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Case Management

THE #1 SOCIAL
SERVICES SOFTWARE

Maximize your impact with an all-in-one solution to streamline program delivery and provide the best client care.
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Read Our 5 Star Reviews From Nonprofits Just Like You

  • Social Welfare Orgs
  • Child & Family Services
  • Community Services
  • Food Banks
  • Child Welfare
  • Health Services
  • Shelters
  • Mental Health Orgs
  • Hospices
  • Victim Services
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Sumac Reviews

Transform Social Services Case Management With Sumac

  • Personalized Care

    Deliver The Best Care

    Simplify care coordination with a centralized solution that connects caseworkers, clients, and programs.
  • Streamline Service Delivery

    Eliminate Paperwork

    Keep your client records safe and avoid messy paperwork with a HIPAA & PIPEDA-compliant database.
  • Accelerate Impact

    Make Reporting a Breeze

    Easily track key metrics to report back to donors, funders, and your board with powerful built-in reporting.

Streamline Program Delivery & Client Care

Nonprofit Case Management Software Client Intake

Simplify Client Intake

  • Web-based client intake forms make accepting new clients totally seamless and streamlined. Never import client data again.
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Manage Clients & Cases
With Ease

  • Take the guesswork out of case management with client data, case history, and key activities at your fingertips.
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Social Service Case Management Software
Case Management Software Nonprofit Workflows

Create Efficiency in Client Care

  • Custom workflows and reminders make managing client lifecycles and other processes a breeze. Never miss a step.
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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.
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Nonprofit Case Management Software Portal
Nonprofit Case Management Software Email Marketing

Keep Clients Informed & Engaged

  • Use Sumac's template builder and built-in mass email to create and send great looking client emails right from your database. No need to pay for a separate email program.

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Measure What Matters

  • Track and report on the client and program metrics you need to help inform decisions, and report back to donors, funders, and your board.

    Sumac's powerful reporting allows you to generate ad-hoc and custom reports in minutes.
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Nonprofit Case Management Software Reporting
Nonprofit Case Management Software Security HIPAA

Protect Sensitive Client Data

  • Ensure your data is always secure - Sumac is HIPAA & PIPEDA compliant, offers role-based data access controls, and world-class data storage security.
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Customize to Fit Your Needs

  • Customize Sumac in minutes so it fits your nonprofit's unique data and programs. You can also create custom reports and add a custom extension to track data unique to your nonprofit.
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Nonprofit Case Management Software Customizable

Essential Social Services 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

  • Donations

    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.
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Pricing That's Tailored For Your Needs

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

Included:

  • 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
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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
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Included With Every Sumac Plan

Simple Configuration

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

Cloud-Access

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.

Integrations

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.

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