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CROSStrax vs Sumac Case Management

CROSStrax

crosstrax.co

Sumac Case Management

societ.com

Side by side

FigureCROSStraxSumac Case Management
Price from$35/mo$179/mo
Free plan——
Free trialYes—
Open source——
WebYesYes
iOSYes—
AndroidYes—
Plans published52
Spec score · Case Management Software8.7 (#10)7.5 (#98)
Case managementFeatures include evidence, contact, communication, case, billing, assignment, and report management.Included features include client profiles and intake, case lifecycle tracking, service delivery planning, communication tracking, workflows, reminders, and outcome reporting.
Custom case fieldsYesYes
Deploymentcloudhybrid
Free planNoNo
HeadquartersDestin, Florida, United StatesMontreal, Canada
Case intake formsYesWeb-based client intake forms can save submitted information directly into the system as client records.
Software integrationsIntegrations include QuickBooks, Microsoft Office, Zapier, Delvepoint, IRBsearch, email, and transcription.The vendor lists integrations including QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, and Gmail; it also says it works with iATS and Stripe and, in limited capacities, PayPal and Moneris.
Reporting dashboardsYesYes
Workflow automationZapier connects CROSStrax with thousands of popular apps without coding.Yes

Plans

CROSStrax

  • Entry$420 a year
  • Essential$780 a year
  • Executive$1,260 a year
  • Elite$2,340 a year
  • Enterprise$3,540 a year

CROSStrax pricing →

Sumac Case Management

  • Starting price$179 a month
  • Sumac Case Management$179 a month

Sumac Case Management pricing →

In their own words

CROSStrax

CROSStrax has no write-up on Specifiction yet; its figures are above.

Visit crosstrax.co

Sumac Case Management

Sumac Case Management has no write-up on Specifiction yet; its figures are above.

Visit societ.com