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features
design
support

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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.

Description

At VisiCase, we are committed to ensuring that every NDIS and aged care provider can deliver exceptional services without the burden of complex back-end systems and processes. By automating each phase of the workflow, from intake through to invoicing, we provide a solution that establishes best practices as the norm for your organization, your employees, and most importantly, your clients. Regardless of whether you are an NDIS provider, an aged care provider, or both, we offer tailored packages designed to meet your specific needs and budget constraints. Our automated workflows ensure that every step remains consistent and efficient, thereby fostering best practices throughout your operations. We recognize the numerous challenges associated with business growth, which is why we have developed specialized packages that enable you to expand at a comfortable pace. Our commitment goes beyond merely endorsing best practices; we aim to make them standard for every operation now and into the future. Additionally, our dedicated team is continuously working to enhance your business experience, leading to the incorporation of innovative smart tools designed to simplify your daily tasks and processes. Ultimately, our goal is to empower you to focus on what truly matters—providing outstanding care and support to your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access Attaché No 
Access MicrOpay No 
Amazon Web Services (AWS) Yes 
Constant Contact Yes 
ELMO No 
Frontier HR Analytics No 
HubSpot CRM No 
HubSpot Customer Platform No 
MYOB PayGlobal No 
Mailchimp Yes 
Microsoft Dynamics 365 No 
NetSuite No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Reckon One No 
SAP Business One No 
Subscribe-HR No 
TechnologyOne No 
Xero No 
iATS Payments Yes 

Integrations

Access Attaché Yes 
Access MicrOpay Yes 
Amazon Web Services (AWS) No 
Constant Contact No 
ELMO Yes 
Frontier HR Analytics Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
MYOB PayGlobal Yes 
Mailchimp No 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Reckon One Yes 
SAP Business One Yes 
Subscribe-HR Yes 
TechnologyOne Yes 
Xero Yes 
iATS Payments No 

Pricing Details

$109 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Societ

Founded

1995

Country

Canada

Website

www.societ.com/solutions/case-management/sumac/

Vendor Details

Company Name

Visicase

Country

Australia

Website

visicase.com

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 

Product Features

Human Services

Case Management No 
Certification & Licensing No 
Child Welfare Management No 
Document Management No 
Reporting & Statistics No 
Scheduling No 
Time Tracking No 
Training Management No 

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