Sara vs. Sumac Comparison


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About Sara is an all-in-one client communication and workflow platform that acts as a centralized hub to help state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies reduce administrative burden, automate client follow-ups, and improve compliance by integrating with existing case management systems and automating routine tasks like two-way texting and email, appointment scheduling and reminders, automated case note creation, document capture and e-signatures, surveys, and HIPAA-compliant video conferencing; it captures communications and syncs them as compliant records to the agency’s system of record, supports unlimited messaging templates and workflows, and can be configured to meet unique compliance and program requirements so agencies can scale operations and maintain consistent engagement across caseloads.	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 Human services agencies and case management teams that need an AI-assisted client communication and workflow platform to automate outreach, documentation, compliance, and engagement so staff can focus more on client outcomes	Audience Nonprofits & Charities
Support Phone Support Not Supported 24/7 Live Support 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 No information available. Free Version Not Supported Free Trial Not 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 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 Sara Founded: 2010 United States saraworks.com	Company Information Societ Founded: 1995 Canada www.societ.com/solutions/case-management/sumac/
Alternatives Foothold Foothold Technology	Alternatives NewOrg NewOrg Management System
Tracker Solution Specialties	DonorPerfect Fundraising Growth Platform SofterWare
Vertex Case Records Manager Vertex Systems	QUALO Advanced Metrics
TraxSolutions nFocus Solutions	GiveLife365 Alphavima Technologies Inc
Persimmony Persimmony Software View All	InfoFlo InfoFlo Solutions Inc View All
Categories Human Services 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 Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training 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 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
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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