Audyense·
Side-by-side record

SAI360 vs. Sumac Case Management Software

Built from each tool’s researched, reviewed record. Figures are checked against public pricing pages at research time — always confirm current pricing with the vendor before buying.

The short version

SAI360 starts at $3 per seat, versus Sumac Case Management Software at $109.

Full comparison

SAI360from $3 per month
Sumac Case Management Softwarefrom $109 per month
Audyense Score29AS*Low25AS*Low
PositioningSAI360 is a comprehensive software platform designed to address a wide range of governance, risk management, and compliance (GRC) needs for organizations.Sumac is customizable, all-in-one case management software built specifically for nonprofits.
Free tierYesNo
DeploymentCloud / SaaSCloud / SaaS
Best fitStartup, SMB, Mid-marketStartup, SMB, Mid-market
Pricing plans
  • Free or entry planFree
  • Higher tiersCustom pricing
  • Starting plan$109
  • Higher tiersCustom pricing
Risk managementYesDocumented in the independently researched profile.
Compliance managementYesDocumented in the independently researched profile.
Ethics and ComplianceYesDocumented in the independently researched profile.
Audit ManagementYesDocumented in the independently researched profile.
Incident managementYesDocumented in the independently researched profile.
Vendor Risk ManagementYesDocumented in the independently researched profile.
Document and Policy ManagementYesDocumented in the independently researched profile.
Training and AwarenessYesDocumented in the independently researched profile.
Data SecurityYesDocumented in the independently researched profile.
Workflow automationYesDocumented in the independently researched profile.
Case Management: Track clients, programs, services, and outcomes in one place. It provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively.YesDocumented in the SoftwareConnect review.
Custom Web-Based Intake Forms: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required.YesDocumented in the SoftwareConnect review.
Digital Forms & E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation.YesDocumented in the SoftwareConnect review.
On-the-Go Access: The Sumac case portal allows your team to manage client information, case notes, appointments, and services from any location or device.YesDocumented in the SoftwareConnect review.
Workflows & Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks.YesDocumented in the SoftwareConnect review.
Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors.YesDocumented in the SoftwareConnect review.
Secure, Compliant Data Management: Sumac is HIPAA & PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards.YesDocumented in the SoftwareConnect review.
Integrations verified
Aggregate rating9.1 · No reviews yet · No reviews yet
Integrations
Security & compliance
Pros
  • Independent review documents a concrete business workflow
  • Documented capability: Risk Management
  • Documented capability: Compliance Management
  • Documented capability: Ethics and Compliance
  • Documented capability: Audit Management
  • Create a complete non-profit solution with add-ons and webforms
  • Customizable to fit your programs and data
  • Includes highly rated live phone support
Cons
  • Pricing and usage limits should be checked against the exact plan
  • Implementation effort depends on the team's data and process maturity
  • Reported outcomes should be validated with the buyer's own data
  • Tracking membership expirations is difficult
  • Inability to export to Excel
  • No auto-save or spellcheck function
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