Transitional Housing & Shelter Software To Help You Provide The Best Care

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    Deliver Personalized Care

    Track detailed information about each resident, along with services and programs delivered, so you have a complete view of their history, and can deliver the best care.
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    Streamline Service Delivery

    Manage referrals, intake, needs assessment, service delivery, and discharge, along with staff and volunteer involvement, so you can streamline service delivery.
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    Accelerate Your Impact

    Use outcome-based reporting to track key metrics on residents’ status, number of beds in use, and service delivery so you can report back to funders and accelerate your impact.

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

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Track All Residents & Activity With Ease

Create Efficiencies In Resident Care & Service Delivery

case management software efficiencies in client care
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Keep Residents and Their Families Informed & Engaged

Measure What Matters


Transitional Housing & Shelter Software That Fits Your Nonprofit

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

  • Resident 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.
  • Resident records will be configured to hold any unique data you require, and field names customized to match the terms you use.
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Essential Transitional Housing & Shelter Software Capabilities

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    Manage Case Lifecycle

    Manage and track resident cases from initial intake through needs assessment, service delivery, discharge, and outcome reporting.
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    Data Privacy & Security

    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 and activities for each resident/case to avoid missing important deadlines or milestones, and assign duties to workers or volunteers as needed.

Advanced Transitional Housing & Shelter Software Capabilities

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    Online Webforms

    Embed resident 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 shelter 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 Transitional Housing & Shelters 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 Transitional Housing & Shelter 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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