Societ Nonprofit Solutions

Case Management




Streamline service delivery and client care with an all-in-one solution to manage clients, cases, programs, volunteers, donations, grants, and more.

Sumac Nonprofit Case Management Software

Trusted by Social Service Organizations Around the World

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Use Case
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Streamline Service Delivery & Client Care

Nonprofit Case Management Software Client Intake

Simplify Client Intake

Manage Clients & Cases
With Ease

Social Service Case Management Software
Case Management Software Nonprofit Workflows

Create Efficiency in Client Care

Manage Clients & Cases
On The Go

Allow caseworkers to manage clients, case notes, and meetings on the go with Sumac Case Portal – included free with Sumac Case Management.

Nonprofit Case Management Software Portal
Nonprofit Case Management Software Email Marketing

Keep Clients Informed & Engaged

Measure What Matters

Nonprofit Case Management Software Reporting
Nonprofit Case Management Software Security HIPAA

Protect Sensitive Client Data

Customize to Fit Your Needs

Nonprofit Case Management Software Customizable

Essential Nonprofit Case Management Software Capabilities

  • Client Lifecycle

    Track Client Lifecycle

    Track client cases from initial intake through needs assessment, service delivery, discharge, and outcome reporting.
  • Enhanced Security

    Secure Data Management

    Sumac Case Management is PIPEDA and HIPAA compliant, offers role-based data access, and world-class secure data storage.
  • Add Task

    Optimize Client Care

    Define and track action plans with workflow activities for each case to avoid missing important case deadlines or steps.

Add-on Options For Sumac Case Management Software

  • Donations


    Sumac Donations streamlines fundraising outreach, donation processing, and receipting, helping you meet your fundraising goals.
  • Volunteers

    Sumac Volunteer Management streamlines the entire process of managing volunteers, from recruitment to scheduling, thanking, and reporting.
  • Grant Management

    Sumac Grant Management enables you track grant applications and build a structured, step-by-step approach to winning new grants to support your mission.
  • Online Webforms

    Donation, case management, volunteer, and membership webforms seamlessly integrate with your Sumac CRM.
  • Specialized Webforms

    Sumac Specialized Webforms allow you to capture additional information about your constituents on your website.
  • Memberships

    Sumac Memberships streamlines member signup, renewals, and payments in one place, so you can grow your membership program.
  • Prospecting

    Sumac Prospecting rapidly calculates a percentile ranking for each contact in your database based on criteria that you specify to help you identify potential large donors.
  • Specialized Extension

    Sumac offers a Specialized Extension that is customized to track data and programs unique to your organization, and works seamlessly with every other part of your CRM.

Pricing That's Tailored For Your Needs

Prices for Sumac Case Management start at just $99/month


  • Client profile and case intake definition
  • Case lifecycle tracking and resource management
  • Service delivery planning and tracking
  • Client communication tracking
  • Cloud-based Sumac CRM
  • Bulk and individual email
  • Workflow management
  • Reminders
  • Outcome-based reporting
  • Accounting integration
  • 1,000 record capacity

Add-on Options:

  • Client Intake Webforms
  • Case Management Specialized Solution
  • Donations & Donation Webforms
  • Memberships & Member Signup Webforms
  • Volunteers & Volunteer Signup Webforms
  • Prospecting
  • Grant Management
  • Specialized Extension
  • Specialized Webforms
  • Additional record capacity up to 200k

Included With Every Nonprofit Case Management Software Plan

Simple Configuration

Easily configure drop-down lists, checkboxes, tabs, and fields in minutes to fit your data.


Access critical data at any time from any computer with an internet connection.

Free Support

Access support by phone, email, portal, and in-app tools.

Free On-Demand Training

Unlimited access to on-demand instructor-led training whenever you need it.


Integrate with the solutions you already use for email marketing, accounting, and payment process.

Free Upgrades

Free automatic updates to the latest software versions, features and releases.

Get Nonprofit Case Management Software That Gets Results

  • Personalized Care

    Deliver Personalized Care

    Track detailed information about each client and track case lifecycles, so you can deliver the best personalized care.
  • Streamline Service Delivery

    Streamline Service Delivery

    Build action plans for each client, and assign and track tasks to help streamline service delivery.
  • Accelerate Impact

    Accelerate Your Impact

    Use outcome-based reporting to track key metrics and get immediate feedback on your programs.
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