Casebook vs. Sumac Comparison


Casebook	Sumac Societ	+	+
Visit Website	Visit Website	Add To Compare	Add To Compare



Platforms Supported Windows Mac Linux SaaS / Web On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux SaaS / Web On-Premises iPhone iPad Android Chromebook
Audience Human & Social Services organizations		Audience Nonprofits companies looking for a CRM solution
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 View more images or videos		Screenshots and Videos View more images or videos
Pricing $29 per user per month Free Version Free Trial		Pricing $99 per month Free Version Free Trial
Reviews/Ratings Overall 3.7 / 5 ease 4.2 / 5 features 3.7 / 5 design 3.7 / 5 support 4.5 / 5 Read all reviews		Reviews/Ratings Read all reviews
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Casebook Founded: 2007 United States www.casebook.net		Company Information Societ Founded: 1995 Canada www.societ.com/sumac-case-management-promo/
Alternatives FAMCare Human Services Global Vision Technologies		Alternatives QUALO Advanced Metrics
NewOrg NewOrg Management System		NewOrg NewOrg Management System
Collaborate Network Ninja		Collaborate Network Ninja
KaleidaCare		Casebook
CaseFlow View All		Exponent Case Management Exponent Partners View All
Categories Adoption Agency Church Management Foster Care Fundraising Human Services Nonprofit Social Work Case Management		Categories CRM Donation Management Fundraising Human Services Membership Management Nonprofit Social Work Case 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 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 Show More Features Adoption Agency Features Accreditation / Compliance Management Automated Notifications Case Management Communications Management Family Portal Fundraising / Donations Management Home Studies Management Mobile Access Online Checklists Volunteer Management Church Management Features Accounting Integration Attendance Tracking Child Check-In Email / SMS Event Management Member Directory Member Portal Multi-Site Management Online Giving Pledge Management Small Group Management 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		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 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 Show More Features 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
Integrations Gmail Google Calendar QuickBooks Online Amazon Web Services (AWS) Constant Contact Jotform Mailchimp QuickBooks Online Advanced Stripe Zapier iATS Payments Show More Integrations View All 5 Integrations		Integrations Gmail Google Calendar QuickBooks Online Amazon Web Services (AWS) Constant Contact Jotform Mailchimp QuickBooks Online Advanced Stripe Zapier iATS Payments Show More Integrations View All 9 Integrations