Sumac vs MobileServe

My Junna

Casebook

Bonterra Apricot

My Junna is a HIPAA compliant care management software to track clients, track tasks, organize community resources, share calendars and more.

Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.

Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.

Pograms Manager

The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding;  one email away, and their response time is often within minutes.

Youth Worker

With ongoing updates and responsive support, it continues to be a valuable tool for managing programs and client data effectively.

Simplify Social Work Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.

Access Controls/Permissions

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Administrative Reporting

Alerts/Escalation

Alerts/Notifications

Alumni Management

Applicant Tracking

Application Management

Appointment Management

Approval Process Control

Assessment Management

Assignment Management

Attendance Management

Attendance Tracking

Auction Management

Billing & Invoicing

Budget Control

Budgeting/Forecasting

Calendar Management

Campaign Analytics

Campaign Management

Campaign Planning

Campaign Segmentation

Care Plan Management

Case Management

Case Notes

Categorization/Grouping

Certification & Licensing

Child Welfare Management

Client Management

Client Portal

Collaboration Tools

Committee Management

Communication Management

Compliance Management

Configurable Workflow

Contact Database

Contact Management

Contribution Tracking

Credit Card Processing

Customer Database

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Collection

Data Import/Export

Deadline Management

Document Management

Document Storage

Document Templates

Donation Tracking

Donor Discovery

Donor Management

Due Date Tracking

Dues Management

Electronic Payments

Electronic Signature

Email Alerts

Email Management

Email Marketing

Email Reminders

Email Templates

Email Tracking

Employee Management

Enrollments/Onboarding

Event Calendar

Event Management

Event Scheduling

Event Ticketing

Financial Reporting

Forms Management

For Nonprofits

Fundraising Management

Gift Matching Management

Goal Setting/Tracking

Grant Application Management

Grant Management

HIPAA Compliant

Historical Trend Analysis

Impact Measurement

Intake Management

Interaction Tracking

Medical History Records

Member Communication

Member Database

Member Directory

Member Portal

Membership Management

Membership Renewals

Member Types

Sumac

Windows

Linux

Web-based

Basic Plan

We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back.

Youth Outreach Worker

At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support.

It has improved how we document client interactions, manage referrals, and collect data across multiple programs.

The software is secure and stable, with regular updates that improve performance. While it takes effort to master, the long-term value is excellent.

Executive Director

My background is in IT and Database Management, so I researched a lot of CRMs before settling on Sumac. Since 2015, Sumac has met and exceeded my expectations for reliability, ease of use, integrated membership forms, excellent communication options (including allowing for emails to be sent with attachments), and superior customer service in all departments (support, sales, customer service, and billing).

It offers great customization capabilities that make it adaptable to different organizational needs.

The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently.

Director of client services and administration

It has multiple sections for us to manage data; donors, volunteers and clients.

Director

Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been.

Residential Coordinator

Sumac is a wonderful platform for the case management needs we have at our organization.

Sumac's highly customizable nature made adding new programs and features effortless.

She took the time to deeply understand our organization’s unique needs and then built thoughtful, tailored solutions to meet them.

Data Analyst

We appreciate having our data in one area compared to having multiple spreadsheets.

I would not change a thing about how the profiles are built for client information.

Anytime that I have put in a service request, they respond within 24 hours, and have the issue resolved within the same amount of time.

Overall, it’s a great tool for nonprofit organizations that want to streamline case management and reporting.

There’s a bit of a learning curve at first, but the training resources and customer support make it manageable.

Executive Assistant and Office Administrator

Good, meets the requirements of our organization and follows standards, customer support is very efficient and fast.

The support team is incredibly responsive, often replying within minutes whenever assistance is needed.

I like that it creates my charitable tax receipt numbers for me automatically.

EPIC case manager

The fact that you can customize it to your programs.

Some updates conflicted with how we were used to using some features.

Customization is great, but setting them up can be tricky without support.

We have been able to generate reports for various reasons.

I liked that everything the program needed for data collection and reports were there and easy to use.

Sumac has improved the sharing and management of client files among support workers, ensuring a seamless service experience for clients.

I love the integrated membership form for our website, the export/communication features, and the ease of use.

Her insight, attention to detail, and commitment to our success have truly blown us away.

Overall, Sumac is a reliable and flexible CRM for nonprofits.

From the very beginning, Olia has guided us through every step of the process with incredible care and expertise.

Admin. Assistant

Our database is up and running in a very short time.

Development Associate

It can take some getting used to because the interface isn't particularly intuitive

Extremely pleased with everything, the onboarding process was quick and smooth.

The tech team is fantastic, very easy to work with.

Client Services

Office Manager/HR Coordinator

We also rely on the Donor Management abilities.

Finance Administrator

I like that you can do reports and have it for different categories, the tech support staff are helpful

Admin/Volunteer Coordinator

As well, it would be nice to have auto-save, or spellcheck on forms.

Positive - ease of implementation, good price point.

Financial Controller & Assistant Director of Operations 

User friendlyThe support team is available to answer and help usSumac understand charitable organization needs

I appreciate the software support they provide and attempt to be as thorough as possible.

This feature may exist and I have not figured it out yet.

Administrator

The Cloud based database combined with its data security allows each clubs data to be maintained separately and securely.

Implementing the system was completed within 3 months, including converting existing spread sheets and uploading them onto the database.

Each club maintains their own data which is visible only to them and to the organizations head office.

This mainly due to the Mac security system that is not always fully understood by the user.

Ease of Use

Customer Support

Data Management

Security and Access Control

Small Non-Profit

Document Access

Database

Organizational Capacity

Bugs and Issues

Team Collaboration

Small Business

Mid-size Business

Large Enterprises

Freelancers

Societ

SignUpGenius

SignUpGenius is a cloud-based volunteer management and event planning tool for creating online sign up sheets, inviting volunteers and automating reminders.

VolunteerLocal

VolunteerLocal provides a user-friendly platform to simplify your volunteer scheduling, communication, and reporting logistics. We offer tools to categorize your volunteers based on qualifications, filtered communication, and hours tracking (QR codes too!). We make your coordinator's life easier.

Vome Volunteer

Vome Volunteer is a volunteer management platform designed to streamline administrative tasks and the volunteer journey. It offers a complete applicant tracking system, advanced scheduling features, database management, email & IM communication tools, and instant reporting and analytics.

MobileServe is a volunteer management software designed to help businesses, schools, colleges, & nonprofits track, manage, & verify any service work using an administrative dashboard, infographics, volunteer tracking technology, verification options, social integrations & sharing, & more

Sumac vs MobileServe Comparison (2026)

Sumac

MobileServe

Overview

Video & Screenshots

Pricing

User reviews

Key features

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