions you can watch, revisit, and share as often as needed.

Availability: New customers, existing customers, general public

Cost: Free

Personal Training

Personal Training is designed for organizations with unique needs or more complex questions. You’ll work directly with a Sumac specialist who focuses solely on your database, your workflows, and the goals you want to achieve.

Whether you need deeper instruction, clarification that goes beyond what’s covered in general training, or support optimizing your setup, Personal Training gives you customized, high-impact learning.

This service is ideal if you have:

• ✓ A highly customized or complex database
• ✓ Questions that didn’t get fully answered during onboarding or support calls
• ✓ In-depth or strategic questions about how to best use your software
• ✓ A desire to redesign or improve the way your team uses Sumac

Training is delivered remotely, with optional on-site sessions for an additional fee (travel and expenses apply). Personal Training is meant to complement your On-Demand Training experience.

Availability: Existing customers

Prerequisite: On-Demand Training (Partner Academy)

Cost: Remote – Remote = $750/half-day, $1500/day; Onsite = Contact us for a quote!

Reimplementation

Reimplementation is for customers who want to clean up messy data, streamline workflows, or realign their database with updated needs. Whether your system has become cluttered over time or programs have evolved, we help you reset and optimize Sumac so it works the way you need it to.

This service is ideal if you have:

• ✓ Large numbers of contacts to archive
• ✓ Old or messy data affecting reporting and search
• ✓ Duplicate or outdated fields and values
• ✓ Changing program needs that require database reconfiguration
• ✓ New data that needs to be imported or reorganized

After reimplementation, day-to-day tasks become easier, data becomes clearer, and your team gains confidence in the accuracy of your reporting.

Benefits include:

• ✓ More efficient use of staff time
• ✓ Less frustration and smoother workflows
• ✓ Accurate, trustworthy reporting
• ✓ A sense of ownership and clarity around your database

Availability: Existing customers with 1+ years on Sumac or Partner DMS

Prerequisite: Database Health Check

Cost: Contact us for pricing options