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Description
More than 200 nonprofit organizations have chosen AdvantageNFP to enhance their engagement and relationship-building with supporters, members, customers, and alumni. Tailored to fit various types of nonprofit entities, such as charities, hospices, housing associations, trusts, trade associations, alumni networks, membership organizations, benevolent funds, and faith-based groups, our solutions cater to a wide array of needs. For two decades, we have been sharing our extensive expertise in fundraising CRM database software with charities and other nonprofit organizations. At the heart of AdvantageNFP Fundraiser lies a robust CRM database, empowering you with tools necessary to connect with all your contacts, foster trust, and cultivate a dedicated supporter community. The features of AdvantageNFP Fundraiser CRM include comprehensive contact management, communication tracking, mailing and newsletter management, and campaign tracking for marketing and fundraising efforts. Additionally, it offers task management, workflow capabilities, detailed reporting, and a KPI analysis dashboard, among other functionalities, ensuring a well-rounded solution for your organization’s needs. This multifaceted approach enables organizations to streamline operations and improve overall effectiveness in their missions.
Description
Sumac Case Management is an all-in-one solution for human & social service organizations.
Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders.
HIPAA & PIPEDA Compliant and includes:
Top-rated support
Case portal - manage clients and cases on the go
Built-in mass email
Client intake forms
Helpline & Referral Tracking
Outcome-Based Reporting
Need to do more? Add Sumac Donations, Grant Management, Volunteers, and more.
Sumac Case Management is perfect if you’re looking for:
- case management software for social workers
- social work case management software
- human services software
- social services software
- human services case management software
- case management software social services
- nonprofit case management software
- case management software for nonprofits
Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services, Mental Health Org, Hospice
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AdvantageNFP Fundraiser
Founded
1994
Country
United Kingdom
Website
www.advantageNFP.com
Vendor Details
Company Name
Societ
Founded
1995
Country
Canada
Website
www.societ.com/solutions/sumac-case-management/
Product Features
Association Management
Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management