Sumac Case Management
Sumac Case Management is customizable case management software for nonprofits and human and social service organizations.
What Sumac Case Management is
Sumac Case Management is customizable case management software for nonprofits and human and social service organizations. It covers client profiles and intake, case lifecycle tracking, service planning, communication records, workflows, reminders and outcome reporting. Web intake forms can save submitted information directly as client records. Caseworkers can access and update records, manage cases, schedule meetings and document case notes from anywhere. Reporting dashboards are included, and reporting is listed as advanced. Optional extensions cover donations, memberships, volunteers and grant management. Listed integrations include QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar and Gmail; Sumac also works with iATS and Stripe, with limited capacities for PayPal and Moneris. The software is cloud-based, with hybrid deployment listed, and Canadian data hosting is available for Canadian organizations. The vendor describes encryption, role-based permissions, restricted sensitive fields, audit trails, backups and secure cloud infrastructure. Societ says it does not sign Business Associate Agreements and advises organizations requiring one not to store protected health information in Sumac.
Good
- Web intake forms can create client records directly.
- Caseworkers can manage cases and notes remotely.
- Optional extensions include donations and grant management.
- Canadian data hosting is available for Canadian organizations.
- Plans include support and instructor-led training.
Watch out
- No free plan.
- Starting price is $179/month.
- Pricing scales with users and add-ons.
- The vendor does not sign Business Associate Agreements.
Who it suits
Sumac is aimed at community nonprofits and human and social service organizations, including those working in housing, food security, family services, survivor support, disability services and settlement. It may suit teams that need case tracking alongside optional fundraising or volunteer tools.
Verdict
Sumac brings intake, case workflows and outcome reporting together, with optional extensions and listed integrations. Organizations that require a Business Associate Agreement should not use it to store protected health information.
Plans and prices
From Sumac Case Management's own pricing page, checked 21 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starting price | $179 a month | 1,000 record capacity · Prices start at $179/month; plans scale based on users and add-ons. |
| Sumac Case Management | $179 a month | 1,000 records included · additional capacity available up to 200k · pricing scales by users and add-ons · Prices start at $179/month; billing cadence beyond that is not stated. |
The facts
Each one read from Sumac Case Management's own pages, with the date it was checked.
What it does
- Case intake forms
- Yeschecked 21 Sep 2026
- Case management
- Included features include client profiles and intake, case lifecycle tracking, service delivery planning, communication tracking, workflows, reminders, and outcome reporting.checked 7 Oct 2026
- Custom case fields
- Yeschecked 21 Sep 2026
- Deployment
- hybridchecked 21 Sep 2026
- Extensions
- Optional extensions include donations, memberships, volunteers, and grant management.checked 7 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.checked 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.checked 7 Oct 2026
- Intake forms
- Web-based client intake forms can save submitted information directly into the system as client records.checked 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.checked 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.checked 7 Oct 2026
- Mobile access
- Caseworkers can access and update client records, manage cases, schedule meetings, and document case notes from anywhere.checked 7 Oct 2026
- Purpose
- Sumac is customizable case management software designed for nonprofits and human and social service organizations.checked 7 Oct 2026
- Record capacity
- The listed starting plan includes capacity for 1,000 records, with additional capacity available up to 200,000 records.checked 7 Oct 2026
- Reporting dashboards
- Yeschecked 21 Sep 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.checked 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.checked 7 Oct 2026
- Workflow automation
- Yeschecked 21 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
The company
- Headquarters
- Montreal, Canadachecked 4 Oct 2026
- Maker background
- Societ says it has supported nonprofits for more than three decades and has headquarters in Canada and the United States.checked 7 Oct 2026
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