--- title: "CaseWorthy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CaseWorthy Software - reviews, pricing plans, popular comparisons to other Human Services products and more." source_url: "https://www.capterra.com/p/154789/CaseWorthy/" page_type: "product" language: "en" --- # CaseWorthy Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 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)[Reviews](#reviews) CaseWorthy ## What is CaseWorthy? CaseWorthy enables organizations to successfully capture & manage client data in one, secure location, efficiently generate compliance reporting & go beyond basic compliance to learn more about their organizations. CaseWorthy supports data management & collection needs. By consolidating data & systems into a single platform, CaseWorthy helps nonprofits access the information they need to better coordinate services & more effectively address the needs of every individual & family they serve. ## What is CaseWorthy used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Human Services](https://www.capterra.com/human-services-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Top alternative Featured Overall rating Based on 44 user reviews Reviews sentiment Positive 93% Neutral 2% Negative 5% Starting price $0.01 Per Year 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 CaseWorthy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://caseworthy.com&name=CaseWorthy) ## 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. ### CaseWorthy 4.4 (44) VS. [4.7 (38)](https://www.capterra.com/p/143681/Collaborate/reviews/) Starting Price $0.01 Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (44) Ease Of Use 4.3 (38) Value For Money 4.3 (34) Value For Money 4.4 (31) Customer Service 4.3 (42) Customer Service 4.6 (37) ## CaseWorthy alternatives [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $179.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (1,062)](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 Highest Rated [4.8 (73)](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 [View all alternatives](https://www.capterra.com/p/154789/CaseWorthy/alternatives/) ## FAQs about CaseWorthy Overview ### Which roles and teams benefit most from CaseWorthy? CaseWorthy is most used by program managers, case managers, and nonprofit operations teams that track client services, reporting, and outcomes. Data and quality leaders use it to manage records, improve data accuracy, and monitor performance, while executive and finance leaders rely on dashboards and reporting to oversee programs, compliance, and resource planning. Answer based on 43 reviews Overview ### What company size and specific industries is CaseWorthy built for? CaseWorthy is designed for government agencies, nonprofits, and community-based organizations that manage human services programs. It fits organizations of many sizes working in housing, aging, workforce, behavioral health, child welfare, victim services, and related social service sectors. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of CaseWorthy? CaseWorthy offers case management, client management, and records management, along with case notes, referral tracking, and document storage. It also includes dashboard creation, reporting and analytics, workflow management, scheduling, appointment management, role-based permissions, and alerts/notifications for program and compliance oversight. Integrations ### Which third-party tools and platforms does CaseWorthy integrate with? CaseWorthy integrates with about 14 third-party tools and platforms, including MySQL, Microsoft Power BI, Docusign, Twilio, Mailchimp, ActiveCampaign, Adobe Acrobat, Google Maps, WordPress, and YouTube. The catalog also lists Adobe Acrobat Reader, Flexmonster Pivot Table, ServTracker, and TinyMCE. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does CaseWorthy offer? CaseWorthy provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide self-paced viewing. Answer based on 8 reviews Getting Started and Support ### What customer support options does CaseWorthy offer, and how do users rate the experience? CaseWorthy offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users generally describe support as responsive, helpful, and easy to work with, often highlighting dedicated account or project managers, training resources, and quick answers. Some note that certain fixes can take longer and that the system has a learning curve. Answer based on 15 reviews Features and Usability ### Is CaseWorthy easy to use for case management teams? CaseWorthy feels easy to use for many case management teams, especially after setup and training. Nonprofits, HMIS users, and community agencies like the intuitive navigation, customizable workflows, and cleaner data entry, though advanced reporting, complex implementations, and some tasks such as case notes can require extra technical skill. Answer based on 22 reviews Features and Usability ### How good is the CaseWorthy user interface? CaseWorthy offers a clean, intuitive interface that works well for staff with different technical skill levels. Many nonprofit and community service teams like the customizable screens, workflows, and multi-site navigation, though some administrators find navigation details awkward, update-related changes disruptive, and heavily customized areas harder to track over time. Answer based on 20 reviews ## Features AI summary Based on 201 Human Services reviews Capterra reviewers point to these as the top features buyers look for in Human Services software: - **HIPAA Compliant** (**74%** of reviewers rated this feature as critical) - **Client Management** (**70%**) - **Case Management** (**65%**) CaseWorthy supports all three of the features reviewers rank highest: **HIPAA Compliant**, **Client Management**, and **Case Management**. Combined, these capabilities help organizations protect sensitive client data, keep client records organized, and manage cases more effectively, allowing teams to deliver services with better oversight and consistency. Client Management 4.2 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Customizable Reports 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Alter the layout and content of reports Reporting & Statistics 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Case Notes 4.0 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Document Management 4.2 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Reporting/Analytics 4.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data CaseWorthy 80 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 - 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 - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Billing & Invoicing: Create, manage, and send invoices or bills to customers - 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 - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - 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 - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - 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 - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - 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 - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Dues Management: Track and collect membership dues - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Management: Monitor application statuses, proposals and award funds - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Interaction Tracking: Track interaction history by documenting conversations for contacts - Member Database: Add, store and access information pertaining to members - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - 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 - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - 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 - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - 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 - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - 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 - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Website Integration: Seamlessly integrates with 3rd party websites - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (38) 4.4 Based on 38 reviews ## Pricing Value for money 4.3 (34) Free Trial Basic $0.01 Per Year Value for money 4.3 (34) 4.3 Based on 34 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)[ ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[ MySQL](https://www.capterra.com/p/11482/MySQL/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) 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 Customer Service 4.3 (42) 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 4.3 (42) 4.3 Based on 42 reviews ## User reviews Overall rating 4.4 Based on 44 reviews Filter by rating 5(25) 4(16) 3(1) 2(0) 1(2) Mentioned topic Sorted by most recent JB Jeanette B. Development Associate Non-Profit Organization Management ### "Efficient case management software" 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 22, 2025 CaseWorthy has been a game changer compared to our last case management software! It has streamlined our client data management tenfold. Pros I like that CaseWorthy is user friendly and easy to navigate. It makes my job of data reconciliation efficient and easy. Cons I don't have any negative things to say about CaseWorthy. Anytime that our team has had an issue arise, customer support has been helpful in fixing the problem. Switched from [Bonterra Penelope](https://www.capterra.com/p/80088/Bonterra-Penelope/) Penelope had our team doing double the work, which was inefficient and time consuming. 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. RS Raven S. Program Manager Non-Profit Organization Management ### "Caseworthy is not nearly as customizable as advertised" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 23, 2025 When things were not working, the devlopers kind of just blew it off. For example the calendar is not editable. To make changes to it, it would duplicate the calendar event and leave the old one in place. When we asked the developer to fix it, she told us that we just have to keep track of which one was the accurate event and there was nothing she could do about it. The other thing is that we work in homeless services and our clients often use aliases. We asked if an alias box could be added to the client demographics and have the client files be searchable that way, they told us no, they could not do that. These are just a couple of the many examples of how difficult it was for us working with them. Pros It does seem like it secures the privacy of the data, but the developers were very difficult to work with. Cons The inflexibility of the developers. When we were beta testing, I would go to meetings with them with about 15 things that I needed to change to make it work for us. We would get about halfway through with one or tow of them and then the developer acted like we were finished. It was very difficult to get them to listen. The changes we were asking for were very basic. 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. NG Nina G. HMIS Senior Manager Non-Profit Organization Management ### "Great Homeless Management Information System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 5, 2023 Overall, we are pleased with the ease of use and aesthetics of the CaseWorthy HMIS application. It meets our federal requirements while also including additional features that facilitate the service delivery for both large and small organizations in our community. Pros 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. The features available help case managers understand each individual's unique experiences, while also allowing researchers and grant writers to understand trends in homelessness and project performance. Cons We do not like that there is not a mobile application. Our community had to purchase an external platform to fill this gap, because much of the work we do is out in the field and not sitting behind a computer. Reasons for choosing CaseWorthy Unsure, the switch occurred prior to my employment. 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. HD Hannah D. Product Human Resources ### "Cw" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 June 30, 2023 Currently, we are looking to solve technology gaps for our clients within the system. This list is what we are currently working off of with our support team. Pros The ability to provide our clients a self-sufficient solution to managing their participants in recovery programs is what we like most about CW. This includes features and product that is easy to use and understandable to the general public, but sophisticated enough to be tailored to the unique needs of the client. Things like the Calendar, Random templates, Alert notifications, concise reporting, are all key. Cons At times it can be difficult to extract data from the system and provide built-in customizations that we can let our clients manage instead of our internal teams. But we have a plan moving forward for this and are looking forward to it's implementation 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 Amelia L. Program Director & Social Worker Non-Profit Organization Management ### "Customizable Software with Great Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 16, 2022 Pros Our organization chose CW after much consideration of many options, and as a whole we are so pleased with our choice. From the beginning, we have had great support - I loved having a dedicated team member to help us through the ETL and go-live process, and having an account manager has made all the difference in being able to resolve any questions and learn how to best use our database. The features are fantastic, and the ability to customize pretty much everything has been game-changing for our ability as an agency to track very specific items. As a system admin, I love being able to create what agency staff identify as necessary. It makes their lives easier to have forms and workflows that are exactly what they need. Moving to a new system, our users were understandably nervous about having to learn a whole new way of doing things. I can confidently say that CW is intuitive and even our most tech-averse staff have found the system easy to navigate. When there are issues, our account manager and the support team are responsive and solve issues quickly. I particularly love that our account manager shares the process that they took to resolve the issue, so that we can learn the system better. One reason we chose CW is because we will likely never grow out of its capabilities. Eight months in, we are only just starting to get a sense of what we can do with this system, and it's exciting to keep customizing the system and making it fit our needs exactly. Cons Overall, we have been impressed with CW, and I would say that these cons are more things that I think CW could improve, rather than things that they are lacking. I will note that CW seems to be on the right path in this sense - it seems that they are constantly adding new features, offering additional trainings for system admins, and listening to their customers about what we want out of the system. I found the initial system admin training a little overwhelming, and felt that the trainers don't necessarily realize that people new to the database are not familiar with it. As time went on, this ceased to be an issue, but more because I was more familiar with the system, not because the trainers improved their methods. Other concerns I had initially were a lack of documentation. This was resolved when we were given access to the portal, where there is a ton of documentation, but it would have been nice to have received this access earlier in the process. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JG Joseph G. Data Quality Manager Non-Profit Organization Management ### "St. Patrick Center Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 25, 2021 CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors. Pros The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier. Cons Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) [Clarity Human Services](https://www.capterra.com/p/141117/Clarity-Human-Services/) [Foothold](https://www.capterra.com/p/118751/AWARDS/) [Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/) [WellSky Home Health](https://www.capterra.com/p/97558/WellSky-Home-Health/) Reasons for choosing CaseWorthy A balance of cost, logistics, and feature usefulness. Key product features were reviewed to see which vendors would be capable of meeting our agency's needs. Then, the contractual increase in price was leveraged against integration and migration to move data to onboard a new system. As of last year, staying with CaseWorthy was determined to be the most reasonable decision. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MC mary C. Coordinator of Homeless Programs Government Administration ### "CaseWorthy for recording and tracking the homeless population" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2021 CaseWorthy provides us the tools we need to comply with state and federal reporting requirements, as well as assisting with providing the data necessary for grant writing. Pros Negotiating with upper management and working with customer service have both been easy and rewarding. The system provides us with insight on the movements of the homeless through the continuum. The data is invaluable in community discussions. Cons I can only say that the migration from one software vendor to another was difficult but more because the other vendor's software was "homegrown." There was some miscommunication in the beginning, but it was resolved quickly and easily. Reasons for choosing CaseWorthy price, convenience, and it seemed to be the superior product Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TR Tomeka R. Good Partner Coach Professional Training & Coaching ### "Services Review" 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 August 11, 2021 I absolutely LOVE IT!! Pros I like the service plans, case notes, demographics tracking and all the features. Cons The print options. I need to be able to print all forms in a single print selection Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Reasons for choosing CaseWorthy The functions provided. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AP Amanda P. Program Assistant Non-Profit Organization Management ### "CaseWorthy review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 11, 2021 We use it everyday! It makes our life’s a lot easier keeping track of information Pros We love how easy the system is to use, it is very user friendly in the computer! Cons I wish that it was easier to use on a mobile device. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DS Danielle S. Director of Innovation and Continuous Improvement Non-Profit Organization Management ### "A Flexible Partner and Strong Baseline Product" 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 9/10 September 3, 2020 CaseWorthy provides strong customer support. Our project manager, \[SENSITIVE CONTENT HIDDEN\] and analyst, \[SENSITIVE CONTENT HIDDEN\] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy! Pros CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation. Cons CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement. Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) CaseWorthy responded to our RFP. Their baseline solution met the most of our requirements. Several Catholic Charities' use CaseWorthy. Our references spoke highly of the product. In addition, CaseWorthy allows customers to share and build off of each other's solutions. This makes the product better over time. Plus, the customer saves time and money, developing their system. It is a win/win for CaseWorthy and the customer. Alternatives considered [Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/154789/CaseWorthy/reviews/) ## 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. Popular comparisons [Bonterra Apricot vs CaseWorthy](https://www.capterra.com/compare/123342-154789/Bonterra-Case-Management-vs-CaseWorthy) [Casebook vs CaseWorthy](https://www.capterra.com/compare/154789-200357/CaseWorthy-vs-Casebook-Platform)