# Untapped Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Untapped Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more. Source: https://www.capterra.com/p/10037792/Untapped --- # Untapped Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 11, 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)[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? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not 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 Untapped?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://untappedsolutions.com/&name=Untapped) ## 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. [4.7 (38)](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 (38) Value For Money 0.0 (0) Value For Money 4.4 (31) Customer Service 0.0 (0) Customer Service 4.6 (37) ## Untapped alternatives Highest Rated [4.8 (39)](https://www.capterra.com/p/178861/Junna-Care/#reviews) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (1,059)](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 [4.2 (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 [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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Define levels of authorization for access to specific files or systems 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 Generate one-off reports that meet information requirements A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users System alerts about the need to escalate an issue or request Application programming interface that allows for integration with other systems/databases Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Track and manage schedules and meetings via an integrated calendar 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 Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Creation and customization of dashboards Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Track employee schedules, availability, and performance across projects and tasks Store, manage and track all forms in a centralized location Use AI to generate content in the form of text, images, videos, etc. Establish measurable goals and objectives and track their progress over a specific period of time Compliant with HIPAA, which sets standards for sensitive patient data protection Process of managing several related projects or business activities to achieve organizational goals Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads 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 View and track pertinent metrics to find patterns and gain insights from data 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 Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Track employee/learner's progression through training programs Manage volunteer information and direct volunteer resources Create, design and manage workflows for repetitive tasks ## 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/) ## 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 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. 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