Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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GiveLife365GiveLife365: Empowering Nonprofits with Innovative CRM Solutions Effectively managing crucial relationships with donors, volunteers, events, and cases should never impede your nonprofit's mission. GiveLife365 is a cloud-based customer relationship management system tailored specifically for nonprofits, enabling you to optimize workflows, boost engagement, and monitor significant outcomes, all from a single platform. ✨ Reasons to Choose GiveLife365 💙 Donor Management – Effortlessly oversee donor interactions, automate receipts, and streamline fundraising efforts. 🙌 Volunteer Management – Conveniently recruit, schedule, and recognize the contributions of your volunteers. 🎟️ Event Management – Promote events, coordinate registrations, and keep track of attendance seamlessly. 🔗 Simplified Memberships – Automate renewal processes, integrate marketing solutions, and manage payments with ease. 📊 Real-Time Insights – Access actionable insights through real-time reports and dashboards for informed decisions. 🌍 Transform the way your nonprofit operates! Schedule a demo today to see firsthand how GiveLife365 can enhance your impact and efficiency while supporting your mission.
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Valant Behavioral Health EHRConcentrate your efforts on delivering outstanding, data-informed care using Valant, the comprehensive EHR and practice management solution specifically crafted for behavioral health practices, regardless of their size. Valant is designed to enable you to minimize the time spent on administrative duties, allowing for more focus on providing high-quality care to both individuals and groups. Streamline your workflow by: - Alleviating documentation burdens with a system that automatically creates clinical narratives, nearly finishing your notes for you. - Scheduling over 80 integrated, reportable outcome measures to be sent to patients automatically via the MYIO Patient Portal prior to their appointments. - Allowing the system to generate a coded charge when you document appointments. - Automating the patient onboarding experience so intake packets are readily available for patients to sign within their portal. - Receiving service requests directly through your EHR, effectively managing new patient inquiries, and obtaining a data-driven match score for prospective patients, thereby enhancing your practice's efficiency and patient satisfaction.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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TripMasterTripMaster delivers top-notch scheduling and distribution software for NEMT and paratransit services. This cost-efficient software streamlines paratransit management through demand-response and NEMT functionalities, all designed with user-friendliness in mind, which is a principle that inspired its creation by the very customers it serves. As a comprehensive transit solution, it encompasses modules for Automated Scheduling, robust custom Reporting, Integrated Voice Response, Mobile Solutions, and an automated vehicle locator. Additionally, CTS Software enhances operations by providing thorough auditing support, cost control measures, manpower and vehicle resource management, along with route management capabilities. The software further includes features like statistical reporting, computer-assisted scheduling, and electronic billing. A unique aspect of our service is a 90-day money-back guarantee, ensuring customer satisfaction. After conducting a live demonstration of TripMaster's capabilities, our dedicated team will assist in setting up your database and offer personalized training for your staff, ensuring a smooth transition to our platform. With TripMaster, you can expect a partnership focused on optimizing your transit operations and enhancing overall efficiency.
What is SupportAbility?
Navigating the NDIS can prove to be quite a complex endeavor. Our pricing guides and interconnected financial systems are designed to simplify the payment process associated with the services you offer under the NDIS. SupportAbility features powerful search capabilities that leverage your data to produce funding statements, progress reports on goals, and additional valuable insights. This capability allows you to seamlessly track a variety of metrics, including client absenteeism and logistics surrounding participant transport and provider travel. It also helps you identify gaps in compliance documentation and monitor client risks, ensuring that staff safety and quality care remain paramount. Furthermore, we support you in managing client objectives by crafting strategies, recording evidence, and assessing advancements over time. SupportAbility fosters collaboration among caregivers working across various services, which keeps the focus on the continuous progress of participants. By enhancing teamwork and equipping you with vital tools, we strive to improve the overall experience for providers and clients alike, making the journey through NDIS smoother and more efficient. Our commitment to innovation ensures that both caregivers and clients can engage effectively and achieve their goals.
What is Sumac?
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.
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
API Availability
Has API
API Availability
Has API
Pricing Information
Free
Free Trial Offered?
Free Version
Pricing Information
$109 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
SupportAbility
Date Founded
1998
Company Location
Australia
Company Website
www.supportability.com.au
Company Facts
Organization Name
Societ
Date Founded
1995
Company Location
Canada
Company Website
www.societ.com/solutions/case-management/sumac/
Categories and Features
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management