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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
Essium is a software company that specializes in developing innovative software solutions. They have created a SaaS platform for employee onboarding that improves the accuracy of daily HR functions, ensures workforce compliance through process automation, and streamlines the process. This platform is designed to deliver HR services to organizations of any size by replacing repetitive, low-value tasks with more impactful activities, such as mentoring and employee engagement.
The Xenqu platform by Essium significantly enhances the management and use of personnel files through smart digital content. It allows for automating and streamlining the onboarding process using built-in communication tools, electronic forms, e-signatures, and compliant remote I-9 procedures. Additionally, it offers a fully configurable, mobile-friendly portal to create a positive candidate experience.
Essium is staffed by a team of dedicated and highly experienced professionals who excel at identifying and addressing HR challenges and creating solutions for administrative management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ADP Workforce Now
No
Amazon Web Services (AWS)
Yes
Avionté Staffing Software
No
Bullhorn
No
Constant Contact
Yes
Gmail
Yes
Google Calendar
Yes
Mailchimp
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
ADP Workforce Now
Yes
Amazon Web Services (AWS)
No
Avionté Staffing Software
Yes
Bullhorn
Yes
Constant Contact
No
Gmail
No
Google Calendar
No
Mailchimp
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$109 per month
Free Trial
No
Free Version
No
Pricing Details
As low as $129/month
Free Trial
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Societ
Founded
1995
Country
Canada
Website
www.societ.com/solutions/case-management/sumac/
Vendor Details
Company Name
Essium Labs
Founded
2014
Country
United States
Website
www.essiumlabs.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
Onboarding
Course Management
Yes
Document Management
Yes
E-Verify / I-9 Forms
Yes
Electronic Forms
Yes
Electronic Signature
Yes
Employee Handbook
Yes
Employee Portal
Yes
File Management
Yes
Job Description Management
Yes
Orientation Management
Yes
Self Service Portal
Yes
Task Management
Yes
Tax Forms
Yes
Training Management
Yes
