Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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