8.9
Editor’s Rating:
Best Overall
PlanStreet: Case Details
PlanStreet
  • Customizable and flexible forms and templates
  • Ease of use and user-friendly features
  • Responsive customer support
8.7
Editor’s Rating:
Best for Versatility
NewOrg Management System: Recent Activity and Reminders
NewOrg Management System
  • Fundraising management
  • Customizable reports
  • User-friendly interface
8.5
Editor’s Rating:
Best for Ease of Use
CaseWorthy: Access Portal
CaseWorthy
  • Highly flexible and customizable
  • Advanced integration with EHRs and financial systems
  • Top-notch user experience

Nonprofit case management software is a specialized tool that tracks client cases, services, and programs to enhance service delivery. Here’s a rundown of the top nonprofit case management software based on our internal review process and user reviews.

1 PlanStreet - Best Overall

Why We Chose It: PlanStreet is our top pick for human and community services organizations with unique operational needs and workflows. It’s a highly configureable pick due to its dynamic forms and advanced form builder. Its customizable form functionality allows users to upload forms and adapt templates to their specific organizational requirements.

It also features a user-friendly dashboard and drag-and-drop capabilities for creating client intake forms. This feature allows organizations to tailor their client engagement process, ensuring they capture the exact data they need in the preferred format.

Best Overall:
PlanStreet
★★★★★
★★★★★
(13)

PlanStreet: Case Details
PlanStreet: Case Board Forms
PlanStreet: Food Bank Management
PlanStreet: Inventory
PlanStreet: Dashboard
PlanStreet: Case Board
PlanStreet: Patient Therapy Portal
PlanStreet: Power BI Analytics
PlanStreet: Case Board
PlanStreet: Case Board Information
What We Like
Customizable and flexible forms and templates
Responsive customer support
HIPAA Compliant
What We Don’t Like
Occasional performance issues and delays
Limited integrations
10 user minimum
Overview
Price Range: $$
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

2 NewOrg Management System - Best for Versatility

Why We Chose It: NewOrg is our most versatile pick due to its features, from client and program management to fundraising and volunteer coordination. Its fundraising module assists nonprofits in tracking donations and campaigns effectively. The volunteer management module enhances volunteer coordination, making it simpler and more streamlined.

The software ensures that every detail, from client data to fundraising campaigns, is effectively managed, tracked, and reported, catering to a nonprofit’s every need.

Best for Versatility:
NewOrg
★★★★★
★★★★★
(2)

NewOrg: Recent Activity and Reminders
NewOrg: Share Files and Send Secure Messages
NewOrg: Document Center with Signatures
NewOrg: Events
NewOrg: Contact View with Details
NewOrg: Event and Client Details
NewOrg: Contact Details with Required Paperwork
NewOrg: File Share Center
What We Like
Recent activity and reminders
Share files and secure messaging
Document center with signatures
What We Don’t Like
High cost of implementation
Minimum user limitations
Overview
Price Range: $$$
Starting Price: $350/month
Client OS: Web
Deployment: Cloud Hosted

3 CaseWorthy - Best for Ease of Use

Why We Chose It: CaseWorthy is on our list because it’s straightforward and easy-to-use. This is partially due to its modern technology stack, providing a full-fledged suite for managing clients, programs, and services. Its high customization caters to each organization’s distinct needs, and its seamless integration with other applications, like EHRs and financial systems, streamlines operations across departments.

The software’s modules, from intake to referral management, ensure that human services organizations can operate at their peak, achieving their goals quickly and precisely.

Best for Ease of Use:
CaseWorthy
★★★★★
★★★★★
(3)

CaseWorthy: Access Portal
CaseWorthy: Client Dashboard
CaseWorthy: Web Reports
CaseWorthy: Enrollment Analytic Reports
CaseWorthy: Employment Intensive Services Dashboard
What We Like
Flexibility and high customization
Advanced system integrations
Superior user experience
What We Don’t Like
Complex interface can be overwhelming for new users
Occasional glitches and slow response times
Overview
Client OS: Web
Deployment: Cloud Hosted

4 Casebook - Best Communication Tools

Why We Chose It: Casebook made our list because it has built-in tools to help clients communicate with caseworkers through phone and email. The platform is designed to help manage caseloads, service referrals, and external relationships. It allows users to create holistic person-centric profiles that display formal and informal relationships, track the continuum of care for clients, and manage both internal and external communications.

With features like “cb Intake” and “cb Track”, Casebook offers specialized applications for handling inquiries, referrals, critical incidents, reports in a social service context, and managing a person’s support network to provide a comprehensive view of care.

Best Communication Tools:
Casebook
★★★★★
★★★★★
(2)

Casebook: Knowledge Library
Casebook: Platform Details
What We Like
Mobile optimization
Customizable reporting
Versatile configuration
What We Don’t Like
Limited customization options
Storing custom data in Form.io forms can be rigid
Overview
Price Range: $$
Starting Price: $25/user/month
Client OS: iOS, Android, Web
Deployment: Cloud Hosted

5 CharityTracker - No Setup fees

Why We Chose It: CharityTracker is an exceptional choice for non-profit organizations and community agencies, offering a user-friendly interface without any setup fees. Ideal for streamlining case management and collaboration, its standout feature is the real-time sharing of data among multiple agencies, enhancing efficiency in resource allocation. This cost-effective solution is especially suited for small to medium-sized charities seeking to maximize impact with minimal investment.

No Setup Fees:
CharityTracker
★★★★★
★★★★★
(3)

CharityTracker: Charity Tracker Home
CharityTracker: CharityTracker Personal Information
CharityTracker: CharityTracker Goals
CharityTracker: CharityTracker Agencies
CharityTracker: CharityTracker Reporting
CharityTracker: CharityTracker Personal Info
CharityTracker: CharityTracker Barcode Mode
What We Like
No set-up fees
HIPAA Compliant
Ability to collaborate with other community organizations
What We Don’t Like
No native mobile app
No donation or volunteer management
Overview
Price Range: $
Starting Price: $20/user/month
Deployment: Cloud Hosted

6 InfoFlo Nonprofit - Best Tailored Workflows

Why We Chose It: InfoFlo Nonprofit is the top choice for nonprofits seeking tailored and customizable workflows, offering unparalleled adaptability to various organizational needs. Ideal for small to medium-sized nonprofits, it excels in streamlining operations with its user-friendly interface and flexible features. This solution stands out for efficiently managing donor relationships and fundraising activities.

Best Tailored Workflows:
InfoFlo Nonprofit
★★★★★
★★★★★
(1)

InfoFlo Nonprofit: Dashboard
InfoFlo Nonprofit: Mobile View
InfoFlo Nonprofit: Reports Generation
What We Like
Customizable features
Modern user-friendly interface
What We Don’t Like
Minimum 3 user license requirement
Overview
Price Range: $$
Starting Price: $125/month
Deployment: Cloud Hosted

Why We Chose It: Community CareLink delivers a comprehensive feature set, allowing case managers to efficiently track client progress, manage tasks, and enhance communication. Tailored for diverse care delivery models, its customization meets each organization’s unique needs. Community CareLink helps improve care quality for vulnerable populations while reducing costs and streamlining operations.

This web-based application, accessible from any internet-enabled device, ensures timely updates and data accessibility, making it the top choice for care coordination and communication.

Best for Care Delivery:
Community CareLink
★★★★★
★★★★★
(4)

Community CareLink: Client Information and Financials
Community CareLink: Reports and More
Community CareLink: Program Client Overview (PCO)
What We Like
Customizable workflows
Data-driven decisions
Accessibility across devices
What We Don’t Like
High cost to start
UI looks slightly outdated
Overview
Price Range: $$$
Starting Price: $8,000/year
Client OS: Web
Deployment: Cloud Hosted

8 Bonterra Impact Management - Most User-Friendly

Why We Chose It: We found Bonterra Impact Management to be a top choice for nonprofits and human services organizations seeking user-friendly case management software. Its intuitive interface and customizable features cater to the diverse needs of social service agencies, enhancing efficiency and data management.

Notable qualities include reporting tools and security measures, making it a reliable and adaptable solution in the philanthropic landscape. Formerly Bonterra Case Management, Impact Management combined Apricot 360 and ETO by Social Solutions to form a navigable yet feature-rich platform.

Ease of Use:
Bonterra Impact Management
★★★★★
★★★★★
(2)

Bonterra Impact Management: Bonterra Case Management Reporting
Bonterra Impact Management: Bonterra Case Management Calendar and Schedule
Bonterra Impact Management: Bonterra Case Management Referral Directory
Bonterra Impact Management: Bonterra Case Management Notifications and Alerts
What We Like
Customizable forms and reports
Secure data environment for confidentiality and data protection
Built for both nonprofits and organizations in the public sector
What We Don’t Like
Limited mobile application support
Some integration limitations
Learning curve when customizing the software
Overview
Client OS: Windows, macOS, iOS, Web
Deployment: Cloud or On-Premises

9 ClientTrack - Best for Health and Human Services

Why We Chose It: We found ClientTrack by Eccovia as a stand-out pick for health and human services, offering a case management platform that excels in care coordination and compliance. Its flexibility and advanced features, including logic-driven workflows and robust reporting analytics, make it an ideal solution for diverse case management needs. With its industry-leading capabilities, ClientTrack is the go-to choice for organizations seeking efficiency and improved health and human services outcomes.

Best for Health and Human Services:
ClientTrack

What We Like
Adheres to HIPAA, HITECH and 42 CFR
Real-time data tracking with drill down capabilities
Extensive customization options
What We Don’t Like
Requires consult call for pricing
Extensive reporting can increase price
Overview
Price Range: $$$
Deployment: Cloud Hosted

10 Sumac - Best Client Lifecycle Management

Why We Chose It: We found Sumac stands out as a top choice for client lifecycle management, offering unparalleled support for nonprofits and small businesses. Sumac simplifies and enhances client interactions with its robust CRM capabilities, including donor management and customizable databases. The software’s user-friendly interface makes it a standout solution for effective client engagement in the nonprofit case management market.

Best Client Lifecycle Management:
Sumac CRM
★★★★★
★★★★★
(5)

Sumac CRM: Contacts
Sumac CRM: Pledges
Sumac CRM: Donations
What We Like
Customizable forms and numerous integrations
User-centric design
Can numerous tax receipts simultaneously
What We Don’t Like
Tracking membership expirations is difficult
Inability to export to Excel
No auto-save or spellcheck function
Overview
Price Range: $$
Starting Price: $49/month
Client OS: iOS, Web
Deployment: Cloud Hosted

11 Notehouse - Most Affordable Pricing

Why We Chose It: Notehouse starting at an affordable $5/user/month with a free 2-week trial, excels in offering a friendly and familiar interface, making it ideal for users of all tech levels. Standout features include narrative-based, easy-to-read notes, a collaborative platform for team sharing, customizable tag-based tracking for effortless analysis, and HIPAA-compliant secure servers ensuring data privacy.

While it offers comprehensive note-taking capabilities, it may not have advanced features for specialized industries or extensive integration options with other software systems.

Most Affordable Pricing:
Notehouse
★★★★★
★★★★★
(3)

Notehouse: Employee Information Page
Notehouse: Customer Information Page
Notehouse: Student Lookup Page
Notehouse: Case Notes
What We Like
Very affordable pricing
Suitable for those less tech-savvy
Voice-to-text feature for efficient note taking
What We Don’t Like
Limited calendar and scheduling features
No mobile app
No document uploading feature
Overview
Price Range: $
Starting Price: $5/user/month
Client OS: Web
Deployment: Cloud Hosted

Methodology to Choose the Best Nonprofit Case Management Software

We’ve devised a clear methodology to recommend top nonprofit case management software:

Key Features:

The first aspect we consider includes the core features of nonprofit case management software. Here are the key functionalities we think every product should have:

  • Case Tracking: Ability to follow a case from initiation to completion, logging every interaction.
  • Intake & Assessment Tools: Streamlined tools for entering new clients and assessing their needs.
  • Reporting & Analytics: Ability to generate detailed reports on case status, outcomes, demographics, and more.
  • Document Management: Efficient document storage, retrieval, and sharing capabilities.
  • Task Management: Assign, track, and complete tasks related to each case.
  • Secure Communication: Safe communication tools for discussing case details.
  • Client Portal: A dedicated space for clients to access information, resources, or communicate securely.

Pricing:

Pricing factors influencing our ranking include:

  • Cost-Effectiveness: Affordability of the software for nonprofits of varying sizes.
  • Flexibility: Whether the pricing model accommodates fluctuating needs, e.g., number of cases or users.
  • Hidden Costs: Any additional fees or costs not included in the upfront pricing.

Integrations and Customization

To round off our methodology, we prioritize nonprofit case management software with a high degree of configurability:

  • Integration with Other Nonprofit Tools: Ability to integrate with donor management systems, volunteer management platforms, and other nonprofit-specific tools.
  • API Access: Open APIs to allow for custom integrations.
  • Compatibility with Popular Platforms: Integration with platforms like Salesforce, Microsoft Suite, Google Workspace, etc.
  • Configuration: Ability to modify the software to match the nonprofit’s processes.
  • Scalability: How well the software can accommodate growth in terms of cases, users, and data.

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 systems help social workers effectively perform human services while remaining compliant with local or federal regulations.

Who Uses Nonprofit Case Management Software?

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/HUD (long-term, temporary, emergency)
  • Community programs and education
  • Employment services and vocational training
  • Animal shelters and wellness centers
  • Social Work

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.

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

Features of Nonprofit Case Management 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

Benefits of Nonprofit Case Management Software

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.

What Does Nonprofit Case Management Software Cost?

The cost of nonprofit case management software starts from $9 per month to $99 per month. While some free options are available, others charge a monthly or annual subscription rate for services.

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.

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