Freedom251 › Case Management Software
Sumac Case Management
What Sumac Case Management is
Sumac Case Management is customizable web software for nonprofits and human and social service organizations. It combines client intake and profiles, case lifecycle tracking, service planning, communication records, workflows, reminders, and outcome reporting. Web intake forms can create client records directly, while caseworkers can update records, manage cases, schedule meetings, and write notes from anywhere. Reporting dashboards provide advanced reporting. Optional extensions cover donations, memberships, volunteers, and grants; fundraising tools include campaigns, online donation forms, automated receipts, and donor segmentation. Integrations include QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, and Stripe, with limited PayPal and Moneris support. Plans start at $179 a month and include 1,000 records, expandable to 200,000; pricing varies by users and add-ons. The vendor describes encryption, permissions, audit trails, backups, and secure cloud infrastructure. Canadian hosting is available.
Who it suits
It suits community nonprofits working in housing, food security, family services, survivor support, disability services, and settlement. Organizations needing a HIPAA Business Associate Agreement should not use it for protected health information, according to the vendor.
What it does well
- Custom client and case fields
- Web intake creates client records
- Advanced reporting dashboards
- Many accounting and email integrations
- Capacity scales to 200,000 records
What to know first
- Starts at $179 a month
- Pricing varies by users and add-ons
- No Business Associate Agreements
- Additional capacity may cost more
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starting price | Prices start at $179/month; plans scale based on users and add-ons. · 1,000 record capacity | $179 a month |
| Sumac Case Management | Prices start at $179/month; billing cadence beyond that is not stated. · 1,000 records included · additional capacity available up to 200k · pricing scales by users and add-ons | $179 a month |
As societ.com lists them, read 21 Sept 2026. The maker's own page has the final word.
Verdict
Sumac provides broad nonprofit case, service, and fundraising management with configurable workflows and integrations. Its stated HIPAA limitation and scaling price structure deserve attention before adoption.
Facts from Sumac Case Management's own pages
- Case management
- Included features include client profiles and intake, case lifecycle tracking, service delivery planning, communication tracking, workflows, reminders, and outcome reporting. · societ.com, 7 Oct 2026
- Custom case fields
- Yes · societ.com, 21 Sept 2026
- Deployment
- hybrid · societ.com, 21 Sept 2026
- Extensions
- Optional extensions include donations, memberships, volunteers, and grant management. · societ.com, 7 Oct 2026
- Free plan
- No · societ.com, 21 Sept 2026
- Headquarters
- Montreal, Canada · societ.com, 4 Oct 2026
- HIPAA limitation
- Societ says it does not sign Business Associate Agreements and advises organizations that require one not to use Sumac to store their protected health information. · societ.com, 7 Oct 2026
- Hosting
- Sumac is cloud-based and the vendor says its cloud software uses Amazon Web Services; Canadian data hosting is available for Canadian organizations. · societ.com, 7 Oct 2026
- Intake forms
- Web-based client intake forms can save submitted information directly into the system as client records. · societ.com, 7 Oct 2026
- Integrations
- The vendor lists integrations including QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, and Gmail; it also says it works with iATS and Stripe and, in limited capacities, PayPal and Moneris. · societ.com, 7 Oct 2026
- Intended users
- The vendor names community nonprofits working in areas such as housing, food security, family services, survivor support, disability services, and settlement as intended users. · societ.com, 7 Oct 2026
- Maker background
- Societ says it has supported nonprofits for more than three decades and has headquarters in Canada and the United States. · societ.com, 7 Oct 2026
- Mobile access
- Caseworkers can access and update client records, manage cases, schedule meetings, and document case notes from anywhere. · societ.com, 7 Oct 2026
- Purpose
- Sumac is customizable case management software designed for nonprofits and human and social service organizations. · societ.com, 7 Oct 2026
- Record capacity
- The listed starting plan includes capacity for 1,000 records, with additional capacity available up to 200,000 records. · societ.com, 7 Oct 2026
- Reporting dashboards
- Yes · societ.com, 21 Sept 2026
- Security controls
- The vendor describes encryption at rest and in transit, role-based permissions, restricted sensitive fields, audit trails, backups, and secure cloud infrastructure. · societ.com, 7 Oct 2026
- Support
- Plans include support by phone, email, portal, and in-app tools, plus on-demand instructor-led training and automatic software updates. · societ.com, 7 Oct 2026
- Workflow automation
- Yes · societ.com, 21 Sept 2026
Where Sumac Case Management stands on Freedom251
- Case Management Software#148 of 177
- Donor Management Software#30 of 34
- Fund Accounting Software#64 of 70
- Donation Management#25 of 27
- Nonprofit Case Management Software#30 of 32
- Nonprofit CRM Software#33 of 35