# GridSocial Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about GridSocial Software - reviews, pricing plans, popular comparisons to other Patient Case Management products and more. Source: https://www.capterra.com/p/10026486/Community-Request-and-Referral-Management --- # GridSocial Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 5, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) GridSocial ## What is GridSocial? SocialRoots.ai delivers a connected healthcare ecosystem through its flagship GridSocial platform. At the core is a Closed-Loop Referral System that tracks every referral from initiation to completion, connecting physicians, care managers, social workers, and health plan administrators on one unified platform. It works seamlessly with or without an EHR, making it ideal for community health settings, social care organizations, and clinical teams alike. We also offer automated legacy EHR migration with a fixed price and timeline guarantee, plus deep integrations with Epic, Cerner (Oracle Health), AMD, and more via FHIR/HL7 standards. Advanced analytics turn existing data into actionable insights, while AI-powered features, including an intelligent post-visit caller and revenue cycle automation, reduce administrative burden and improve patient outcomes. ## What is GridSocial used for? [Referral](https://www.capterra.com/referral-software/)[Patient Case Management](https://www.capterra.com/patient-case-management-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GridSocial?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.dataterrain.com&name=GridSocial) ## 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. ### GridSocial 0.0 VS. [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting Price Contact vendor Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (1,059) Value For Money 0.0 (0) Value For Money 4.6 (874) Customer Service 0.0 (0) Customer Service 4.5 (865) ## GridSocial alternatives [4.3 (20)](https://www.capterra.com/p/55008/FAMCare-Human-Services/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (43)](https://www.capterra.com/p/192006/FristCallTechnology/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Escalation System alerts about the need to escalate an issue or request Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Case Notes Access and track notes regarding case activities and updates within case files GridSocial 25 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage, organize, and store contact information Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Receive and/or send email notifications for urgent updates, requests, or other information For customer referral programs / referral marketing products Compliant with HIPAA, which sets standards for sensitive patient data protection Request two or more credentials to prove user's identity before granting access to systems Managing and tracking patient health, progress, communication, and treatment plans Reporting on how each user, task or process has advanced since its initiation Log and store the source of contacts/leads Customizable templates for referral documents, emails, and sharable links Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources ## Pricing ### Starting price Contact vendor for pricing Free trial available ## Integrations [ athenaOne](https://www.capterra.com/p/98735/athenaOne/)[ eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[ EPIC](https://www.capterra.com/p/10010540/Destiny/)[ Oracle Health EHR](https://www.capterra.com/p/10026049/Oracle-Health-EHR/) ## Support, customer service and training options 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)