Penelope

Penelope

Social Solutions
Sumac

Sumac

Societ
+
+
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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

Mid-sized to large agencies in mental/behavioral health, human services, social services, EAPs, governments, and universities worldwide.

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

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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Reviews/Ratings

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Social Solutions
Founded: 2001
Canada
www.athenasoftware.net

Company Information

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

Alternatives

FAMCare Human Services

FAMCare Human Services

Global Vision Technologies

Alternatives

QUALO

QUALO

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NewOrg

NewOrg

NewOrg Management System
QUALO

QUALO

Advanced Metrics
Collaborate

Collaborate

Network Ninja
Foothold

Foothold

Foothold Technology
Exponent Case Management

Exponent Case Management

Exponent Partners

Categories

Categories

Human Services Features

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

Mental Health Features

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Case Management Features

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Human Services Features

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

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

Nonprofit Features

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

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
Tableau
iATS Payments
iPrescribe

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
Tableau
iATS Payments
iPrescribe
Claim Penelope and update features and information
Claim Penelope and update features and information