Human Services Organization

c-Social-Services

Sumac is used and loved by human services organizations all around the world including:

  • Civic & Advocacy Organizations
  • Food Programs & Shelters
  • Child & Family Services
  • Public Safety & Disaster Relief
  • Community Development

Human Service agencies choose Sumac because it’s the only solution that allows them to manage their entire organization: clients, services, fundraising, volunteers, events, programs, and more in one easy-to-use solution that is accessible from anywhere.

From Microsoft Access to Sumac: A TechSoup
CRM Case Study

“When we used Access, Volunteer Works and Excel spreadsheets,
it would take staff nearly a month to produce one report because
manually cross-referencing spreadsheets and checking through records
is very time-consuming. Now that we have Sumac as our CRM, it takes one hour to generate a report...”

– Dianne McLeod, Program Coordinator at Cambridge Self Help Food Bank

Read the full story


This year we upgraded to Sumac from eTapestry. We are amazed at how fast and efficient Sumac is compared to a
database that resides online. Our daily processing of communications and incoming donations has dramatically
shifted from a full-time endeavor to a quick, easy and straightforward task. Furthermore, we love the simple design of
Sumac and its visual functionality when managing queries and lists. Before Sumac, the majority of the staff stayed
far away from our database because of its over-complicated interface. Sumac has proved to be extremely accessible
to everyone working at Sky Works. We are all happy to be riding on the Sumac train!

Read More

– Executive Director, Skyworks Charitable Network



METRAC switched to Sumac because of its ease of use, superior flexibility and security features. Beyond the software
itself, the Sumac team helped us along the transition process – they were accommodating and supportive to us as a
small, grassroots not-for-profit organization…

Read More

– Outreach Director, METRAC



Sumac has proven to be a most useful tool for the Society. We are now able to effectively manage a growing database
of membership and professional contacts, as well as donors. Prior to installing Sumac, regular contact with our
membership was a challenge – now we are able to send correspondence on a regular basis and with ease.
We appreciate the prompt and courteous support that Sumac continues to provide….

Read More

– Manager Outreach & Operations, Aspergers Society of Ontario



Thanks to Sumac, we now have an easy to navigate, custom database that’s tailored to OUR needs…

Read More

– Communications Officer, Community Living Peterborough



I love Sumac. It has allowed me to track all of our donor’s information super easily. I purchased it originally so that
I could issue tax receipts to our donors, but have found it useful to track giving based on correspondence and
fundraising events. We started small, but as we grow so does our need to gather information. Sumac is also great
because I can manage my contact list for mailings through it. Any questions I have are answered quickly through
tech support (either via e-mail or on the phone). Sumac also provides updates regularly, so that means they’re
paying attention to their customers’ input…

Read More

– Administrator, Rose City Kids

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Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Pledges & monthly donations
  • Fundraising campaigns
  • Event management
  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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