Adagio Not For Profit vs. IconCMO Comparison Chart

Casebook is a leading provider of highly configurable human services software. We understand that every human services organization, social services agency, or community services nonprofit has unique needs and requirements. Our comprehensive cloud-based solution is designed to streamline operations from intake to reporting. Unlike generic information management software, Casebook is tailored specifically for the distinct needs of human services professionals. We have collaborated closely with industry experts to ensure that our platform effectively addresses your essential data management and reporting tasks on a daily basis. Select Casebook as your trusted human services software solution and discover the power of a platform meticulously designed to enhance service delivery and reporting, while optimizing your organization's overall efficiency. Contact Us to learn more about our purpose-built platform for human & social services and our scalable per-user pricing options.

Jumbula is an end-to-end Online Registration, Payment & Class/Camp Management system, designed to streamline back office operations. We supply businesses with a powerful administration dashboard and a set of management and marketing tools to promote and sell camps, classes, childcare, and afterschool programs. For end users and parents, we provide a modern and user-friendly registration experience. Our team strives to offer a cutting-edge and intuitive system that is secure, robust, and reliable. Jumbula is constantly developing new functionalities based on the needs shared by our growing community of clients. Some of our users' favorite features are the attendance mobile app, recurring billing, capacity and waitlist management, class reminders, website integration tool, customizable registration forms, and reporting.

A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.

AccountEdge is a powerful, easy-to-use, small-business accounting software for the Mac and Windows desktop. With AccountEdge, business owners can organize, process, and report on their financial information so they can focus on their business. Features include: accounting, integrated payroll, sales and purchases, contact management, inventory tracking, time billing, and more. Invoicing - Create and send customer invoices for products, services, or time and track payment status on open sales. Expenses - Manage your vendors, payments, and recurring transactions. Banking - Manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze. Payroll - Pay your employees and tracking their pay, accruals, and expenses is critical to your business. Inventory - Manage your items and services and track their stock by location to ensure you have enough products on hand.

Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.

DonorPerfect is a fundraising solution suitable for all nonprofits. It helps users manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system. Dashboard analytics and reporting provide insight into what drives donations, and organizations can send personalized email communications through Constant Contact to donors and supporters. Integrated online forms automatically enter gift information into the donor database, and it can accept and process recurring donations. Development professionals can use DonorPerfect to track information about donors, prospects, volunteers, staff and other constituents, and event managers can use auction management tools to manage silent, live, mobile and online charity auctions. DonorPerfect offers pricing packages to meet any size organization and any budget, and integrated partners that add features like prospect research, advocacy and text-to-give.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant. Need to do more? Add Sumac Donations, Grant Management, Volunteers, Memberships, and more. Sumac Case Management is perfect if you’re looking for: case management software for social workers, social work case management software, human services software, social services software, human services case management software, case management software social services, nonprofit case management software, case management software for nonprofits. Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services