Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Casewatch Millennium® is a versatile, multi-user database management system that caters to a wide variety of organizations, whether they focus on delivering healthcare directly, managing social services cases, or overseeing care providers. This system can seamlessly manage an entire organization, function as a departmental tool within a larger entity, or facilitate a network of interconnected organizations. Its modular architecture allows users to select only the features that are relevant to their specific needs. Additionally, Casewatch Millennium® complies with HIPAA regulations, ensuring the protection of sensitive information. Tailored to fit the unique requirements of each organization and their workflows, the system offers extensive customization options for all its modules. Developed by Automated Case Management Systems (ACMS) Incorporated, Casewatch Millennium® is specifically designed to support professionals involved in case management and managed care services. With its user-friendly interface and adaptable features, it streamlines processes and enhances efficiency in service delivery.

Description

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
Microsoft Edge
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
Microsoft Edge
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$109 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ACMS

Founded

1987

Country

United States

Website

www.acmsinc.com/casewatch_millennium.html

Vendor Details

Company Name

Societ

Founded

1995

Country

Canada

Website

www.societ.com/solutions/case-management/sumac/

Product Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Alternatives

QUALO Reviews

QUALO

Advanced Metrics
NewOrg Reviews

NewOrg

NewOrg Management System
NewOrg Reviews

NewOrg

NewOrg Management System
Provide Enterprise Reviews

Provide Enterprise

Groupware Technologies
GiveLife365 Reviews

GiveLife365

Alphavima Technologies Inc
Foothold Reviews

Foothold

Foothold Technology
QUALO Reviews

QUALO

Advanced Metrics