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On the recordRead 7 Oct 202619 facts
Sumac Case Management
Sumac Case Management · Canada and the United States
Plans and prices
Starting price
$179a month
1,000 record capacity
Read 21 Sep 2026 · societ.com
Sumac Case Management
$179a month
1,000 records included · additional capacity available up to 200k · pricing scales by users and add-ons
Read 7 Oct 2026 · societ.com
On the record
- Case management
- Included features include client profiles and intake, case lifecycle tracking, service delivery planning, communication tracking, workflows, reminders, and outcome reporting.societ.com · read 7 Oct 2026
- Custom case fields
- Yessociet.com · read 21 Sep 2026
- Deployment
- hybridsociet.com · read 21 Sep 2026
- Extensions
- Optional extensions include donations, memberships, volunteers, and grant management.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
- Hosting
- Sumac is cloud-based and the vendor says its cloud software uses Amazon Web Services; Canadian data hosting is available for Canadian organizations.societ.com · read 7 Oct 2026
- Intake forms
- Web-based client intake forms can save submitted information directly into the system as client records.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
- Maker background
- Societ says it has supported nonprofits for more than three decades and has headquarters in Canada and the United States.societ.com · read 7 Oct 2026
- Mobile access
- Caseworkers can access and update client records, manage cases, schedule meetings, and document case notes from anywhere.societ.com · read 7 Oct 2026
- Purpose
- Sumac is customizable case management software designed for nonprofits and human and social service organizations.societ.com · read 7 Oct 2026
- Record capacity
- The listed starting plan includes capacity for 1,000 records, with additional capacity available up to 200,000 records.societ.com · read 7 Oct 2026
- Reporting dashboards
- Yessociet.com · read 21 Sep 2026
- Security controls
- The vendor describes encryption at rest and in transit, role-based permissions, restricted sensitive fields, audit trails, backups, and secure cloud infrastructure.societ.com · read 7 Oct 2026
- Support
- Plans include support by phone, email, portal, and in-app tools, plus on-demand instructor-led training and automatic software updates.societ.com · read 7 Oct 2026
- Workflow automation
- Yessociet.com · read 21 Sep 2026
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