Quick Overview
- 1#1: CaseWorthy - Cloud-based human services platform for comprehensive case management, client tracking, and outcomes measurement.
- 2#2: Salesforce Nonprofit Cloud - Customizable CRM solution tailored for nonprofits with powerful case management, reporting, and program tracking features.
- 3#3: Penelope by AIM - Client information system designed for social services agencies to manage cases, scheduling, billing, and compliance.
- 4#4: Apricot by Social Solutions - User-friendly case management software for tracking clients, services, and outcomes in human services organizations.
- 5#5: ClientTrack by Bowman Systems - HMIS-compliant platform for homeless services case management, assessments, and coordinated entry.
- 6#6: Efforts to Outcomes (ETO) - Outcomes-focused case management tool for nonprofits to track participant progress and program effectiveness.
- 7#7: Casebook - Modern child welfare case management system with intelligent workflows and family-centered documentation.
- 8#8: FamCare - Integrated family case management software for social workers handling multi-generational client services.
- 9#9: Blackbaud Outcomes - Enterprise platform for social impact measurement and case management in mission-driven organizations.
- 10#10: CharityTracker - Affordable case management and resource coordination tool for food banks, shelters, and community services.
We ranked these tools based on features that address core social work needs—including workflow efficiency, compliance readiness, and outcomes measurement—alongside user-friendliness, integration capabilities, and overall value to ensure they meet the demands of modern human services organizations.
Comparison Table
Explore a comprehensive comparison of social work case management software, featuring tools like CaseWorthy, Salesforce Nonprofit Cloud, Penelope by AIM, Apricot by Social Solutions, ClientTrack by Bowman Systems, and more. This table outlines key features, usability, and customization capabilities to help professionals identify the platform that best fits their organizational needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | CaseWorthy Cloud-based human services platform for comprehensive case management, client tracking, and outcomes measurement. | specialized | 9.5/10 | 9.7/10 | 8.8/10 | 9.2/10 |
| 2 | Salesforce Nonprofit Cloud Customizable CRM solution tailored for nonprofits with powerful case management, reporting, and program tracking features. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 3 | Penelope by AIM Client information system designed for social services agencies to manage cases, scheduling, billing, and compliance. | specialized | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 4 | Apricot by Social Solutions User-friendly case management software for tracking clients, services, and outcomes in human services organizations. | specialized | 8.4/10 | 9.0/10 | 7.8/10 | 8.0/10 |
| 5 | ClientTrack by Bowman Systems HMIS-compliant platform for homeless services case management, assessments, and coordinated entry. | specialized | 8.2/10 | 9.0/10 | 7.5/10 | 7.8/10 |
| 6 | Efforts to Outcomes (ETO) Outcomes-focused case management tool for nonprofits to track participant progress and program effectiveness. | specialized | 8.4/10 | 9.1/10 | 7.2/10 | 8.0/10 |
| 7 | Casebook Modern child welfare case management system with intelligent workflows and family-centered documentation. | specialized | 8.1/10 | 8.5/10 | 7.8/10 | 7.6/10 |
| 8 | FamCare Integrated family case management software for social workers handling multi-generational client services. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 8.0/10 |
| 9 | Blackbaud Outcomes Enterprise platform for social impact measurement and case management in mission-driven organizations. | enterprise | 7.4/10 | 8.2/10 | 6.8/10 | 6.5/10 |
| 10 | CharityTracker Affordable case management and resource coordination tool for food banks, shelters, and community services. | specialized | 7.6/10 | 8.1/10 | 7.4/10 | 8.2/10 |
Cloud-based human services platform for comprehensive case management, client tracking, and outcomes measurement.
Customizable CRM solution tailored for nonprofits with powerful case management, reporting, and program tracking features.
Client information system designed for social services agencies to manage cases, scheduling, billing, and compliance.
User-friendly case management software for tracking clients, services, and outcomes in human services organizations.
HMIS-compliant platform for homeless services case management, assessments, and coordinated entry.
Outcomes-focused case management tool for nonprofits to track participant progress and program effectiveness.
Modern child welfare case management system with intelligent workflows and family-centered documentation.
Integrated family case management software for social workers handling multi-generational client services.
Enterprise platform for social impact measurement and case management in mission-driven organizations.
Affordable case management and resource coordination tool for food banks, shelters, and community services.
CaseWorthy
specializedCloud-based human services platform for comprehensive case management, client tracking, and outcomes measurement.
Outcomes+ analytics engine that automates impact measurement and generates funder-ready reports with predictive insights.
CaseWorthy is a leading cloud-based case management platform designed specifically for social services organizations, enabling efficient client intake, case tracking, service coordination, and outcome measurement. It supports diverse programs like homelessness services, child welfare, workforce development, and TANF with customizable workflows, mobile access, and HIPAA-compliant data security. The software excels in generating actionable insights through advanced reporting and analytics to demonstrate program impact and ensure regulatory compliance.
Pros
- Highly customizable no-code workflows tailored to specific social service programs
- Powerful reporting and Outcomes+ module for data-driven decision-making and ROI proof
- Seamless mobile app and integrations for field workers and multi-agency collaboration
Cons
- Steep initial learning curve for complex customizations
- Enterprise-level pricing may be prohibitive for small nonprofits
- Occasional delays in support response during peak implementation phases
Best For
Mid-to-large social service agencies managing high-volume, compliance-heavy caseloads in areas like homelessness, child welfare, and workforce programs.
Pricing
Custom quote-based pricing; typically $50-150 per user/month depending on modules, users, and implementation scale.
Salesforce Nonprofit Cloud
enterpriseCustomizable CRM solution tailored for nonprofits with powerful case management, reporting, and program tracking features.
Nonprofit Success Pack (NPSP) with pre-built objects for client cases, programs, and service delivery automation
Salesforce Nonprofit Cloud is a robust CRM platform tailored for nonprofits, providing comprehensive case management tools ideal for social work organizations to track client interactions, services, and outcomes. It offers customizable workflows, compliance tracking, and real-time reporting to streamline case handling from intake to closure. The solution integrates deeply with other Salesforce products and third-party apps, enabling a holistic view of client data across programs.
Pros
- Highly customizable workflows and objects for complex case management
- Advanced analytics and AI-driven insights via Einstein for outcome tracking
- Seamless scalability and integrations with 1,000+ apps
Cons
- Steep learning curve requiring Salesforce expertise or training
- High implementation and customization costs
- Overkill for small agencies without dedicated IT support
Best For
Mid-to-large social service nonprofits needing enterprise-grade, highly customizable case management with strong reporting and integrations.
Pricing
Starts at $36/user/month for Enterprise edition (nonprofit discounts available); custom pricing for higher tiers and implementations.
Penelope by AIM
specializedClient information system designed for social services agencies to manage cases, scheduling, billing, and compliance.
Advanced outcomes measurement module with logic models for tracking program effectiveness and impact
Penelope by AIM is a robust, web-based case management software tailored for social service organizations, non-profits, and human services agencies. It facilitates client intake, assessment, case planning, progress tracking, service delivery documentation, and outcome measurement. The platform supports customizable workflows, scheduling, billing integration, and comprehensive reporting to ensure compliance and data-driven decisions.
Pros
- Highly customizable forms and workflows for diverse social work needs
- Powerful reporting and analytics for outcomes tracking and compliance
- Seamless integration with billing, scheduling, and third-party tools
Cons
- Steep learning curve for new users due to extensive customization options
- Pricing can be high for small agencies with minimum user requirements
- Occasional interface glitches reported in high-volume environments
Best For
Medium to large social service agencies requiring comprehensive, scalable case management with strong reporting capabilities.
Pricing
Custom quote-based pricing; typically $50-$100 per user/month with annual contracts and minimums starting at 5-10 users.
Apricot by Social Solutions
specializedUser-friendly case management software for tracking clients, services, and outcomes in human services organizations.
Unlimited drag-and-drop form builder for hyper-customized data collection without coding
Apricot by Social Solutions is a cloud-based case management platform tailored for nonprofits and social service organizations, enabling comprehensive client tracking from intake to outcomes. It supports customizable forms, service delivery documentation, progress monitoring, and compliance reporting for standards like HMIS and HUD. The software excels in data aggregation across programs, providing powerful analytics to measure impact and inform decision-making.
Pros
- Highly customizable forms and workflows via drag-and-drop builder
- Robust reporting and analytics for compliance and outcomes
- Strong support for HMIS and grant reporting requirements
Cons
- Steep initial setup and learning curve for complex configurations
- Pricing can escalate with add-ons for smaller organizations
- Occasional reports of slow customer support response times
Best For
Mid-sized nonprofits and social service agencies managing homeless services, family support, or multi-program casework with heavy reporting needs.
Pricing
Quote-based, typically starting at $5,000-$10,000 annually for core features, scaling with users, programs, and modules like Quality or Mobile.
ClientTrack by Bowman Systems
specializedHMIS-compliant platform for homeless services case management, assessments, and coordinated entry.
Fully certified HMIS module with seamless, automated federal reporting for homeless management information systems
ClientTrack by Bowman Systems is a robust case management software tailored for human services organizations, especially those addressing homelessness, housing, and social welfare needs. It streamlines client intake, assessment, service coordination, outcome tracking, and compliance reporting with full HMIS support for HUD-funded programs. The platform offers customizable workflows, mobile access, and analytics to help social workers manage caseloads efficiently and demonstrate program impact.
Pros
- Certified HMIS compliance with automated HUD reporting
- Highly customizable forms and workflows for diverse programs
- Strong integration for mobile data entry and real-time analytics
Cons
- Steep learning curve and complex initial setup
- Pricing is enterprise-focused and expensive for small agencies
- User interface can feel outdated compared to modern SaaS tools
Best For
Mid-to-large non-profits, shelters, and government agencies specializing in homeless services that require strict HMIS compliance and detailed reporting.
Pricing
Custom enterprise pricing starting at $5,000–$20,000+ annually based on users, modules, and agency size; quotes required.
Efforts to Outcomes (ETO)
specializedOutcomes-focused case management tool for nonprofits to track participant progress and program effectiveness.
Outcomes Framework for linking client efforts, services, and measurable results to prove program effectiveness
Efforts to Outcomes (ETO) by Social Solutions is a robust case management software tailored for social service organizations, enabling comprehensive tracking of client interactions, services, and program outcomes. It emphasizes data-driven decision-making with customizable forms, assessments, and powerful reporting tools to demonstrate impact to funders and stakeholders. ETO supports workflows for case management, goal setting, and compliance with standards like HMIS for homeless services.
Pros
- Advanced outcomes measurement and customizable reporting for grant compliance
- Flexible form builder and workflow automation for diverse social programs
- Strong integrations with HMIS and other nonprofit tools
Cons
- Steep learning curve and dated user interface
- Custom pricing can be expensive for smaller organizations
- Occasional performance issues with large datasets
Best For
Mid-to-large nonprofits and social service agencies prioritizing outcomes tracking and funder reporting.
Pricing
Custom quote-based pricing; typically $5,000–$20,000+ annually depending on users, modules, and organization size.
Casebook
specializedModern child welfare case management system with intelligent workflows and family-centered documentation.
Holistic client 360-degree views with relationship mapping to visualize family dynamics and service histories
Casebook (casebook.net) is a cloud-based case management platform tailored for social service organizations, nonprofits, and human services agencies to streamline client intake, case tracking, service delivery, and reporting. It provides customizable workflows, secure document storage, and tools for managing caseloads in areas like foster care, homelessness, and family services. The software emphasizes collaboration with features like team messaging, task assignments, and integrations with CRM systems.
Pros
- Deep integrations with Salesforce, Twilio, and Google Workspace for seamless data flow
- Customizable forms and workflows to fit specific social work needs
- Strong mobile app for field workers to access cases on the go
Cons
- Pricing is quote-based and can be expensive for small nonprofits
- Initial setup and customization require training or support
- Reporting tools are robust but less intuitive for non-technical users
Best For
Mid-sized social service agencies and nonprofits handling complex caseloads that require strong CRM integrations and workflow automation.
Pricing
Custom quote-based pricing; typically starts around $50-$100 per user/month depending on organization size, features, and integrations.
FamCare
specializedIntegrated family case management software for social workers handling multi-generational client services.
Integrated Outcomes Star system for standardized client progress measurement and impact reporting
FamCare is a cloud-based case management platform designed for social service agencies, specializing in child welfare, foster care, and family services. It enables comprehensive client tracking, service coordination, customizable workflows, and outcome measurement to streamline casework and ensure regulatory compliance. The software supports collaboration among case managers, supervisors, and external providers through secure data sharing and mobile access.
Pros
- Robust outcomes tracking and analytics for evidence-based practice
- Customizable forms and workflows tailored to social work needs
- Strong compliance tools for child welfare regulations
Cons
- Steeper learning curve for non-technical users
- Limited native integrations with other systems
- Pricing can be high for very small agencies
Best For
Mid-sized child welfare and family service agencies needing advanced outcome measurement.
Pricing
Custom quote-based pricing; typically $60-$100 per user/month depending on agency size and modules.
Blackbaud Outcomes
enterpriseEnterprise platform for social impact measurement and case management in mission-driven organizations.
Outcomes Explorer for visualizing client progress and program impact through interactive, longitudinal dashboards
Blackbaud Outcomes is a cloud-based platform tailored for nonprofits in human services, focusing on measuring and reporting client outcomes to demonstrate program impact. It enables social work organizations to track client progress via customizable assessments, surveys, and longitudinal data collection, while integrating with case management workflows. The software provides dashboards and reports to showcase results to funders and stakeholders, though it emphasizes outcomes over comprehensive daily case management tasks.
Pros
- Excellent outcomes measurement and longitudinal tracking capabilities
- Seamless integration with Blackbaud CRM and fundraising tools
- Customizable surveys and powerful analytics dashboards for impact reporting
Cons
- High cost unsuitable for small organizations
- Steep learning curve and complex initial setup
- Less robust for core case management functions like notes, referrals, and compliance tracking compared to dedicated tools
Best For
Mid-to-large nonprofits in social services prioritizing outcomes measurement and funder reporting alongside basic case management.
Pricing
Custom enterprise pricing, typically starting at $20,000+ annually based on users, clients, and modules.
CharityTracker
specializedAffordable case management and resource coordination tool for food banks, shelters, and community services.
Smart Duplicate Prevention that links households and flags potential overlaps across organizations
CharityTracker is a cloud-based case management software tailored for nonprofits, charities, and social service agencies to track client households, assistance provided, and donations efficiently. It excels in preventing duplicate aid distribution through smart household linking and duplicate detection features. The platform offers customizable reporting, dashboards, and client intake tools to streamline social work workflows for aid-focused programs.
Pros
- Powerful duplicate prevention and household tracking to avoid redundant aid
- Robust reporting and dashboards for compliance and insights
- Affordable pricing suitable for small nonprofits
Cons
- Limited advanced clinical tools like goal tracking or service plans
- Interface feels dated with occasional navigation issues
- Fewer integrations compared to enterprise case management solutions
Best For
Small to mid-sized nonprofits and charities focused on direct client assistance programs like food pantries or financial aid distribution.
Pricing
Starts at $99/month for the Standard plan (up to 5 users), with Pro ($199/month) and Enterprise (custom) tiers; annual discounts available.
Conclusion
The review of top social work case management software highlights diverse tools, but CaseWorthy leads as the top choice, offering comprehensive client tracking and outcomes measurement. Salesforce Nonprofit Cloud and Penelope by AIM follow closely; the former excels in customization for nonprofits, while the latter delivers robust integrated case handling, billing, and compliance. Together, they showcase solutions that balance efficiency and specialized needs.
Take the first step toward enhanced case management—try CaseWorthy to experience its user-friendly, results-driven features and empower your team to serve clients more effectively.
Tools Reviewed
All tools were independently evaluated for this comparison