Optimy vs Sumac
| Optimy | Sumac | |
|---|---|---|
| Free plan | No | No |
| Paid from | $179/mo | |
| Platforms | api, Web | macOS, self-hosted, Web, Windows |
| Free plan | No | No |
| Workflow automation | Yes | Yes |
| Scoring and rubrics | Yes | |
| Reviewer collaboration | Yes | |
| Applicant portal | Yes | |
| Reporting and analytics | Yes | |
| Payment collection | Yes | |
| Supported programs | grants | |
| Case intake forms | Yes | |
| Custom case fields | Yes | |
| Reporting dashboards | Yes | |
| Deployment | hybrid | |
| Secure materials | Yes | |
| Agendas and minutes | Yes | |
| Governance records | Yes | |
| Mobile apps | No | |
| Paid from | 179 /mo | |
| Campaign management | Yes | |
| Online donation forms | Yes | |
| Automated receipts | Yes | |
| Donor segmentation | Yes | |
| Reporting level | advanced |
Listed together in Best Case Management Software