Persimmony vs. Vertex Case Records Manager Comparison Chart

Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.

Casebook is a leading provider of highly configurable human services software. We understand that every human services organization, social services agency, or community services nonprofit has unique needs and requirements. Our comprehensive cloud-based solution is designed to streamline operations from intake to reporting. Unlike generic information management software, Casebook is tailored specifically for the distinct needs of human services professionals. We have collaborated closely with industry experts to ensure that our platform effectively addresses your essential data management and reporting tasks on a daily basis. Select Casebook as your trusted human services software solution and discover the power of a platform meticulously designed to enhance service delivery and reporting, while optimizing your organization's overall efficiency. Contact Us to learn more about our purpose-built platform for human & social services and our scalable per-user pricing options.

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant. Need to do more? Add Sumac Donations, Grant Management, Volunteers, Memberships, and more. Sumac Case Management is perfect if you’re looking for: case management software for social workers, social work case management software, human services software, social services software, human services case management software, case management software social services, nonprofit case management software, case management software for nonprofits. Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services

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

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.

FAMCare is powerful, cloud-based case management software for human services agencies who are looking to manage cases faster and make data analysis and reporting simpler to allow you to help more clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. Powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

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.

QUALO is a scalable, cloud-based software platform that addresses common data output and visualization challenges in behavioral health, community health, and healthcare, providing valuable insights without overwhelming clients, staff, administrators, and funders. The system combines data collection tools with customized evidence-based practice supports, ensuring the right information is collected at the right time. Additionally, it incorporates care coordination features that are specifically catered to meet the needs of human service providers. QUALO was built to integrate with other systems, including electronic health records, as a single point of data entry to augment the inherent data output and visualization limitations EHRs often present. Plus, QUALO’s responsive mobile friendly design ensures the platform can be accessed from any device, streamlining the entire data collection process.

Qomon is the most innovative and user-friendly Mobilization platform & mobile app that powers non-profit organizations, campaigns, movements & advocacy groups worldwide to mobilize bigger using data & digital. Designed for organizations of all sizes, from individuals aspiring to shape the future to international organizations, Qomon combines a set of grassroots tools. This includes the Action CRM, Field & Digital Organizing tools (Canvassing, Calling Lists, Events, Petitions, and more), Data & Map tools designed to transform your data into actions. Qomon also offers 5,000+ integrations, manages more than 400M contacts, and has facilitated 35,000 actions this year. Are you a political consultant? Join the Qomon Alliance, our new network of Partners. Join us, apply now! Qomon is a certified B Corp with a global presence, boasting offices in North America and Europe.

DATABASICS is driven to meet the most demanding Time and Expense management challenges for mid- to large-size enterprises with distributed workforces around the world. By combining two world-class tracking systems in one, we address two critical business processes with absolute ease in one solution. Our system provides the utmost flexibility in configuration and reporting by seamlessly integrating with almost any program or software you’re already using, so a perfect fit comes standard for every customer. Plus, you can be up and running in about a month with a solution that is fully customized to your organization’s needs.