Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
No external web developer? That's not an issue! No website? That's perfectly fine! If you haven't been in touch with your web developer for ages, it's still no hassle! Our dedicated team will design a one-page Checkout tailored to your needs, including all essential messaging and information. You can simply utilize a Facebook account, and we will connect it to our custom-branded, mobile-responsive Checkout Page. Our user-friendly and dynamic invoicing solutions are designed to save both you and your customers valuable time, ensuring you receive payments more swiftly. Whether you choose to bill weekly, monthly, quarterly, or any variation in between, maintaining a consistent revenue stream for your business has never been more straightforward than with our service. Elevate your non-profit's fundraising efforts with our affordable, custom-branded donation pages that are optimized for mobile devices. Whether your presence is through a large storefront or merely a Facebook page and Instagram account, our mobile-friendly Checkouts are tailored to reflect your brand's unique aesthetic, created on the same day and included alongside your merchant account, allowing you to focus on what truly matters. Our innovative solutions make it easier than ever to enhance your online transactions and engage with your audience effectively.
Description
Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place.
Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere.
Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need.
Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions.
Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data.
Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone.
Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.
API Access
Has API
No
API Access
Has API
No
Integrations
Constant Contact
Yes
Mailchimp
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
17hats
Yes
AWeber
Yes
Aloha EPOS
Yes
Amazon Web Services (AWS)
No
Authorize.Net
Yes
BigCommerce
Yes
Integrations
Constant Contact
Yes
Mailchimp
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
17hats
No
AWeber
No
Aloha EPOS
No
Amazon Web Services (AWS)
Yes
Authorize.Net
No
BigCommerce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$109 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Freedom Merchants
Founded
2004
Country
United States
Website
freedommerchants.com
Vendor Details
Company Name
Societ
Founded
1995
Country
Canada
Website
www.societ.com/solutions/case-management/sumac/
Product Features
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
Yes
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
Yes
Auction Management
Yes
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
Yes
Membership Management
Yes
Mobile Giving
Yes
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
Yes
Recurring Giving
Yes
Volunteer Management
Yes
Human Services
Case Management
Yes
Certification & Licensing
Yes
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Time Tracking
Yes
Training Management
Yes
Membership Management
Application Management
Yes
Automatic Renewals
Yes
Committee Management
Yes
Dues Management
Yes
Email Marketing
Yes
Event Management
Yes
Member Directory
Yes
Member Portal
Yes
Member Types
Yes
Membership Database
Yes
Nonprofit Membership
Yes
Payment Processing
Yes
Website Management
Yes
Nonprofit
Accounting
Yes
Committee Management
Yes
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
Yes
Volunteer Management
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes