Casebook vs. Sumac Comparison


Casebook	Sumac Societ	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products FAMCare Human Services FAMCare – Turning Human Services Data Into Funder-Ready Results FAMCare by Global Vision Technologies helps human service agencies prove impact and secure funding with powerful, real-time reporting. Trusted nationwide, FAMCare is HIPAA-compliant, SOC 2 Type II, and TX-RAMP Level 2 certified, ensuring your data stays secure and compliant. Built on the Visions 2.0 Low-Code Engine, FAMCare adapts to your unique programs—no coding, no costly redevelopment. From intake to outcomes, agencies in child welfare, aging, housing, victim services, and behavioral health use FAMCare to track performance, automate reporting, and deliver insights funders demand. With integrated Power BI analytics and dynamic dashboards, you’ll transform raw data into stories of measurable success. Know your data. Prove your results. Fund your mission. FAMCare is for agencies who need to stop wasting time. 👉 Request a demo today and see FAMCare in action. 32 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 196 Ratings Visit Website CHARMS 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. 24 Ratings Visit Website CharityTracker 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 1,429 Ratings Visit Website NewOrg 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. 125 Ratings Visit Website GiveLife365 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱: 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗡𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝘄𝗶𝘁𝗵 𝗦𝗺𝗮𝗿𝘁 𝗖𝗥𝗠. Managing constituents - donors, volunteers, events and cases shouldn’t slow down your mission. GiveLife365 is a cloud-based CRM built for nonprofits, helping you streamline operations, boost engagement, and measure real impact - all in one place. ✨ 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱 𝗦𝘁𝗮𝗻𝗱 𝗢𝘂𝘁? ✓ 𝗗𝗼𝗻𝗼𝗿 𝗠𝗮𝗴𝗶𝗰 – Track interactions, automate receipts, and manage fundraising seamlessly. ✓ 𝗩𝗼𝗹𝘂𝗻𝘁𝗲𝗲𝗿 𝗣𝗼𝘄𝗲𝗿 – Recruit, schedule, and recognize volunteers with ease. ✓ 𝗘𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀 𝗘𝘃𝗲𝗻𝘁𝘀 – Publish events, handle registrations, and track attendance. ✓ 𝗠𝗲𝗺𝗯𝗲𝗿𝘀𝗵𝗶𝗽 𝗠𝗮𝗱𝗲 𝗘𝗮𝘀𝘆 – Automate renewals, integrate marketing tools, and simplify payments. ✓ 𝗜𝗺𝗽𝗮𝗰𝘁 𝗬𝗼𝘂 𝗖𝗮𝗻 𝗦𝗲𝗲 – Real-time reports & dashboards to measure outcomes. 🌍 Transform the way your nonprofit works! Schedule a demo today and see how GiveLife365 drive 11 Ratings Visit Website Eventgroove Eventgroove is a self-service platform that allows event aggregators and national and international nonprofits to organize, promote, and sell tickets online for your virtual, hybrid, and in-person events and fundraisers. Combined with our fundraising capabilities and premium e-commerce solutions, you’ll have all the tools you need to execute the event you’ve been planning. Plus, we don't charge platform fees! Simplify your event management for you and your team with Eventgroove solutions. 13 Ratings Visit Website Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. 9,009 Ratings Visit Website DonorPerfect Fundraising Growth Platform DonorPerfect is the nonprofit platform that makes it easy to do good. In a single system, development teams can make better decisions, build meaningful connections, and boost revenue by 25% in the first year. From solicitation to stewardship, DonorPerfect is known for its simple tools that drive community impact. Any size organization can manage contacts, automate tasks, analyze trends, measure progress, and share updates—all from one reliable source, and with top-rated support. Trusted by 75,000 nonprofit professionals, DonorPerfect makes it easy to do good. From sustaining your mission to simplifying daily tasks, DonorPerfect provides an all-in-one system for fundraising success, support, and sustainability. Out of the box, DonorPerfect includes powerful features like Constant Contact email marketing, advanced custom reporting, and automated donor management, allowing nonprofits to make informed decisions and meaningful connections. 2,401 Ratings Visit Website WinningBidder.com WinningBidder.com provides low cost online auction software for fundraisers. Our software is simple to use, allowing organizers to launch an auction in minutes. That doesn't mean it lacks features. Bidders enjoy max bidding, outbid notifications, and popcorn bidding. There's no app for bidders to download. Rather, share a custom auction URL with supporters. They can browse your items and bid on any device. It's lightning fast too, perfect for events with spotty connectivity, like a charity golf outing. There's no limit to the number of items, bidders, or events, so WinningBidder.com is perfect for all your online auctions throughout the year. 165 Ratings Visit Website
About At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency. Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery. By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities. Contact us today to schedule a personalized demo and see how Casebook can transform your operations.	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 Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Human & Social Services organizations	Audience Nonprofits & Charities
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 per user per month Book a demo and get a custom quote. Free Version Not Supported Free Trial Not Supported	Pricing $109 per month Free Version Not Supported Free Trial Not Supported
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 Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros Reporting is our favorite feature of Casebook. With the support of their team, we have been able to create a report to pull any information we need that has been put into the data database. We can look at data in multiple different views, combine datasets and easily look at both duplicated and unduplicated data. There is one report that is more clunky to run which I will detail in the cons. Overall, for our program, outreach and family shelter side of services, Casebook works great. We can track and report on class attendance, number of bed nights, days of sobriety, and incorporate information that aids us with HMIS (Homeless Management Information System) data entry. We are easily able to add our own fields that our mission tracks specifically. Case notes and group notes are very quick and easy to complete, which is great for case management and reporting. We have a mobile outreach team that has been using service notes to track interaction with clients living in the streets and it has been a seamless transition to implement and makes reporting on these interactions nearly effortless. Our staff in these 3 departments have shared positive remarks about Casebook. The Casebook team itself has worked diligently to help us solve problems, has been response to issues with the software and has been a joy to work with. It is easy to recommend Casebook for the purpose of tracking outreach interactions or clients with a more consistent pattern of staying overnight in a recovery program or family shelter. The Pros for me are the ease of set up, deciding how to structure for our Agency needs, entering and deleting client information, and making case notes accessible to other disciplinary departments. They can view and/or add to client's file. Casebook sends you emails about support and products. They listen when I make suggestions to improve their product to make my and my coworker's lives easier. The reporting system is built in and easy to navigate as well. They worked with us every step of the way until we were truly comfortable working on our own. But if something comes up I know I can send and email and get help quickly. Customer service was a plus. Friendly and generally responsive. They are making new additions to the platform. Casebook is user friendly and simple to use for every level of our team. The ease of use combined with our team's customization makes client management a breeze. Cons Using Casebook effectively with our Adult Shelter has been the most challenging. We have a few options to track bed nights, but each solution comes with it’s own challenges. Adult Shelter is very dynamic with who will be staying each night and therefore takes a lot more data entry and auditing than Outreach, Family Shelter, and Program. One of the largest challenges we have is being able to view how many bed nights we had in a given month with the number of individuals served on a given night or month. The Casebook team helped to develop a formula to track this, but to adjust the date range we need to see, it requires admin level editing access to reports, which we can’t give to every individual who needs this information because of how much technical knowledge of reporting is required and how easy it is to break a report in editing mode. A possible trade off would be tracking this information using daily “notes” rather than service enrollments over time, but we lose the functionality of viewing a “reason for ending service” regarding the bed night. In either case, we are losing the ability to easily track bed nights in a readily viewable way, or the vital need to know why a client isn’t currently staying with us in the Adult Shelter from a data perspective. Casebook is currently working with us on this, but it is hard to recommend the software for night-by-night shelter until there is a solution the more readily meets our needs for night-by-night shelter. The challenges in this section of the review are what brings down the score I gave to ease and features. As of this time I see know issues with Casebook. If any should arise I will contact customer service via email or phone. All of these cons are for right now. I know when I make suggestions they listen and actively work to make them happen. They need to add a way to follow up on a case if it is active but has not been updated in a specific time frame. Cannot add old employees that had been on cases from before using the product because of user limits even though they are not users. We pursued this product because we were looking for a platform with easy client upload and the ability to organize client files. This did not happen. We actually felt like we duplicated our workload- by having to organize documents in a manner worse than simple google doc approach. We wasted thousands on a product we don't use. For their monthly fee, (after their setup) you can easily sign up with a larger more competent program such as CLIO or other legal or social work options. While there are a few sections in casebook that make it a little more difficult to use for our purposes, they are relatively small in the grand scheme of client management software. A few things that would be helpful adjustments are - an easily visible notes section on a person and case notes that allow for service tracking
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Casebook Founded: 2007 United States www.casebook.net	Company Information Societ Founded: 1995 Canada www.societ.com/solutions/case-management/sumac/
Alternatives FAMCare Human Services Global Vision Technologies	Alternatives NewOrg NewOrg Management System
NewOrg NewOrg Management System	DonorPerfect Fundraising Growth Platform SofterWare
CharityTracker Simon Solutions	QUALO Advanced Metrics
KaleidaCare	GiveLife365 Alphavima Technologies Inc
CaseFlow View All	Collaborate Network Ninja View All
Categories Adoption Agency Supported Church Management Supported Foster Care Supported Fundraising Supported Human Services Supported Nonprofit Supported Social Work Case Management Supported	Categories CRM Supported Donation Management Supported Fundraising Supported Human Services Supported Membership Management Supported Nonprofit Supported Social Work Case Management Supported
Fundraising Features Alumni Management Not Supported Auction Management Not Supported Campaign Management Not Supported Contribution Tracking Supported CRM Not Supported Donor Management Not Supported Event Management Supported Gift Matching Management Not Supported Grant Management Supported Membership Management Not Supported Mobile Giving Not Supported Payment Processing Not Supported Pledge Management Not Supported Prospect Management Supported Raffles / Lotteries Not Supported Recurring Giving Not Supported Volunteer Management Supported Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Not Supported Nonprofit Features Accounting Not Supported Committee Management Not Supported Donor Management Supported Dues Management Not Supported Event Management Not Supported Fundraising Management Not Supported Member Database Supported Membership Management Supported Social Media Management Not Supported Volunteer Management Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Adoption Agency Features Accreditation / Compliance Management Supported Automated Notifications Supported Case Management Supported Communications Management Supported Family Portal Supported Fundraising / Donations Management Not Supported Home Studies Management Supported Mobile Access Supported Online Checklists Supported Volunteer Management Supported Church Management Features Accounting Integration Not Supported Attendance Tracking Supported Child Check-In Not Supported Email / SMS Supported Event Management Not Supported Member Directory Not Supported Member Portal Not Supported Multi-Site Management Supported Online Giving Not Supported Pledge Management Not Supported Small Group Management Supported Volunteer Management Supported Foster Care Features Adoption Management Supported Automated Reminders Supported Available Families Database Supported Case Management Supported Checklists Supported Child Intake Supported Education Requirements Tracking Supported Family Portal Supported Foster to Adopt Supported Online Applications Supported Online Licensing Forms Supported Payments Tracking Supported Placement Management Supported Reporting Supported Respite Credits Tracking Not Supported Treatment Management Supported	Fundraising Features Alumni Management Supported Auction Management Supported Campaign Management Supported Contribution Tracking Supported CRM Supported Donor Management Supported Event Management Supported Gift Matching Management Supported Grant Management Supported Membership Management Supported Mobile Giving Supported Payment Processing Supported Pledge Management Supported Prospect Management Supported Raffles / Lotteries Supported Recurring Giving Supported Volunteer Management Supported Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Supported Nonprofit Features Accounting Supported Committee Management Supported Donor Management Supported Dues Management Supported Event Management Supported Fundraising Management Supported Member Database Supported Membership Management Supported Social Media Management Supported Volunteer Management Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Donation Management Features Campaign Management Supported Donation Tracking Supported Donor Database Supported Event Management Supported Gift Management Supported Grant Management Supported In-Kind Donations Supported Matching Donations Supported Mobile Donations Supported Online Donations Supported Pledge Management Supported Receipts / Statements Supported Recurring Donations Supported Volunteer Management Supported Membership Management Features Application Management Supported Automatic Renewals Supported Committee Management Supported Dues Management Supported Email Marketing Supported Event Management Supported Member Directory Supported Member Portal Supported Member Types Supported Membership Database Supported Nonprofit Membership Supported Payment Processing Supported Website Management Supported
Integrations Gmail Supported Google Calendar Supported QuickBooks Online Supported Amazon Web Services (AWS) Not Supported Constant Contact Not Supported Jotform Supported Mailchimp Not Supported QuickBooks Online Advanced Not Supported Stripe Not Supported Zapier Supported iATS Payments Not Supported Show More Integrations View All 5 Integrations	Integrations Gmail Supported Google Calendar Supported QuickBooks Online Supported Amazon Web Services (AWS) Supported Constant Contact Supported Jotform Not Supported Mailchimp Supported QuickBooks Online Advanced Supported Stripe Supported Zapier Not Supported iATS Payments Supported Show More Integrations View All 9 Integrations
Claim Casebook and update features and information Claim Casebook and update features and information	Claim Sumac and update features and information Claim Sumac and update features and information