Sumac

Sumac

Societ
countbubble

countbubble

CountBubble
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Nonprofits & Charities

Audience

Human service and social service nonprofits. Ideal for smaller nonprofits

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$109 per month
Free Version
Free Trial

Pricing

$15/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

Company Information

CountBubble
Founded: 2021
United States
www.countbubble.com

Alternatives

NewOrg

NewOrg

NewOrg Management System

Alternatives

Sumac

Sumac

Societ
Exponent Case Management

Exponent Case Management

Exponent Partners
QUALO

QUALO

Advanced Metrics
Collaborate

Collaborate

Network Ninja
GiveLife365

GiveLife365

Alphavima Technologies Inc
CharityTracker

CharityTracker

Simon Solutions
Collaborate

Collaborate

Network Ninja
AidHound

AidHound

I AM - CONSULTORIA

Categories

Categories

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

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

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Claim Sumac and update features and information
Claim Sumac and update features and information
Claim countbubble and update features and information
Claim countbubble and update features and information