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SPECIFICTION
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Sumac Case Management

societ.com

From $179/mo Web
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Spec score 7.5 #98 of 177 in Case Management Software

Spec sheet

Purpose
Sumac is customizable case management software designed for nonprofits and human and social service organizations.Read 7 Oct 2026 · societ.com
Intended users
The vendor names community nonprofits working in areas such as housing, food security, family services, survivor support, disability services, and settlement as intended users.Read 7 Oct 2026 · societ.com
Deployment
hybridRead 21 Sep 2026 · societ.com
Free plan
NoRead 21 Sep 2026 · societ.com
Integrations
The vendor lists integrations including QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, and Gmail; it also says it works with iATS and Stripe and, in limited capacities, PayPal and Moneris.Read 7 Oct 2026 · societ.com
Support
Plans include support by phone, email, portal, and in-app tools, plus on-demand instructor-led training and automatic software updates.Read 7 Oct 2026 · societ.com
Headquarters
Montreal, CanadaRead 4 Oct 2026 · societ.com
Case management
Included features include client profiles and intake, case lifecycle tracking, service delivery planning, communication tracking, workflows, reminders, and outcome reporting.Read 7 Oct 2026 · societ.com
Custom case fields
YesRead 21 Sep 2026 · societ.com
Extensions
Optional extensions include donations, memberships, volunteers, and grant management.Read 7 Oct 2026 · societ.com
HIPAA limitation
Societ says it does not sign Business Associate Agreements and advises organizations that require one not to use Sumac to store their protected health information.Read 7 Oct 2026 · societ.com
Hosting
Sumac is cloud-based and the vendor says its cloud software uses Amazon Web Services; Canadian data hosting is available for Canadian organizations.Read 7 Oct 2026 · societ.com
Intake forms
Web-based client intake forms can save submitted information directly into the system as client records.Read 7 Oct 2026 · societ.com
Maker background
Societ says it has supported nonprofits for more than three decades and has headquarters in Canada and the United States.Read 7 Oct 2026 · societ.com
Mobile access
Caseworkers can access and update client records, manage cases, schedule meetings, and document case notes from anywhere.Read 7 Oct 2026 · societ.com
Record capacity
The listed starting plan includes capacity for 1,000 records, with additional capacity available up to 200,000 records.Read 7 Oct 2026 · societ.com
Reporting dashboards
YesRead 21 Sep 2026 · societ.com
Security controls
The vendor describes encryption at rest and in transit, role-based permissions, restricted sensitive fields, audit trails, backups, and secure cloud infrastructure.Read 7 Oct 2026 · societ.com
Workflow automation
YesRead 21 Sep 2026 · societ.com

Plans and prices

Starting price $179 a month Prices start at $179/month; plans scale based on users and add-ons. 1,000 record capacity Read 21 Sep 2026 · societ.com
Sumac Case Management $179 a month Prices start at $179/month; billing cadence beyond that is not stated. 1,000 records included · additional capacity available up to 200k · pricing scales by users and add-ons Read 7 Oct 2026 · societ.com

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