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features
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support

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Description

GridSocial, developed by SocialRoots.ai, is a comprehensive referral and care coordination solution tailored for healthcare providers, community organizations, and social service networks. This platform facilitates the creation, routing, and tracking of referrals from start to finish, guaranteeing that every request is fulfilled with complete transparency for all involved parties. The system features smart intake processes, automated referral routing based on both eligibility and urgency, real-time tracking capabilities, and thorough outcome reporting. By integrating with prominent electronic health record (EHR) systems like Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial significantly improves interoperability while optimizing workflows. Noteworthy functionalities include customizable workflow options, secure collaboration tools for partner networks, and dynamic real-time dashboards. By utilizing GridSocial, organizations can effectively minimize care gaps, enhance the success rates of referrals, and tackle social determinants of health (SDoH), ultimately leading to improved patient outcomes and more efficient service delivery. Additionally, the platform’s user-friendly interface empowers stakeholders to engage and collaborate more effectively, fostering a unified approach to patient care.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Constant Contact No 
EpicCare EMR Yes 
Gmail No 
Google Calendar No 
Mailchimp No 
Oracle Health EHR Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Stripe No 
athenaOne Yes 
eClinicalWorks Yes 
iATS Payments No 

Integrations

Amazon Web Services (AWS) Yes 
Constant Contact Yes 
EpicCare EMR No 
Gmail Yes 
Google Calendar Yes 
Mailchimp Yes 
Oracle Health EHR No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Stripe Yes 
athenaOne No 
eClinicalWorks No 
iATS Payments Yes 

Pricing Details

Contact for pricing
Pricing is customized based on implementation scope, integrations, users, and care coordination requirements. Contact us for details.
Free Trial Yes 
Free Version Yes 

Pricing Details

$109 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SocialRoots.ai

Founded

2024

Country

United States

Website

www.socialroots.ai/closed-loop-referral-system

Vendor Details

Company Name

Societ

Founded

1995

Country

Canada

Website

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

Product Features

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management No 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management No 

Product Features

CRM

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

Donation Management

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

Fundraising

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

Human Services

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

Membership Management

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

Nonprofit

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

Social Work Case Management

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

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