Sumac is powerful, flexible case management software designed specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage operations in one secure, customizable system. Whether you're supporting families, running a shelter, managing health services, or delivering food programs, Sumac is built to adapt to your unique workflows and reporting needs. **What You Can Do with Sumac** - Track Clients & Services: Manage client records, case notes, appointments, and services all in one place. - Simplify Intake: Use custom online forms to onboard clients quickly—no manual data entry. - Use E-Signatures: Collect consent and assessment forms digitally to save time and reduce paperwork. - Work on the Go: With the Case Portal, caseworkers can access and update records securely from anywhere. - Automate Tasks: Custom workflows and reminders help you stay on track with every client. - Email from Your CRM: Built-in email marketing tools let you send personalized and bulk messages without third-party software. - Report What Matters: Create reports for funders, boards, and internal teams to show real impact. - Stay Secure: Sumac is HIPAA & PIPEDA compliant with role-based access and encrypted data storage. **Go Beyond Case Management** Sumac offers optional extensions to manage your entire nonprofit from one system: - Donations - Volunteers - Memberships - Grant Management - Custom Modules Whether you're tracking donor engagement or volunteer hours, Sumac helps bring all your data into one centralized platform. **Why Nonprofits Choose Sumac** - Nonprofit-Focused: Purpose-built to support nonprofit workflows. - Highly Customizable: Tailor forms, fields, and modules—no coding required. - Scalable & Affordable: Works for organizations of all sizes. - Live, Human Support: Free, top-rated support from experts who understand nonprofits. - Proven & Trusted: Used by thousands of nonprofits for over 20 years. Sumac empowers nonprofits to work smarter, serve better, and grow their impact. It’s more than a tool—it’s a trusted partner in your mission.