Casebook vs Sumac
| Casebook | Sumac | |
|---|---|---|
| Free plan | No | No |
| Paid from | $29/mo | $179/mo |
| Platforms | Android, api, iOS, macOS, Web, Windows | macOS, self-hosted, Web, Windows |
| Free plan | No | No |
| Paid from | $29/user/mo | 179 /mo |
| Case intake forms | Yes | Yes |
| Workflow automation | Yes | Yes |
| Custom case fields | Yes | Yes |
| Audit trail | Yes | |
| Reporting dashboards | Yes | Yes |
| Mobile apps | Yes | No |
| Deployment | cloud | hybrid |
| Secure materials | Yes | |
| Agendas and minutes | Yes | |
| Governance records | Yes | |
| Campaign management | Yes | |
| Online donation forms | Yes | |
| Automated receipts | Yes | |
| Donor segmentation | Yes | |
| Reporting level | advanced |
Listed together in Best Case Management Software