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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
Our foster care software is specifically crafted with your needs in consideration. For over two decades, extendedReach has remained the leading choice for intuitive case management software tailored for contemporary social service organizations. With extensive knowledge of the social services landscape, we designed extendedReach to align with your current practices seamlessly. Utilize your established checklists, documents, policies, and workflows, empowering them with technology to boost efficiency by simplifying your processes. Notable features include: - Access information anytime, anywhere - Precise billing solutions - Integrated compliance checklists - Fast signature collection - Custom form creation - Elimination of departmental silos - Transition from cumbersome paperwork to a fully digital environment! Visit our website to explore the full range of features we offer. Additionally, our software is committed to evolving with your organization to better serve your community's needs.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Amazon Web Services (AWS)
Yes
Constant Contact
Yes
Gmail
Yes
Google Calendar
Yes
Mailchimp
Yes
QuickBooks Online Advanced
Yes
Stripe
Yes
Zoho Analytics
No
iATS Payments
Yes
Integrations
QuickBooks Online
Yes
Amazon Web Services (AWS)
No
Constant Contact
No
Gmail
No
Google Calendar
No
Mailchimp
No
QuickBooks Online Advanced
No
Stripe
No
Zoho Analytics
Yes
iATS Payments
No
Pricing Details
$109 per month
Free Trial
No
Free Version
No
Pricing Details
$50.00/month
Depends on size
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)
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
extendedReach
Founded
1999
Country
United States
Website
www.extendedreach.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
Adoption Agency
Accreditation / Compliance Management
No
Automated Notifications
No
Case Management
No
Communications Management
No
Family Portal
No
Fundraising / Donations Management
No
Home Studies Management
No
Mobile Access
No
Online Checklists
No
Volunteer Management
No
Child Care
Billing & Invoicing
Yes
Calendar Management
Yes
Check-in / Check-out
Yes
Child Care Center
No
Daily Reports
Yes
Employee Management
No
Food Program Records
No
For Preschools
No
Home-Based
Yes
Immunization Records
Yes
Lesson Plan Management
No
Mailing List Management
No
Menu Planning
No
Online Registration
Yes
Parent / Child Records
Yes
Parent Portal
Yes
Payment Processing
Yes
Photo Gallery
Yes
Text Messaging
No
Volunteer Management
No
Wait List Management
No
Foster Care
Adoption Management
No
Automated Reminders
No
Available Families Database
No
Case Management
No
Checklists
No
Child Intake
No
Education Requirements Tracking
No
Family Portal
No
Foster to Adopt
No
Online Applications
No
Online Licensing Forms
No
Payments Tracking
No
Placement Management
No
Reporting
No
Respite Credits Tracking
No
Treatment Management
No
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
Patient Case Management
Activity Tracking
Yes
Assessment Notes
Yes
Billing & Invoicing
Yes
Calendar Management
Yes
Candidate Identification
No
Case List Management
Yes
Eligibility Verification
Yes
HIPAA Compliant
Yes
Medical History Records
Yes
Patient Records
Yes
Referral Management
Yes
Treatment Planning
Yes
