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CaseWorthy vs Sumac

Updated November 23, 2025

CaseWorthy vs Sumac: Which is best for you?

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1 million+ businesses helped
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Starting Price
$0.01

per year

$109.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Client Management
4.17
Document Management
4.17
Case Notes
4.0
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Case Notes
5.0
Client Management
4.89
Volunteer Management
4.71
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Integrations
Microsoft Power BI
Microsoft Power BI
MySQL
MySQL
Twilio
Twilio
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QuickBooks Online
QuickBooks Online
Constant Contact
Constant Contact
Mailchimp
Mailchimp
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Pros / Cons
  • Overall, we are pleased with the ease of use and aesthetics of the CaseWorthy HMIS application.
  • The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools.
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  • After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program.
  • Like when they added an option for "other," it conflicted with how we added our own section to collect that data.
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Ease-of-Use
Highest performing feature
in the comparison
4.3/ 5
4.2/ 5
Value for Money
Highest performing feature
in the comparison
4.3/ 5
4.2/ 5
Customer Support
4.3/ 5
Highest performing feature
in the comparison
4.7/ 5
Functionality
Highest performing feature
in the comparison
4.4/ 5
4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad