CaseXellenceSperidian Technologies
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SumacSociet
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About
CaseXellence is a low-code intelligent process automation platform that enables public sector enterprises to modernize and transform their legacy infrastructure. CaseXellence has pre-built verticalized solutions designed specifically for public sector automation with security, transparency, and traceability at the heart of the platform.
Experience the next level of case management with CaseXellence, the comprehensive suite designed to meet the diverse needs across various sectors, including government agencies, housing, education, and child welfare. Whether it’s Rental Assistance, Homeowner Support, Student Financial Aid, or Child Support, CaseXellence covers it all with elegance and efficiency.
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About
Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows.
With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system.
Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away.
Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
B2B, Enterprises
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Audience
Nonprofits & Charities
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$109 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSperidian Technologies
Founded: 2003
United States
casexellence.speridian.com
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Company InformationSociet
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/
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Categories |
Categories |
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Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Donation Management Features
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising Features
Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Human Services Features
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Membership Management Features
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
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Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
Matter Center for Office 365
Oracle PeopleSoft
QuickBooks Online
QuickBooks Online Advanced
Salesforce
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Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
Matter Center for Office 365
Oracle PeopleSoft
QuickBooks Online
QuickBooks Online Advanced
Salesforce
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