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.

Powerful Contact Management to Help You Better Manage Residents

Sumac Case Management Transitional Housing & Shelter software is powered by Sumac CRM which connects all your resident records in one place so you can see a complete history of their relationship with your center in just one click.

  • Capture real-time data for resident admission, discharge, and service delivery all in one place.

  • In each resident record, track the bed, services, volunteers, and community partners involved to ensure a consistent level of care across all touchpoints.

  • Easily track key reporting requirements to report back to funders, donors, and advocating bodies.

  • Create personalized client emails using integrated email marketing that draws on data from your database.

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Create Efficiencies In Client Care & Service Delivery

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Transitional Housing & Shelter Software That Fits Your Nonprofit

Sumac Case Management Transitional Housing & Shelter software is pre-configured with 80% of the essential data and workflow needs of transitional housing and shelters, including integrated intake, case lifecycles, workflow, and resource management.

The remaining 20% is configured when your software is implemented to match your unique workflow and data needs.

  • Resident care action plans are defined to match the exact step-by-step workflow needs of each of your programs or client types.
  • Programs and services are customized to match the ones your nonprofit delivers.
  • Client records are configured to hold the unique data you require for client profiles, and field names are customized to match the terms you use in your shelter or transitional housing center.
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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.

Find The Perfect Package for Your Nonprofit

Standard Plan *

$119/month

  • 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
  • Outcome-based reporting
  • Accounting integration
  • Specialized case management setup for transitional housing & shelters
  • Online webforms for client registration and case intake

Premium Plan *

$159/month

All Standard Plan features plus:
  • Online donation webforms
  • Donor and donation tracking
  • Pledges and monthly recurring donations
  • Fundraising campaigns and events
  • Straight-through (no touch) payment processing and automatic CRM updates
  • Automatic e-receipting and thank you emails

* Plan includes: 750 Contacts; 8, and 13 Users (respectively); and 5 GB Data Storage
Other plans available up to 200k Contacts, 100+ Users, and 100 GB Data Storage.

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.

Need More? Contact Us Today!
More Functionality: including Memberships, and Donations.
More Services: including support, training, data migration, and configuration.
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