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Sumac Case Management
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Transitional Housing & Shelter Software
Focus On Client And Resident Care
Sumac Case Management Transitional Housing & Shelter software allows you to effortlessly manage residents' data, services, and status; track caseworkers, caregivers, volunteers, and donors; and report on key metrics so you can respond quickly to urgent needs.
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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.
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Hosted on AWS, so you can access your database from anywhere.
- “Thanks to Sumac, we now have an easy to navigate, custom database that’s tailored to OUR needs.”
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- Communications Officer, Community Living Peterborough
Track All Residents & Activity With Ease
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Sumac Transitional Housing & Shelter software allows you to maintain a central record for all residents your organization serves.
In each resident record, track the bed, services, volunteers, and community partners involved to ensure a consistent level of care across all touchpoints.
Create Efficiencies In Resident Care & Service Delivery
- Manage residents’ complete client lifecycle, including intake, service delivery, referrals, discharge, and help line or client waitlist (optional).
- Record progress, outcomes, and the nature of resident discharge in case notes to track client history.
- Schedule tasks and set reminders to follow up with a resident, staff member, or volunteer so everyone stays on track.
Keep Residents and Their Families Informed & Engaged
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Built-in mass email with a sleek HTML template builder lets you send mass email, including updates, newsletters, notices, and more right from your database.
Sumac also integrates with MailChimp and Constant Contact.
Measure What Matters
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Track and report on key resident and program metrics with ease, including real-time data for resident admission, discharge, and service delivery, to help inform decisions, and report back to donors, funders, and your board.
Sumac includes hundreds of built-in reports, along with the ability to create custom ad-hoc reports, and save your favorite reports for easy access.
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.
- “Sumac is extremely intuitive and user friendly. Client support services are excellent.”
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- Development & Volunteer Coordinator, Jessie’s
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.
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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.
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Pricing That's Tailored For Your Needs
Prices for Sumac Transitional Housing & Shelters start at just $158/month
Included:
- 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:
- See a demo
- Get your questions answered
- Discuss your specific goals
- Find out about our onboarding services
