2. Choose Add-on Options

The second step in customizing your CRM is to choose your Add-on Options. Sumac has more Add-on Options than any other non-profit software. Each piece not only integrates with the Basic CRM, but they all integrate with each other as well. 

Case Management


Sumac Case Management helps streamline service delivery, increase the accuracy of client information, and assist with tasks like client intake and assessment. 

Built-in tools provide analysis for your operations, reporting for internal use, and external governments and funding bodies, allowing your staff to focus on service delivery.

Sumac Case Management supports all the technical requirements that enable an organization to be in compliance with the requirements of the HIPAA standard, and is designed for human services organizations. 

Do I Need It?

If you manage clients, case notes, or service delivery, then you need this Add-on. It can also be used for legal, or medical case management, but does not support integrated time capture or medical charting. 


  • Streamline service delivery
  • Client information at your fingertips
  • Simple Scheduling 
  • Track data unique to your nonprofit
  • Run outcome-based reports
  • Build action plans for each client
  • Track time
  • Top-notch security

After doing extensive research on several software solutions, we chose to go with Sumac because it allowed us to keep track of our clients, donors, and volunteers all in the same database. Also, we are able to collect the statistics that we need to report back to the Ministry of Health and Long-Term Care and our Local Health Integration Network.

– Hospice Peterborough

Case Management Add-on - Highlights


Streamline Service Delivery

Sumac case management supports the entire life cycle of a client from referral, through screening, risk and needs assessment, service delivery, discharge, re-entry, and aftercare, so you can focus on delivering your mission.

Client Information At Your Fingertips

With one click, see a client’s complete history with your organization: when they were admitted, staff members assigned to them, history of treatment, case notes, and any other involvement with your organization. With this information at their fingertips, staff can quickly assess a client’s background and entire history with your agency.


Simple Scheduling

Sumac can also handle the scheduling of work for staff and counsellors, medical, and other staff. You can define tasks, schedule staff members, create reminders, and keep everything organized with Sumac’s built-in calendar.

Track Data Unique to Your Nonprofit

Unlike other case management solutions that have standard fields that you cannot alter, Sumac gives you complete flexibility to define what client information is important to your organization. In a few minutes, change the names of fields, add your own, and organize them into tabs to track the data you need for your organization. No IT staff required!

Outcome-Based Reports

Run Outcome-Based Reports

Sumac case management software comes with hundreds of built-in reports, so you can analyze operations and produce reports on service delivery, client demographics, and staff time spent with each client.

In addition, Sumac supports ad hoc reporting so you can quickly and easily create custom, one-off reports, or export data to other programs.

Build Action Plans For Each Client

Use Sumac Reminders to identify client needs and build action plans for services appropriate to each client. Maybe, for example, you want to build an action plan for screening, risk and needs assessment, service delivery, discharge, re-entry, and aftercare. Reminders makes it easy to schedule tasks and also build multiple custom action plans to help you stay on track.

Track Time Spent On Activities

Tracking the time spent by case worker allows you to report man-hours for internal use and for funding bodies. Sumac supports time tracking and reporting to help you manage all these processes.

Top-Notch Security

Sumac supports all the technical requirements that allow a nonprofit to be in compliance with the HIPPA standard. 

Sumac case management software allows you to restrict access to particular types of client information for different users. For example, you may only want case workers to be able to see certain types of case notes, but you want all users to have access to clients’ names and addresses.


There aren’t enough positive things I can say about Sumac… communications, donations, memberships, and contacts are all far better organized than they ever were with Raiser’s Edge.

– Administrator, PEN Canada

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