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What is Traverse?

Having well-organized, accurate, and clear data is crucial for understanding clients and driving meaningful change. Traverse is a cloud-based document management solution specifically designed for human services organizations, emphasizing the management of documents and forms alongside mobility features. Utilizing the powerful infrastructure provided by Amazon Web Services (AWS), Traverse guarantees thorough security, dependable disaster recovery, and consistent operational uptime. For an organization to realize its full potential, it is essential that every member of the team has access to the tools necessary for performing their roles efficiently and effectively on a daily basis. By implementing Traverse, users can obtain valuable insights into particular client cases and documents, while effortlessly navigating data across different program areas, which ultimately enhances the delivery of services. This level of accessibility and systematic organization can greatly boost the overall effectiveness of operations within the agency, leading to improved client outcomes and streamlined workflows. Moreover, the integration of such a system empowers staff to focus more on client interactions rather than administrative tasks, resulting in a more impactful service experience.

What is Sumac?

Sumac Case Management serves as a comprehensive solution designed specifically for organizations involved in human and social services. With ease, you can oversee client intake, maintain case notes, coordinate service delivery and schedules, track clients, caseworkers, volunteers, and donors, while also generating reports on essential metrics for funder communication. This platform is fully compliant with HIPAA and PIPEDA regulations and offers features such as: - Exceptional customer support - A mobile-friendly case portal for managing clients and cases on the move - Integrated mass email capabilities - Customizable client intake forms - Helpline and referral tracking - Outcome-based reporting If you require additional functionalities, you can integrate Sumac Donations, Grant Management, Volunteer Management, and more into your system. Sumac Case Management is an ideal choice if you seek solutions for: - Case management software suitable for social workers - Software tailored for social work case management - Human services management solutions - Software for social services - Case management software specifically for human services - Social services case management software - Nonprofit-focused case management solutions - Case management software for various nonprofit organizations Furthermore, it’s particularly beneficial for nonprofits operating in sectors such as Food Banks, Social Welfare Organizations, Community Services, Child and Family Services, Shelters, Health Services, Mental Health Organizations, and Hospice care.

Media

Media

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

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 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

Northwoods

Date Founded

1999

Company Location

United States

Company Website

www.teamnorthwoods.com/products/traverse

Company Facts

Organization Name

Societ

Date Founded

1995

Company Location

Canada

Company Website

www.societ.com/sumac-case-management-promo/

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

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