Case management software for nonprofits
Bring intake forms, case plans, case notes on a phone and reports for funders into one system set up around your programs. Help your team spend less time managing information and more time supporting clients.
Prices start at $179 a month.4 users included free for a limited time
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Book a demo
A 30-minute walkthrough for your nonprofit, with no obligation.
- Your information is secure and never shared.
Nonprofits like yours run their programs in Sumac
How four of them handle online intake, partner referrals, two programs on one client record, and funder reporting across eleven homes.
Sumac in two minutes
A two-minute overview of Sumac Case Management: intake, case notes, the Case Portal on a phone, and reporting.
What your team does in Sumac
Follow one client, Maya, from her intake form to the counts you send her funder.
Intake forms that create the record
Maya fills in your intake form online, and Sumac creates her record with her answers attached.
“Once submitted, the information syncs directly with Sumac, creating a client record and notifying our team by email.”
Kristi Rothman, Crisis Assistance Ministry · Read the story
Case notes from the visit
Caseworkers add notes on their phone in the Case Portal, and can dictate instead of typing.
Case plans with review dates
Goals and the next review date live on the plan, and the reminder shows on the worker’s dashboard.
“I’m already a fan of the cleanness, the visual, the way that it is easy to navigate.”
Tina Williams, Northside Neighborhood House · Read the story
Counts your funders ask for
Clients, services and outcomes by program for any period, ready to export.
“The drag and drop reporting lets me customize down to the field and export it myself.”
Whitney Glaze, Northside Neighborhood House · Read the story
Forms signed online
Clients sign consent and recertification forms on their own phone, and each one files to their record.
Who worked on each record
Each record lists who worked on it and when, and permissions by role and program decide who sees it.
Set up around your programs
Your tabs, fields and drop-down lists, set up for you during implementation.
Pricing
Sumac Case Management
a month to start
Setup is quoted up front. Our team builds your forms, fields and reports around your programs, can move your data from your current system, and trains your staff in recorded one-on-one sessions. Most organizations go live four to eight weeks after kickoff.
Included in every plan
- Client records, intake and case plans
- Case notes and services tracked by program
- Reminders and action plans
- The Case Portal for caseworkers on a phone
- One online intake form for your website
- Outcome reports and exports
- Bulk and individual email
- Accounting integration
- Room for 1,000 contact records
- Live support by phone, email and portal
- On-demand training and free upgrades
Add when you need them
- More online forms: referral, consent and update forms
- Donations, with an online donation form
- Volunteers, with a volunteer sign-up form
- Grant management
- More contact records, up to 200,000
Frequently asked questions
Sumac Case Management starts at $179 a month. The price depends on how many people use it and which add-ons you choose. Setup is a separate one-time fee that we quote up front, before you commit.
Most organizations go live four to eight weeks after kickoff. Our team sets up your forms, fields and reports around your programs, can move your data from your current system, and trains your staff in recorded one-on-one sessions.
Yes. Moving your existing client records into Sumac is part of implementation. Tell us what you use today and we’ll scope the move with you.
Yes. The Case Portal runs in a phone or tablet browser, with nothing to install. Caseworkers search their caseload, add case notes and meetings, and can dictate a note instead of typing it. It comes with every Sumac Case Management plan.
Yes. Sumac Online Forms put your intake, referral and consent forms on your website. Each submission creates or updates the client record in Sumac, so nobody types it in again. One intake form is included, and more forms are an add-on.
Sumac runs on Amazon Web Services in Canada. Data is encrypted in transit and at rest, permissions by role and by program control who sees what, an audit trail records every view, edit and delete, and backups run every night and are kept for five years.
Live support by phone, email and portal is included with every plan, along with on-demand training and upgrades.
“Judith is always quick to respond and incredibly helpful when I have a question.” Kristi Rothman, case manager, Crisis Assistance Ministry
Sumac connects with QuickBooks, iATS, Mailchimp, Google Workspace and Microsoft Office, among others. If your team relies on another tool, ask us about it on your demo.
Yes. Try the interactive tour on this page, or book a 30-minute demo and we’ll walk through Sumac with your programs in mind.
See Sumac set up for your programs
Book a 30-minute demo. We’ll walk through intake, case notes and reports with your programs in mind, and answer your questions about setup and pricing.
Prices start at just $179/mth — see it live in 30 minutes.
