SumacSociet
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About
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 reporting—all in a secure, HIPAA & PIPEDA-compliant system.
Your team can manage clients on the go using Sumac’s 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 impact—all from one place.
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About
countbubble is case management software for human service nonprofits. It offers tools that allow nonprofits to track & report their work.
1-The Form Builder allows you to create data collection forms quickly.
2-The Notes Feed helps you keep case notes organized and easy to review.
3-The Plans feature lets you to create & manage custom case plans.
4-Work with participants (aka clients) from the Participant Management screen
5-Export data any time, or use built in reports to view summaries of services, outcomes, or demographics.
countbubble is *simplified* software that helps nonprofits manage their program data. It’s designed to be easy to learn so you can get started quickly - without numerous hours of training.
countbubble is perfect for multi-service agencies that have lots of data to manage and report; case management programs that work on long-term goals; and basic needs assistance programs that simply need to track their ongoing work.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Nonprofits & Charities
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Audience
Human service and social service nonprofits. Ideal for smaller nonprofits
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$109 per month
Free Version
Free Trial
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Pricing
$15/user/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSociet
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/
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Company InformationCountBubble
Founded: 2021
United States
www.countbubble.com
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Categories |
Categories |
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Human Services Features
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit Features
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
CRM Features
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 Features
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 Features
Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
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
Membership Management Features
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
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Human Services Features
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
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Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
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Integrations
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
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