Sumac

**Sumac is powerful, customizable nonprofit case management software that also functions as a full nonprofit CRM.** Built specifically for nonprofits, Sumac helps you manage client services, donor relationships, volunteers, memberships, and more—all in one secure, cloud-based platform. **BUILT FOR NONPROFITS, NOT ADAPTED FOR THEM** Unlike generic CRMs or retrofitted enterprise software, **Sumac is purpose-built for the nonprofit sector.** Whether you're serving vulnerable populations, coordinating community programs, or managing client outcomes, Sumac offers flexible tools designed to match your real-world workflows. **CASE MANAGEMENT COMES FIRST** Sumac’s core is a robust case management system that allows organizations to: * Create customizable client profiles * Collect data via secure, web-based intake forms * Track services, case notes, and interactions over time * Use built-in e-signatures for consent and assessments * Schedule appointments and manage caseworker reminders * Record outcomes and generate program-specific reports With the included **Sumac Case Portal**, caseworkers can securely access and update records on the go, whether working remotely or in the field. **EXPAND INTO A FULL NONPROFIT CRM** As your needs grow, **Sumac can scale into a complete nonprofit CRM** by adding any of the following optional extensions: * Donations – Manage donor relationships, issue receipts, and track fundraising campaigns * Volunteers – Schedule shifts, log hours, and track volunteer engagement * Memberships – Automate renewals and manage member benefits * Grant Management – Stay on top of deadlines, applications, and reports * Custom Modules – Tailor Sumac to manage programs or data unique to your organization All modules are fully integrated—so your client care, fundraising, and outreach efforts work together seamlessly. **SECURITY & COMPLIANCE** Sumac is designed for organizations that work with sensitive data. It is: * HIPAA & PIPEDA compliant * Hosted on secure, encrypted infrastructure * Equipped with role-based access controls to ensure staff only see what they need **COMMUNICATION & ENGAGEMENT** Sumac includes **built-in email marketing tools** that let you send individual or bulk messages without relying on third-party platforms. Segment your contacts, track engagement, and keep your clients, donors, and volunteers informed—all from within your CRM. **REPORTING THAT MAKES YOUR IMPACT CLEAR** With customizable, outcome-based reporting, you can: * Track services delivered and client progress * Meet funder and board reporting requirements * Make data-informed decisions to improve your programs **SUPPORT YOU CAN COUNT ON** Every Sumac subscription includes **free, live customer support** from experts who understand nonprofits. You’ll always speak with a real person—no bots, no long wait times, and no extra fees. **SCALABLE, AFFORDABLE PRICING** Sumac starts at just **\$109/month**, with flexible options for organizations of all sizes. Add only the modules and record capacity you need, and scale as your mission grows. --- **Trusted by thousands of nonprofits**, Sumac helps human and social service organizations simplify operations, improve client outcomes, and build stronger relationships with the people they serve. ?? Learn more about [Sumac](https://www.societ.com/solutions/case-management/sumac/)