Quick Overview
- 1#1: CaseWorthy - Comprehensive case management platform with data collection, reporting, and outcomes tracking for social service organizations.
- 2#2: Bonterra - Integrated software suite for case management, donor management, and impact measurement in nonprofits and social services.
- 3#3: Salesforce Nonprofit Cloud - Customizable CRM platform tailored for nonprofits to manage constituents, programs, and fundraising in social work.
- 4#4: Casebook - Modern, intuitive case management system designed for child welfare, family services, and human services agencies.
- 5#5: Penelope - Web-based client management software for tracking cases, services, and outcomes in social service agencies.
- 6#6: CharityTracker - Resource coordination and de-duplication tool for case management in community social services and food banks.
- 7#7: ClientTrack - HMIS-compliant case management software for homeless services, housing, and social support programs.
- 8#8: AWARDS by Foothold - All-in-one platform for homeless services, behavioral health, and human services data management and reporting.
- 9#9: Therap - Electronic health record and billing system specialized for developmental disabilities and home health social services.
- 10#10: Anasazi Software - Integrated management system for behavioral health, substance abuse, and social services treatment programs.
These tools were selected and ranked based on comprehensive feature sets, user-friendly design, reliability, and tangible value, ensuring they effectively support the complex demands of social service organizations.
Comparison Table
This comparison table examines top social work software tools, such as CaseWorthy, Bonterra, Salesforce Nonprofit Cloud, Casebook, Penelope, and more, to guide users in selecting solutions that match their operational needs. Readers will discover key features, usability, and suitability for various organizational sizes, enabling informed choices to improve service management and efficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | CaseWorthy Comprehensive case management platform with data collection, reporting, and outcomes tracking for social service organizations. | specialized | 9.7/10 | 9.8/10 | 8.9/10 | 9.5/10 |
| 2 | Bonterra Integrated software suite for case management, donor management, and impact measurement in nonprofits and social services. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 3 | Salesforce Nonprofit Cloud Customizable CRM platform tailored for nonprofits to manage constituents, programs, and fundraising in social work. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 8.0/10 |
| 4 | Casebook Modern, intuitive case management system designed for child welfare, family services, and human services agencies. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 5 | Penelope Web-based client management software for tracking cases, services, and outcomes in social service agencies. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 6 | CharityTracker Resource coordination and de-duplication tool for case management in community social services and food banks. | specialized | 8.3/10 | 8.5/10 | 9.0/10 | 8.4/10 |
| 7 | ClientTrack HMIS-compliant case management software for homeless services, housing, and social support programs. | specialized | 7.8/10 | 8.5/10 | 7.0/10 | 7.4/10 |
| 8 | AWARDS by Foothold All-in-one platform for homeless services, behavioral health, and human services data management and reporting. | specialized | 8.1/10 | 8.7/10 | 7.5/10 | 7.9/10 |
| 9 | Therap Electronic health record and billing system specialized for developmental disabilities and home health social services. | specialized | 8.1/10 | 9.2/10 | 6.8/10 | 7.5/10 |
| 10 | Anasazi Software Integrated management system for behavioral health, substance abuse, and social services treatment programs. | specialized | 7.3/10 | 7.8/10 | 6.9/10 | 7.1/10 |
Comprehensive case management platform with data collection, reporting, and outcomes tracking for social service organizations.
Integrated software suite for case management, donor management, and impact measurement in nonprofits and social services.
Customizable CRM platform tailored for nonprofits to manage constituents, programs, and fundraising in social work.
Modern, intuitive case management system designed for child welfare, family services, and human services agencies.
Web-based client management software for tracking cases, services, and outcomes in social service agencies.
Resource coordination and de-duplication tool for case management in community social services and food banks.
HMIS-compliant case management software for homeless services, housing, and social support programs.
All-in-one platform for homeless services, behavioral health, and human services data management and reporting.
Electronic health record and billing system specialized for developmental disabilities and home health social services.
Integrated management system for behavioral health, substance abuse, and social services treatment programs.
CaseWorthy
specializedComprehensive case management platform with data collection, reporting, and outcomes tracking for social service organizations.
Universal Data Model that provides a single source of truth with seamless interoperability across diverse human services programs and external systems
CaseWorthy is a leading cloud-based case management platform tailored for human services organizations, including child welfare, behavioral health, developmental disabilities, and homelessness programs. It provides end-to-end tools for client intake, individualized care planning, service coordination, outcome tracking, and regulatory compliance reporting. With mobile accessibility and AI-enhanced insights, it empowers social workers to manage complex caseloads efficiently while improving client outcomes through data-driven decisions.
Pros
- Highly configurable workflows adaptable to any human services program
- Advanced reporting, analytics, and compliance tools with HIPAA/GDPR support
- Robust mobile app enabling real-time field updates and collaboration
Cons
- Custom pricing can be expensive for small agencies
- Initial setup and training require significant time investment
- Advanced customizations may need developer support
Best For
Large social service agencies and government entities handling high-volume, complex caseloads in child welfare, behavioral health, or homelessness services.
Pricing
Custom enterprise pricing based on users, modules, and agency size; typically $75-$150 per user/month with annual contracts—contact sales for demo and quote.
Bonterra
enterpriseIntegrated software suite for case management, donor management, and impact measurement in nonprofits and social services.
Advanced outcomes measurement engine that quantifies program impact with longitudinal client tracking
Bonterra is a comprehensive CRM platform tailored for nonprofits and social service organizations, enabling efficient management of donors, grants, programs, and client cases. It excels in outcomes measurement, allowing social workers to track client progress, interventions, and long-term impact through customizable data collection and reporting tools. The software integrates fundraising with program delivery, providing a unified view of organizational impact.
Pros
- Robust outcomes tracking and measurement for demonstrating social impact
- Highly customizable workflows and case management for diverse programs
- Strong analytics and reporting with real-time dashboards
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be high for smaller organizations
- Mobile app functionality is limited compared to desktop version
Best For
Mid-sized to large social service nonprofits needing advanced case management, outcomes measurement, and integrated fundraising tools.
Pricing
Custom quote-based pricing; typically starts at $5,000+ annually depending on users and modules.
Salesforce Nonprofit Cloud
enterpriseCustomizable CRM platform tailored for nonprofits to manage constituents, programs, and fundraising in social work.
Program Management module with built-in outcomes tracking and longitudinal client impact analytics
Salesforce Nonprofit Cloud is a robust CRM platform tailored for nonprofits, offering tools for donor management, program delivery, volunteer coordination, and grant tracking. In the context of social work software, it excels in case management, client relationship tracking, service outcome measurement, and compliance reporting. Built on the scalable Salesforce ecosystem, it enables organizations to customize workflows for complex social services while integrating with third-party tools for enhanced functionality.
Pros
- Highly customizable with extensive nonprofit-specific modules like Program Management and Outreach
- Powerful AI-driven insights and reporting for impact measurement
- Seamless integrations with 1,000+ apps for comprehensive social work ecosystems
Cons
- Steep learning curve requiring significant training and admin expertise
- High costs for advanced features and scaling
- Overkill for small agencies with simple needs
Best For
Mid-to-large nonprofits and social service organizations needing enterprise-grade CRM, case management, and scalable program delivery.
Pricing
Free Starter edition for small orgs (<10 staff); paid tiers start at ~$36/user/month (Essentials), up to custom enterprise pricing.
Casebook
specializedModern, intuitive case management system designed for child welfare, family services, and human services agencies.
Embedded Outcomes Framework for standardized goal-setting, progress tracking, and impact reporting across programs
Casebook (casebook.net) is a comprehensive cloud-based case management platform tailored for social service organizations, nonprofits, and human services agencies. It facilitates client intake, service coordination, goal tracking, outcome measurement, and compliance reporting with customizable workflows. The software supports diverse programs such as child welfare, homelessness prevention, domestic violence services, and foster care, while ensuring HIPAA compliance and data security.
Pros
- Highly customizable workflows and forms without coding
- Powerful reporting and analytics for outcomes tracking
- Mobile app for field workers and real-time collaboration
Cons
- Steep learning curve for advanced customization
- Pricing lacks transparency and can be costly for small organizations
- Limited native integrations with some accounting or CRM tools
Best For
Mid-sized social service nonprofits and agencies handling complex caseloads in child welfare, homelessness, or family services that need robust outcome measurement.
Pricing
Custom quote-based pricing; typically starts at $99/user/month for core plans, scaling with users, features, and storage (contact for demo).
Penelope
specializedWeb-based client management software for tracking cases, services, and outcomes in social service agencies.
Integrated outcomes measurement framework aligned with evidence-based practices and funder requirements
Penelope is a web-based case management platform tailored for social service agencies, non-profits, and community health organizations. It streamlines client intake, service tracking, progress notes, scheduling, billing, and outcomes measurement with customizable forms and workflows. The software excels in generating compliance reports for funders and supports multi-site operations for larger teams.
Pros
- Highly customizable forms and workflows for diverse social work practices
- Powerful reporting tools for funder compliance and outcomes tracking
- Robust security and HIPAA compliance for sensitive client data
Cons
- Steep learning curve due to extensive customization options
- Interface feels dated and less intuitive than modern competitors
- Pricing can be prohibitive for very small agencies
Best For
Mid-sized social service organizations requiring advanced case management, outcomes measurement, and funder reporting.
Pricing
Custom pricing per agency size and modules, typically $50-100 per user/month; contact sales for quotes.
CharityTracker
specializedResource coordination and de-duplication tool for case management in community social services and food banks.
One-click unduplicated client reporting for accurate grant and funder metrics without storing sensitive PII
CharityTracker is a cloud-based platform tailored for nonprofits and social service organizations, specializing in client tracking, resource distribution, and reporting for programs like food pantries, clothing closets, and emergency assistance. It enables quick client intake, family size verification, inventory management, and automated unduplicated client counts to support grant reporting and compliance. The software emphasizes frontline efficiency with mobile access and minimal data entry, while providing backend analytics for administrators.
Pros
- Rapid client check-in with barcode scanning and auto-de-duplication
- Powerful reporting tools for grants and USDA compliance
- Affordable and scalable for small to mid-sized nonprofits
Cons
- Limited advanced CRM integrations with major platforms
- Customization options are somewhat basic
- Advanced reporting requires training for full utilization
Best For
Ideal for food banks, pantries, and direct-service nonprofits needing simple, high-volume client tracking and compliance reporting.
Pricing
Starts at $99/month for basic plans, with tiered pricing based on users, clients tracked, and features (custom quotes available).
ClientTrack
specializedHMIS-compliant case management software for homeless services, housing, and social support programs.
Integrated HMIS data collection with performance-based contracting tools for funding accountability
ClientTrack by Eccovia is a comprehensive case management platform tailored for social service organizations, specializing in homeless services, human services, and community programs. It supports client intake, needs assessments like VI-SPDAT, service coordination, outcome tracking, and HMIS compliance to streamline workflows for social workers. The software provides customizable forms, real-time dashboards, and robust reporting to measure program effectiveness and support grant reporting.
Pros
- Strong HMIS compliance and Coordinated Entry System support
- Highly customizable workflows and forms for diverse programs
- Advanced reporting and analytics for outcomes measurement
Cons
- Steep learning curve and complex initial setup
- Pricing can be prohibitive for small nonprofits
- User interface feels dated compared to modern competitors
Best For
Mid-to-large social service agencies focused on homeless assistance and HMIS-mandated reporting.
Pricing
Custom enterprise pricing based on users, clients, and modules; typically $5,000+ annually for small agencies, with quotes required.
AWARDS by Foothold
specializedAll-in-one platform for homeless services, behavioral health, and human services data management and reporting.
AWARDS Gold Standard outcomes platform with proprietary benchmarking across thousands of programs
AWARDS by Foothold is a comprehensive case management platform tailored for social service agencies, nonprofits, and behavioral health organizations. It facilitates client intake, assessment, individualized service planning, progress tracking, and outcomes measurement to support evidence-based practices. The software emphasizes regulatory compliance, such as HUD's HMIS standards, and provides robust reporting for funders and stakeholders.
Pros
- Extensive library of over 1,000 standardized assessments for outcomes tracking
- Strong compliance tools for HMIS, SAMHSA, and other regulations
- Customizable workflows and real-time dashboards for data-driven decisions
Cons
- Steep learning curve for new users due to feature depth
- Customization often requires vendor support
- Pricing can be prohibitive for very small agencies
Best For
Mid-sized to large social service agencies prioritizing outcomes measurement and regulatory reporting.
Pricing
Custom enterprise pricing based on users, modules, and agency size; typically starts at $5,000+ annually with per-user fees.
Therap
specializedElectronic health record and billing system specialized for developmental disabilities and home health social services.
Comprehensive HCBS regulatory reporting and audit-ready compliance suite
Therap is a comprehensive, cloud-based platform tailored for human services agencies, especially those serving individuals with intellectual and developmental disabilities (IDD). It provides electronic health records, case management, scheduling, billing, payroll, incident reporting, and regulatory compliance tools to streamline operations and ensure adherence to Medicaid and HCBS requirements. The software supports mobile access for staff in the field, making it ideal for home and community-based services.
Pros
- Extensive compliance and regulatory reporting for IDD services
- Integrated billing, payroll, and EVV capabilities
- Robust mobile apps for field staff documentation
Cons
- Steep learning curve and complex interface
- High costs with lengthy implementation
- Less flexible for non-IDD social work or small agencies
Best For
Large human services agencies focused on IDD and HCBS waivers needing strict regulatory compliance.
Pricing
Custom pricing based on modules, users, and clients; typically $5-15 per client/month plus setup fees starting at $1,000+.
Anasazi Software
specializedIntegrated management system for behavioral health, substance abuse, and social services treatment programs.
Integrated ASAM criteria assessments and multidimensional treatment planning for substance abuse and mental health social work
Anasazi Software provides a comprehensive electronic health records (EHR) and practice management system designed for behavioral health and human services organizations, including social work agencies. It supports client management, treatment planning, progress notes, scheduling, billing, and compliance reporting tailored to outpatient settings. The platform emphasizes regulatory compliance, outcome tracking, and customization for non-profits serving mental health and substance abuse clients.
Pros
- Robust behavioral health-specific tools like ASAM assessments and progress notes
- Strong integrated billing for Medicaid/Medicare reimbursement
- Customizable reporting for grants and outcomes measurement
Cons
- Outdated interface lacking modern UI/UX polish
- Steep learning curve for new users
- Limited mobile app and third-party integrations
Best For
Mid-sized non-profit social service agencies focused on behavioral health and substance use treatment needing reliable billing and compliance features.
Pricing
Custom pricing based on agency size and modules; typically $50-$100 per user per month with implementation fees.
Conclusion
The top tools reviewed stand out for their tailored solutions in social work, with CaseWorthy leading as the standout choice, offering comprehensive case management, data tracking, and outcomes-focused features. Bonterra impresses with its integrated suite for case management, donor management, and impact measurement, while Salesforce Nonprofit Cloud excels in customization for constituent and fundraising needs. Each of these platforms delivers unique value, making them strong options depending on specific agency priorities.
For agencies seeking to enhance efficiency and service delivery, CaseWorthy is the top-ranked tool to explore—its robust features are designed to support impactful social work practices.
Tools Reviewed
All tools were independently evaluated for this comparison