A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know youโre busy and donโt have time for complicated software โ Weโve changed that! Even your staff will enjoy using the system โ 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 thatโs 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
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Sumac
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 reportingโall in a secure, HIPAA & PIPEDA-compliant system.
Your team can manage clients on the go using Sumacโs 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 impactโall from one place.
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Casebook
At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency.
Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery.
By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters mostโserving their communities.
Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
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Collaborate
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.
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