Sumac
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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Foothold
Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof.
We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more.
Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care.
Transform the way you provide care with nimble software and a partnership guided by experience.
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Optimy
Optimy helps you with your sponsorship, CSR, grants and community investment professionals to improve their performance across the entire life cycle of a project. Optimy has developed customer-oriented solutions that help corporations collect project proposals, choose the most effective action plans, manage every aspect of each project, track the impact of their strategies and report on the program results. Optimy for every step of your social projects. Gather data through an easy application process. Review and select the best social impact projects quickly. Get an overview of your projects’ status and collaborate efficiently. Create meaningful reports about your CSR and social impact activities. Collect, review and report easily on the evaluation process. Empower everyone from scholarship and fellowships coordinators to applicants and reviewers. Manage end-to-end corporate giving and volunteer campaigns for more CSR impact.
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Casebook
At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency.
Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery.
By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities.
Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
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