# Compare Donorbox vs Casebook 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Donorbox and Casebook based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/156860-200357/Donorbox-vs-Casebook-Platform

---

# Donorbox vs Casebook Features and Cost Comparison

Last updated June 3rd, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

DonorboxCasebook2/4 selected

[Donorbox](https://www.capterra.com/p/156860/Donorbox/)[4.8 (625)](https://www.capterra.com/p/156860/Donorbox/reviews/)

[Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

[## Donorbox](https://www.capterra.com/p/156860/Donorbox/)[4.8 (625)](https://www.capterra.com/p/156860/Donorbox/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.6

Functionality

4.6

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

SM

Based on [625 reviews](#user-reviews)

Positive

606

Neutral

18

Negative

1

[## Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)[4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

Starting Price

$29.00/month

Value-for-Money

4.1

Functionality

4

Ease of Use

3.9

Customer Service

4.4

Reviews Sentiment

AM

Based on [86 reviews](#user-reviews)

Positive

72

Neutral

7

Negative

7

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## Summary

* * *

Key features rated by users

Features selected based on 4,615 reviews from nonprofit software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

82%Fit

High performer

Feature ratings

Credit Card Processing

4.5

For Nonprofits

4.8

Electronic Payments

4.8

Member Database

4.3

Accounting

4.0

\--%Fit

Missing features

Feature ratings

Credit Card Processing

NA

For Nonprofits

4.2

Electronic Payments

NA

Member Database

3.4

Accounting

NA

User satisfaction

User satisfaction

4.8

User reviews[625](https://www.capterra.com/p/156860/Donorbox/reviews/)

Ease of use

4.8

Functionality

4.6

Value for money

4.6

Customer support

4.7

User satisfaction

4.2

User reviews[86](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

Ease of use

3.9

Functionality

4.0

Value for money

4.1

Customer support

4.4

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Donorbox supports over 100K+ global organizations and individuals, including non-profits, charities, schools, churches, open-source projects, and medical research groups.

Best for

Human services nonprofits, government agencies, programs, and private providers. Per-User Pricing starts at $29 monthly (includes Reporting)

## User reviews

Pros & cons

SM

Stephanie M.

Senior Manager, Marketing and Communications

> "One of the biggest advantages of us using Donorbox has been the seamless integration that allowed us to customize with our branding so our campaign felt..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009944)

CB

Christian B.

Public Relations

> "Multi language support is not robust; some monthly donations have been charged to donors twice but this does not reflect in Donorbox (only Stripe), with..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___6887840)

SA

Sara A.

Grant Writer and Marketing Specialist

> "We’ve seen an increase in recurring donations thanks to the seamless checkout process, and the integrations with our website and communication tools save us..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009800)

Hugo G.

Mobile developer

> "UI is slugish, API is not included in the pricing, API does not allow you to add data, like new donors, generate receipt using the API"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___6790032)

MP

Matt P.

CEO

> "The donation tracking works well, customer support has been responsive, and the platform continues to improve with new features. While it doesn’t cover every..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010096)

EW

Emily W.

Founder

> "It's a little annoying that I have to have a Stripe account as well as a Donorbox account but I totally understand why a payment gateway is necessary in any..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009886)

HC

Hakim C.

Executive Director

> "It’s helped streamline donor engagement and made online fundraising more accessible. While there are areas for improvement in event and volunteer management,..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010984)

Debbie O.

President

> "I had a little trouble understanding how to navigate the website. And I wish I could just tell Donorbox to accept every currency possible instead of needing to..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7011101)

KH

Kipkorir H.

Engineer

> "Website forms enable you gives accurate information for the donor and the purpose of the donations and constantly sends emails marketing showing offers and..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009858)

JM

John M.

Owner

> "The main drawback is not being able to connect directly to our bank account, which adds extra steps and delays."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009918)

JO

Jennifer O.

Marketing Director

> "Donorbox has so many great features that help in our organisation's fundraising goals and we have used the event function to sell tickets, and the campaign..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010815)

RM

Rachel M.

Founder

> "It’s hard to fundraise knowing fees come out of the generosity of my donors gifts or out of what I need for running my ministry."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010024)

DA

Dmitrii A.

Owner

> "It provides easy integration with PayPal, a user-friendly interface, and it allows me to create a donation page without technical skills."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009796)

SV

Suzanne V.

Volunteer

> "The costs associated with donations - we lose almost 10% of donations with Donorbox and payment processor."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010025)

SL

Scott L.

Chief Executive Officer

> "Donorbox helps our nonprofit easily collect donations on our website, notifying us when a new one comes in and keeping track of all necessary data."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009905)

SZ

Sophia Z.

CEO

> "I don’t like that we need to have a separate account with a 3rg party processor for payouts."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009908)

MN

Majorine N.

Team Lead

> "The dashboard clearly logs one-time and recurring gifts, generates receipts automatically, and allows quick reporting for accounting."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010249)

JG

Jeremy G.

CEO

> "Donorbox takes a cut of every donation. Because of this, I have considered searching elsewhere, but I haven't found a better or more cost efficient solution..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009838)

CB

Carey B.

CEO

> "I was able to create donation forms quickly, customize them to match my brand, and start accepting donations in no time."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010185)

JC

John C.

Treasurer

> "They seem to add up quickly, which can become a significant concern for organizations, especially smaller ones, as it cuts into the funds they raise."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7011910)

BB

Bryan B.

College Pastor

> "It saves us time, simplifies online giving, and allows us to focus on building relationships with donors instead of managing complicated donation systems."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010110)

SC

Shalyn C.

Founder

> "The only thing I think I didn’t like was trying to navigate how to edit a campaign or event that was needing to be extended"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009996)

CH

Candice H.

Executive Director

> "Donorbox has effectively met all of our agency's donor and fundraising needs by providing a comprehensive platform that simplifies the donation process."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010029)

TK

Tapiwa K.

Treasurer

> "Sometimes especially when we have a low donation threshold, it’s difficult to met our goal because of the cut."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009812)

MN

Majorine N.

Team Lead

> "Donation tracking is one of the biggest strengths, every gift is automatically logged, receipts are issued instantly and reports are easy to generate for..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010249)

JB

Jeanna B.

Development Manager

> "Exporting gifts is easy. But getting a payout report is not very intuitive. And may even need to be through the payment processor."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009987)

SH

Shane H.

CEO

> "I love that Donorbox allows people to donate flexibly: with any amount, any payment method, and even on a monthly or yearly basis if desired."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010164)

LP

Lara P.

Artistic director

> "I don't fully get the link to Stripe and the commission is too high especially on small donations."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009896)

JL

Jessica L.

office manager

> "Being able to connect with donors directly from the platform makes communication efficient and ensures we can quickly share updates, thank-yous, and campaign..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009950)

AF

Andy F.

Development Coordinator

> "My least favorite aspect of Donorbox is how sometimes it does not directly show up in my email."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010049)

SA

Sara A.

Grant Writer and Marketing Specialist

> "We love the customizable features, recurring donation options, and the ability to track donor activity in one place."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009800)

DJ

David J.

Big man

> "All prices were listed in USD despite the fackt that i was in canada making it more confusing for the event"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7011411)

JP

Josh P.

System Administrator

> "We especially appreciate how Donorbox CRM integrates seamlessly with donation forms and gives us clear visibility into our donors and supporters."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009939)

SC

Steven C.

Founder

> "Event management tools feel a bit limited compared to dedicated event platforms."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010558)

WM

William M.

President and Founder

> "Their base-plan is in reach for most non-profits that are small or just starting out, so you can focus putting those donation dollars back into your mission,..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010053)

MB

Madison B.

Founder and Director

> "There aren’t a ton of free functional options besides the donation tiers."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010032)

NC

Nicole C.

Founder

> "Donorbox has provided a secure, user-friendly platform that allows our ministry to focus more on people and less on administrative details."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010092)

MF

Mykeva F.

Founder

> "At times the learning curve for newer features felt a little unclear and needed extra documentation."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009860)

AF

Allison F.

Training Coordinator

> "Donorbox has made it so that we have a way for individuals to donate online, directly on our website, and it's easier than ever (which is ideal when talking..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009854)

WT

William T.

Founder

> "Limited design options, templates are not very inspiring, but that's to be expected."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009931)

DO

Declan O.

Office Manager

> "The reporting and donor tracking tools give us real-time insights that are invaluable for building stronger donor relationships."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009949)

LL

Linda L.

President

> "as always, when worse comes to worse, we want to talk to a live person if we have questions. But then again, very few sites have that anyone."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009911)

NC

Nicole C.

Founder

> "Event management and recurring giving options have been huge for us, and the built-in donor management system makes following up with supporters easy and..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010092)

ER

Edessa R.

Executive Director

> "It took a while to learn to navigate the portal towards designing a campaign."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010819)

MF

Mykeva F.

Founder

> "The setup process for donation forms was quick and required very little technical skill, yet the forms still look professional and can be customized to match..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009860)

ID

Innomama D.

Founder

> "It was hard to work from other countries as I was based in Nigeria and some features were a bit confusing."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010882)

LM

Latifah M.

Director

> "The platform is very user-friendly, integrates smoothly with websites, and offers recurring donation options that make it simple to build ongoing support."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010515)

GF

Grant F.

Pastor

> "I think there's a lack of style and editing ability for your campaigns."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7012382)

MP

Maria P.

Grants Manager

> "The ability to accept credit cards, PayPal, ACH, and even Apple/Google Pay has also made giving more accessible."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009855)

MP

Maria P.

Grants Manager

> "Donor management is lacking, so we still need a separate tool for that."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009855)

SC

Steven C.

Founder

> "It’s clear that the product is built with nonprofits in mind. While there’s room for improvement in event management and more customization flexibility, the..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010558)

PC

Patty C.

Volunteer, Orphanage and Dog Shelter

> "I added it, but it's a bit hacky and not as clean as other integrations."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010280)

AN

Anne N.

Secretary and Treasurer

> "The option for UK Taxpayers to GiftAid their donation is a bonus too, and we've found that most of our supporters are happy to do this, which means more of..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010601)

JP

Jessica P.

Candidate

> "The previews aren’t always super helpful at picturing what the layout will look like."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009847)

NS

Noma S.

Founder and CEO

> "Unlike other giving platforms where there are many distractions before donating, donor box allows a donor to focus on giving in a streamlined manner."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009822)

BC

Blair C.

Candidate

> "it was a bit tedious to set up initially and not as easy to Venmo or CashApp and not sure how to add disclaimers"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010106)

KR

Katie R.

Program Administrator

> "We love the QR codes for quick event donations and the customizable suggested amounts that help increase average gifts."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009701)

AC

Amora C.

Ceo

> "Platform and processing fees can add up.”"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009734)

RV

Rebecca V.

Executive Director

> "I love how versatile and intuitive Donorbox is, allowing us to easily create, share, and embed various campaigns throughout the year - for free!"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009757)

CS

Cassandra S.

owner and therapist

> "There isn't much that i dont like about DonorBox, I refer so many folks to this platform if they are thinking of fundraising."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7011696)

CC

Camille C.

Owner

> "Donorbox has allowed me to create different campaigns that support the different fundraising moments I have in a year!"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7012527)

VL

Valerie L.

Strategic Partnerships and Communications Manager

> "Sometimes it was difficult to connect to the card reader."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009708)

DB

Dawnn B.

Program manager

> "I enjoy the customization options, which allow me to match the designs to my organization's branding perfectly."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010048)

AL

Aaron L.

Trading Assistant

> "Was sad that one of the donations I made through it had taken a bit of service charge, but I don’t mind it"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009726)

JC

John C.

Treasurer

> "The platform's simplicity makes it straightforward for anyone to get started, and its user-friendly interface significantly streamlines the process of..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7011910)

NC

Noelle C.

Executive Director

> "Most nonprofits have no money. "

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7092033)

JL

Jessica L.

office manager

> "It has allowed us to streamline fundraising and donor management without needing to invest in multiple platforms or complicated software."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009950)

KE

Kristina E.

Founder

> "It took me a while to set up my account but in also a potato on a compute."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010198)

NG

Nolwandle G.

Principal

> "It is amazing and has helped us so much with getting donations for the ECD, it allowed people to donate from as little at $1 all the way up to $1000000"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009741)

BG

Brittany G.

Executive Director

> "Some of our elderly donors don't even have email and can't do that."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009783)

AN

Anne N.

Secretary and Treasurer

> "Compared to other donation sites we've looked at, the fees Donorbox charges are minimal and very transparent, and connects directly to our Stripe payment..."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010601)

SZ

Sophia Z.

CEO

> "The processing fees are also higher than we’d appreciate as a non-profit."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009908)

YB

Yosef B.

Director of Marketing

> "I also appreciate the integrations with tools like Salesforce and Mailchimp, which help streamline follow-up and donor management."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009875)

LF

Lauren F.

Founder Director

> "It can be a bit tricky to navigate for the Organization."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009881)

HC

Hakim C.

Executive Director

> "I also appreciate the flexibility of customizing forms and the ability to track donor history seamlessly."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010984)

RK

Rizwana K.

ED

> "Can’t create campaign on the app"

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009907)

NW

Nicole W.

Director of Revenue

> "The customization options allow us to stay on-brand, and the recurring donation features make it easy to encourage sustainable giving."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010083)

GS

Gary S.

Secretary

> "I do not have any cons at present so trying to meet the 100 minimum is unfair and difficult to do."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7010827)

MF

Mykeva F.

Founder

> "I also appreciate the recurring donation option and the ability for donors to cover fees, which helps maximize our funding."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009860)

SM

Sharelle M.

Founder

> "I would say I still think the fees are a bit high for 501c3 payments."

[See full review](https://www.capterra.com/p/156860/Donorbox/#Capterra___7009769)

[View Reviews](https://www.capterra.com/p/156860/Donorbox/reviews/)

AM

Adri M.

Peer Mentor

> "The platform helps us stay organized and effectively support the youth in our community by centralizing case notes, tracking..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6869530)

AA

Allie A.

Community Care Manager

> "I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053)

Kristen C.

Community Advocate

> "The platform enhances my work by simplifying caseload management—ensuring accurate documentation, timely task reminders, effective..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6870022)

RH

Rochelle H.

Program Manager

> "I have had some difficulties as a manager utilizing certain aspects (like gerting an overall view of employees use) that have not..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6830647)

JH

Joanna H.

Life Coach Administration

> "We were able to customize the information we want to collect with each client so that note-taking after each session is efficient..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6820494)

AM

Anna M.

Social Services Manager

> "This could definitely be user error right now (I'm still very new), but the forms section is a little frustrating at times to get..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6288970)

AA

Allie A.

Community Care Manager

> "They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053)

MV

Michelle V.

Executive Director

> "Also, there when contacting a repeat client, the data collected from the first contact, disappears so one cannot compare where a..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207)

VH

Vicki H.

Intake and Screening Coordinator

> "The interface is clean, intuitive, and thoughtfully organized, making it simple for both new and experienced users to navigate."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7089707)

AS

Amanda S.

EL Coordinator and Instructor

> "Especially when selecting dates and times, the app would frequently freeze and would not allow me to scroll past a specific point."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4599017)

VH

Vicki H.

Intake and Screening Coordinator

> "Reports are flexible and easy to generate. When it comes to data management information is easy to store, retrieve, and organize,..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7089707)

GE

Gisele E.

Program Support Coordinator

> "Some pdf files cannot be uploaded or certain parts of creating a form cannot be manage to include."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3914164)

AM

Adri M.

Peer Mentor

> "It keeps our staff organized when working with each individual while also helping us operate more efficiently as a team."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6869530)

JO

Jacqueline O.

Resiliency Navigator

> "I would like to see the case move over to engage and be removed from the intake list - very confusing to find a case and determine..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3913924)

AA

Allie A.

Community Care Manager

> "Casebook is one of the only platforms I have worked with that actually listens to their clients."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053)

AT

Albanerys T.

Resource Parent Support Worker (RPSW)

> "When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me change..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3612187)

JH

Joanna H.

Life Coach Administration

> "As a non-profit, the ability to run reports based on information that donors, grants, etc. like to see is also very helpful!"

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6820494)

NA

Nicole A.

Coordinator Victim Services

> "Our stats reporting doesn't come out in order, so the stats have to be organized."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4610408)

LG

Lindsay G.

Reflective Supervisor

> "It has made it easy to enter information and also find information."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7080301)

MS

Mel S.

Executive Director

> "Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but it was..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4602777)

LG

Lindsay G.

Reflective Supervisor

> "It is user friendly and we appreciate having support to answer our questions when needed."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7080301)

ST

Samantha T.

Director

> "We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3684863)

LG

Lindsay G.

Reflective Supervisor

> "I love how clean and easy to read everything is, and reporting possibilities are endless."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7080301)

CB

Carly B.

Resource Center Coordinator

> "Overall we have had a less than thrilling experience with the product and have run into many difficulties as we try to record..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4606199)

Kristen C.

Community Advocate

> "Casebook has played a key role in the development of our Community Advocate Program."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6870022)

CR

Corey R.

Program Director

> "I feel like I have to click through a bunch of screens to get information on one client."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4625304)

AA

Allie A.

Community Care Manager

> "I adore the customer service team and how friendly they are."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7079053)

AY

April Y.

Director of Case Management

> "Sometimes hard to navigate sections when trying to add " relationships"."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4830131)

VH

Vicki H.

Intake and Screening Coordinator

> "The learning curve is surprisingly gentle."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7089707)

LK

Liz K.

program director

> "I experienced some difficulty getting going, but this is because we are a small organization and choose to do the self set up. "

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4612388)

MS

Monique S.

Coordinator of School Services

> "What I liked most about Casebook is how easy and intuitive it is to use."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___7078999)

JK

Jolie K.

Director

> "Set up the product that firvus was very frustrating and wish it came with more consultation."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4620852)

Andria S.

Human Services Project Manager

> "My Casebook was user friendly and easy to maneuver from page to page."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6869689)

AP

Abi P.

Case Manager

> "Nothing about this software is intuitive and, especially for our older coworkers, is difficult to use."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4624877)

JH

Joanna H.

Life Coach Administration

> "We did receive training, however the platform is user friendly enough that I think most people could figure it out with little..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6820494)

KM

Kathie M.

Ecexutive Director

> "Misleading and high sales pressure."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4835185)

WM

Whitney M.

Survivor Support Assistant Director

> "We appreciate having forms accessible to complete within the platform that we can customize as well."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6206752)

LC

Lisa C.

Executive Director

> "Bad customer service can change everything."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4615657)

ST

Samantha T.

Director

> "One of our favorite features is the fact that you can create your own reports right in the software and download and export them..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3684863)

KR

Kathy R.

Steps to Success Coordinator

> "The implementation process was not what we expected. "

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4633208)

RH

Rochelle H.

Program Manager

> "I like that Casebook is easy to use and navigate through the next category."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6830647)

KW

Katy W.

Database Specialist

> "Sometimes, things aren't very intuitive."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4598935)

NR

Nicole R.

Social Worker

> "I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6348589)

MV

Michelle V.

Executive Director

> "It is not intuitive to use."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207)

RH

Rochelle H.

Program Manager

> "Casebook has been easy to learn and navigate."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___6830647)

MV

Michelle V.

Executive Director

> "Very difficult to use and implement."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4151207)

CE

Crystal E.

Executive Director

> "The easy-to-create forms, the customization and excellent customer service (thanks, \[sensitive content hidden\]) has made our..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4609164)

JC

Jeff C.

GM

> "The system is not easy to use to track client and others connected to case."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3401837)

KS

Kari S.

Executive Director

> "It very overwhelming how many tools and capabilities this software has however after approximately 3 months of using it every..."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___4635500)

LK

Leah K.

CEO

> "This was a horrible experience and a waste of thousands of dollars."

[See full review](https://www.capterra.com/p/200357/Casebook-Platform/#Capterra___3485497)

[View Reviews](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

## User interface

4.80 (625)

4.21 (86)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Donorbox

Top features

34/47

-   Access Controls/Permissions
-   Accounting
-   Accounting Integration
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Attendance Management
-   Budgeting/Forecasting
-   Calendar Management
-   Campaign Management
-   Committee Management
-   Communication Management
-   Contact Management
-   Credit Card Processing
-   CRM
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Storage
-   Donor Management
-   Dues Management
-   Electronic Payments
-   Event Management
-   Event Scheduling
-   Forms Management
-   For Nonprofits
-   Fund Accounting
-   Fundraising Management
-   Generative AI
-   Grant Management
-   Member Database
-   Membership Management
-   Mobile Access
-   Real-Time Analytics
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Registration Management
-   Reporting & Statistics
-   Social Marketing
-   Third-Party Integrations
-   Volunteer Management
-   Website Management

[See all features](https://www.capterra.com/p/156860/Donorbox/#features)

Casebook

25/47

-   Access Controls/Permissions
-   Accounting
-   Accounting Integration
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Attendance Management
-   Budgeting/Forecasting
-   Calendar Management
-   Campaign Management
-   Committee Management
-   Communication Management
-   Contact Management
-   Credit Card Processing
-   CRM
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Storage
-   Donor Management
-   Dues Management
-   Electronic Payments
-   Event Management
-   Event Scheduling
-   Forms Management
-   For Nonprofits
-   Fund Accounting
-   Fundraising Management
-   Generative AI
-   Grant Management
-   Member Database
-   Membership Management
-   Mobile Access
-   Real-Time Analytics
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Registration Management
-   Reporting & Statistics
-   Social Marketing
-   Third-Party Integrations
-   Volunteer Management
-   Website Management

[See all features](https://www.capterra.com/p/200357/Casebook-Platform/#features)

### Recognition

Donorbox is recognized as a top-rated tool in 3 Capterra Shortlist reports

No recognitions have been awarded to Casebook

### Deployment & support

Donorbox

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Casebook

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Donorbox

-   By Donorbox
-   Located in United States
-   Founded in 2014

Casebook

-   By Casebook
-   Located in United States
-   Founded in 2007

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