Quick Overview
- 1#1: CaseWorthy - Comprehensive case management platform for human services nonprofits to track client needs, services, and outcomes.
- 2#2: Bonterra - Outcomes-focused case management software helping nonprofits measure client progress and program effectiveness.
- 3#3: CharityTracker - Affordable, web-based case management tool for nonprofits to manage clients, referrals, and reporting.
- 4#4: ClientTrack - Integrated case management and HMIS system for social service nonprofits handling client data and compliance.
- 5#5: Salesforce Nonprofit Cloud - Customizable CRM with advanced case management features for scaling nonprofit operations.
- 6#6: AWARDS - All-in-one EHR and case management solution for human services organizations tracking client care.
- 7#7: Resica - Digital casework platform enabling nonprofits to manage cases, collaborate, and report on social services.
- 8#8: NeonCRM - Nonprofit CRM with case management capabilities for constituent tracking and engagement.
- 9#9: Blackbaud SKY - Enterprise CRM platform offering case management for nonprofit constituent relationship management.
- 10#10: Groundworks - Collaborative case management tool for nonprofits facilitating secure case sharing and team coordination.
Tools were selected based on their ability to deliver robust functionality (including client tracking, outcome measurement, and compliance), ease of use, and overall value, ensuring alignment with the diverse demands of modern nonprofits.
Comparison Table
This comparison table helps nonprofits navigate case management software options, featuring tools like CaseWorthy, Bonterra, and Salesforce Nonprofit Cloud, along with others. Readers will discover key features, usability, and practical fit to identify a solution aligned with their organization’s needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | CaseWorthy Comprehensive case management platform for human services nonprofits to track client needs, services, and outcomes. | specialized | 9.4/10 | 9.6/10 | 8.9/10 | 9.1/10 |
| 2 | Bonterra Outcomes-focused case management software helping nonprofits measure client progress and program effectiveness. | specialized | 9.1/10 | 9.5/10 | 8.7/10 | 8.5/10 |
| 3 | CharityTracker Affordable, web-based case management tool for nonprofits to manage clients, referrals, and reporting. | specialized | 8.5/10 | 8.8/10 | 8.2/10 | 8.4/10 |
| 4 | ClientTrack Integrated case management and HMIS system for social service nonprofits handling client data and compliance. | specialized | 8.1/10 | 8.7/10 | 7.6/10 | 7.9/10 |
| 5 | Salesforce Nonprofit Cloud Customizable CRM with advanced case management features for scaling nonprofit operations. | enterprise | 8.4/10 | 9.3/10 | 7.1/10 | 7.7/10 |
| 6 | AWARDS All-in-one EHR and case management solution for human services organizations tracking client care. | specialized | 8.0/10 | 8.5/10 | 7.4/10 | 7.7/10 |
| 7 | Resica Digital casework platform enabling nonprofits to manage cases, collaborate, and report on social services. | specialized | 8.1/10 | 8.4/10 | 7.9/10 | 7.7/10 |
| 8 | NeonCRM Nonprofit CRM with case management capabilities for constituent tracking and engagement. | other | 7.6/10 | 7.4/10 | 8.2/10 | 7.0/10 |
| 9 | Blackbaud SKY Enterprise CRM platform offering case management for nonprofit constituent relationship management. | enterprise | 7.8/10 | 8.4/10 | 6.9/10 | 6.7/10 |
| 10 | Groundworks Collaborative case management tool for nonprofits facilitating secure case sharing and team coordination. | specialized | 7.2/10 | 8.0/10 | 7.0/10 | 6.8/10 |
Comprehensive case management platform for human services nonprofits to track client needs, services, and outcomes.
Outcomes-focused case management software helping nonprofits measure client progress and program effectiveness.
Affordable, web-based case management tool for nonprofits to manage clients, referrals, and reporting.
Integrated case management and HMIS system for social service nonprofits handling client data and compliance.
Customizable CRM with advanced case management features for scaling nonprofit operations.
All-in-one EHR and case management solution for human services organizations tracking client care.
Digital casework platform enabling nonprofits to manage cases, collaborate, and report on social services.
Nonprofit CRM with case management capabilities for constituent tracking and engagement.
Enterprise CRM platform offering case management for nonprofit constituent relationship management.
Collaborative case management tool for nonprofits facilitating secure case sharing and team coordination.
CaseWorthy
specializedComprehensive case management platform for human services nonprofits to track client needs, services, and outcomes.
Built-in HUD-compliant HMIS module that automates data collection, unduplication, and federal reporting for homeless services.
CaseWorthy is a cloud-based case management platform tailored for nonprofits in social services, housing, homeless assistance, and human services. It streamlines client intake, service tracking, outcome measurement, and compliance reporting with customizable workflows and HMIS integration. The software empowers organizations to manage caseloads efficiently, generate insights from data, and demonstrate impact to funders.
Pros
- Highly customizable workflows and forms without coding
- Seamless HUD/HMIS compliance for homeless services
- Powerful reporting and outcome tracking dashboards
Cons
- Pricing requires custom quotes and can be steep for small nonprofits
- Initial setup and training may involve a learning curve
- Limited native integrations with some accounting tools
Best For
Mid-to-large nonprofits in social services and housing needing robust, compliant case management with outcome-focused reporting.
Pricing
Custom pricing based on agency size, users, and modules; typically starts at $5,000–$10,000 annually for small teams with per-user add-ons.
Bonterra
specializedOutcomes-focused case management software helping nonprofits measure client progress and program effectiveness.
Effort outcomes platform for real-time impact measurement and customizable reporting
Bonterra is a robust CRM platform designed specifically for nonprofits, with a strong emphasis on case management for human services organizations. It streamlines client intake, assessment, service tracking, and outcomes measurement through customizable workflows, dashboards, and reporting tools. The software also integrates fundraising, volunteer management, and grant tracking, providing a unified view of operations to enhance impact and efficiency.
Pros
- Comprehensive case management with client tracking, assessments, and service delivery tools
- Advanced outcomes measurement via the Effort platform for data-driven impact reporting
- Seamless integration of CRM, fundraising, and program management in one system
Cons
- Pricing can be steep for smaller nonprofits
- Initial setup and customization require time and expertise
- Mobile app lags behind desktop capabilities for full functionality
Best For
Mid-to-large human services nonprofits handling complex caseloads and needing integrated outcomes tracking.
Pricing
Custom pricing based on users, modules, and organization size; typically starts at $5,000+ annually with enterprise options.
CharityTracker
specializedAffordable, web-based case management tool for nonprofits to manage clients, referrals, and reporting.
Household-based tracking with automatic deduplication across services and locations
CharityTracker is a cloud-based case management software tailored for nonprofits, particularly those delivering direct client services like food pantries, shelters, and utility assistance programs. It centralizes client intake, tracks household-level services to prevent duplication, manages volunteers and donors, and generates compliance-ready reports. The platform emphasizes data security and scalability for organizations handling sensitive client information.
Pros
- Powerful household and client deduplication prevents over-serving and ensures equitable aid distribution
- Comprehensive reporting tools with customizable dashboards for grants and compliance
- Integrated volunteer and donor management streamlines operations beyond just casework
Cons
- Interface can feel dated compared to modern SaaS tools, with a moderate learning curve
- Limited native integrations with other nonprofit CRMs or accounting software
- Pricing scales quickly for larger client volumes, potentially straining small budgets
Best For
Mid-sized nonprofits providing direct client assistance, such as food banks or homeless services, that need robust tracking to avoid duplicate benefits.
Pricing
Starts at $125/month for up to 500 clients (billed annually), with tiers scaling to $500+/month for larger volumes; custom quotes for enterprises.
ClientTrack
specializedIntegrated case management and HMIS system for social service nonprofits handling client data and compliance.
Built-in HMIS engine for seamless, compliant data submission to HUD without manual exports
ClientTrack by Eccovia Solutions is a robust case management platform designed for nonprofits, social service agencies, and housing organizations to manage client intake, service delivery, and outcomes tracking. It excels in HMIS-compliant data collection for homeless services, offering customizable workflows, reporting, and analytics to support program evaluation. The software scales for multi-program environments and integrates with third-party systems for streamlined operations.
Pros
- Strong HMIS compliance with automated HUD reporting
- Highly customizable modules for diverse nonprofit programs
- Scalable architecture suitable for enterprise-level use
Cons
- Steep learning curve and complex initial setup
- Dated user interface requiring training
- Pricing opaque without custom quotes, challenging for small orgs
Best For
Mid-to-large nonprofits delivering homeless services or complex case management requiring strict HMIS compliance.
Pricing
Custom subscription pricing based on users, modules, and organization size; typically starts at $5,000-$10,000 annually for small setups.
Salesforce Nonprofit Cloud
enterpriseCustomizable CRM with advanced case management features for scaling nonprofit operations.
Einstein AI for predictive case prioritization and personalized client recommendations
Salesforce Nonprofit Cloud is a robust CRM platform tailored for nonprofits, providing comprehensive case management tools to track client interactions, service delivery, outcomes, and compliance. It integrates donor management, program tracking, and volunteer coordination within a scalable Salesforce ecosystem. With AI-powered insights via Einstein, it helps organizations personalize services and measure impact effectively.
Pros
- Highly customizable with low-code tools for tailored case workflows
- Advanced reporting and AI analytics for data-driven decisions
- Seamless scalability and integrations with 7,000+ apps
Cons
- Steep learning curve and complex initial setup
- High costs that may overwhelm small nonprofits
- Ongoing maintenance requires skilled admins
Best For
Mid-to-large nonprofits with complex, high-volume case management needs and dedicated IT support.
Pricing
Quote-based subscription starting at ~$36/user/month for basic editions (nonprofit discounts available); enterprise plans custom-priced.
AWARDS
specializedAll-in-one EHR and case management solution for human services organizations tracking client care.
Seamless, HUD-certified HMIS integration with one-click Continuum of Care (CoC) reporting
AWARDS by Foothold Technology is a robust, cloud-based case management platform tailored for human services nonprofits, especially those addressing homelessness, behavioral health, and community support. It streamlines client intake, assessment, service tracking, and outcomes measurement while ensuring compliance with HUD's HMIS standards. The software provides customizable workflows, advanced reporting, and mobile access to empower case managers in delivering data-driven services.
Pros
- Certified HMIS compliance with automated HUD reporting
- Highly customizable forms and workflows for diverse programs
- Strong analytics and outcomes tracking for grant reporting
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be prohibitive for very small nonprofits
- Interface feels dated compared to modern SaaS tools
Best For
Mid-to-large nonprofits specializing in homeless services or programs requiring strict HMIS compliance and detailed outcome reporting.
Pricing
Custom enterprise pricing starting at around $5,000-$10,000 annually based on user count, modules, and agency size; contact for quote.
Resica
specializedDigital casework platform enabling nonprofits to manage cases, collaborate, and report on social services.
Certified HMIS compliance with seamless data export and federal reporting automation
Resica is a cloud-based case management platform designed for nonprofits and human services organizations to manage client relationships, track cases, and measure outcomes efficiently. It supports client intake, customizable forms, service coordination, and robust reporting, with strong emphasis on compliance standards like HMIS for homeless services. The software includes a mobile app for field staff and dashboards for program oversight.
Pros
- Highly customizable forms and workflows for diverse nonprofit needs
- Mobile app enables real-time data entry by field workers
- Strong HMIS compliance and automated reporting tools
Cons
- Pricing can be steep for very small organizations
- Limited native integrations with other nonprofit tools
- Steeper learning curve for advanced customization
Best For
Mid-sized nonprofits delivering direct client services like housing assistance, family support, or homelessness prevention.
Pricing
Custom quotes based on users and clients; typically starts at $4,000-$6,000 annually for small teams, scaling with volume.
NeonCRM
otherNonprofit CRM with case management capabilities for constituent tracking and engagement.
Unlimited custom fields and activity timelines for flexible, nonprofit-specific case data management
NeonCRM is a cloud-based CRM platform tailored for nonprofits, excelling in donor management, fundraising, events, and memberships while offering basic case management through customizable constituent profiles and activity tracking. It enables organizations to log client interactions, services provided, and outcomes using flexible fields and timelines, making it suitable for tracking cases in social services or program delivery. Though not a dedicated case management tool, its integrated approach supports nonprofits blending fundraising with client services.
Pros
- Integrated fundraising and constituent tracking in one platform
- Highly customizable fields and reporting for case data
- User-friendly interface with mobile access
Cons
- Lacks depth in advanced case workflows compared to specialized tools
- Pricing scales steeply with contact volume
- Limited built-in automation for complex case routing
Best For
Small to mid-sized nonprofits needing an all-in-one CRM for fundraising alongside basic client case tracking.
Pricing
Starts at $99/month for up to 500 contacts; scales to $500+/month for 10,000+ contacts, with enterprise options.
Blackbaud SKY
enterpriseEnterprise CRM platform offering case management for nonprofit constituent relationship management.
Unified 360-degree constituent view that links client cases with donor histories for holistic relationship management
Blackbaud SKY is a comprehensive cloud-based CRM platform tailored for nonprofits, providing robust tools for constituent management, fundraising, and case management. It enables organizations to track client cases, interactions, outcomes, and services delivery while integrating seamlessly with donor and volunteer data. With customizable workflows and advanced reporting, it supports nonprofits in managing complex social services and community programs alongside development efforts.
Pros
- Deep integration between case management, fundraising, and CRM functionalities
- Powerful analytics and reporting for tracking case outcomes and impact
- Scalable for enterprise-level nonprofits with extensive customization options
Cons
- Steep learning curve and complex interface requiring training
- High cost that may not suit smaller organizations
- Limited native mobile capabilities for field caseworkers
Best For
Mid-to-large nonprofits needing an all-in-one platform that combines case management with fundraising and donor relations.
Pricing
Quote-based subscription pricing; typically starts at $10,000+ annually depending on modules, users, and organization size.
Groundworks
specializedCollaborative case management tool for nonprofits facilitating secure case sharing and team coordination.
Holistic 360-degree client profiles that link service delivery data with donor interactions for personalized engagement
Groundworks is a CRM and case management platform tailored for nonprofits delivering direct services like housing, homelessness support, and food security. It streamlines client intake, case tracking, service delivery, and outcomes measurement while integrating donor management and fundraising tools. The software emphasizes data-driven impact reporting and customizable workflows to help organizations scale their mission effectively.
Pros
- Strong integration of case management with fundraising and donor tracking
- Customizable workflows and outcomes measurement for service-focused nonprofits
- Mobile app for field staff to update client data on the go
Cons
- Limited third-party integrations compared to larger CRM platforms
- Steeper learning curve for advanced reporting and customization
- Pricing can become costly for larger organizations with high user counts
Best For
Small to mid-sized nonprofits providing direct client services who need unified case and donor management.
Pricing
Custom pricing starting at around $250/month for basic plans, scaling with users and features; enterprise options available.
Conclusion
Evaluating these top nonprofit case management tools reveals a range of solutions tailored to diverse needs, with CaseWorthy emerging as the clear leader for its comprehensive approach to tracking client needs, services, and outcomes in human services. Bonterra stands as a strong alternative, excelling in measuring client progress and program effectiveness, while CharityTracker offers affordability and simplicity for managing referrals and reporting. Together, these tools empower nonprofits to enhance operations.
Don't miss the opportunity to elevate your nonprofit's impact—try CaseWorthy to experience its robust capabilities that set it apart as the top choice.
Tools Reviewed
All tools were independently evaluated for this comparison