---
title: "Best Human Services Software 2026 | Capterra"
description: "Find the top Human Services software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs."
source_url: "https://www.capterra.com/human-services-software/"
page_type: "category"
language: "en"
---

# Best Human Services Software

## Collaborate

Rating: 4.7 out of 5 (38 reviews)

Profile: [Collaborate](https://www.capterra.com/p/143681/Collaborate/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

Case management software for human services teams of 5+ staff. Easily manage intakes, services, and funder reports in one place.

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.3 out of 5

- Value for Money: 4.4 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Flat Rate, One Time

Free trial: No

Free demo: Yes

### Features tab

#### Highest rated features

- Client Management: 4.4 rating

- Case Management: 4.1 rating

- HIPAA Compliant: 4.6 rating

- Document Management: 4.0 rating

#### Lowest rated features

- Customizable Reports: 3.3 rating

- Scheduling: 3.8 rating

- Real-Time Reporting: 4.0 rating

- Reporting & Statistics: 4.3 rating

#### Feature-related review snippet

Reviewer: Veronica O.

Reviewer details: Consumer Services, 51-200 employees

Published: March 15, 2023

> "It has been easy to learn and navigate, the technical support has been responsive, our consultant has been supportive and responsive to questions and/or requests, and the system itself has been very helpful in documenting and collecting data."

### Gallery tab

Ease of use: 4.3 out of 5 (38 reviews)

#### Related review snippet

Reviewer: Shanequa S.

Reviewer details: Non-Profit Organization Management, 11-50 employees

Published: June 17, 2024

> "Highly Responsive Staff: The support team is quick to respond to queries and issues."

---

## Casebook

Rating: 4.2 out of 5 (86 reviews)

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

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Casebook is a comprehensive human services software that supports social workers, case managers, and other human services organizations

#### Rating breakdown

- Ease of Use: 3.9 out of 5

- Customer Service: 4.4 out of 5

- Features: 4.0 out of 5

- Value for Money: 4.1 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $29.00

Pricing details: Per User, Per Month

Free trial: No

Free demo: Yes

### Features tab

#### Highest rated features

- Client Management: 4.1 rating

- For Nonprofits: 3.9 rating

- Case Management: 4.1 rating

- HIPAA Compliant: 4.3 rating

#### Lowest rated features

- Document Management: 3.2 rating

- Self Service Portal: 3.3 rating

- Goal Setting/Tracking: 1.0 rating

- Volunteer Management: 1.0 rating

#### Feature-related review snippet

Reviewer: Vicki H.

Reviewer details: Individual & Family Services, 11-50 employees

Published: February 5, 2026

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

### Gallery tab

Ease of use: 3.9 out of 5 (86 reviews)

#### Related review snippet

Reviewer: Adri M.

Reviewer details: Non-Profit Organization Management, 1-10 employees

Published: August 6, 2025

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

### Integrations tab

Casebook connects with 7+ software tools.

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

#### Most popular integrations

- Microsoft 365: 4.6 rating

- Gmail: 4.8 rating

- Google Forms: 5.0 rating

- Google Calendar: 4.8 rating

- Zapier: 3.0 rating

- Jotform: 2.0 rating

#### Integrations-related review snippet

Reviewer: Crystal E.

Reviewer details: Non-Profit Organization Management, 1-10 employees

Published: February 22, 2023

> "The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one."

---

## NewOrg

Rating: 4.8 out of 5 (73 reviews)

Profile: [NewOrg](https://www.capterra.com/p/124958/NewOrg-Management-System/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Complete Client/Case Management for Nonprofits with complex programs. Unparalleled support from a Certified Public Benefit Corporation

#### Rating breakdown

- Ease of Use: 4.6 out of 5

- Customer Service: 4.9 out of 5

- Features: 4.7 out of 5

- Value for Money: 4.8 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $250.00

Pricing details: Other, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Customizable Reports: 4.7 rating

- For Nonprofits: 5.0 rating

- Contact Management: 5.0 rating

- Real-Time Reporting: 4.8 rating

#### Lowest rated features

- Customizable Fields: 4.7 rating

- Client Management: 5.0 rating

- Document Management: 5.0 rating

- Compliance Management: 5.0 rating

#### Feature-related review snippet

Reviewer: Verified Reviewer

Reviewer details: Non-Profit Organization Management, 11-50 employees

Published: May 11, 2026

> "Great value, customer support, and customization."

### Gallery tab

Ease of use: 4.6 out of 5 (73 reviews)

#### Related review snippet

Reviewer: Marianna P.

Reviewer details: Religious Institutions, 1-10 employees

Published: April 14, 2026

> "Our NewOrg platform FINALLY put all of our whole client database, reports, and event registration under one pane of glass, and it’s very user-friendly."

### Integrations tab

NewOrg connects with 15+ software tools.

[See all integrations](https://www.capterra.com/p/124958/NewOrg-Management-System/#integrations)

#### Most popular integrations

- PayPal: 5.0 rating

- Dropbox: 4.5 rating

- Google Workspace: 4.7 rating

- Microsoft Teams: 4.5 rating

- Indeed for Employers: 4.5 rating

- Adobe Acrobat: 4.7 rating

- Google Calendar: 4.8 rating

- Microsoft Outlook: 4.5 rating

- Google Maps: 4.7 rating

---

## CharityTracker

Rating: 4.5 out of 5 (1,062 reviews)

Profile: [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Streamline case management, outcomes, & prove impact with our easy, affordable (starts $20/mo) HIPAA-compliant human services software.

#### Rating breakdown

- Ease of Use: 4.5 out of 5

- Customer Service: 4.5 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Pros:

- Facilitates community collaboration

- Comprehensive client service tracking

Cons:

- Inefficient and inconsistent search

- Frequent slowdowns and delays

#### Starting price

Starting price: $20.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Client Management: 4.9 rating

- Reporting & Statistics: 4.7 rating

- Case Management: 5.0 rating

- Document Management: 4.8 rating

#### Lowest rated features

- Data Import/Export: 4.3 rating

- Goal Setting/Tracking: 4.7 rating

- For Nonprofits: 4.8 rating

- Assessment Management: 5.0 rating

#### Feature-related review snippet

Reviewer: Darragh S.

Reviewer details: Religious Institutions, 1-10 employees

Published: April 24, 2023

> "It is VERY user friendly on various levels."

### Gallery tab

Ease of use: 4.5 out of 5 (1,062 reviews)

#### Related review snippet

Reviewer: Cathy L.

Reviewer details: Non-Profit Organization Management, 1-10 employees

Published: February 20, 2026

> "This insight allows us to see clear connections between the care provided and each client’s progress toward self-reliance. When setting goals, we can use this data to evaluate the effectiveness of our programs and make informed adjustments as needed."

### Integrations tab

CharityTracker connects with 1+ software tools.

[See all integrations](https://www.capterra.com/p/132388/CharityTracker/#integrations)

#### Most popular integrations

- Oasis Insight: 4.3 rating

#### Integrations-related review snippet

Reviewer: Katrinna A.

Reviewer details: Non-Profit Organization Management, 1-10 employees

Published: May 15, 2025

> "The ability to integrate it with our new Equip for Life Program to be able to add new clients with their information on a simple platform that can show client documentation."

---

## InfoFlo

Rating: 4.5 out of 5 (100 reviews)

Profile: [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

#### Rating breakdown

- Ease of Use: 4.4 out of 5

- Customer Service: 4.3 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $20.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Alerts/Escalation: 5.0 rating

- Assessment Management: 5.0 rating

- Calendar Management: 5.0 rating

- Data Import/Export: 5.0 rating

#### Lowest rated features

- Reporting & Statistics: 5.0 rating

### Gallery tab

Ease of use: 4.4 out of 5 (100 reviews)

#### Related review snippet

Reviewer: Colton M.

Reviewer details: Leisure, Travel & Tourism, 10,001+ employees

Published: November 18, 2025

> "The functionality and control of my data have improved, and with a smoother integration, I can make calls, record communications, and invoice from within a single integrated ecosystem."

### Integrations tab

InfoFlo connects with 8+ software tools.

[See all integrations](https://www.capterra.com/p/96628/InfoFlo/#integrations)

#### Most popular integrations

- WordPress: 4.6 rating

- Microsoft 365: 4.6 rating

- Gmail: 4.0 rating

- QuickBooks Online: 4.3 rating

- Google Calendar: 1.0 rating

- Microsoft Outlook: 5.0 rating

#### Integrations-related review snippet

Reviewer: Willie G.

Reviewer details: Health, Wellness and Fitness, 11-50 employees

Published: June 22, 2021

> "The capability to have the software grow with our needs is so important to our organization."

---

## Sumac

Rating: 4.4 out of 5 (132 reviews)

Profile: [Sumac](https://www.capterra.com/p/144095/Sumac/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Simplify Human Service Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant.

#### Rating breakdown

- Ease of Use: 4.2 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.0 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $179.00

Pricing details: Flat Rate, Per Month

Free trial: No

Free demo: Yes

### Features tab

#### Highest rated features

- Attendance Management: 5.0 rating

- For Nonprofits: 5.0 rating

- Volunteer Management: 5.0 rating

### Gallery tab

Ease of use: 4.2 out of 5 (132 reviews)

#### Related review snippet

Reviewer: Rodrigo M.

Reviewer details: Individual & Family Services, 51-200 employees

Published: November 18, 2025

> "From a data management perspective, Sumac provides everything we need at our fingertips, including court letters, referral and registration forms, case notes, and detailed client profiles."

### Integrations tab

Sumac connects with 3+ software tools.

[See all integrations](https://www.capterra.com/p/144095/Sumac/#integrations)

#### Most popular integrations

- Mailchimp: 4.5 rating

- QuickBooks Online: 4.3 rating

- Constant Contact: 4.3 rating

---

## PlanStreet

Rating: 4.4 out of 5 (45 reviews)

Profile: [PlanStreet](https://www.capterra.com/p/223060/PlanStreet/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

PlanStreet's advanced impact tracking and case management software for human services drive greater efficiency and better outcomes.

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.2 out of 5

- Value for Money: 4.4 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Per User, Per Month

Free trial: No

Free demo: Yes

### Features tab

#### Highest rated features

- Scheduling: 5.0 rating

- Client Management: 4.5 rating

- Mobile Access: 4.5 rating

- Calendar Management: 5.0 rating

#### Lowest rated features

- Document Management: 4.0 rating

- Compliance Management: 5.0 rating

- Data Collection: 5.0 rating

- Employee Management: 5.0 rating

#### Feature-related review snippet

Reviewer: Lauren M.

Reviewer details: Education Management, 1-10 employees

Published: December 2, 2025

> "The interface is very self-explanatory which makes navigating the applications and features pretty straight forward."

### Gallery tab

Ease of use: 4.3 out of 5 (45 reviews)

#### Related review snippet

Reviewer: Lauren M.

Reviewer details: Education Management, 1-10 employees

Published: December 2, 2025

> "The interface is very self-explanatory which makes navigating the applications and features pretty straight forward."

### Integrations tab

PlanStreet connects with 14+ software tools.

[See all integrations](https://www.capterra.com/p/223060/PlanStreet/#integrations)

#### Most popular integrations

- Google Drive: 4.8 rating

- PayPal: 4.6 rating

- Microsoft 365: 4.6 rating

- Gmail: 4.8 rating

- OneDrive: 4.5 rating

- Microsoft Teams: 4.5 rating

- Google Calendar: 4.8 rating

- Stripe: 4.6 rating

- Square Payments: 4.7 rating

---

## FAMCare

Rating: 4.3 out of 5 (20 reviews)

Profile: [FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Case management platform for human service organizations that need configurable programs, outcome tracking, and funder-ready reporting.

#### Rating breakdown

- Ease of Use: 4.1 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.1 out of 5

- Value for Money: 3.9 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Other, Per Month

Free trial: No

Free demo: Yes

### Features tab

#### Highest rated features

- Client Management: 5.0 rating

- Document Management: 4.5 rating

- Forms Management: 4.0 rating

- Assessment Management: 5.0 rating

#### Lowest rated features

- Electronic Signature: 2.0 rating

- Calendar Management: 4.0 rating

- Care Plan Management: 4.0 rating

- Case Management: 4.0 rating

### Gallery tab

Ease of use: 4.1 out of 5 (20 reviews)

#### Related review snippet

Reviewer: Krystle V.

Reviewer details: Non-Profit Organization Management, 1-10 employees

Published: November 3, 2025

> "I think more of the front-end building of the program should be done by FAMCare considering the money we pay for the program, however I like that we learned how to do some formatting on our own."

### Integrations tab

FAMCare connects with 6+ software tools.

[See all integrations](https://www.capterra.com/p/55008/FAMCare-Human-Services/#integrations)

#### Most popular integrations

- Microsoft Power BI: 4.6 rating

- NextGen Office: 4.0 rating

- Twilio: 4.4 rating

- miniOrange: 4.4 rating

- Elavon: 2.9 rating

- Oracle Fusion Cloud EPM: 4.3 rating

---

## Noteable

Rating: 4.7 out of 5 (91 reviews)

Profile: [Noteable](https://www.capterra.com/p/203725/Noteable/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

Behavioral health EHR and practice management software for ABA, CMH, documentation, scheduling, billing, and data collection.

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.8 out of 5

- Features: 4.5 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Usage Based, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Customizable Forms: 4.8 rating

- Electronic Signature: 4.8 rating

- HIPAA Compliant: 4.8 rating

- Customizable Reports: 4.6 rating

#### Lowest rated features

- Reporting & Statistics: 3.9 rating

- Appointment Management: 4.4 rating

- Client Management: 4.5 rating

- Document Management: 5.0 rating

#### Feature-related review snippet

Reviewer: Anastarshia C.

Reviewer details: Mental Health Care, 1-10 employees

Published: September 19, 2025

> "The features are practical and easy to navigate, and the support team is responsive and genuinely helpful. While there are areas where we see room for growth, we’re excited to see Noteable continue to evolve and add new features that will make it even more powerful for ABA clinics like ours."

### Gallery tab

Ease of use: 4.7 out of 5 (91 reviews)

#### Related review snippet

Reviewer: Verified Reviewer

Reviewer details: Professional Training & Coaching, 11-50 employees

Published: April 27, 2026

> "It provides strong data tracking capabilities, allowing teams to monitor progress and access information in real time."

---

## FieldWorker

Rating: 4.6 out of 5 (10 reviews)

Profile: [FieldWorker](https://www.capterra.com/p/235904/FieldWorker/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

Empower your Human Services with FieldWorker: Streamline operations, enhance client care, and boost efficiency.

#### Rating breakdown

- Ease of Use: 4.5 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $39.95

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: Yes

### Features tab

#### Highest rated features

- Case Management: 4.5 rating

- Client Management: 4.0 rating

- Alerts/Escalation: 5.0 rating

- Role-Based Permissions: 5.0 rating

#### Lowest rated features

- Forms Management: 4.0 rating

- Volunteer Management: 5.0 rating

### Gallery tab

Ease of use: 4.5 out of 5 (10 reviews)

---

## TheraNest

Rating: 4.4 out of 5 (1,051 reviews)

Profile: [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Mental health EHR & therapy notes software for practices of all sizes. Lots of features and reports. Free 21 day trial

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.4 out of 5

- Features: 4.1 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Pros:

- Intuitive and simple navigation

- Continuous user-driven enhancements

Cons:

- Frequent technical glitches

- Manual and unreliable data saving

#### Starting price

Starting price: $29.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- HIPAA Compliant: 5.0 rating

- Calendar Management: 5.0 rating

- Document Management: 4.5 rating

- Appointment Management: 5.0 rating

#### Lowest rated features

- Real-Time Reporting: 4.0 rating

- Reminders: 4.0 rating

- Billing & Invoicing: 5.0 rating

- Forms Management: 5.0 rating

#### Feature-related review snippet

Reviewer: yehia M.

Reviewer details: Accounting, Self-employed

Published: April 18, 2023

> "The majority of our workplace demands are met by TheraNest in a single, integrated package."

### Gallery tab

Ease of use: 4.3 out of 5 (1,051 reviews)

#### Related review snippet

Reviewer: Heather S.

Reviewer details: Mental Health Care, 1-10 employees

Published: June 24, 2026

> "The client portal offered a convenient and secure way for clients to complete paperwork and communicate with providers. While there were some areas where customization and navigation could be improved, the system generally met the needs of the practice and helped maintain organization."

### Integrations tab

TheraNest connects with 3+ software tools.

[See all integrations](https://www.capterra.com/p/130400/TheraNest-Mental-Health/#integrations)

#### Most popular integrations

- Google Calendar: 4.4 rating

- Microsoft Outlook: 4.5 rating

- iCloud: 4.0 rating

#### Integrations-related review snippet

Reviewer: Joesy G.

Reviewer details: Mental Health Care, 11-50 employees

Published: June 30, 2026

> "it helps me when it comes to keeping track out Billing and Payments and my therapist busy schedules!"

---

## Access PeopleHR

Rating: 4.3 out of 5 (646 reviews)

Profile: [Access PeopleHR](https://www.capterra.com/p/211952/Access-People-HR-Software/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

AI-powered HR and payroll suite for small-to-medium size businesses. One platform for HR, payroll, performance, learning & benefits.

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.2 out of 5

- Features: 4.1 out of 5

- Value for Money: 4.2 out of 5

#### Pros and cons based on reviews

Pros:

- Centralized HR process automation

- Effective team oversight tools

Cons:

- Frequent technical disruptions

#### Starting price

Starting price: £3.00

Pricing details: Per Feature

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Data Import/Export: 4.5 rating

- Employee Management: 4.5 rating

- Reporting & Statistics: 4.3 rating

- Role-Based Permissions: 3.3 rating

#### Lowest rated features

- Workflow Management: 4.0 rating

- Mobile Access: 5.0 rating

- Self Service Portal: 5.0 rating

#### Feature-related review snippet

Reviewer: Emma R.

Reviewer details: Oil & Energy, 11-50 employees

Published: February 26, 2026

> "Having used overly complicated systems in the past in previous companies it was refreshing to come in to a new system that was easy to understand and use."

### Gallery tab

Ease of use: 4.3 out of 5 (646 reviews)

#### Related review snippet

Reviewer: Georgia-Beth M.

Reviewer details: Non-Profit Organization Management, 51-200 employees

Published: May 25, 2026

> "The system has been particularly valuable for maintaining compliance, as it allows us to securely store key documentation and keep track of expiry dates without relying on manual reminders."

### Integrations tab

Access PeopleHR connects with 18+ software tools.

[See all integrations](https://www.capterra.com/p/211952/Access-People-HR-Software/#integrations)

#### Most popular integrations

- Google Docs: 4.7 rating

- Microsoft Excel: 4.0 rating

- Google Workspace: 4.3 rating

- Indeed for Employers: 4.7 rating

- Microsoft Word: 4.7 rating

- Microsoft Azure: 4.6 rating

#### Integrations-related review snippet

Reviewer: Cassie D.

Reviewer details: Hospital & Health Care, 201-500 employees

Published: August 12, 2025

> "The ability to integrate with other Access programs helps us manage recruitment, payroll, and reporting in a connected, efficient way."

---

## Qualifacts CareLogic

Rating: 3.9 out of 5 (355 reviews)

Profile: [Qualifacts CareLogic](https://www.capterra.com/p/267145/CareLogic-Enterprise/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

CareLogic is web-based Electronic Health Record (EHR) system for behavioral health and human services organizations.

#### Rating breakdown

- Ease of Use: 3.8 out of 5

- Customer Service: 3.6 out of 5

- Features: 3.6 out of 5

- Value for Money: 3.7 out of 5

#### Pros and cons based on reviews

Pros:

- Streamlined electronic documentation

- Flexible cloud-based accessibility

Cons:

- Challenging billing and reporting processes

- Cumbersome and slow reporting tools

#### Starting price

Starting price: Not available

Pricing details: Per User, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- HIPAA Compliant: 4.7 rating

- Assessment Management: 5.0 rating

- Customizable Reports: 5.0 rating

- Electronic Payments: 5.0 rating

#### Lowest rated features

- Employee Management: 5.0 rating

- Reporting & Statistics: 5.0 rating

- Self Service Portal: 5.0 rating

### Gallery tab

Ease of use: 3.8 out of 5 (355 reviews)

#### Related review snippet

Reviewer: Kim H.

Reviewer details: Individual & Family Services, 51-200 employees

Published: November 22, 2024

> "It allows us to manage workflows and easily maintain client records, scheduling, and billing."

---

## Bonterra Apricot

Rating: 4.2 out of 5 (226 reviews)

Profile: [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

Bonterra Apricot is a secure, flexible, and easy-to-use case management solution for nonprofits of any size.

#### Rating breakdown

- Ease of Use: 4.2 out of 5

- Customer Service: 4.1 out of 5

- Features: 4.1 out of 5

- Value for Money: 3.9 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: Not available

Pricing details: Other

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Case Management: 4.3 rating

- Reporting & Statistics: 4.1 rating

- For Nonprofits: 4.2 rating

- Forms Management: 4.5 rating

#### Lowest rated features

- Compliance Management: 3.2 rating

- Real-Time Reporting: 2.0 rating

- Workflow Management: 3.2 rating

- Task Management: 3.4 rating

#### Feature-related review snippet

Reviewer: Vivian A.

Reviewer details: Non-Profit Organization Management, 201-500 employees

Published: December 16, 2024

> "The friendly user capacity, especially when I am transferring from one to another organization"

### Gallery tab

Ease of use: 4.2 out of 5 (226 reviews)

#### Related review snippet

Reviewer: Verified Reviewer

Reviewer details: Mental Health Care, 1,001-5,000 employees

Published: March 13, 2026

> "Client management, data analytics, security, document storage, information access are all areas where Apricot is number one in comparison with competitors."

---

## Knit

Rating: 4.7 out of 5 (141 reviews)

Profile: [Knit](https://www.capterra.com/p/161597/Knit/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Knit is a 100% Canadian payroll + HR platform that puts your CRA compliance on autopilot. The #1 choice for 100+ accounting firms.

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.5 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $6.00

Pricing details: Other, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Self Service Portal: 4.4 rating

- Reminders: 4.5 rating

- Customizable Reports: 3.8 rating

- Data Import/Export: 3.8 rating

#### Lowest rated features

- Calendar Management: 2.0 rating

- Employee Management: 4.0 rating

- Reporting & Statistics: 4.3 rating

- Compliance Management: 4.0 rating

#### Feature-related review snippet

Reviewer: Nathalie L.

Reviewer details: Computer Software, 1-10 employees

Published: December 31, 2024

> "It really is a solid solution and it doesn't feel like anything is missing, or like anything is clunky which is really nice if you've ever tried other systems that feel a little more "cobbled" together."

### Gallery tab

Ease of use: 4.7 out of 5 (141 reviews)

#### Related review snippet

Reviewer: Kaylee M.

Reviewer details: Accounting, 1-10 employees

Published: December 23, 2024

> "Not only will they issue T4s and ROEs directly to the appropriate authorities (not available with QuickBooks payroll and many other cloud solutions), but they also allow for flexible billing options to pass on the subscription to the client with the firm discounted pricing!"

### Integrations tab

Knit connects with 3+ software tools.

[See all integrations](https://www.capterra.com/p/161597/Knit/#integrations)

#### Most popular integrations

- QuickBooks Online: 4.4 rating

- Xero: 4.2 rating

- QuickBooks Online Advanced: 5.0 rating

#### Integrations-related review snippet

Reviewer: Matt T.

Reviewer details: Restaurants, 11-50 employees

Published: January 15, 2025

> "It was easy to input historical year data as we switched mid-year."

---

## Notehouse

Rating: 4.7 out of 5 (109 reviews)

Profile: [Notehouse](https://www.capterra.com/p/182626/Notehouse/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

A flexible documentation platform designed to support nonprofit teams and their evolving work.

#### Rating breakdown

- Ease of Use: 4.8 out of 5

- Customer Service: 4.7 out of 5

- Features: 4.3 out of 5

- Value for Money: 4.7 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $12.00

Pricing details: Per User, Per Year

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Contact Management: 4.8 rating

- Client Management: 4.6 rating

- Goal Setting/Tracking: 5.0 rating

- Reporting & Statistics: 4.3 rating

#### Lowest rated features

- Document Management: 3.5 rating

- Activity Tracking: 4.0 rating

- Case Management: 5.0 rating

- Scheduling: 5.0 rating

#### Feature-related review snippet

Reviewer: Robin K.

Reviewer details: Individual & Family Services, 11-50 employees

Published: August 29, 2024

> "I also like how easy it is to customize based on the work we do."

### Gallery tab

Ease of use: 4.8 out of 5 (109 reviews)

#### Related review snippet

Reviewer: Ruth D.

Reviewer details: Computer Software, 11-50 employees

Published: June 10, 2026

> "For smaller organizations or growing teams, it offers a good balance between functionality and affordability."

---

## Bonterra Penelope

Rating: 4.2 out of 5 (75 reviews)

Profile: [Bonterra Penelope](https://www.capterra.com/p/80088/Bonterra-Penelope/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Improve client outcomes and engagement with a cloud-based case management software platform that provides a single source of truth.

#### Rating breakdown

- Ease of Use: 3.7 out of 5

- Customer Service: 4.1 out of 5

- Features: 3.9 out of 5

- Value for Money: 4.0 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $400.00

Pricing details: Per User, Per Year

Free trial: No

Free demo: No

### Features tab

#### Most popular features

- Reporting & Statistics: Available

- HIPAA Compliant: Available

- Document Management: Available

- Forms Management: Available

- Appointment Management: Available

- Self Service Portal: Available

- Goal Setting/Tracking: Available

- Scheduling: Available

- Calendar Management: Available

- Employee Management: Available

- Role-Based Permissions: Available

- Alerts/Escalation: Available

#### Feature-related review snippet

Reviewer: Nancy G.

Reviewer details: Health, Wellness and Fitness, 11-50 employees

Published: September 18, 2020

> "The software does allow for customization once we have a trained team onsite"

### Gallery tab

Ease of use: 3.7 out of 5 (75 reviews)

#### Related review snippet

Reviewer: Christine P.

Reviewer details: Mental Health Care, 1-10 employees

Published: November 16, 2023

> "There are apps like asana for task management and harvest for time tracking and many invoicing apps that work better for cheaper."

### Integrations tab

Bonterra Penelope connects with 2+ software tools.

[See all integrations](https://www.capterra.com/p/80088/Bonterra-Penelope/#integrations)

#### Most popular integrations

- Tableau: 4.6 rating

- Dr. First: 2.4 rating

---

## extendedReach

Rating: 4.5 out of 5 (62 reviews)

Profile: [extendedReach](https://www.capterra.com/p/248416/extendedReach/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

An easy-to-use and powerful case management system for human services that your workers, support staff, and leadership will love!

#### Rating breakdown

- Ease of Use: 4.4 out of 5

- Customer Service: 4.8 out of 5

- Features: 4.2 out of 5

- Value for Money: 4.4 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $500.00

Pricing details: Per Feature, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Case Management: 5.0 rating

- Client Management: 5.0 rating

- Customizable Reports: 5.0 rating

- Document Management: 5.0 rating

#### Lowest rated features

- Forms Management: 5.0 rating

### Gallery tab

Ease of use: 4.4 out of 5 (62 reviews)

#### Related review snippet

Reviewer: Jessica S.

Reviewer details: Non-Profit Organization Management, 11-50 employees

Published: November 9, 2022

> "The staff at extendedReach/KCare are quick to respond to occasional service requests."

### Integrations tab

extendedReach connects with 2+ software tools.

[See all integrations](https://www.capterra.com/p/248416/extendedReach/#integrations)

#### Most popular integrations

- QuickBooks Online Advanced: 4.4 rating

- Zoho Analytics: 3.0 rating

---

## Exym

Rating: 4.5 out of 5 (53 reviews)

Profile: [Exym](https://www.capterra.com/p/41014/Activity-Tracking-System/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Try Exym, an easy-to-use EHR software solution for human service nonprofits & agencies.

#### Rating breakdown

- Ease of Use: 4.4 out of 5

- Customer Service: 4.3 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $1500.00

Pricing details: Flat Rate, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- HIPAA Compliant: 4.5 rating

- Client Management: 5.0 rating

- Self Service Portal: 5.0 rating

- Workflow Management: 4.0 rating

#### Feature-related review snippet

Reviewer: Brendan G.

Reviewer details: Health, Wellness and Fitness, 1-10 employees

Published: December 22, 2025

> "I find Exym to be a solid, behavioral-health-focused EHR with good usability, reliable cloud access, and helpful billing/clinical tools"

### Gallery tab

Ease of use: 4.4 out of 5 (53 reviews)

#### Related review snippet

Reviewer: Artisha W.

Reviewer details: Mental Health Care, 51-200 employees

Published: December 22, 2025

> "The software solution for mental health providers who needed to simplify their billing, documenting, and case management needs and house all of their data in a secure place that could be accessed from any location."

### Integrations tab

Exym connects with 1+ software tools.

[See all integrations](https://www.capterra.com/p/41014/Activity-Tracking-System/#integrations)

#### Most popular integrations

- RXNT: 4.3 rating

#### Integrations-related review snippet

Reviewer: Juan V.

Reviewer details: Mental Health Care, 51-200 employees

Published: February 22, 2023

> "The integration team provided exceptional support, making the transition to Exym seamless and effortless."

---

## Health Cloud

Rating: 4.5 out of 5 (53 reviews)

Profile: [Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Deliver fast, secure, and interoperable healthcare experiences.

#### Rating breakdown

- Ease of Use: 4.2 out of 5

- Customer Service: 4.0 out of 5

- Features: 4.3 out of 5

- Value for Money: 3.8 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $350.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Reporting & Statistics: 4.9 rating

- Activity Tracking: 5.0 rating

- Mobile Access: 4.6 rating

- Customizable Reports: 5.0 rating

#### Lowest rated features

- Billing & Invoicing: 4.0 rating

- Data Import/Export: 4.0 rating

- Task Management: 4.0 rating

- Appointment Management: 4.7 rating

#### Feature-related review snippet

Reviewer: Samantha R.

Reviewer details: Accounting, 11-50 employees

Published: April 14, 2026

> "User-friendly interface, strong patient data tracking, seamless integration, and improves care coordination across teams using Salesforce Health Cloud"

### Gallery tab

Ease of use: 4.2 out of 5 (53 reviews)

#### Related review snippet

Reviewer: Samantha R.

Reviewer details: Accounting, 11-50 employees

Published: April 14, 2026

> "User-friendly interface, strong patient data tracking, seamless integration, and improves care coordination across teams using Salesforce Health Cloud"

### Integrations tab

Health Cloud connects with 1+ software tools.

[See all integrations](https://www.capterra.com/p/172299/Health-Cloud/#integrations)

#### Most popular integrations

- Tableau: 4.0 rating

#### Integrations-related review snippet

Reviewer: Samantha R.

Reviewer details: Accounting, 11-50 employees

Published: April 14, 2026

> "User-friendly interface, strong patient data tracking, seamless integration, and improves care coordination across teams using Salesforce Health Cloud"

---

## Foothold

Rating: 4.6 out of 5 (51 reviews)

Profile: [Foothold](https://www.capterra.com/p/118751/AWARDS/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

At Foothold, we believe in revolutionizing the operations of behavioral health and human service organizations.

#### Rating breakdown

- Ease of Use: 4.6 out of 5

- Customer Service: 4.6 out of 5

- Features: 4.3 out of 5

- Value for Money: 4.5 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $2000.00

Pricing details: Per Feature, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- HIPAA Compliant: 5.0 rating

- Real-Time Reporting: 5.0 rating

- Case Management: 4.8 rating

- Client Management: 4.8 rating

#### Lowest rated features

- Customizable Fields: 4.0 rating

- Scheduling: 4.0 rating

- Customizable Forms: 5.0 rating

- Reporting & Statistics: 5.0 rating

### Gallery tab

Ease of use: 4.6 out of 5 (51 reviews)

#### Related review snippet

Reviewer: Angela D.

Reviewer details: Government Administration, 501-1,000 employees

Published: August 7, 2024

> "Foothold Technology is great, Bergen was informed by HUD to initiate an HMIS system in the early 2000s and we had a few presentations from other vendors but we choose to go with Foothold.  "

### Integrations tab

Foothold connects with 1+ software tools.

[See all integrations](https://www.capterra.com/p/118751/AWARDS/#integrations)

#### Most popular integrations

- Quest: 5.0 rating

---

## CaseWorthy

Rating: 4.4 out of 5 (44 reviews)

Profile: [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.3 out of 5

- Features: 4.4 out of 5

- Value for Money: 4.3 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $0.01

Pricing details: Per Year

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Client Management: 4.5 rating

- Document Management: 4.0 rating

- For Nonprofits: 5.0 rating

- Case Management: 4.0 rating

#### Lowest rated features

- Activity Tracking: 1.0 rating

- Customizable Reports: 2.0 rating

- Forms Management: 2.0 rating

- Third-Party Integrations: 2.0 rating

### Gallery tab

Ease of use: 4.3 out of 5 (44 reviews)

#### Related review snippet

Reviewer: Nina G.

Reviewer details: Non-Profit Organization Management, 201-500 employees

Published: July 6, 2023

> "We like that CaseWorthy's HMIS application provides the tools and resources our community needs to understand homelessness at the macro level and the micro level."

### Integrations tab

CaseWorthy connects with 14+ software tools.

[See all integrations](https://www.capterra.com/p/154789/CaseWorthy/#integrations)

#### Most popular integrations

- Mailchimp: 4.5 rating

- WordPress: 4.6 rating

- Adobe Acrobat Reader: 4.6 rating

- Docusign: 4.7 rating

- ActiveCampaign: 4.6 rating

- MySQL: 5.0 rating

- Microsoft Power BI: 4.6 rating

- Google Maps: 4.7 rating

- Twilio: 4.4 rating

---

## Community CareLink

Rating: 4.4 out of 5 (44 reviews)

Profile: [Community CareLink](https://www.capterra.com/p/192006/FristCallTechnology/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

Case management software for nonprofits and agencies managing Social Determinants, 1115 waivers, referrals, CHW programs, and grants.

#### Rating breakdown

- Ease of Use: 4.3 out of 5

- Customer Service: 4.8 out of 5

- Features: 4.3 out of 5

- Value for Money: 4.4 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $65.00

Pricing details: Per User, Per Month

Free trial: No

Free demo: No

### Features tab

#### Highest rated features

- Real-Time Reporting: 5.0 rating

- Customizable Reports: 3.7 rating

- Data Import/Export: 4.5 rating

- Scheduling: 3.5 rating

#### Lowest rated features

- Calendar Management: 1.0 rating

- Care Plan Management: 1.0 rating

- Customizable Forms: 1.0 rating

- Data Collection: 1.0 rating

#### Feature-related review snippet

Reviewer: Becky P.

Reviewer details: Non-Profit Organization Management, 11-50 employees

Published: September 6, 2025

> "They want to ensure programs and workflows are set up accurately, to provide a quality user experience."

### Gallery tab

Ease of use: 4.3 out of 5 (44 reviews)

#### Related review snippet

Reviewer: Becky P.

Reviewer details: Non-Profit Organization Management, 11-50 employees

Published: September 6, 2025

> "They want to ensure programs and workflows are set up accurately, to provide a quality user experience."

### Integrations tab

Community CareLink connects with 2+ software tools.

[See all integrations](https://www.capterra.com/p/192006/FristCallTechnology/#integrations)

#### Most popular integrations

- athenaOne: 3.8 rating

- eClinicalWorks: 3.3 rating

---

## My Junna

Rating: 4.8 out of 5 (39 reviews)

Profile: [My Junna](https://www.capterra.com/p/178861/Junna-Care/)

Visible tabs: Overview, Features, Gallery, Integrations

### Overview tab

#### What is this product about?

All-in-one secure client management software for client/case data, case notes, resource management, task tracking, analytics and more!

#### Rating breakdown

- Ease of Use: 4.7 out of 5

- Customer Service: 4.9 out of 5

- Features: 4.5 out of 5

- Value for Money: 4.6 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $99.00

Pricing details: Per User, Per Month

Free trial: Yes

Free demo: No

### Features tab

#### Highest rated features

- Billing & Invoicing: 5.0 rating

- Training Management: 5.0 rating

- Alerts/Escalation: 4.0 rating

- Appointment Management: 4.0 rating

#### Lowest rated features

- Activity Dashboard: 3.0 rating

- Calendar Management: 3.0 rating

- Care Plan Management: 3.0 rating

- Customizable Reports: 3.0 rating

#### Feature-related review snippet

Reviewer: Gary P.

Reviewer details: Non-Profit Organization Management, 1-10 employees

Published: June 4, 2025

> "The layout and functions are mostly intuitive."

### Gallery tab

Ease of use: 4.7 out of 5 (39 reviews)

#### Related review snippet

Reviewer: Fabiola R.

Reviewer details: Professional Training & Coaching, 1-10 employees

Published: June 3, 2025

> "Easy way to create invoices and case notes! That I can have it integrated with my xero account, my bookeper"

### Integrations tab

My Junna connects with 4+ software tools.

[See all integrations](https://www.capterra.com/p/178861/Junna-Care/#integrations)

#### Most popular integrations

- QuickBooks Online: 4.3 rating

- Google Calendar: 5.0 rating

- Stripe Invoicing: 4.6 rating

- Outlook Export: 5.0 rating

#### Integrations-related review snippet

Reviewer: Fabiola R.

Reviewer details: Professional Training & Coaching, 1-10 employees

Published: June 3, 2025

> "Easy way to create invoices and case notes! That I can have it integrated with my xero account, my bookeper"

---

## SureImpact

Rating: 4.2 out of 5 (39 reviews)

Profile: [SureImpact](https://www.capterra.com/p/202994/SureImpact/)

Visible tabs: Overview, Features, Gallery

### Overview tab

#### What is this product about?

SureImpact offers social-good providers person-centered case management, impact management, dashboards, and analytics.

#### Rating breakdown

- Ease of Use: 4.2 out of 5

- Customer Service: 4.6 out of 5

- Features: 3.8 out of 5

- Value for Money: 4.1 out of 5

#### Pros and cons based on reviews

Not available

#### Starting price

Starting price: $5000.00

Pricing details: Flat Rate, Per Year

Free trial: No

Free demo: No

### Features tab

#### Most popular features

- Reporting & Statistics: Available

- HIPAA Compliant: Available

- Document Management: Available

- Forms Management: Available

- Appointment Management: Not available

- Self Service Portal: Not available

- Goal Setting/Tracking: Available

- Scheduling: Not available

- Calendar Management: Not available

- Employee Management: Not available

- Role-Based Permissions: Available

- Alerts/Escalation: Not available

#### Feature-related review snippet

Reviewer: Megan W.

Reviewer details: Individual & Family Services, 11-50 employees

Published: December 16, 2021

> "SI is easy to navigate and train new staff on how to enter information into the system."

### Gallery tab

Ease of use: 4.2 out of 5 (39 reviews)

#### Related review snippet

Reviewer: Jolanta L.

Reviewer details: Philanthropy, 51-200 employees

Published: April 17, 2023

> "I like these webinar sessions to provide training."

---

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