Sumac vs. CharityTracker

Sumac is powerful, flexible case management software purpose-built for nonprofits. It helps organizations streamline client services, improve program efficiency, and manage data securely—all within one intuitive platform. Designed specifically for the needs of nonprofit organizations, Sumac supports a wide range of sectors including child and family services, shelters, food banks, community and health services, and hospices. Whether you're tracking service delivery, coordinating volunteers, or managing fundraising, Sumac adapts to your mission. Key features include: - Web-based client intake forms that eliminate manual data entry - Digital forms with e-signature capabilities - Case notes, reminders, and workflows to automate follow-ups and improve client care - A mobile-friendly Case Portal for on-the-go access to client data - Built-in email marketing tools—no need for external software - Customizable reporting for funders, boards, and internal analysis With optional CRM extensions, Sumac can scale into an all-in-one solution for your entire nonprofit. Add modules for Donations, Volunteers, Memberships, Grant Management, and even Custom tools designed around your unique programs. Security is a priority. Sumac is HIPAA & PIPEDA compliant, with encrypted data storage, role-based access controls, and secure hosting to protect sensitive client information. Free, top-rated support is always included. Your team gets access to real human experts who understand nonprofit challenges and are committed to your success. Whether you're a small grassroots organization or a large, multi-service agency, Sumac gives you the tools to simplify operations, improve impact, and grow your mission—all from one centralized platform.

Reduce the time spent sorting through piles of documents and focus more on assisting your clients. With CharityTracker, you can access client files from any location, offering not just secure storage but also an efficient and integrated approach to enhance your case management process. Implementing CharityTracker is straightforward and budget-friendly, allowing you to experience the rapid setup of its cloud-hosted solution. You’ll soon appreciate the elegantly designed interface that gets you operational in no time. This cloud-based software, compliant with HIPAA regulations, is user-friendly and tailored for nonprofits of all sizes. There are no setup costs, hidden charges, or binding contracts, so you have the freedom to cancel whenever you choose! Our solution is crafted to save time and securely streamline your case management processes, enabling you to record notes, create reports, collaborate effectively, set objectives, evaluate outcomes, make referrals, and demonstrate your impact with comprehensive reports for your funders. We are already making a difference in thousands of communities! Schedule a complimentary demo to see how it works. With pricing beginning at just $20 per month per user, it’s an opportunity you won't want to miss.