Quick Overview
- 1#1: Casebook - Modern case management platform designed for human and social services organizations to track clients, services, and outcomes efficiently.
- 2#2: Bonterra - Comprehensive software suite for nonprofits and social services, including case management, fundraising, and impact reporting.
- 3#3: CaseWorthy - Adaptive case management software that customizes workflows for social services agencies to improve client outcomes and compliance.
- 4#4: Salesforce Nonprofit Cloud - Powerful CRM platform tailored for nonprofits and social services to manage relationships, programs, and data-driven decisions.
- 5#5: ClientTrack - End-to-end case management solution for human services, enabling coordinated care, HMIS compliance, and real-time reporting.
- 6#6: CharityTracker - Cloud-based case management tool for social services, churches, and food banks to track assistance and prevent duplication.
- 7#7: AWARDS - Integrated case management and HMIS software for homeless services, behavioral health, and supportive housing programs.
- 8#8: Penelope - Agency management software for social services and counseling, handling scheduling, billing, and client records securely.
- 9#9: Sumac - All-in-one case management and donor software for nonprofits and social service agencies to streamline operations and reporting.
- 10#10: Foxtrot - Client management system for social care providers, supporting assessments, care planning, and regulatory compliance.
Tools were selected based on feature strength, usability, alignment with compliance requirements, and value, ensuring they deliver robust, practical solutions for social services teams.
Comparison Table
This comparison table examines top social services software tools, including Casebook, Bonterra, CaseWorthy, Salesforce Nonprofit Cloud, and ClientTrack, to guide readers in evaluating solutions that fit their organizational needs. It details features, usability, and workflow integration, offering clear insights to streamline software selection for managing client interactions and operations.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Casebook Modern case management platform designed for human and social services organizations to track clients, services, and outcomes efficiently. | specialized | 9.7/10 | 9.8/10 | 9.4/10 | 9.3/10 |
| 2 | Bonterra Comprehensive software suite for nonprofits and social services, including case management, fundraising, and impact reporting. | enterprise | 9.1/10 | 9.5/10 | 8.2/10 | 8.7/10 |
| 3 | CaseWorthy Adaptive case management software that customizes workflows for social services agencies to improve client outcomes and compliance. | specialized | 8.6/10 | 9.1/10 | 7.9/10 | 8.4/10 |
| 4 | Salesforce Nonprofit Cloud Powerful CRM platform tailored for nonprofits and social services to manage relationships, programs, and data-driven decisions. | enterprise | 8.7/10 | 9.5/10 | 7.8/10 | 8.2/10 |
| 5 | ClientTrack End-to-end case management solution for human services, enabling coordinated care, HMIS compliance, and real-time reporting. | specialized | 8.6/10 | 9.1/10 | 7.8/10 | 8.3/10 |
| 6 | CharityTracker Cloud-based case management tool for social services, churches, and food banks to track assistance and prevent duplication. | specialized | 8.4/10 | 8.6/10 | 8.9/10 | 8.2/10 |
| 7 | AWARDS Integrated case management and HMIS software for homeless services, behavioral health, and supportive housing programs. | specialized | 8.2/10 | 9.0/10 | 7.5/10 | 7.8/10 |
| 8 | Penelope Agency management software for social services and counseling, handling scheduling, billing, and client records securely. | specialized | 8.1/10 | 8.5/10 | 7.4/10 | 7.8/10 |
| 9 | Sumac All-in-one case management and donor software for nonprofits and social service agencies to streamline operations and reporting. | specialized | 8.1/10 | 8.5/10 | 7.7/10 | 7.9/10 |
| 10 | Foxtrot Client management system for social care providers, supporting assessments, care planning, and regulatory compliance. | specialized | 7.8/10 | 7.5/10 | 9.2/10 | 7.6/10 |
Modern case management platform designed for human and social services organizations to track clients, services, and outcomes efficiently.
Comprehensive software suite for nonprofits and social services, including case management, fundraising, and impact reporting.
Adaptive case management software that customizes workflows for social services agencies to improve client outcomes and compliance.
Powerful CRM platform tailored for nonprofits and social services to manage relationships, programs, and data-driven decisions.
End-to-end case management solution for human services, enabling coordinated care, HMIS compliance, and real-time reporting.
Cloud-based case management tool for social services, churches, and food banks to track assistance and prevent duplication.
Integrated case management and HMIS software for homeless services, behavioral health, and supportive housing programs.
Agency management software for social services and counseling, handling scheduling, billing, and client records securely.
All-in-one case management and donor software for nonprofits and social service agencies to streamline operations and reporting.
Client management system for social care providers, supporting assessments, care planning, and regulatory compliance.
Casebook
specializedModern case management platform designed for human and social services organizations to track clients, services, and outcomes efficiently.
Adaptive, no-code workflows that automatically configure based on program type, enabling rapid deployment for any social services use case without IT support
Casebook (casebook.net) is a cloud-based case management platform purpose-built for social services organizations, such as child welfare agencies, homeless services, and family support programs. It enables streamlined client intake, customizable workflows, service coordination, and outcomes tracking to improve efficiency and client results. The software supports mobile access, team collaboration, inter-agency data sharing, and compliance with standards like HMIS and HIPAA.
Pros
- Highly customizable no-code workflows tailored to diverse social service programs
- Advanced reporting and analytics with real-time dashboards for outcomes measurement
- Seamless mobile app and integrations with HMIS, Salesforce, and other systems
Cons
- Custom pricing can be expensive for very small nonprofits
- Initial configuration and training require time investment
- Limited free tier or trial options
Best For
Mid-to-large social services agencies managing complex caseloads in child welfare, homelessness, or family services that need scalable, compliant case management.
Pricing
Custom subscription pricing based on users and features; typically starts at $50-100 per user/month for mid-sized agencies—contact sales for quotes.
Bonterra
enterpriseComprehensive software suite for nonprofits and social services, including case management, fundraising, and impact reporting.
ETO (Effort to Outcomes) for advanced, longitudinal client tracking and provable social impact metrics
Bonterra is a cloud-based platform tailored for nonprofits and social service organizations, offering tools for case management, program delivery, outcomes measurement, and fundraising CRM. It includes specialized solutions like ETO for complex program tracking and Apricot for streamlined case management, enabling organizations to collect client data, monitor progress, and generate impact reports. The software emphasizes data-driven decision-making to demonstrate program effectiveness to funders and stakeholders.
Pros
- Comprehensive outcomes tracking and customizable reporting for social impact measurement
- Seamless integration between program management, CRM, and fundraising tools
- Scalable for organizations of varying sizes with strong data security and compliance features
Cons
- Steep learning curve and complex setup requiring training
- Custom pricing lacks transparency and can be costly for small nonprofits
- Interface feels dated in some areas compared to modern competitors
Best For
Mid-to-large social service nonprofits needing robust case management and impact reporting to secure funding.
Pricing
Custom quote-based pricing starting around $5,000-$10,000 annually for basic plans, scaling up to $50,000+ for enterprise with multiple users and modules.
CaseWorthy
specializedAdaptive case management software that customizes workflows for social services agencies to improve client outcomes and compliance.
Outcomes360 framework for embedded, evidence-based assessments and real-time impact measurement
CaseWorthy is a cloud-based case management platform tailored for human services organizations, such as child welfare agencies, homelessness programs, and behavioral health providers. It facilitates client intake, comprehensive case tracking, service coordination, and outcomes measurement while ensuring compliance with regulations like HIPAA. The software emphasizes customizable workflows, mobile access, and robust reporting to enhance service delivery and data-driven decision-making.
Pros
- Highly customizable workflows for diverse social service programs
- Advanced reporting and analytics for compliance and outcomes tracking
- Strong security features including HIPAA compliance and mobile accessibility
Cons
- Steep learning curve due to extensive customization options
- Pricing lacks transparency and can be costly for small agencies
- Limited native integrations with some popular third-party tools
Best For
Mid-to-large social services agencies managing complex caseloads in child welfare, homelessness, or family services.
Pricing
Custom enterprise pricing based on users, modules, and agency size; typically ranges from $50,000+ annually with quotes required.
Salesforce Nonprofit Cloud
enterprisePowerful CRM platform tailored for nonprofits and social services to manage relationships, programs, and data-driven decisions.
Nonprofit Success Pack (NPSP) with out-of-the-box data models for constituents, programs, and service delivery
Salesforce Nonprofit Cloud is a robust CRM platform tailored for nonprofits, providing tools for donor management, volunteer coordination, case management, and program delivery in social services. It enables organizations to track client interactions, deliver services efficiently, measure impact through analytics, and streamline fundraising efforts. Built on the Salesforce ecosystem, it offers high scalability and customization for complex nonprofit operations.
Pros
- Highly customizable with pre-built nonprofit objects for case and program management
- Powerful reporting and AI-driven insights for impact measurement
- Seamless integrations with 7,000+ apps including payment processors
Cons
- Steep learning curve and requires skilled admins for setup
- Premium pricing even with nonprofit discounts
- Ongoing costs for maintenance and custom development
Best For
Mid-to-large social service nonprofits needing scalable client tracking, service delivery, and donor management with IT resources.
Pricing
Free Starter Pack for small orgs (up to 10 users); paid editions like Growth and Scale start at ~$5-36/user/month with up to 50% nonprofit discounts.
ClientTrack
specializedEnd-to-end case management solution for human services, enabling coordinated care, HMIS compliance, and real-time reporting.
Built-in HMIS module with real-time data synchronization and compliant HUD export tools
ClientTrack by Eccovia is a comprehensive case management software tailored for social services organizations, including homeless services, workforce development, and community programs. It facilitates client intake, assessment, service tracking, referrals, and outcomes measurement while ensuring HMIS compliance for HUD reporting. The platform offers customizable workflows, mobile access, and robust analytics to streamline operations and improve service delivery.
Pros
- HMIS-compliant with automated HUD reporting
- Highly customizable forms and workflows
- Strong integration capabilities with third-party systems
Cons
- Steep learning curve for new users
- Custom pricing can be expensive for small agencies
- Interface feels dated in some areas
Best For
Large social service agencies and Continuum of Care networks requiring robust HMIS compliance and scalable case management.
Pricing
Custom quotes based on agency size, users, and modules; typically starts at $5,000-$10,000 annually for mid-sized organizations.
CharityTracker
specializedCloud-based case management tool for social services, churches, and food banks to track assistance and prevent duplication.
Program Impact Tracker that directly links client services and outcomes to donor contributions for compelling impact stories
CharityTracker is a cloud-based CRM platform tailored for nonprofits, especially social services organizations, enabling seamless tracking of donors, volunteers, grants, clients, and program outcomes. It provides case management tools, service delivery tracking, and customizable dashboards to measure impact and generate compliance reports. The software integrates fundraising with service delivery, helping agencies demonstrate ROI to funders and donors efficiently.
Pros
- Intuitive interface with mobile access for field workers
- Strong outcome tracking and reporting for grant compliance
- All-in-one solution combining donor CRM with client case management
Cons
- Pricing scales quickly with contact volume
- Limited advanced AI analytics compared to enterprise competitors
- Some integrations require custom setup
Best For
Small to mid-sized social service nonprofits needing integrated client service tracking and fundraising management.
Pricing
Tiered plans starting at $125/month for basic (up to 1,000 contacts), scaling to $500+/month for advanced features and higher volumes.
AWARDS
specializedIntegrated case management and HMIS software for homeless services, behavioral health, and supportive housing programs.
AWARDS Intelligence AI-driven analytics for predictive insights and automated outcome measurement
AWARDS by Foothold Technology is a comprehensive electronic health record (EHR) and case management platform tailored for social services organizations, including behavioral health, housing, and human services providers. It handles client intake, assessments, individualized service plans, outcomes tracking, billing, and reporting while ensuring compliance with standards like HUD HMIS, SAMHSA, and HIPAA. The software's modular design allows customization to fit diverse workflows, from homeless services to substance abuse treatment.
Pros
- Highly customizable modules for diverse social services needs
- Robust compliance tools for HMIS, HUD, and federal reporting
- Integrated billing and outcomes analytics for efficiency
Cons
- Steep learning curve due to extensive customization options
- Pricing can be prohibitive for very small nonprofits
- Occasional performance issues with large datasets
Best For
Mid-sized social services agencies needing a scalable, compliance-focused platform for case management and data-driven outcomes.
Pricing
Custom subscription pricing based on modules, users, and organization size; typically starts at $5,000-$10,000 annually for small setups.
Penelope
specializedAgency management software for social services and counseling, handling scheduling, billing, and client records securely.
Advanced outcomes and progress tracking with automated funder reporting templates
Penelope is a cloud-based case management platform tailored for social services, non-profits, health, and human services organizations. It centralizes client intake, case notes, scheduling, billing, service tracking, and customizable reporting to streamline workflows and ensure compliance with standards like HIPAA. The software emphasizes outcomes measurement, allowing agencies to track client progress and generate funder-specific reports efficiently.
Pros
- Comprehensive case management with strong service tracking and outcomes measurement
- Highly customizable forms, workflows, and reporting for diverse agency needs
- Robust integration options including billing and telehealth support
Cons
- User interface feels dated and can be clunky for new users
- Steep learning curve due to extensive customization options
- Pricing is quote-based with limited transparency upfront
Best For
Mid-sized social service and non-profit agencies needing detailed outcomes tracking and funder reporting.
Pricing
Custom quote-based pricing starting around $49/user/month, scaling with modules, users, and agency size.
Sumac
specializedAll-in-one case management and donor software for nonprofits and social service agencies to streamline operations and reporting.
No-code visual workflow builder for creating custom case management processes unique to social services
Sumac is a customizable CRM platform tailored for nonprofits, including social services organizations, offering integrated tools for case management, client intake, donor tracking, fundraising, and volunteer coordination. It enables users to build workflows, track outcomes, and generate reports without coding, streamlining operations for service delivery and compliance. Ideal for agencies handling client services alongside fundraising needs.
Pros
- Highly customizable without coding for tailored case management workflows
- Integrated donor and client management in one platform
- Robust reporting and outcome tracking for grant compliance
Cons
- Steep initial setup and learning curve for complex customizations
- Pricing is quote-based and can be higher for larger organizations
- User interface feels dated compared to modern cloud CRMs
Best For
Mid-sized social service nonprofits needing a flexible, all-in-one system for client cases and fundraising.
Pricing
Custom quote-based pricing; typically starts at $500-$1,000/month depending on users and modules, with nonprofit discounts available.
Foxtrot
specializedClient management system for social care providers, supporting assessments, care planning, and regulatory compliance.
Visual Flow Creator for drag-and-drop automation design without coding
Foxtrot by Unlike is a no-code robotic process automation (RPA) platform that automates repetitive, rule-based tasks by mimicking human interactions with desktop and web applications. In social services, it streamlines workflows like data entry from client forms, report generation for compliance, and integration with legacy case management systems. It enables non-technical staff to build and deploy bots quickly, reducing manual labor in high-volume environments.
Pros
- No-code visual builder accessible to non-developers
- Excellent for automating legacy systems common in social services
- Scalable bots handle high-volume repetitive tasks efficiently
Cons
- Lacks built-in case management or CRM features
- Initial process mapping requires time investment
- Pricing geared toward enterprises, less ideal for small nonprofits
Best For
Mid-to-large social services agencies seeking to automate administrative drudgery without replacing existing software stacks.
Pricing
Custom enterprise pricing starting around $5,000/year per bot, with volume discounts for multiple deployments.
Conclusion
The top 10 social services software tools reviewed each excel at streamlining workflows, enhancing client support, and ensuring compliance. Leading the group is Casebook, recognized for its modern efficiency in tracking clients, services, and outcomes. Bonterra and CaseWorthy follow closely, offering comprehensive suites and adaptive workflows tailored to distinct operational needs.
Start with Casebook to unlock its efficient client management capabilities, or explore Bonterra or CaseWorthy for specialized needs like fundraising or compliance—each top tool delivers value to social services organizations.
Tools Reviewed
All tools were independently evaluated for this comparison