Client Case Management

Your organization obtains new clients everyday. Providing services, building relationships and keeping track of them is a big responsibility. Sumac can help with client case management!

Record & Update Client Information

Sumac has a place for everything, and is completely customizable. If the hundreds of standard data fields do not seem appropriate for your specific data, you can define your own fields. You can even attach pictures. Sumac also enables you to restrict access to particular types of client information.

Send Communication

Sumac can personalize thousands of emails and letters instantly. Sumac can also print envelopes and mailing labels, automatically adjusting them to print correctly every time – no manual editing needed.

When you send an email or a letter using mail merge, Sumac automatically records it and gives you the option to link it to a specific event or campaign.

Follow-up

Use Sumac Reminders to record reminders and meetings to keep you on track. You can also define action plans – lists of steps needed to accomplish a particular goal – to track progress with each client.

You can do this all with Sumac Roots