CiviCore Client and Case Management Software
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customizable donation pages
- Automatic receipting
- Built-in email marketing
- Donor alerts
- Process payments
- Donation batches
- Target campaigns
- Powerful mail merge
- Case management
- Compliance management
- Contract management
- Grant award tracking
- Grant opportunity search
- Online applications
- Self-registration
- Built-in payment processing
- Simple searching/querying
- Customization features
- 11 add-on options
- Free support
Pricing Info
Pricing Info
Sumac plans start at $109/month, and scale based on how many users and add-ons.
Included:
- Client profile and case intake definition
- Case lifecycle tracking and resource management
- Service delivery planning and tracking
- Client communication tracking
- Cloud-based Sumac CRM
- Bulk and individual email
- Workflow management
- Reminders
- Outcome-based reporting
- Accounting integration
- 1,000 record capacity
Add-ons:
- Client Intake Webforms
- Case Management Specialized Solution
- Donations & Donation Webforms
- Memberships & Member Signup Webforms
- Volunteers & Volunteer Signup Webforms
- Prospecting
- Grant Management
- Specialized Extension
- Specialized Webforms
- Additional record capacity up to 200k
Custom plans (by quote) are also available to address special needs.
Integrations
Integrations
Sumac integrates with the following business systems and applications:
- QuickBooks Online
- Microsoft Outlook
- Microsoft Excel
- Constant Contact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Transforming Faces, Children’s Book Bank, Habitat for Humanity
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A fundraising software that facilitates customer relationship management for nonprofit organizations. It includes many useful features, including grant management, case management, and online application management, among others. Also, it has an easy-to-use built-in CRM module that serves as the base for communication and contact management.
Company Email
support@sumac.com
Contact No.
Company's Address
675 King St W
Toronto, ON M5V 1M9
Canada
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Pricing:
By quote
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Search Function
- Reporting Suite
- Data Export
- Charts & Graphs
- Bulk Emailing
- Data Analysis
- Reminders & Alerts
- Document Upload & Storage
- Custom Security Levels
Pricing Info
CiviCore Client and Case Management Software offers the following inclusions in their packages. Contact the vendor and request for their enterprise pricing details and other product information.
- Outcomes Analysis
- Reports Export
- Reports Charts & Graphs
- Support & Training
- Unlimited Users
- Unlimited Records
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Children’s Friend and Family Services, Cobb County School District, Semper Fi Fund
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A user-friendly solution that assists organizations in managing, tracking, and reporting about services.
Company Email
info@civicore.com
Contact No.
Company's Address
CiviCore
1580 Lincoln Street, Suite 600
Denver, Colorado 80203
USA
CiviCore Client and Case Management Software Comparisons
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You shouldn’t count on just a wide array of functionalities and adjustable pricing packages from a well-known Donor Management Software. Almost as essential as core features is a quality customer support. You want to ensure that when you have any questions about Sumac or CiviCore Client and Case Management Software, or you run into a problem, or maybe you’ll want to request a certain revision or feature beneficial to your team you can trust in a responsive and helpful customer support. See if solutions such as phone support, tickets or live chat are offered. It’s also a big plus if you can profit from individual training or at the very least a knowledge base you can use.
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