# CaseWorthy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CaseWorthy Software - reviews, pricing plans, popular comparisons to other Human Services products and more. Source: https://www.capterra.com/p/154789/CaseWorthy/pricing --- # CaseWorthy Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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/) 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 Highest Rated [4.8 (39)](https://www.capterra.com/p/178861/Junna-Care/#reviews) Starting price $99.00 Per User, Per Month [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $109.00 Per User, Per Month [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/154789/CaseWorthy/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 Case Management 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Forms Management 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location CaseWorthy 80 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 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 Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Create, manage, and send invoices or bills to customers 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 patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. 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 a group of members established for coordinating plans, programs, or other initiatives 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 Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding 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 Pre-designed layouts that can be customized to match preferences and requirements Creation and customization of dashboards Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Track and view detailed financial donation history made by contacts and members Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Track and collect membership dues Electronically collect payments for goods or services Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Schedule and manage the logistics of activities and other gatherings Plan an event's time and location Software specialized for non-profit organizations Store, manage and track all forms in a centralized location Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Compliant with HIPAA, which sets standards for sensitive patient data protection Track interaction history by documenting conversations for contacts Add, store and access information pertaining to members Database of members to track personal information of individuals and families Access software remotely via mobile devices Manage and support multiple locations 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 Analyze and gain insights into data in real-time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. 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 Online portal through which end users can access the system, manage tasks, or obtain information 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 Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Manage volunteer information and direct volunteer resources Seamlessly integrates with 3rd party websites 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 [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ MySQL](https://www.capterra.com/p/11482/MySQL/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Flexmonster Pivot Table](https://www.capterra.com/p/138272/Flexmonster-Pivot-Table/)[ TinyMCE](https://www.capterra.com/p/234480/TinyMCE/)[ ServTracker](https://www.capterra.com/p/265421/SERVTracker/) 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 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. 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 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. 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 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. 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 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. 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 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. 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 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. [View all Reviews](https://www.capterra.com/p/154789/CaseWorthy/reviews/) 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)  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. 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