Quick Overview
- 1#1: Salesforce Nonprofit Cloud - Comprehensive CRM platform tailored for non-profits to manage client cases, programs, volunteers, and fundraising.
- 2#2: CaseWorthy - Cloud-based case management software designed for human services non-profits to track client progress and services delivered.
- 3#3: Bonterra - All-in-one platform for non-profits to handle case management, outcomes measurement, and program scaling.
- 4#4: Blackbaud - Enterprise-grade software suite for non-profit constituent relationship management including casework and reporting.
- 5#5: NeonCRM - Affordable, all-in-one CRM with built-in case management, events, and fundraising tools for non-profits.
- 6#6: Bloomerang - User-friendly donor management software with case notes, volunteer tracking, and engagement features for non-profits.
- 7#7: DonorPerfect - Robust online fundraising CRM supporting non-profit case management, automation, and detailed reporting.
- 8#8: CharityTracker - Web-based case management system for non-profits distributing aid like food, clothing, and financial assistance.
- 9#9: Foxtrot PMA - Flexible case management platform for non-profits serving homeless, foster care, and at-risk populations.
- 10#10: CharityEngine - Cloud-native all-in-one software for non-profits managing cases, donors, events, and accounting.
Tools were selected based on functionality, adaptability to diverse non profit sectors, user-friendliness, and value, ensuring they meet the demands of modern organizations and drive mission success.
Comparison Table
Selecting the right nonprofit case management software is critical for streamlining operations and advancing mission goals, with tools varying widely in features and focus. This comparison table explores top solutions like Salesforce Nonprofit Cloud, CaseWorthy, Bonterra, Blackbaud, NeonCRM, and more, equipping readers to evaluate functionality, usability, and alignment with their organizational needs. Learn key strengths, ideal use cases, and practical insights to make informed decisions that enhance program impact and efficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce Nonprofit Cloud Comprehensive CRM platform tailored for non-profits to manage client cases, programs, volunteers, and fundraising. | enterprise | 9.3/10 | 9.8/10 | 7.4/10 | 8.6/10 |
| 2 | CaseWorthy Cloud-based case management software designed for human services non-profits to track client progress and services delivered. | specialized | 9.1/10 | 9.4/10 | 8.7/10 | 8.9/10 |
| 3 | Bonterra All-in-one platform for non-profits to handle case management, outcomes measurement, and program scaling. | enterprise | 8.6/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 4 | Blackbaud Enterprise-grade software suite for non-profit constituent relationship management including casework and reporting. | enterprise | 8.3/10 | 9.1/10 | 7.4/10 | 7.7/10 |
| 5 | NeonCRM Affordable, all-in-one CRM with built-in case management, events, and fundraising tools for non-profits. | specialized | 8.1/10 | 7.7/10 | 8.6/10 | 8.2/10 |
| 6 | Bloomerang User-friendly donor management software with case notes, volunteer tracking, and engagement features for non-profits. | specialized | 7.2/10 | 6.5/10 | 9.1/10 | 7.4/10 |
| 7 | DonorPerfect Robust online fundraising CRM supporting non-profit case management, automation, and detailed reporting. | specialized | 6.8/10 | 6.2/10 | 7.1/10 | 6.4/10 |
| 8 | CharityTracker Web-based case management system for non-profits distributing aid like food, clothing, and financial assistance. | specialized | 8.1/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 9 | Foxtrot PMA Flexible case management platform for non-profits serving homeless, foster care, and at-risk populations. | specialized | 7.6/10 | 8.1/10 | 7.2/10 | 7.4/10 |
| 10 | CharityEngine Cloud-native all-in-one software for non-profits managing cases, donors, events, and accounting. | specialized | 7.1/10 | 6.5/10 | 8.2/10 | 7.0/10 |
Comprehensive CRM platform tailored for non-profits to manage client cases, programs, volunteers, and fundraising.
Cloud-based case management software designed for human services non-profits to track client progress and services delivered.
All-in-one platform for non-profits to handle case management, outcomes measurement, and program scaling.
Enterprise-grade software suite for non-profit constituent relationship management including casework and reporting.
Affordable, all-in-one CRM with built-in case management, events, and fundraising tools for non-profits.
User-friendly donor management software with case notes, volunteer tracking, and engagement features for non-profits.
Robust online fundraising CRM supporting non-profit case management, automation, and detailed reporting.
Web-based case management system for non-profits distributing aid like food, clothing, and financial assistance.
Flexible case management platform for non-profits serving homeless, foster care, and at-risk populations.
Cloud-native all-in-one software for non-profits managing cases, donors, events, and accounting.
Salesforce Nonprofit Cloud
enterpriseComprehensive CRM platform tailored for non-profits to manage client cases, programs, volunteers, and fundraising.
Einstein AI-powered insights for predictive case prioritization and personalized client service recommendations
Salesforce Nonprofit Cloud is a powerful CRM platform tailored for nonprofits, providing comprehensive case management tools to track client interactions, service delivery, outcomes, and program effectiveness. It offers a 360-degree view of constituents, enabling seamless management of cases alongside donors, volunteers, and grants. Built on the scalable Salesforce ecosystem, it supports automation, AI-driven insights, and custom workflows to streamline nonprofit operations and improve impact measurement.
Pros
- Exceptional customization and scalability for complex case workflows
- Advanced AI analytics and reporting for outcome tracking and impact measurement
- Seamless integrations with Service Cloud, Marketing Cloud, and third-party tools
Cons
- Steep learning curve requiring trained administrators and setup expertise
- High initial implementation costs and ongoing subscription fees
- Overkill for very small nonprofits with simple case management needs
Best For
Mid-to-large nonprofits needing enterprise-grade, highly customizable case management integrated with full CRM capabilities.
Pricing
Starts at ~$36/user/month for Professional edition with nonprofit discounts; Enterprise and Unlimited plans are custom-priced, often $100+/user/month including implementation fees.
CaseWorthy
specializedCloud-based case management software designed for human services non-profits to track client progress and services delivered.
Outcomes Framework, which links services to measurable, evidence-based impacts for superior grant reporting and program evaluation
CaseWorthy is a robust case management software tailored for non-profit human services organizations, enabling efficient client intake, tracking, service coordination, and outcomes measurement. It supports customizable workflows, HIPAA-compliant data security, and powerful reporting tools to help agencies demonstrate impact to funders. The platform excels in managing complex cases across programs like homelessness, foster care, and workforce development, with mobile access for field staff.
Pros
- Highly customizable workflows and assessments for diverse non-profit programs
- Advanced reporting and outcomes tracking for grant compliance and impact demonstration
- Strong mobile app and offline capabilities for field workers
Cons
- Steeper learning curve for full customization and advanced features
- Pricing requires custom quotes, which can be opaque and higher for small orgs
- Integration options are solid but not as extensive as some enterprise competitors
Best For
Mid-to-large non-profits handling complex human services cases in areas like homelessness, child welfare, or reentry programs that need robust outcomes reporting.
Pricing
Custom quote-based pricing starting around $5,000-$10,000 annually for small teams, scaling with users, modules, and organization size; no public tiered plans.
Bonterra
enterpriseAll-in-one platform for non-profits to handle case management, outcomes measurement, and program scaling.
Bonterra Impact Cloud for sophisticated outcomes measurement linking client services to measurable real-world results
Bonterra is a robust CRM platform tailored for nonprofits, providing comprehensive case management tools to handle client intake, service delivery tracking, and outcome measurement. It integrates seamlessly with fundraising, donor management, and program operations, allowing organizations to manage both clients and supporters in one system. The software excels in customizable workflows and data-driven insights to demonstrate program impact to funders and stakeholders.
Pros
- Integrated CRM with advanced case management and outcomes tracking
- Powerful analytics and customizable reporting for impact measurement
- Scalable for mid-to-large nonprofits with strong integrations
Cons
- Steep learning curve and complex initial setup
- Higher pricing that may not suit small organizations
- Customization often requires professional services
Best For
Mid-sized to large nonprofits handling complex client cases alongside fundraising needs.
Pricing
Custom quote-based pricing; typically starts at $10,000-$20,000 annually for base plans, scaling with users and features.
Blackbaud
enterpriseEnterprise-grade software suite for non-profit constituent relationship management including casework and reporting.
Efforts to Outcomes (ETO) engine for real-time program impact measurement and grant reporting
Blackbaud provides comprehensive nonprofit software solutions, including case management capabilities through its Blackbaud Human Services platform (formerly Social Solutions' ETO), which helps organizations track client interactions, services delivered, and program outcomes. It excels in integrating case data with donor management and fundraising tools from Blackbaud CRM and Raiser's Edge NXT, enabling a holistic view of nonprofit operations. This makes it suitable for human services nonprofits managing complex caseloads while tying programs to funding sources.
Pros
- Deep integration with fundraising and CRM systems
- Advanced outcome measurement and reporting tools
- Highly customizable workflows for diverse nonprofit needs
Cons
- Expensive enterprise-level pricing
- Steep learning curve and complex implementation
- Overkill for small nonprofits with simple case needs
Best For
Mid-to-large nonprofits in human services needing integrated case management with donor and financial tracking.
Pricing
Custom quote-based pricing; typically $5,000–$50,000+ annually depending on modules, users, and organization size.
NeonCRM
specializedAffordable, all-in-one CRM with built-in case management, events, and fundraising tools for non-profits.
Nonprofit-optimized relationship mapping that connects donors, volunteers, and clients in a single view
NeonCRM is a cloud-based CRM platform tailored for nonprofits, excelling in donor management, fundraising, event registration, and volunteer coordination. It supports case management through customizable constituent records, activity tracking, workflows, and relationship mapping, allowing organizations to monitor client interactions and outcomes. While not a dedicated case management tool, its nonprofit-specific features make it versatile for smaller organizations balancing fundraising and service delivery.
Pros
- Intuitive, user-friendly interface with minimal training required
- Strong integration of fundraising tools with constituent tracking
- Robust reporting and customizable dashboards for nonprofit insights
Cons
- Lacks advanced case management features like automated workflows or service delivery tracking found in specialized tools
- Customization often requires technical expertise or add-ons
- Pricing scales quickly for larger contact lists
Best For
Small to mid-sized nonprofits seeking an affordable, all-in-one CRM that combines basic case management with fundraising capabilities.
Pricing
Starts at $99/month for up to 1,000 contacts, with tiered plans scaling to $749+/month for 50,000+ contacts; additional costs for premium add-ons and support.
Bloomerang
specializedUser-friendly donor management software with case notes, volunteer tracking, and engagement features for non-profits.
Proprietary Engagement Meter that scores and prioritizes constituent relationships for targeted outreach
Bloomerang is a cloud-based CRM platform primarily designed for nonprofits to manage donor relationships, fundraising, and constituent engagement. It provides tools for contact database management, email marketing, event tracking, and reporting, which can be adapted for basic constituent tracking in case management scenarios. However, it lacks specialized features like case workflows, service delivery logging, or outcome measurement typical of dedicated case management software. As a result, it's better suited as a supplementary tool for donor-focused nonprofits with light case needs.
Pros
- Highly intuitive interface with minimal learning curve
- Unlimited free users and strong integrations (e.g., QuickBooks, Mailchimp)
- Engagement scoring helps prioritize constituent interactions
Cons
- Limited native support for case notes, workflows, or service tracking
- No advanced case management tools like assessments or compliance reporting
- Pricing scales quickly with contact volume, not usage
Best For
Small nonprofits combining light case management with donor fundraising and engagement.
Pricing
Starts at $119/month (up to 500 contacts), $159/month (up to 1,250 contacts), scaling to $599+/month for larger databases; includes unlimited users and a 30-day free trial.
DonorPerfect
specializedRobust online fundraising CRM supporting non-profit case management, automation, and detailed reporting.
Advanced relationship tracking that links donors, volunteers, and constituents in a unified household view
DonorPerfect is a cloud-based fundraising CRM primarily designed for nonprofits to manage donor relationships, track gifts, pledges, and campaigns. It offers constituent management features like contact tracking, task assignments, and basic relationship mapping that can support light case management needs. However, it lacks specialized tools for in-depth client case workflows, service delivery tracking, or outcome measurement typical of dedicated case management software.
Pros
- Strong donor and fundraising management with automated workflows
- Robust reporting and segmentation tools
- Good integrations with email, accounting, and payment systems
Cons
- Limited native support for complex case plans, assessments, or service tracking
- Steep learning curve and customization complexity
- Pricing can be high for small nonprofits without heavy fundraising needs
Best For
Mid-sized nonprofits focused primarily on donor management and fundraising with occasional basic constituent case tracking.
Pricing
Quote-based pricing starts at approximately $100-$200 per user/month, depending on contacts, users, and modules; annual contracts required.
CharityTracker
specializedWeb-based case management system for non-profits distributing aid like food, clothing, and financial assistance.
Household-based client profiles that track entire family units, services, and outcomes cohesively rather than individual records.
CharityTracker is a cloud-based case management software tailored for nonprofits providing direct client services, such as food banks, shelters, and community aid organizations. It centralizes tracking of client households, service delivery, outcomes, volunteers, and donations with customizable workflows and forms. The platform excels in data-driven insights through advanced reporting and supports standards like HMIS for compliance and grant reporting.
Pros
- Household-centric client tracking for family-based services
- Robust outcomes measurement and customizable reporting
- Integrated volunteer and donation management
Cons
- Pricing can be steep for very small nonprofits
- Steeper learning curve during initial setup
- Limited native integrations with external tools
Best For
Mid-sized nonprofits delivering direct services like emergency aid or shelter programs that require detailed client household tracking and outcomes reporting.
Pricing
Custom quotes based on users and cases; typically starts at $500/month for standard plans, with enterprise options higher.
Foxtrot PMA
specializedFlexible case management platform for non-profits serving homeless, foster care, and at-risk populations.
Seamless blending of case-level client tracking with grant-specific budgeting and expense allocation
Foxtrot PMA is a cloud-based platform tailored for nonprofits, focusing on program management, grant tracking, and fund accounting with built-in case management capabilities for client intake and service delivery. It enables organizations to monitor client progress, allocate expenses to specific grants, and generate compliance reports in real-time. While strong in financial oversight, it supports case workflows through customizable dashboards and outcome tracking.
Pros
- Excellent grant and fund accounting integration with case tracking
- Real-time customizable dashboards for program oversight
- Robust reporting tools for funder compliance and outcomes
Cons
- Limited advanced case management features like automated workflows
- Steeper learning curve for non-accounting staff
- No native mobile app for field workers
Best For
Mid-sized nonprofits balancing grant-funded programs with client case management and financial compliance.
Pricing
Custom enterprise pricing starting at around $500/month based on users and modules, with free demos available.
CharityEngine
specializedCloud-native all-in-one software for non-profits managing cases, donors, events, and accounting.
Seamless all-in-one integration of fundraising, events, and contact management without needing add-ons
CharityEngine is an all-in-one CRM platform tailored for nonprofits, emphasizing donor management, online fundraising, events, and engagement tools. It provides a centralized contact database with custom fields, workflows, and reporting that can be adapted for basic case tracking and client interactions. While strong in fundraising, its case management capabilities are more general-purpose, lacking specialized features like service delivery tracking or outcome measurement common in dedicated solutions.
Pros
- Robust donor and contact management with custom fields for basic case tracking
- Integrated fundraising tools reduce need for multiple platforms
- User-friendly interface with mobile access and strong reporting dashboards
Cons
- Lacks advanced case management features like intake forms, service logging, or compliance tracking
- Customization for complex workflows requires technical expertise
- Pricing scales quickly for larger organizations with higher case volumes
Best For
Small to mid-sized nonprofits needing integrated fundraising alongside basic client contact management.
Pricing
Starts at $119/month for Essential plan (up to 1,000 contacts); Professional at $299/month; Enterprise custom quoted; annual discounts available.
Conclusion
The top tools reviewed deliver robust solutions for non-profits, with Salesforce Nonprofit Cloud leading as the comprehensive choice for integrating case management, fundraising, and constituent relationships. CaseWorthy and Bonterra follow closely, offering specialized strengths in human services tracking and outcomes measurement, respectively, making them strong options for tailored needs. Evaluating organizational priorities will help select the best fit, with Salesforce Nonprofit Cloud standing out as the most versatile pick.
Take the next step in enhancing your non-profit's operations—start with Salesforce Nonprofit Cloud to experience its seamless integration of tools designed to simplify case management and amplify mission impact.
Tools Reviewed
All tools were independently evaluated for this comparison