Health & Social Services Software To Help You Provide The Best Care

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    Deliver Personalized Care

    Track detailed information about each client, including referrals, calls, services delivered, and case plans so you have a complete view of their history, and can deliver personalized care
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    Streamline Service Delivery

    Build action plans for each client, assign and track incoming and outgoing referrals, and record staff and volunteers’ calls to streamline service delivery for social services, including crisis helplines.
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    Accelerate Your Impact

    Use outcome-based reporting to track key metrics, and get immediate feedback on service delivery and the status of clients in your care, so you can report back to funders and donors.

   Hosted on AWS, so you can access your database from anywhere.

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Track All Clients & Activity With Ease

Create Efficiencies In Client Care & Service Delivery

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Nonprofit CRM-Email Template

Keep Clients Informed & Engaged

Measure What Matters


Health & Social Services Software That Fits Your Nonprofit

Because every social service organization is unique, we'll configured Sumac to meet your specific workflow and data needs.

  • Patient care action plans will be created to match the exact step-by-step workflow needs of each of your programs or client types.
  • Programs and services will be customized to match the ones your nonprofit delivers.
  • Client records will be configured to hold any unique data you require, and field names customized to match the terms you use.
case management software that fits your nonprofit that fit
“We have been using Sumac as our donor database since January of 2014. I have found it much easier to use than our previous database.”
Executive Assistant, KW Counselling Services

Essential Health & Social Services Software Capabilities

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    Client Lifecycle

    Manage and track case lifecycles, from initial referral through to goals and activities, outgoing referrals, and help line or client waitlist.
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    Secure Data Management

    Keep data secure with user permissions that control who can access client data in a solution that is PIPEDA and HIPAA compliant.
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    Track Client Data & Assign Tasks

    Define and track action plans for each case to avoid missing important deadlines, and assign duties to workers or volunteers as needed.

Advanced Health & Social Services Software Capabilities

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    Online Webforms

    Embed client intake forms directly on your website that integrate with your Sumac CRM, so data is captured in your database automatically, creating less effort and less errors.
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    Donations & Fundraising

    Take your programs to the next level by integrating donor management and fundraising. Track donors, and collect monthly gifts and pledges online to increase donations and meet your fundraising targets.
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    Volunteer Management

    Allow new volunteers to sign up on your website via online webforms, and manage your pool of volunteers by tracking their skills, preferences, and availability, and assigning them to specific events or tasks.

Pricing That's Tailored For Your Needs

Prices for Sumac Health & Social Services start at just $158/month


  • Case Management Specialized Solution
  • Client profile and case intake definition
  • Case lifecycle tracking and resource management
  • Service delivery planning and tracking
  • Client communication tracking
  • Cloud-based Sumac CRM
  • Bulk and individual email
  • Workflow management
  • Reminders
  • Outcome-based reporting
  • Accounting integration
  • 1,000 record capacity

Add-on Options:

  • Client Intake Webforms
  • Donations & Donation Webforms
  • Volunteers & Volunteer Signup Webforms
  • Memberships & Member Signup Webforms
  • Prospecting
  • Grant Management
  • Specialized Extension
  • Specialized Webforms
  • Additional record capacity up to 200k

Included With Every Health & Social Services Software Plan

Simple Configuration

Easily configure drop-down lists, checkboxes, tabs, and fields in minutes to fit your data.

Cloud-Based Access

Access critical data at any time from anywhere there is an internet connection.

Free Support

Unlimited phone, email, client area support portal, and in-app support access.

Free Live Training

Personalized live training to get up and running fast with annual refresher sessions.

Free Webinars

Unlimited access to live and pre-recorded webinars covering basic functionality to highly specialized features.

Free Version Upgrades

Free automatic updates to the latest software versions, features and releases.

Ready To Take A Closer Look?

Talk to an expert about your nonprofit’s needs:

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Need More? Contact Us Today!

More Functionality: including Memberships, and Donations.
More Services: including support, training, data migration, and configuration.

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