Societ Sumac

Societ Sumac is a cloud-based nonprofit case management app for organizing client information and coordinating services. Teams can manage client profiles, intake, case notes, appointments, communications, service plans, and case progress in one system. Online intake forms can create client records, while customizable workflows and reminders help staff track follow-ups and case activities. The app supports caseworkers managing client records, notes, and meetings on the go. Nonprofits can customize fields and workflows to fit their programs, and use reporting tools to track client and program outcomes. Role-based access controls help manage who can view sensitive information. Optional extensions support related nonprofit operations, including donations, memberships, volunteer management, and grants.

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