InfoFlo vs. Sumac Comparison


InfoFlo InfoFlo Solutions Inc	Sumac Societ	+	+
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About 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.		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 Supported iPhone Supported iPad Supported Android Supported Chromebook Not 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 Small and medium sized businesses		Audience Nonprofits & Charities
Support Phone Support Supported 24/7 Live Support Not 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 $20/month/user Pricing depends on users and features Free Version Not Supported Free Trial Supported		Pricing $109 per month Free Version Not Supported Free Trial Not Supported
Reviews/Ratings 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

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 InfoFlo Solutions Inc Founded: 2004 Canada infoflo.one/non-profit-free-trial/		Company Information Societ Founded: 1995 Canada www.societ.com/solutions/case-management/sumac/
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Categories Construction CRM Supported Contact Management Supported CRM Supported Donation Management Supported Financial CRM Supported Foster Care Supported Fundraising Supported Grant Management Supported Healthcare CRM Supported Human Services Supported Nonprofit Supported Patient Case Management Supported Real Estate CRM Supported Social Work Case Management Supported Stakeholder Relationship Management Supported		Categories CRM Supported Donation Management Supported Fundraising Supported Human Services Supported Membership Management Supported Nonprofit Supported Social Work Case Management Supported
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 Not Supported Donor Database Supported Event Management Supported Gift Management Supported Grant Management Supported In-Kind Donations Supported Matching Donations Supported Mobile Donations Not Supported Online Donations Not Supported Pledge Management Supported Receipts / Statements Supported Recurring Donations Supported Volunteer 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 Not Supported Committee Management Supported Donor Management Supported Dues Management Not Supported Event Management Supported Fundraising Management 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 Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Not Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Not Supported Household Tracking Supported Influence Tracking Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory 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 Supported Treatment Management Supported Grant Management Features Compliance Management Supported Contract Management Supported Grant Application Management Supported Grant Award Tracking Supported Grant Opportunity Search Supported Self-Registration Supported Healthcare CRM Features Audience Targeting Supported Campaign Management Supported Marketing Automation Supported Medical History Records Supported Patient Communications Supported Patient Management Supported Physician Management Supported Predictive Analytics Not Supported Patient Case Management Features Activity Tracking Supported Assessment Notes Supported Billing & Invoicing Supported Calendar Management Supported Candidate Identification Supported Case List Management Supported Eligibility Verification Not Supported HIPAA Compliant Supported Medical History Records Not Supported Patient Records Supported Referral Management Supported Treatment Planning Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Supported Referral Tracking Supported Segmentation Supported Stakeholder Relationship Management Features Community Investment Tracking Supported Stakeholder Assessment Supported Stakeholder Commitments Management Supported Stakeholder Complaint Management Supported Stakeholder Consultation Tracking Supported Stakeholder Engagement Supported Stakeholder Grievance Management Supported Stakeholder Information Management Supported Stakeholder Issues Management Supported Stakeholder Mapping Supported		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 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 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 Amazon Web Services (AWS) Not Supported Constant Contact Not Supported Gmail Not Supported Google Calendar Not Supported Mailchimp Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Stripe Not Supported WordPress Supported iATS Payments Not Supported View All 1 Integration		Integrations Amazon Web Services (AWS) Supported Constant Contact Supported Gmail Supported Google Calendar Supported Mailchimp Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Stripe Supported WordPress Not Supported iATS Payments Supported View All 9 Integrations
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