I like to drop down boxes for ease of use when searching for clients.

This  software is very easy to maneuver through. It allows access to various case files at your fingertips.

It was very easy to integrate Casebook into our organization.

In the past we were utilizing paper files. It is a great benefit  to have when enduring situations such as the current pandemic, where staff have to work remotely from home.

What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on.

The software is very disjointed. They do not allow you to look around in the demo.

The limited customization options and features.

Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic.

We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

I like the overall layout of Casebook. It is nice to have a data base for the students that I work with.

We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.

The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one.

The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software.

This was a horrible experience and a waste of thousands of dollars.

We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst.

The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

The people at Casebook are great to assist, also the use of the system is great.

Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better.

We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems.

The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there.

Great but needs more flexibility for customization.

Casebook staff have been great. They respond promptly to my many questions as well as welcome feedback to improve the product.

What I appreciate most about this software is how it growing with our organization. Casebook is listening to what we need and adapting the platform to meet those needs.

The team is awesome, its been a great experience for us.

Casebook is user friendly and simple to navigate.

I think it will grow with us well as we work to expand to other areas of the state, allowing our staff to work remotely and still have the info they need as we recruit and support foster families.

We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system.

Sales pushed us to choose the DIY onboarding which was horrible.

Set up the product that firvus was very frustrating and wish it came with more consultation.

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now.

There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them.

The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc.

Features are easy to use, the dashboard is very visually appealing and the reports are customizable.

Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).

Good value for the price for not for profit organizations. It does everything that we need it to do.

This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

You can not export to excel. You cannot delete mistakes.

Great customer service and they listen to suggestions from their customers on how they can improve their product(s) to make them more intuitive and user-friendly.

It's a good way to track donors and volunteers and the exported reports are pretty good.

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

With Sumac, we got the perfect solution  excellent customer service and an easy-to-use product at an affordable price.

The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.

Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.

It has always been because of my lack of knowledge of it's capabilities.

SUMAC wins the prize for the tech company that consistently provides patient, helpful and good advice.

Like that you could manage contacts, take payment and sync with accounting software.

The website integration is great and easy to use.

We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered  almost everything on our wish list (and much more).

It is sometimes difficult to load the software onto Mac computers.

Sumac and its staff have been really supportive and so responsive to our specific needs and even our suggestions for improving the software.

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.

But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Sumac is incredibly easy to use, is customizable, and the free support is outstanding. They are always happy to help.

The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.

For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature.

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness.

US Dollar

Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. You can manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook helps you manage your clients' cases and track their progress, collaborate with your team, and effectively manage data securely. 

You can easily analyze data and track outcomes to improve service delivery. The platform provides a wealth of information that allows you to generate custom reports and share data with stakeholders. You can monitor your clients' progress and outcomes, identify trends, and make data-driven decisions to improve service delivery and outcomes.

With Casebook, you can transform your human service organization's service delivery and improve the lives of your clients.

If you're ready to take your organization's service delivery to the next level, contact us today to learn more about how Casebook can help you achieve your mission. 


LongDescription

Real-Time Analytics

Document Templates

Employee Management

Case Management

Email Alerts

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Progress Tracking

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

For Nonprofits

Customer Database

Calendar Management

Customizable Fields

Scheduling

Data Import/Export

Assessment Management

Multi-Location

Certification & Licensing

Self Service Portal

Contact Management

Mobile Access

Dashboard Creation

Training Management

Role-Based Permissions

Client Portal

Real-Time Notifications

Forms Management

Workflow Management

Website Integration

Child Welfare Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Administrative Reporting

Volunteer Management

Program Management

Interaction Tracking

Alerts/Escalation

Real Time Reporting

Referral Management

Goal Setting/Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Customizable Forms

Appointment Management

Records Management

Summary Reports

Client Management

Drag & Drop

Third-Party Integrations

Task Management

Document Management

Communication Management

Collaboration Tools

Member Database

Event Scheduling

Web Forms

Attendance Management

Email Reminders

Email Tracking

Email Management

Casebook is available across four pricing plans, outlined below. 


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Casebook

In Person

Live Online

Webinars

Documentation

Videos

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more.

Sumac also offers integrated web pages, build-in email marketing tools, and robust reporting.

Top-rated support included!



Casebook vs Sumac

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