Notehouse vs. Sumac Comparison


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		Related Products 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 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. 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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 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 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 GiveLife365 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱: 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗡𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝘄𝗶𝘁𝗵 𝗦𝗺𝗮𝗿𝘁 𝗖𝗥𝗠. Managing constituents - donors, volunteers, events and cases shouldn’t slow down your mission. 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Plus, you can be up and running in about a month with a solution that is fully customized to your organization’s needs. 7,251 Ratings Visit Website Fathom Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. 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About Notehouse is a simple, secure, and affordable narrative note-taking platform for nonprofits, education, and human-services teams. It provides a fast, intuitive way to document interactions, track clients, and share information without the complexity of a traditional CRM. Notes are searchable, sortable, and automatically timestamped, giving teams clear, accountable records. Essential details stay visible through a streamlined interface, persistent sticky notes, and customizable tags that make reporting and case organization effortless. Security is core: two-sided encryption, HIPAA-compliant servers, and regular independent audits protect sensitive data. Notehouse keeps documentation clear, organized, and secure, so teams can focus on the people they serve.	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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not 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 For nonprofit activists, social workers, counselors, and educators, and more.	Audience Nonprofits & Charities
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $14.00 per user per month Per user per month and annual team pricing available. Free Version Not Supported Free Trial Supported	Pricing $109 per month Free Version Not Supported Free Trial Not Supported
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	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 Not Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Notehouse Founded: 2019 United States www.getnotehouse.com	Company Information Societ Founded: 1995 Canada www.societ.com/solutions/case-management/sumac/
Alternatives Sumac Societ	Alternatives NewOrg NewOrg Management System
countbubble CountBubble	DonorPerfect Fundraising Growth Platform SofterWare
CharityTracker Simon Solutions	QUALO Advanced Metrics
Collaborate Network Ninja	GiveLife365 Alphavima Technologies Inc
FAMCare Human Services Global Vision Technologies View All	Collaborate Network Ninja View All
Categories Human Services 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
Human Services Features Case Management Supported Certification & Licensing Not Supported Child Welfare Management Supported Document Management Not Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Not Supported Training Management Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Not Supported Forms Management Not Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Not Supported Reporting & Statistics Supported Scheduling 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 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 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 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 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
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 iATS Payments Not Supported	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 iATS Payments Supported View All 9 Integrations
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