CDM+ From $25/mo 9.2 Visit Sumac
societ.com
Spec sheet
- Purpose
- Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting.Read 7 Oct 2026 · societ.com
- Free plan
- NoRead 21 Sep 2026 · societ.com
- Integrations
- The maker lists integrations with QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris (with PayPal and Moneris available in limited capacities).Read 7 Oct 2026 · societ.com
- Security
- The product page says Sumac is hosted on AWS and offers role-based permissions; a separate maker page describes restricted fields and audit trails.Read 7 Oct 2026 · societ.com
- Compliance
- The product page states that Sumac enables HIPAA and PIPEDA compliance; its HIPAA page clarifies that many community nonprofits are not HIPAA-covered entities and says Sumac does not provide the contractual layer hospitals and clinics need from a vendor.Read 7 Oct 2026 · societ.com
- Headquarters
- Canada and the United StatesRead 28 Sep 2026 · societ.com
- Case workflows
- Features include client profiles, case lifecycle tracking, service delivery planning, communication tracking, workflow management, and reminders.Read 7 Oct 2026 · societ.com
- Extensions
- Optional extensions include donations, memberships, volunteers, grant management, specialized extensions, and specialized webforms.Read 7 Oct 2026 · societ.com
- Hosting options
- The maker says Sumac is cloud-based and offers Canadian data hosting for Canadian organizations.Read 7 Oct 2026 · societ.com
- Intake forms
- Customizable web intake forms can save submitted client information directly into Sumac records.Read 7 Oct 2026 · societ.com
- Mobile access
- The Sumac Case Portal lets caseworkers access and update client records, manage cases, schedule meetings, and document case notes from anywhere.Read 7 Oct 2026 · societ.com
- Reporting
- Sumac supports outcome-based reporting on client and program metrics.Read 7 Oct 2026 · societ.com
- Support and training
- Every plan includes support by phone, email, portal, and in-app tools, along with unlimited on-demand instructor-led training and automatic software updates.Read 7 Oct 2026 · societ.com
- Who it serves
- The maker describes Sumac as serving human and social service organizations, including child and family services, shelters, counseling services, healthcare providers, and community programs.Read 7 Oct 2026 · societ.com
Plans and prices
Sumac nonprofit case management $179 a month 1,000 record capacity · pricing scales by users and add-ons · 4 users included free for a limited time Read 7 Oct 2026 · societ.com
Where Specifiction places it
- Fund Accounting Software#52 of 707.4
- Nonprofit Case Management Software#24 of 327.3
- Accounting software#54 of 697.3
- Case Management Software#139 of 1777.2
- Donation Management#22 of 277.3
- Donor Management Software#28 of 347.3
- Nonprofit CRM Software#29 of 357.3
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