--- title: "Untapped Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Untapped Software - reviews, pricing plans, popular comparisons to other Human Services products and more." source_url: "https://www.capterra.com/p/10037792/Untapped/" page_type: "product" language: "en" --- # Untapped Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Untapped ## What is Untapped? Untapped CRM is an autonomous customer relationship management software that automates case management and client progress tracking. The system identifies barriers, triggers interventions, and monitors barrier removal to help prevent clients from being overlooked during service delivery. The platform integrates client management, case management, donor and volunteer management, workforce leads, grant tracking, funder reporting, and cross-unit collaboration into a single system. Untapped CRM detects when clients fall behind in their progress, initiates support measures, and automates follow-up communications to reduce manual administrative tasks. Untapped CRM connects nonprofits, employers, funders, and communities into a unified ecosystem where organizations can track outcomes, address barriers, and coordinate service delivery across multiple teams and programs. ## What is Untapped used for? [Human Services](https://www.capterra.com/human-services-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 not available Includes Free Version 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 Untapped?[Manage this product listing](https://www.g2.com/products/untapped-crm/claim_requests/new?auto=true) ## Untapped Overview Updated September 2026 AI summary Untapped delivers cloud-based social work case management for small and midsize organizations, supporting assessment management, case notes, client records, and reporting. It includes tools for document handling, scheduling, referrals, and program tracking, with optional AI features and volunteer management. Integrations with platforms like Bonterra Apricot help teams connect their workflows and manage sensitive client information securely. ## 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. ### Untapped 0.0 VS. [4.6 (46)](https://www.capterra.com/p/143681/Collaborate/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (226) Value For Money 0.0 (0) Value For Money 4.4 (196) Customer Service 0.0 (0) Customer Service 4.5 (213) ## Untapped alternatives [4.7 (96)](https://www.capterra.com/p/203725/Noteable/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars ## FAQs about Untapped Overview ### What company size and specific industries is Untapped built for? Untapped is designed for nonprofits, government agencies, social service organizations, workforce development programs, and community impact initiatives. It fits organizations of different sizes that focus on public service, community support, and employment or training programs across the social impact sector. Features and Usability ### What are the key features of Untapped? Untapped offers case management, client management, and referral tracking for service workflows, along with scheduling, attendance management, and task management. It also includes document management, electronic signature, reporting and analytics, access controls and role-based permissions, plus workflow management, alerts, and a client portal. Integrations ### Which third-party tools and platforms does Untapped integrate with? Untapped integrates with Bonterra Apricot, Bonterra ETO, and case management systems. These catalog integrations connect Untapped to program and client record workflows, giving teams a direct link to common nonprofit and service-delivery platforms. Getting Started and Support ### What training and onboarding options does Untapped offer? Untapped provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual, self-paced guidance for teams getting started. Getting Started and Support ### What customer support options does Untapped offer? Untapped offers email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. Support appears to be organized across several direct and self-service channels, giving users multiple ways to get help through guided articles or live contact when needed. ## Features AI summary Based on 408 Human Services reviews Capterra reviewers point to these as the top priorities when choosing Social Work Case Management software: - **HIPAA Compliant** (**75%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**60%**) Untapped supports all three features buyers rate most highly: **HIPAA Compliant**, **Case Notes**, and **Client Management**. Combined, these capabilities help businesses protect sensitive client information, maintain accurate documentation, and organize client records more effectively, allowing teams to deliver more consistent and informed care. Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 Ad hoc Reporting Generate one-off reports that meet information requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Escalation System alerts about the need to escalate an issue or request Untapped 51 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - Ad hoc Reporting: Generate one-off reports that meet information requirements - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Escalation: System alerts about the need to escalate an issue or request - API: Application programming interface that allows for integration with other systems/databases - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Calendar Management: Track and manage schedules and meetings via an integrated calendar - 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 - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Forms Management: Store, manage and track all forms in a centralized location - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Time Tracking: Measure time to completion or hours worked for projects - Records Management: Ability to record, store, update, and retrieve information - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Version Untapped CRM Essentials $0.00 ## Integrations [ Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)[ Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/)[ Case Managment Systems](https://www.capterra.com/p/98348/Case-Managment-Systems/) 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. ## 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.