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.

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.

case management software that fits your nonprofit that fit

Create Efficiencies In Client Care & Service Delivery

case management software efficiencies in client care
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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.
case management software powerful contact

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.

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.

Pricing That's Tailored For Your Needs

Prices for Sumac Case Management start at just $99/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
  • 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.


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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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?

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