On the recordRead 7 Oct 202614 facts
Sumac
Sumac · Sainte-Anne-de-Bellevue, Quebec, Canada, and Gasport, New York, USA
Plans and prices
Sumac nonprofit case management
$179a 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
On the record
- Case workflows
- Features include client profiles, case lifecycle tracking, service delivery planning, communication tracking, workflow management, and reminders.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
- Extensions
- Optional extensions include donations, memberships, volunteers, grant management, specialized extensions, and specialized webforms.societ.com · read 7 Oct 2026
- Hosting options
- The maker says Sumac is cloud-based and offers Canadian data hosting for Canadian organizations.societ.com · read 7 Oct 2026
- Intake forms
- Customizable web intake forms can save submitted client information directly into Sumac records.societ.com · read 7 Oct 2026
- 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).societ.com · read 7 Oct 2026
- Mobile access
- The Sumac Case Portal lets caseworkers 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 for nonprofits, designed to manage client intake, services, care, and reporting.societ.com · read 7 Oct 2026
- Reporting
- Sumac supports outcome-based reporting on client and program metrics.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
- 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.societ.com · read 7 Oct 2026
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