Nonprofit Case Management Software

Get the best nonprofit case management software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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PlanStreet Screenshot

PlanStreet

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PlanStreet’s case management software is tailor-made to suit the needs of social, health and human services agencies and nonprofit organizations with social programs. PlanStreet is reshaping Case Management by optimizing client engagement, service…
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Starting Price
$50/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
My Junna Screenshot
My Junna is a care management software and patient advocate software that helps simplify your day. My Junna addresses all the needs of care managers and patient advocates in one easy to use software system. The software aims to act as a unified source for…
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Starting Price
$89/month
Client OS
Web
Deployment
Cloud Hosted
ATS Screenshot

ATS

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(3)
Alcea Tracking Solutions (ATS) is a powerful and full featured business process management solution (collaboration, workflow, document management, auditable). It is fully configurable, providing an easy to use interface to manage your cases, issues…
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Starting Price
$250/month
Client OS
Windows, Mac, Linux, iOS, Android, Web
Deployment
Cloud or On-Premises
Sumac Screenshot

Sumac

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(5)
Sumac is a nonprofit CRM software gives you the tools to run your entire nonprofit. The software helps manage your fundraising and campaigns, case management, membership management, and manage your unique programs. The solution has endless add-ons and…
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Starting Price
$35/month
Client OS
Web, iOS
Deployment
Cloud Hosted
Nonprofit Cloud from SalesForce Screenshot

Nonprofit Cloud from SalesForce

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Nonprofit Cloud from SalesForce provides an all-in-one platform for your program management, fundraising, and marketing and engagement. Nonpofit Cloud provides the Nonprofit Success Pack (NPSP) that helps your organization get started with Salesforce CRM…
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Starting Price
$9/month
Client OS
Deployment
Cloud Hosted
CaseWorthy Screenshot

CaseWorthy

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(3)
CaseWorthy is a one-stop, fully customizable software solution that helps nonprofit organizations and caseworkers track and compile client data on a day-to-day basis. Using CaseWorthy software, your organization can take the data you receive and use it to…
Client OS
Web
Deployment
Cloud Hosted
Casebook Screenshot

Casebook

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Casebook is a human services and social services software platform that’s purpose-built, mobile, and secure. With Casebook, you can bring all your client, case, and referral information together. See how this purpose-built human services software can help…
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Starting Price
$25/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Apricot 360 Screenshot

Apricot 360

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Apricot 360 is the most comprehensive case management solution offered by Social Solutions. Show your impact with easy to follow reports and dashboards in order to deliver multiple programs with ease. The Apricot 360 platform combines best-in-class case…
Client OS
Mac, Web, Windows, iOS
Deployment
Cloud or On-Premises
Penelope Screenshot

Penelope

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Penelope by Social Solutions is a case management software with billing functionality built-in. This software is a configurable and secure client management system designed to help social good organizations save time for their staff, improve data quality…
Client OS
Mac, Web, Windows, Linux
Deployment
Cloud or On-Premises
ETO Screenshot

ETO

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ETO by Social Solutions is a case management software with an emphasis on efforts-to-outcomes. Become data-driven and make informed decisions through aggregate and visualized data. Save time, serve more people, and work smarter with time-saving features…
Client OS
Web
Deployment
Cloud Hosted
FAMCare Screenshot
FAMCare by Global Vision Technologies is a case management software designed for human service agencies, particularly family and child-based services. FAMCare was designed by social workers and subject matter experts to provide exactly what your NPO…
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Starting Price
$7,500/year
Client OS
Mac, Web, Windows, Linux, iOS, Android
Deployment
Cloud or On-Premises
Notehouse Screenshot

Notehouse

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(3)
Notehouse is simple, affordable, user-friendly software for everyone who takes notes on humans. Whether you work in HR or run a small business, are a school counselor or have donor relations to build at an NPO, if you have sustained relationships with…
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Starting Price
$5/user/month
Client OS
Web
Deployment
Cloud Hosted
NeonCRM Screenshot

NeonCRM

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(3)
NeonCRM is a robust customer relationship management (CRM) software built for nonprofits. The software aims to help your organization raise more money and grow at a faster pace than ever before. NeonCRM helps manage fundraising campaigns from start to…
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Starting Price
$99/month
Client OS
Web
Deployment
Cloud Hosted
Bitrix24 Screenshot

Bitrix24

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(4)
Bitrix24 is a business management software providing a unified approach to communications, tasks and projects, CRM, contact management, and website creation. Bitrix24 is available on-premise and on a private cloud. Calendar; Reminders; and Group chat…
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Starting Price
$69/month
Client OS
Web
Deployment
Cloud Hosted
Sparkrock Engage Screenshot
Sparkrock Engage helps you provide the highest quality of care and program delivery for your clients, build and foster healthy donor relationships to improve your fundraising efforts, and efficiently manage your applicant process so that you hire the best…
Client OS
Deployment
Cloud Hosted
SmartAdvocate Screenshot
SmartAdvocate is a fully integrated case management system created for personal injury and mass tort litigation practice. Designed by personal injury lawyers who understand the challenges of case management in today’s fast paced, highly competitive and…
Client OS
Mac, Web, Windows
Deployment
Cloud or On-Premises
Monday.com Screenshot

Monday.com

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★★★★★
(4)
Monday.com lets you plan, organize, and track in one visual space. Monday.com lets you create a custom workflow so any team in your company can work on what they need the way that is easiest for them. With Monday.com, you can create dashboards to gain…
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Starting Price
$8/user/month
Client OS
Web
Deployment
Cloud Hosted

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free nonprofit case management software recommendations that meet your exact requirements.

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Nonprofit Case Management Software Buyer’s Guide

What is Nonprofit Case Management Software?

Nonprofit case management software, often described interchangeably as human services or social work case management software, streamlines case management processes, such as creating programs, recording case notes, and organizing documentation. Designed for nonprofit organizations, case management solutions help social workers perform human services in an effective manner while remaining compliant with local or federal regulations.

There are many types of NPOs and human services organizations which can utilize case management software:

  • Healthcare clinics (physical, mental, and behavioral health)
  • Child, family, and senior services
  • Housing (long-term, temporary, emergency)
  • Community programs and education
  • Employment services and vocational training
  • Animal shelters and wellness centers

Whatever organization you operate, nonprofit case management and human services software can help you stay focused on the mission without falling behind on administrative tasks by manually performing data entry in spreadsheets. Some nonprofit customer relationship management (CRM) software includes case management functionality, though depending on your organization a standalone social services software may better suit your workflow needs.

Note: Looking for legal case management software? We have that and other legal practice management software too!

CaseWorthy Client Dashboard
Build a detailed client dashboard with CaseWorthy software.

Features of Human Services Software

  • Client Intake: Automate client intake processes to expedite the entry process into programs; use intake forms to ensure all relevant information is collected as early as possible
  • Client Management: Assign new clients to different case workers based on their demographics or preferences
  • Task Management: Use a real-time dashboard to prioritize your workload using customizable task attributes based on your specific day-to-day processes
  • Scheduling: Carefully coordinate tasks for case workers and their clients to avoid incompatible schedules
  • Automated Notifications: Email or text reminders or notifications to workers when tasks are approaching
  • Case Notes: Take meticulous notes on every client interaction to build an accurate record of progress; share case notes between workers to keep track of potential changes
  • Client Portal: Allow clients to access useful information about NPO programs or their specific cases from the convenience of their own home computers or mobile devices
  • Goal Tracking: Set specific goals for clients and measure progress as they move towards those goals
  • Referral Management: Use guidelines to indicate when clients should be referred to other programs or services; standardize referral notices
  • Form Templates: Build custom templates for different program documents, such as intake forms, to ensure all necessary information is included on each document
  • Volunteer Management: Recruit, track, and monitor potential volunteers for NPO programs
  • Reporting and Analytics: Retain client information for future use or potential audits; analyze historical data from past programs to identify successes and areas for improvement

Best Nonprofit Case Management Software Benefits

Nonprofit organizations and human service agencies can gain a lot of benefits from implementing a case management system into their operations.

Prioritize People

Many social service organizations are intended to help people, improve lives, and build better communities. Yet in order to receive funding, they need to prove progress by showing the growth of various metrics to government agencies or grant foundations. Reporting tools can show detailed historical data about your NPO, showing exactly how much progress has been made by each client through the program. These information systems can then be used for future grant applications to increase potential funding or shared with government agencies during audits.

One major benefit of case management software is the ability to easily share case notes with others within your organization. This can make it easier to arrange referrals or enroll clients in new programs based on eligibility requirements. And client portals allow for assessments to be performed in advance of first meetings, keeping you more informed of client data. By focusing your program management on the human element and spending less time on administrative tasks, your organization can learn how to best serve client and community needs.

Notehouse Nonprofit Case Management Software
Take detailed case notes on clients with Notehouse.

Remain Compliant

A variety of social services can often interfere with a client’s right to privacy, particularly when it comes to physical or mental health concerns. For example, someone required to receive physical therapy will need to tell a boss or supervisor why they need time off to attend sessions, which could influence how they are perceived at their workplace. As such, many governments have set regulations to ensure those receiving assistance can remain as private as possible. Help your NPO meet privacy standards, such as HIPAA-compliant in the United States, by utilizing case management software.

Donation management modules are also available through these solutions, helping you to correctly raise funds for additional services. And if your NPO is funded through grants, public funding, or government assistance, the case notes you have can be used for official purposes in audits of past programs or to streamline new funding applications. No more scrambling around making last-minute proposals to funders when all the relevant data you need is kept in one user-friendly platform.

Reduce Schedule Conflicts

Time conflicts are one of the top reasons for clients to fall behind on helpful programs. For instance, someone who is working two jobs in order to afford housing likely doesn’t have a lot of scheduling flexibility between two sets of bosses. Text and email alerts can keep clients in contact with your team to clear up potential conflicts and keep progress moving forward.

Nonprofits only have so many employees or volunteers at any given time. And it’s no secret many are unfortunately understaffed and underfunded. As a result, getting clients in for their appointments and programs can be incredibly challenging. Scheduling modules can create shared calendars so workers and employees can avoid overlapping appointments and ensure everyone is seen in a timely manner, even when understaffed with limited availability.

PlanStreet Service Calendar
Schedule services to create a detailed timeline in PlanStreet.

Nonprofit Case Management Software Pricing

Nonprofit organizations and government agencies need to be careful about their spending. While some free human services case management software options are available, others charge a monthly or annual subscription rate for services. SaaS rates range from $9 per month all the way to $99 per month. The free options are generally limited to new or small NPOs, though many service providers have free demo trials in order to experience the software before making a long-term commitment.

Pricing may also depend on how many records your organization has. The more you have, the higher you’ll pay. Scalable solutions can grow with your organization. In other cases, the cost comes down to add-on modules like SMS text messaging tools. As mentioned above, nonprofit CRM software can include human service and case management tools, though these solutions cost significantly more and may not be affordable to smaller nonprofits.