Societ

Societ is a dedicated technology partner for nonprofit organizations, boasting over 30 years of experience in the sector. It provides a holistic ecosystem of tools and services designed to empower charities and nonprofits to streamline their operations, enhance their fundraising efforts, and ultimately, do more good. Rather than a single application, Societ is a suite of specialized solutions, including the Sumac CRM, Glass Register donation forms, Partner Web for websites, My Board View for governance, and Frontier for marketing services. This integrated approach ensures that organizations can manage all aspects of their work—from client care and donor relations to marketing outreach and board management—from a unified platform.

The platform leverages data and automation to provide actionable insights, helping nonprofits optimize their strategies. By centralizing information, it breaks down operational silos, allowing for more efficient workflows and better-informed decision-making. Whether it's a small, volunteer-run rescue or a large social services organization, Societ offers scalable solutions tailored to their unique needs.

How to use Societ

Getting started with Societ is tailored to an organization's specific needs:

1. Consultation and Onboarding: The first step is typically to book a consultation to discuss your nonprofit's unique challenges and goals. The Societ team helps identify the right combination of tools for you.
2. Implement Free Tools: You can immediately start by implementing the free tools. Create a 100% free donation form with Glass Register and embed it on your website. Set up the My Board View portal to organize your board's activities.
3. Deploy Sumac CRM: For comprehensive management, implement the Sumac CRM. Migrate your existing data (donors, clients, volunteers) into the system. Customize fields and workflows for specific needs like case management or membership tracking.
4. Launch a New Website: If you need a web presence, engage with Partner Web to get a modern, mobile-friendly, and fully managed website for a fixed monthly fee.
5. Enhance Marketing Efforts: For targeted campaigns, work with the Frontier marketing agency to develop and execute data-driven direct mail and digital fundraising strategies.
6. Utilize Support and Training: Take advantage of the top-rated, live personal support and on-demand training to ensure your team gets the most out of the software.

Core Features of Societ

• Sumac All-in-One CRM: A central database for managing donors, contacts, case management, memberships, and volunteers. It offers customizable fields, automated reporting, and streamlined data entry.
• Glass Register Free Donation Forms: Create and deploy donation forms with zero platform or transaction fees, ensuring 100% of the donation goes to the nonprofit.
• My Board View Free Board Portal: A secure, centralized platform for managing board meetings, sharing documents, scheduling, and simplifying communication among board members.
• Partner Web Managed Websites: Worry-free website service that includes modern, mobile-friendly design, hosting, and ongoing maintenance for a flat monthly fee.
• Frontier Marketing Services: A full-service marketing agency specializing in direct mail and digital campaigns for nonprofits, helping to craft successful fundraising appeals.
• Integrated Data Management: Consolidates information from various functions (fundraising, client services, etc.) into one system, eliminating data silos and improving reporting accuracy.
• Personalized Support and Services: Includes top-rated live support, implementation assistance, data health checks, and custom report building.

Use Cases for Societ

Societ's solutions are versatile and have been successfully implemented by a wide range of nonprofits:

• Social Services & Healthcare: Organizations like the Epilepsy Association of Calgary and Stop Abuse in Families (SAIF) use Sumac CRM to streamline front-line case management, manage client data securely, and consolidate operations, saving significant time and resources.
• Animal Rescues: Sonoma County Wildlife Rescue utilizes Sumac to manage its volunteers, while Wendal’s Way Dachshund Rescue launched a professional website through Partner Web to boost credibility and attract supporters.
• Community Foundations: The BC Interior Community Foundation simplified its entire board management process—from scheduling meetings to sharing documents—by adopting the free My Board View portal.
• Arts & Culture Organizations: The National Youth Orchestra has used Sumac for over a decade to track donor activities across the country and segment contacts for targeted communications, significantly improving their fundraising efforts.

Advantages of Societ

• Exclusively for Nonprofits: With over 30 years of dedicated experience, Societ deeply understands the unique challenges and needs of the nonprofit sector.
• All-in-One Ecosystem: It offers a comprehensive suite of tools that cover nearly every aspect of nonprofit operations, reducing the need for multiple, disconnected software subscriptions.
• Cost-Effective Solutions: The availability of powerful free tools (Glass Register, My Board View) makes it accessible for organizations of all sizes, while paid products are competitively priced.
• Exceptional Customer Support: Societ is consistently praised for its knowledgeable, friendly, and responsive live personal support, which is included with its software.
• Scalability and Customization: The platform, especially the Sumac CRM, is highly customizable and can scale with an organization as it grows.

Pricing and Plans

Societ offers a mix of free and paid solutions to fit different budgets and needs:

• Glass Register: 100% Free. No platform fees, no transaction fees.
• My Board View: 100% Free. A complete board portal at no cost.
• Partner Web: Starts at $99/month for a fully managed, modern nonprofit website.
• Sumac CRM: Pricing is customized based on the specific needs, size, and required modules of the organization. A consultation is required to get a quote.
• Frontier Marketing: Project-based pricing. Requires a consultation to define the scope and cost.