Quick Overview
- 1#1: CaseWorthy - Comprehensive cloud-based platform for human services case management, tracking client outcomes, services, and compliance.
- 2#2: Bonterra - All-in-one nonprofit software with robust case management for tracking client interactions, programs, and impact measurement.
- 3#3: Salesforce Nonprofit Cloud - Powerful CRM tailored for nonprofits with case management, program delivery, and constituent relationship tools.
- 4#4: Casebook - Modern, collaborative case management platform designed for child welfare and family services agencies.
- 5#5: Penelope - Web-based case management system for health and human services to manage clients, referrals, and reporting.
- 6#6: CharityTracker - Cloud-based client tracking and case management software for nonprofits and social service organizations.
- 7#7: Foxtrot - Integrated case management solution for social services, including assessments, service planning, and outcomes tracking.
- 8#8: ClientTrack - HMIS and case management software focused on homeless services, client data collection, and HUD reporting.
- 9#9: Blackbaud Outcomes - Case management module for nonprofits to track client progress, services, and program effectiveness.
- 10#10: Dynamics 365 Nonprofit Accelerator - Customizable CRM accelerator for nonprofits with case management, fundraising, and volunteer coordination features.
Tools were selected based on robust functionality, user-friendly design, consistent quality, and measurable value, ensuring the list prioritizes solutions that meet the evolving demands of social service agencies
Comparison Table
Social case management software is critical for optimizing service delivery across nonprofits, community groups, and service organizations, with tools tailored to streamline case tracking and client support. This comparison table examines top options including CaseWorthy, Bonterra, Salesforce Nonprofit Cloud, Casebook, Penelope, and more, outlining key features, usability, and compatibility to guide readers in selecting the right solution for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | CaseWorthy Comprehensive cloud-based platform for human services case management, tracking client outcomes, services, and compliance. | specialized | 9.6/10 | 9.8/10 | 9.2/10 | 9.4/10 |
| 2 | Bonterra All-in-one nonprofit software with robust case management for tracking client interactions, programs, and impact measurement. | specialized | 9.1/10 | 9.4/10 | 8.7/10 | 8.5/10 |
| 3 | Salesforce Nonprofit Cloud Powerful CRM tailored for nonprofits with case management, program delivery, and constituent relationship tools. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 8.0/10 |
| 4 | Casebook Modern, collaborative case management platform designed for child welfare and family services agencies. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.0/10 |
| 5 | Penelope Web-based case management system for health and human services to manage clients, referrals, and reporting. | specialized | 8.4/10 | 9.2/10 | 7.8/10 | 7.9/10 |
| 6 | CharityTracker Cloud-based client tracking and case management software for nonprofits and social service organizations. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 7 | Foxtrot Integrated case management solution for social services, including assessments, service planning, and outcomes tracking. | specialized | 7.6/10 | 7.4/10 | 7.8/10 | 7.2/10 |
| 8 | ClientTrack HMIS and case management software focused on homeless services, client data collection, and HUD reporting. | specialized | 8.1/10 | 8.7/10 | 7.6/10 | 8.0/10 |
| 9 | Blackbaud Outcomes Case management module for nonprofits to track client progress, services, and program effectiveness. | enterprise | 7.9/10 | 8.4/10 | 7.1/10 | 7.3/10 |
| 10 | Dynamics 365 Nonprofit Accelerator Customizable CRM accelerator for nonprofits with case management, fundraising, and volunteer coordination features. | enterprise | 8.0/10 | 9.0/10 | 7.0/10 | 7.5/10 |
Comprehensive cloud-based platform for human services case management, tracking client outcomes, services, and compliance.
All-in-one nonprofit software with robust case management for tracking client interactions, programs, and impact measurement.
Powerful CRM tailored for nonprofits with case management, program delivery, and constituent relationship tools.
Modern, collaborative case management platform designed for child welfare and family services agencies.
Web-based case management system for health and human services to manage clients, referrals, and reporting.
Cloud-based client tracking and case management software for nonprofits and social service organizations.
Integrated case management solution for social services, including assessments, service planning, and outcomes tracking.
HMIS and case management software focused on homeless services, client data collection, and HUD reporting.
Case management module for nonprofits to track client progress, services, and program effectiveness.
Customizable CRM accelerator for nonprofits with case management, fundraising, and volunteer coordination features.
CaseWorthy
specializedComprehensive cloud-based platform for human services case management, tracking client outcomes, services, and compliance.
Universal Outcomes Engine with automated assessment scoring and progress tracking across diverse social programs
CaseWorthy is a leading cloud-based case management platform tailored for social services organizations, enabling efficient tracking of client cases, service delivery, and outcomes across programs like homelessness, child welfare, and workforce development. It offers customizable workflows, mobile accessibility, and robust compliance tools to streamline operations and reporting for nonprofits and government agencies. With advanced analytics and integrations, it supports data-driven decisions while ensuring HIPAA and HUD compliance.
Pros
- Highly customizable workflows and assessment library with over 1,000 validated tools
- Powerful reporting and analytics for funders and compliance (e.g., HUD HMIS)
- Mobile app and offline capabilities for field workers
Cons
- Steeper learning curve for complex customizations
- Higher pricing may challenge small organizations
- Some integrations require additional setup
Best For
Mid-to-large nonprofits and government agencies managing high-volume, compliance-heavy social service programs.
Pricing
Custom quote-based pricing; typically starts at $4,000-$10,000/month depending on users, modules, and implementation scale.
Bonterra
specializedAll-in-one nonprofit software with robust case management for tracking client interactions, programs, and impact measurement.
Advanced outcomes management system with built-in logic models and funder-ready impact reports
Bonterra is a comprehensive cloud-based platform for social case management, designed specifically for nonprofits and social service organizations to handle client intake, case tracking, service coordination, and outcomes measurement. It integrates CRM and fundraising tools with robust case management features like custom workflows, HMIS compliance, and real-time reporting. The software enables organizations to demonstrate program impact, comply with regulations, and scale operations efficiently.
Pros
- Powerful outcomes tracking and impact measurement tools
- Seamless integration of case management with CRM and fundraising
- Highly customizable forms and workflows for diverse programs
Cons
- Pricing is quote-based and can be expensive for small nonprofits
- Initial setup and customization require training
- Mobile app functionality is solid but not as feature-rich as desktop
Best For
Mid-to-large nonprofits and social service agencies needing integrated case management, outcomes reporting, and donor engagement.
Pricing
Custom quote-based pricing; core modules start around $5,000-$10,000 annually, scaling with users, data volume, and add-ons.
Salesforce Nonprofit Cloud
enterprisePowerful CRM tailored for nonprofits with case management, program delivery, and constituent relationship tools.
Nonprofit Success Pack with pre-built case management templates for rapid deployment of client tracking and program delivery
Salesforce Nonprofit Cloud is a robust CRM platform tailored for nonprofits, providing comprehensive social case management tools for tracking client intake, service delivery, outcomes, and compliance. It offers a 360-degree view of constituents, enabling efficient case coordination across programs like homelessness support, family services, and community aid. Built on the Salesforce ecosystem, it supports customization, automation, and integration with external systems for streamlined operations.
Pros
- Highly customizable workflows and case management tailored for social services
- Powerful reporting, analytics, and AI-driven insights via Einstein
- Seamless scalability and integrations with 1,000+ apps
Cons
- Steep learning curve and complex initial setup
- High implementation costs and ongoing fees
- Overkill for small organizations with simple needs
Best For
Mid-to-large nonprofits managing complex, high-volume social cases requiring enterprise-level CRM scalability.
Pricing
Free Nonprofit Cloud Starter for up to 10 users; paid editions start at ~$36/user/month with nonprofit discounts, plus custom implementation fees.
Casebook
specializedModern, collaborative case management platform designed for child welfare and family services agencies.
Relational data model that uniquely captures interconnected family dynamics, services, and outcomes in one unified view.
Casebook is a cloud-based case management platform designed specifically for social services organizations, nonprofits, and human services agencies to streamline client intake, case tracking, service coordination, and reporting. It excels in handling complex family relationships and holistic service delivery with customizable workflows, HIPAA-compliant security, and mobile accessibility. The software facilitates collaboration among caseworkers, supervisors, and external partners while ensuring data privacy and compliance with regulations like HUD and funders' requirements.
Pros
- Holistic family relationship modeling for complex cases
- Robust compliance and reporting tools tailored to social services
- Seamless mobile app and integrations with tools like Salesforce
Cons
- Pricing is custom and can be steep for small organizations
- Initial setup and customization require time and training
- Advanced reporting may need additional configuration
Best For
Mid-sized social service agencies and nonprofits managing multifaceted family cases and service coordination.
Pricing
Custom quote-based pricing starting around $50-100 per user/month, depending on organization size, features, and support needs.
Penelope
specializedWeb-based case management system for health and human services to manage clients, referrals, and reporting.
Integrated Outcomes Management with standardized tools like the Outcomes Star for measurable client progress tracking
Penelope is a cloud-based case management platform designed specifically for social service organizations, non-profits, health agencies, and community programs. It provides end-to-end tools for client intake, case documentation, service tracking, scheduling, billing, and outcome measurement. The software emphasizes compliance, customizable workflows, and robust reporting to help agencies manage caseloads efficiently and demonstrate program impact to stakeholders.
Pros
- Comprehensive outcome tracking and standardized assessment tools
- Strong compliance features including HIPAA and data security
- Highly customizable forms, workflows, and reporting capabilities
Cons
- Dated user interface with a steeper learning curve
- Pricing is custom and can be costly for smaller agencies
- Limited native mobile app; relies on web access
Best For
Mid-to-large social service agencies and non-profits needing advanced outcome reporting and regulatory compliance tools.
Pricing
Custom enterprise pricing based on agency size, users, and modules; typically starts at $60-120 per user/month with annual contracts.
CharityTracker
specializedCloud-based client tracking and case management software for nonprofits and social service organizations.
Advanced Outcomes Engine that quantifies program impact with measurable client progress metrics and funder-ready reports
CharityTracker is a cloud-based case management platform tailored for nonprofits and social service organizations, enabling comprehensive tracking of clients, families, services delivered, and outcomes. It centralizes data on donations, volunteers, and program impacts, with customizable workflows and robust reporting tools to measure effectiveness. Ideal for agencies handling food pantries, emergency assistance, and community services, it supports data-driven decisions and compliance reporting.
Pros
- Holistic tracking of client journeys from intake to outcomes
- Powerful customizable reporting and dashboards for funders
- Seamless integration with QuickBooks and other nonprofit tools
Cons
- Steep initial setup and customization learning curve
- Pricing can escalate for larger agencies with many users
- Mobile app is functional but lacks some desktop features
Best For
Mid-sized nonprofits and social service agencies managing high-volume client cases like food banks or homeless shelters needing detailed outcome tracking.
Pricing
Subscription-based starting at $125/month for basic plans, scaling to $500+/month for enterprise with custom quotes based on users and features.
Foxtrot
specializedIntegrated case management solution for social services, including assessments, service planning, and outcomes tracking.
Integrated Outcomes Measurement module for tracking program impact and evidence-based reporting
Foxtrot is a web-based case management software tailored for social service agencies, particularly those in child welfare, family services, and community support programs. It enables comprehensive client tracking, case planning, service documentation, and outcome reporting to ensure compliance and program effectiveness. The platform supports customizable workflows, staff collaboration, and data security features like HIPAA compliance.
Pros
- Robust case documentation and customizable forms for tailored workflows
- Strong reporting and analytics for compliance and outcomes tracking
- Secure, cloud-based access with role-based permissions for team collaboration
Cons
- Limited native mobile app functionality, relying on web access
- Pricing lacks transparency and requires custom quotes
- Integration options with third-party tools are basic compared to competitors
Best For
Mid-sized social service agencies focused on child welfare and family case management needing reliable documentation and reporting without advanced AI features.
Pricing
Custom enterprise pricing based on users and modules; typically starts at $40-60 per user/month with annual contracts.
ClientTrack
specializedHMIS and case management software focused on homeless services, client data collection, and HUD reporting.
Integrated VI-SPDAT and coordinated entry tools for prioritizing vulnerable clients across service networks
ClientTrack by Bowman Systems is a comprehensive Homeless Management Information System (HMIS) and case management platform tailored for social service organizations serving homeless and at-risk populations. It streamlines client intake, assessments like VI-SPDAT, service tracking, housing placements, and outcomes monitoring. The software excels in generating HUD-compliant reports and supports coordinated entry across multiple agencies.
Pros
- HMIS-certified with full HUD compliance and automated reporting
- Customizable workflows for diverse social service programs
- Robust data analytics for program evaluation and grant reporting
Cons
- Outdated user interface requiring training for full utilization
- Complex initial setup and implementation process
- Limited native mobile app functionality
Best For
Mid-to-large nonprofits and CoCs focused on homeless services needing strict HMIS compliance.
Pricing
Custom enterprise pricing based on users, agencies, and modules; typically $50,000+ annually for mid-sized deployments.
Blackbaud Outcomes
enterpriseCase management module for nonprofits to track client progress, services, and program effectiveness.
National benchmarking database for comparing program outcomes against industry standards
Blackbaud Outcomes is a nonprofit-focused platform that specializes in tracking and measuring client outcomes for social service programs. It allows organizations to manage client data, administer customizable assessments and surveys, and generate impact reports to demonstrate program effectiveness. Integrated with Blackbaud's broader CRM ecosystem, it supports data-driven decision-making for funders and stakeholders.
Pros
- Robust outcomes measurement and benchmarking tools
- Seamless integration with Blackbaud Raiser's Edge and Financial Edge
- Comprehensive reporting for grant reporting and impact storytelling
Cons
- High cost with custom pricing
- Steep learning curve for non-technical users
- Less emphasis on day-to-day case notes and workflow automation compared to dedicated case management tools
Best For
Mid-to-large nonprofits embedded in the Blackbaud ecosystem seeking advanced outcomes tracking for social services.
Pricing
Custom subscription pricing starting at around $5,000-$10,000 annually, scaled by organization size, users, and modules.
Dynamics 365 Nonprofit Accelerator
enterpriseCustomizable CRM accelerator for nonprofits with case management, fundraising, and volunteer coordination features.
Pre-configured case management workflows with AI-powered outcome measurement and beneficiary journey mapping
Dynamics 365 Nonprofit Accelerator is a pre-configured solution built on Microsoft Dynamics 365, designed specifically for nonprofits to streamline operations like case management, fundraising, and program delivery. For social case management, it offers tools for beneficiary intake, service planning, outcome tracking, and compliance reporting within a unified CRM platform. Leveraging the Power Platform, it enables low-code customizations, automations, and AI-driven insights to enhance social service delivery efficiency.
Pros
- Seamless integration with Microsoft ecosystem including Power BI and Teams
- Highly customizable with pre-built entities for cases, beneficiaries, and programs
- Scalable for enterprise-level nonprofits with strong reporting and analytics
Cons
- Steep learning curve requiring Dynamics 365 expertise or training
- Underlying licensing costs can be high even with nonprofit discounts
- May be overly complex for small organizations without IT support
Best For
Large nonprofits already using Microsoft tools that need robust, customizable social case management at scale.
Pricing
Nonprofit Accelerator is free; requires Dynamics 365 licenses (e.g., Sales or Customer Service Enterprise at ~$95/user/month, with nonprofit discounts up to 75% off).
Conclusion
The top 3 social case management tools demonstrate exceptional value, with CaseWorthy leading as a comprehensive cloud-based platform that excels in tracking outcomes, services, and compliance. Bonterra and Salesforce Nonprofit Cloud stand out as strong alternatives, tailored to all-in-one nonprofit needs and robust CRM capabilities, respectively, ensuring a fit for diverse organizational goals.
Elevate your case management efforts by starting with the top-ranked tool, CaseWorthy, to streamline operations and strengthen client support.
Tools Reviewed
All tools were independently evaluated for this comparison