- SOLUTIONS
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Sumac Case Management
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More Care. More Confidence. Less Effort.
Complete case management software that fits your nonprofit's unique programs and data, so you can effectively manage client intake, workflow, and resources, helping you provide the best client care.
See our specialized solutions for:
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Case Management Software To Help You Provide The Best Care
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Deliver Personalized Care
- Track detailed information about each client and track case lifecycles so you can give personalized care.
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Streamline Service Delivery
- Build action plans for each client, and assign and track tasks to help streamline service delivery with less effort.
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Accelerate Your Impact
- Use outcome-based reporting to track key metrics and get immediate feedback on your programs so you can stay on track.
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- “Before Sumac, we were using one software for case management and another for donations. It was expensive and didn’t always work. Now we have a single solution to manage clients, donors, volunteers, and more! We love Sumac because it’s dependable, fast, and we can easily customize it for our needs. Sumac also makes it really easy to enter case notes, run reports, and send emails which saves us lots of time. I would 100% recommend Sumac to other nonprofits doing Case Management”
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- Tanya De La Mare, Admin and Volunteer Coordinator, Stop Abuse in Families (SAIF)
Case Management Software That Fits Your Nonprofit
Sumac Case Management has specialized setups to meet the data and workflow needs of:
- Health & Social Services: including tracking of helpline calls and managing referrals.
- Shelters & Transitional Housing: including managing beds, tracking referrals and inbound calls.
- Hospices & Palliative Care: including recording and tracking palliative performance scale for patients, and allocating beds, locations, availability, and wait lists.
- Other: based on your human service organization’s needs.
We will also further tailor your case management solution for your organization’s specific programs and data, so you get a database that fits.
Create Efficiencies In Client Care & Service Delivery
- Detailed client intake forms
- Case lifecycle tracking
- Client action plans
- Outcome-based reporting
- Secure data management (HIPAA & PIPEDA)
Powerful Contact Management to Help You Better Manage Clients
Sumac Case Management is powered by Sumac CRM which connects all your contacts in one place so you can see a complete history of their relationship with your nonprofit in just one click.
- Detailed contact demographic profiles, contact relationship and communication tracking, and document storage help you better manage clients.
- Ad-hoc and built-in reports let you analyze service delivery, client demographics, and staff time spent with each client.
- Built-in email allows you to send thousands of personalized emails, from your database to your contacts.
- “ I have to be really wowed to write a review, and that’s how I felt about Sumac. I know we’ll be partners for many years.”
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- Shurnell James, president of Communities Rebuild
Essential Case Management Software Capabilities
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Client Lifecycle
- Manage and track client cases from initial intake through needs assessment, service delivery, discharge, and outcome reporting.
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Secure Data Management
- Keep client data secure with our cloud-based Sumac CRM that's hosted on Amazon Web Services, and in compliance with PIPEDA and HIPAA guidelines.
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Track Client Data & Assign Tasks
- Define and track action plans with workflow activities for each case to avoid missing important case deadlines or milestones.
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Advanced Case Management Software Capabilities
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Online Webforms
- Online forms can be embedded so clients can register and complete a case intake questionnaire directly on your website. With seamless CRM integration, data is updated automatically, so there's 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 to increase donations and meet your fundraising targets.
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Grant Management
- Grant Management helps to streamline and track grant application life-cycles. Define grant program profiles and requirements, and set up application action plans with task reminders, so you can win more grants.
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Pricing That's Tailored For Your Needs
Prices for Sumac Case Management start at just $99/month
Included:
- 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
- Case Management Specialized Solution
- Donations & Donation Webforms
- Memberships & Member Signup Webforms
- Volunteers & Volunteer Signup Webforms
- Prospecting
- Grant Management
- Specialized Extension
- Specialized Webforms
- Additional record capacity up to 200k
Included With Every Case Management Software Plan
Simple Configuration
Easily configure drop-down lists, checkboxes, tabs, and fields in minutes to fit your data.
Cloud-Access
Access critical data at any time from any computer with an internet connection.
Free Support
Access support by phone, email, portal, and in-app tools.
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Free On-Demand Training
Unlimited access to on-demand instructor-led training whenever you need it.
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Integrations
Integrate with the solutions you already use for email marketing, accounting, and payment process.
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Free 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
