Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
InfoFloSimplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
-
FAMCare Human ServicesFAMCare streamlines the case management process and enhances client outcomes significantly. By utilizing automated casework through adaptable workflow tools and organized task lists, it ensures that no important details are overlooked. Furthermore, its robust pivot table reporting not only simplifies data analysis but also transforms it into an engaging task, facilitating straightforward quarterly and annual reports. Additionally, FAMCare offers a variety of modules, including those for workflow management, form creation, billing, and client portals, providing a comprehensive solution for all your case management needs. This versatility allows organizations to tailor the system to their unique requirements for maximum efficiency.
-
CHARMSCHARMS is a robust online case management platform designed to oversee every element of record maintenance for various services, including foster care, adoptions, residential care for children, supported housing, and recruitment for foster carers. Operating as a non-profit entity, SCN remains under private ownership and is guided by sociocratic principles, ensuring that all staff and clients contribute to the evolution and enhancement of the CHARMS Community. This inclusive approach allows everyone—employees, customers, suppliers, and especially the users of CHARMS—to voice their opinions on the platform's development and functionality. By prioritizing the safeguarding of sensitive information, CHARMS empowers educators, social workers, and other care providers to concentrate on their vital responsibilities without concern. Ultimately, this commitment to privacy and community engagement fosters a supportive environment for all stakeholders involved.
-
NewOrgNewOrg serves as a comprehensive platform designed for non-profit organizations to consolidate information from various aspects of their operations. This integration enhances their ability to efficiently oversee clients, volunteers, services, donors, donations, and outcomes. Moreover, it facilitates the scheduling of activities, sign-ups, communications, surveys, and fundraising efforts. By utilizing NewOrg, organizations can effectively manage their committees, donors, events, and memberships, ultimately leading to smoother operations and improved organizational effectiveness. Additionally, this platform empowers non-profits to streamline processes, fostering a more engaged community and better achieving their missions.
-
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.
-
CharityTrackerReduce 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.
-
JotformWith the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.
-
TitanCollaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!
-
DATABASICS Time & ExpenseDATABASICS is dedicated to tackling the complex challenges associated with Time and Expense management for both large and small organizations that have decentralized teams. By merging two top-notch tracking systems into a single platform, we effectively streamline two essential business functions within one comprehensive solution. Our system is designed to integrate effortlessly with any existing software or applications, making configuration and reporting straightforward. Additionally, we offer customization options to tailor the solution specifically to your requirements, with implementation completed in as little as one month. This ensures that businesses can quickly adapt to their unique operational needs.
-
ProcareProcare stands out as the leading child care management solution, servicing child care centers, before and after school programs, and youth organizations, facilitating business operations, staff coordination, parent communication, and children's education with ease. ADMINISTRATION Oversee every facet of your center or multiple centers seamlessly using a single cloud-based platform that integrates all necessary functions. COMMUNICATION Ensure that staff and parents remain informed about key milestones and activities through various channels such as phone, email, text, or the app, fostering a high-quality child care environment. BILLING AND PAYMENTS Experience hassle-free automated billing and payment processing, offering convenience to parents while delivering real-time data and features for providers. FINANCIAL MANAGEMENT Gain instant access to a comprehensive overview of financials and receivables for your center through an integrated dashboard that updates in real-time. LESSON PLANNING Effortlessly design lesson plans, conduct student evaluations, and manage classroom lessons without the hassle of outdated paper methods. MOBILE APP Utilize a user-friendly app that is fully integrated for engaging both staff and families, ensuring ongoing connection between centers and families. AND MORE... This comprehensive approach is why Procare is the preferred choice for over 40,000 satisfied customers, continually demonstrating its effectiveness in enhancing child care management.
What is extendedReach?
Our foster care software is meticulously designed to meet your requirements. For more than twenty years, extendedReach has been the preferred choice for intuitive case management solutions aimed at modern social service organizations. With a deep understanding of the social services sector, we created extendedReach to seamlessly integrate with your existing practices. Leverage your established checklists, documents, policies, and workflows, enhancing them with technology to increase efficiency by streamlining your processes. Some standout features include: - Access to information anytime, anywhere - Accurate billing solutions - Built-in compliance checklists - Quick signature collection - Customizable form creation - Removal of departmental barriers - Transition from cumbersome paperwork to a completely digital framework! Take a moment to visit our website and discover the comprehensive array of features we provide. Moreover, our software is dedicated to adapting alongside your organization to better fulfill the evolving needs of your community. We believe that as your organization grows, our tools will continue to support your mission effectively.
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
QuickBooks Online
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online Advanced
Stripe
Zoho Analytics
iATS Payments
Integrations Supported
QuickBooks Online
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online Advanced
Stripe
Zoho Analytics
iATS Payments
API Availability
Has API
API Availability
Has API
Pricing Information
$50.00/month
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
extendedReach
Date Founded
1999
Company Location
United States
Company Website
www.extendedreach.com
Company Facts
Organization Name
Societ
Date Founded
1995
Company Location
Canada
Company Website
www.societ.com/solutions/case-management/sumac/
Categories and Features
Adoption Agency
Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management
Child Care
Billing & Invoicing
Calendar Management
Check-in / Check-out
Child Care Center
Daily Reports
Employee Management
Food Program Records
For Preschools
Home-Based
Immunization Records
Lesson Plan Management
Mailing List Management
Menu Planning
Online Registration
Parent / Child Records
Parent Portal
Payment Processing
Photo Gallery
Text Messaging
Volunteer Management
Wait List Management
Foster Care
Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
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