# CaseManager Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CaseManager Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/10013368/CaseManager

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# 

 CaseManager Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 15, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CaseManager

## What is CaseManager?

Case Manager is a customizable contact center solution that streamlines operations. - Create teams, users, and security roles. - Segment cases by department, book, customer, and more. - Customize user interfaces and data with custom fields. - Apply field-level read and write security. - Create and manage automated workflows, processes, and activities. - Generate documents in your desired format with high flexibility. - Produce management and customer reports to suit your needs. - Streamline phone and message-based customer interactions. - Embed website functionality and develop custom extensions. Run Case Manager on-premise or in the cloud.

## What is CaseManager used for?

[Debt Collection](https://www.capterra.com/debt-collection-software/)[Contact Center](https://www.capterra.com/contact-center-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Overall rating

Based on 5 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CaseManager

5.0 (5)

VS.

[4.5 (91)](https://www.capterra.com/p/169544/Gaviti/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (5)

Ease Of Use

4.6 (91)

Value For Money

4.8 (5)

Value For Money

4.4 (86)

Customer Service

5.0 (5)

Customer Service

4.5 (87)

## CaseManager alternatives

[4.7 (70)](https://www.capterra.com/p/66949/Collect/reviews/)

Starting price

$149.00

Per User, Per Month

Highest Rated

[4.9 (12)](https://www.capterra.com/p/10006764/Dash-Billing/reviews/)

Starting price

$100.00

Per User, Per Month

[4.2 (5)](https://www.capterra.com/p/241960/Payference/#reviews)

Starting price

Contact vendor for pricing

[Moonflow](https://www.capterra.com/p/10011036/Moonflow/)

[4.8 (26)](https://www.capterra.com/p/10011036/Moonflow/reviews/)

Starting price

$249.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/10011036/Moonflow/)

[View all alternatives](https://www.capterra.com/p/10013368/CaseManager/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Customizable Reports

4.7 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Alter the layout and content of reports

Activity Dashboard

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable Templates

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

Document Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Task Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

CaseManager 21 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A record of all activities within the system, including user access, changes made, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Reports that show customers their invoices, payments, and balance on the account

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Plan, manage, and track the financial activities of an individual or organization

Form predictions based on past and present data/trends

Allow customers to make a partial payment on an invoice and track remaining debt

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Upload, track, and submit receipts in a central database

A list of customers and their payments due updated on a monthly basis

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create, design and manage workflows for repetitive tasks

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Features

4.8 (5)

4.8

Based on 5 reviews

## Pricing

Value for money

4.8 (5)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.8 (5)

4.8

Based on 5 reviews

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## Support, customer service and training options

Customer Service

5.0 (5)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (5)

5.0

Based on 5 reviews

## User reviews

Overall rating

5.0

Based on 5 reviews

Filter by rating

5(5)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CL

Capucine L.

Responsable logistique

Real Estate

### "Intuitif !"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 6, 2025

Globalement nous avons une expérience d’utilisation du logiciel assez positive car cela nous permet d’être réactif et compétitif dans nos actions et projets.

Pros

Les aspects du logiciel Case Manager que nous apprécions est sa personnalisation assez avancée mais également son interface intuitive qui permet une facilité d’utilisation.

Cons

Les inconvénients que l’on pourrait relever du logiciel Case Manager seraient les limitations fonctionnelles dans le sens où certaines fonctionnalités annoncées ne sont toujours pas opérationnelles.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

NA

Nicole A.

Customer Service

Financial Services

### "User Friendly Solution to Case Tracking "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 23, 2025

Overall the software works for quick workflow, prioritizing the main tasks, and tacking the agents works and targets (which is important in the industry of debt collection).

Pros

CaseManager is very user friendly, the customizable diary is easy to manage your cases and pending tasks. It's also easy to customize the program to fit your needs.

Cons

The only con I can think of is not being able to view the balance directly on the main page when opening a case, you have to go into the case details and this adds a little more time..

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AL

Anette L.

Debt Recovery Manager

Medical Practice

### "Great System & great customer support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 24, 2024

Making my life so much easier, everything is very user friendly.

Pros

I like that the system can be set up and customized to fit my business and needs the best.

Cons

That I cannot see the balance on the main page when I open a case.

Alternatives considered

[Excalibur WMS](https://www.capterra.com/p/14208/3PLink/)

Reasons for choosing CaseManager

I chose it because of my financial situation and I am so happy with my decision, I will keep on using it. The staff is absolutely wonderful.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TB

Tredoux B.

Managing Director

Computer Software

### "Case Manager review from implementation and support perspective."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 20, 2024

Excellent! A robust product that can be customized almost any business need.

Pros

It's customizability, feature richness and customer support.

Cons

It is not in the cloud, but can easily be accommodated by applications such as Azure.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 26, 2024

Thank you for your valuable review of Case Manager! We appreciate you taking the time to share your insights, particularly from an implementation and support perspective.

NT

Nadine T.

General Manager

Financial Services

### "Case Manager Teams work ethic "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 18, 2024

Burnard Raaff & Associates has been with Case Manager for more than a decade. Due to our client's specifications we had to move to another collection system however we quickly realized that Case Manager is the best for our company and the results have proven such which in turn made us come back after a mere 6 months with another company. Case Manager's support team is one of the best i have ever dealt with and they really take their time in hearing concerns. Case Manager is one of the most elite systems out there and will really boost your business outcomes

Pros

the program is very user-friendly, it allows us to prioritize certain work-flows from the customizable diary. It also allows us to accurately track our agents work and targets which is vital in our industry

Cons

There really are no cons from our Company with regards to Case Manager

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 26, 2024

Thank you so much for taking the time to leave such a positive review of Case Manager! We're thrilled to hear about your experience and especially appreciate your kind words about our support team.

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