PlanStreet vs. Sumac Comparison Chart

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.

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.

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.

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.

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

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

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.

RXNT is an ambulatory healthcare technology pioneer that empowers medical practices and healthcare organizations to succeed and scale through innovative, data-backed, AI-powered software. Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice. Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states. Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 135 million prescriptions have been transmitted and over $10 billion in claims have been processed using RXNT.

AdvancedMD is a comprehensive cloud-based medical office management software designed to streamline operations for private healthcare practices. It combines practice management, EHR, and patient engagement tools into a unified platform. The AI Clinical Assistant powers ambient listening, auto-transcription, and chart action items to eliminate documentation burden. AI-generated pre-visit summaries, insurance card capture, and AI Narrative Insights automate clinical, financial, and administrative workflows. AdvancedMD enables providers to focus on patient care by minimizing repetitive tasks. The platform supports revenue cycle management via a multi-clearinghouse model — including Waystar — improving billing accuracy and cash flow. Password Breach Detection and secure AWS cloud hosting keep practice data protected and accessible from any device, anywhere. It delivers an integrated, intelligent solution that enhances productivity, patient outcomes, and practice performance.

Provide exceptional, data-driven care from anywhere with Valant, the all-in-one EHR and practice management software designed exclusively for behavioral health practices of all sizes. - Focus the efforts of your entire workflow in one system built for individual psychotherapy, medication management, group counseling and more, whether delivered in person or virtually. - Speed your documentation process with 100+ clinical templates for evidence-based and specialized therapies, such as DBT, CBT, MFT, TMS, and weight and eating disorders. - Track your progress with 100+ comprehensive reports on patient retention, compliance, productivity, and financial performance. Demonstrate the value of your care to payers with 80+ reportable outcome measures you can schedule send to patients, auto-score, document, and track progress.