CHARMS

CHARMS

Social Care Network Solutions Limited
Sumac

Sumac

Societ
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About

CHARMS is a secure, online case management system used to manage all aspects of record keeping for foster care, adoption, children residential, supported accommodation, residential family centres, foster carer recruitment hubs, adult shared lives (adult foster care), supported employment and other care services. SCN is a not-for-profit organisation, and always will be privately owned. It follows the principles of sociocracy so that all staff and customers are part of the CHARMS community and its development and progress. It means that everyone - employees, customers, suppliers and, most importantly, users of CHARMS - have a say in what CHARMS does and what it needs to do. We strive to ensure that care staff, educators, social workers, support staff and others who deliver care and education, can get on with the job knowing that CHARMS looks after their important, sensitive information.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

All social care services for children and adults. We have versions for Family Hubs, Adoption, Fostering, Foster Carer Recruitment Hubs, Education and Welfare, Residential Homes, Residential Family Centres, Supported Accommodation, Young Carers, Shared Lives (Shared Living), Supported Employment, Residential Care Adults, Refugee Support Services, Homeless Shelters and Women's Refuges

Audience

Nonprofits & Charities

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
There are no charges for training, data import, setup or configuration.
Customers may purchase a minimum of just 1 licence.
Free Version
Free Trial

Pricing

$109 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.7 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • I used Charms in my former career working for a National Fostering provision in recruitment. It was wonderful, concise, secure and when used bottom up, as I call it, it makes the transition process of recruitment easier and safer. Applicants can see their progress as they continue the recruitment journey in a secure digital framework. This ensures engagement and no need to share documents via word to enable complete GDPR compliance. In short, it enables me to recruit and verify suitability of foster carers with the skills needed to support vulnerable children in the communities they belong. It is why I use Charms in my Not for Profit recruitment agency as Charms is also a social enterprise; we share the same ethos.
  • Charms is an on-line electronic management system, which allows for data on the families we support and the children we care for, to be stored safely and securely. It provides excellent quality assurance reports which enable us to regularly review our service and any developments required, whilst allowing for easy access and management monitoring of how our agency is adhering to legislative requirements.
  • CHARMS is a user-friendly system that can be easily tailored to meet the specific needs of our Charity. The UK-based support team is always available to assist at every stage and regular updates ensure the platform is continually improving with helpful new features.
  • CHARMS offers a comprehensive case management system which is easy to navigate, highly secure, and fully compliant. The support team is responsive and genuinely listens to user feedback to improve the platform. The account managers are always available and extremely supportive, providing excellent assistance whenever needed. CHARMS also features an enhanced reporting system, making it much easier to monitor the work done, track outcomes, and ensure accountability across teams.
  • Easy to use system that is intuitive and logical Secure and confidential Easy to restrict records if needed Good visibility of access Friendly and helpful support team who are available and promptly respond to queries Individual developer contact who understands our business Specific reports written for us when needed to enable us to make use of our data Forward thinking company who are always developing Competitively priced and good value
  • An intuitive, easy to use system that can be tailored to meet your needs. Friendly UK support on hand to guide you every step of the way. Constant updates and improvements keep bringing additional useful features.
  • Charms is very intuitive, with only a small amount of guidance you are able to quickly navigate the system. The support team are always on hand for training or to offer solutions if you need to run reports quickly but can't find what you are looking for. It is easy to set up users on the system and link records to provide a chronology.
  • SCN remain a consistent and invaluable source of support for our Agency and we have always found them to be responsive, proactive and helpful. This is greatly supported by the presence of our dedicated and approachable Project Coordinator and Account Manager who are always available and ready to assist when needed.
  • CHARMS has an intuitive user interface that is easy to use. You can customise most of the lookup lists, so the drop-down menus available suit your needs. The support team is very friendly and knowledgeable, and will go the extra mile to assist if you have problems. There's so much you can do and new features are being developed all the time in response to the needs of real world users.
  • Charms is intuitive and easy to use. SCN are quick to respond to requests for changes to reports which allows us to run management data. Certain parts of the system can be customised to suit agency need.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Social Care Network Solutions Limited
Founded: 1996
United Kingdom
www.socialcarenetwork.com

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

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Categories

Categories

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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

Foster Care Features

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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

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

Integrations

Gmail
Amazon Web Services (AWS)
Constant Contact
Google Calendar
HubSpot CRM
Mailchimp
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Stripe
iATS Payments

Integrations

Gmail
Amazon Web Services (AWS)
Constant Contact
Google Calendar
HubSpot CRM
Mailchimp
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Stripe
iATS Payments
Claim Sumac and update features and information
Claim Sumac and update features and information