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Sumac

star star star star star 0.0 (0 reviews) | Nonprofit Software · Best Social Work Case Management Software

Transform your nonprofit operations with Sumac's case management software, designed for efficient client tracking and impactful reporting.

Product Overview

Sumac provides specialized case management software tailored for nonprofit organizations, enabling them to enhance client tracking, oversee cases, and effectively coordinate services. Though setting up the software to fit specific workflows might take some time, its features for managing volunteers and grants, along with powerful reporting capabilities, position it as a well-rounded solution for nonprofits aiming to optimize their operations and showcase their impact.

Product Details
Nonprofit Software Features
cancel e-Signature
cancel Audit Trails
cancel Time Tracking
cancel Tax Management
cancel Budgeting Tools
cancel Case Management
cancel CRM Integration
cancel Email Marketing
check_circle Donor Management
cancel Event Management
cancel Expense Tracking
check_circle Grant Management
cancel Trust Accounting
cancel Billing & Invoicing
check_circle Donation tracking
Pros & Cons
Pros
checkHighly customizable to fit unique nonprofit programs
checkExtensions for donations, volunteers, and grants
checkWorkflow management with reminders and tracking
Cons
closeStaff need administrator assistance to unlock files
closeMay require training to fully utilize all features
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Frequently Asked Questions
Sumac features are used by caseworkers, program managers, nonprofit administrators, volunteer coordinators, and fundraising teams to streamline client management, track services, and monitor program outcomes efficiently.
Sumac pricing starts at $179/month and includes core features like client profiles, case intake, communication tracking, and workflow management. The platform also offers a variety of add-ons, including Client Intake Webforms, Grant Management, Specialized Extensions, and more. Get a detailed Sumac cost breakdown to make an informed decision.
Yes, Sumac offers an API.
Sumac offers support via phone, email, an online contact form, and a dedicated help center.
No, Sumac does not offer a dedicated mobile app.
Sumac software primarily supports English.
Sumac integrates with multiple platforms, including QuickBooks, Mailchimp, Google Workspace, and iATS.
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