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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Ensora Mental Health
For solo and small-group mental health practice owners, TheraNest is the EHR and practice-management platform that simplifies clinical documentation, streamlines billing, and empowers sustainable practice growth without administrative headaches.
Unlike SimplePractice and TherapyNotes, TherapyNotes uniquely allows therapists to run secure group telehealth sessions (up to 20 participants), automatically insert evidence-based Wileyยฎ treatment plans, and access built-in flat-rate RCM services โ all in one place.
TheraNest gives therapists back time, control, and confidence by combining workflow automation, AI-enhanced documentation, and reliable U.S.-based support.
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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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VolunteerLocal
VolunteerLocal is the most powerful online scheduling platform that helps organizations manage, schedule, recruit, and/or communicate with volunteers. Versatile and user-friendly, VolunteerLocal provides organizations with the perfect opportunity to recruit for a number of specialized volunteer roles as well as keeps a birds-eye-view of signups. The solution offers 3 premium plans with robust features such as onsite check-in, social sharing, real-time reporting, and more. All plans enjoy unlimited volunteer signups, jobs, shifts, email communications, and no ads.
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