Socianote vs Sumac Case Management
Socianote
socianote.comSumac Case Management
societ.comSide by side
| Figure | Socianote | Sumac Case Management |
|---|---|---|
| Price from | $99/mo | $179/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 2 |
| Spec score · Case Management Software | 8.9 (#3) | 7.5 (#98) |
| Deployment | cloud | hybrid |
| Free plan | Yes | No |
| Headquarters | Singapore | Montreal, Canada |
| Case intake forms | Yes | Web-based client intake forms can save submitted information directly into the system as client records. |
| Integrations | The page says everything is in one place with no integrations to maintain. | 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 dashboards | Yes | Yes |
| Workflow automation | Yes | Yes |
Plans
Socianote
- FreeFree
- Starter$99 a month
- Team$249 a month
- Scale$599 a month
- EnterprisePriced on request
- CustomPrice not published
Sumac Case Management
- Starting price$179 a month
- Sumac Case Management$179 a month
In their own words
Socianote
Socianote is a cloud platform for organisations managing programmes, people and case-related documents. It combines case intake forms, workflow automation, audit trails and reporting dashboards with real-time caseload visibility and overdue-review alerts. Admins can approve intake requests, reassign cases and export organisational data. CSV imports cover people, volunteers, programmes, enrolments and case shells; exports are available as CSV, PDF and per-person files. The free plan is indefinite, needs no credit card and supports up to 3 staff, 50 people, 1 programme and 200 documents. Starter is $99 a month for up to 5 staff, 500 people, 5 programmes and 2,000 documents. Plans are priced by organisation size rather than user count, and annual billing provides two months free, approximately 17% off. Web access is available, with participant and volunteer apps for iOS and Android on Enterprise. Data is encrypted at rest and in transit; staff TOTP MFA is available after enrollment. Each uploaded document is limited to 5 MB.
Sumac Case Management
Sumac Case Management has no write-up on Specifiction yet; its figures are above.