# CaseWorthy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CaseWorthy the right Human Services solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154789/CaseWorthy/reviews --- CaseWorthy 4.4 (44) [View alternatives](https://www.capterra.com/p/154789/CaseWorthy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CaseWorthy Ease of use 4.3 Customer Service 4.3 ## Pros and Cons in Reviews NG Nina G HMIS Senior ManagerNon-Profit Organization Management, 201 - 500 employeesUsed the software for: More than 2 years. “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.“ July 5, 2023 AL Amelia L Program Director & Social WorkerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months. “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.“ January 16, 2022 NG Nina G HMIS Senior ManagerNon-Profit Organization Management, 201 - 500 employeesUsed the software for: More than 2 years. “It meets our federal requirements while also including additional features that facilitate the service delivery for both large and small organizations in our community.“ July 5, 2023 mc mary c Coordinator of Homeless ProgramsGovernment Administration, 51 - 200 employeesUsed the software for: More than 2 years. “Negotiating with upper management and working with customer service have both been easy and rewarding. “ August 18, 2021 JG Joseph G Data Quality ManagerNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “Their product meets the needs of my agency and is reasonably priced compared to other vendors.“ August 25, 2021 ## Showing most helpful reviews Showing 1-25 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PD Peter D. Director of Data Management Higher Education Used the software for: 6-12 months ### "If you want to have evidence driven service, then CaseWorthy is the Best." January 24, 2017 5.0 I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective. If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence. I highly recommend CaseWorthy. Pros Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on. Cons They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials. Review Source Response from CaseWorthy May 9, 2018 Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better. TC Tawnya C. CSBG Manager, System Admin Non-Profit Organization Management Used the software for: 2+ years ### "Fighting Poverty in Idaho" December 4, 2019 4.0 We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want. In three years, we've had at least five Customer Account Managers, all with different levels of influence and skill to resolve issues and teach their product. The account manager experience definitely impacts the overall experience. Currently \[SENSITIVE CONTENT HIDDEN\] is our account manager and we have been very satisfied with not only the efficiency of issue-resolution, but the details he shares about the resolution that will help us in the future. Pros Some CSBG Managers shrunk time spend on the CSBG Annual Report from two weeks to two days. We processed over 35,000 LIHEAP payments in four months. Working with CaseWorthy, we built an interface from the database, to the Idaho Department of Health and Welfare to process LIHEAP checks. This reduced double-entry and improved efficiencies for users and community members receiving the benefits. Cons It is very customize-able, which we all know can be a blessing and a curse. Customizations created at implementation or before current staff started are challenging to find, understand, and learn. Customizations are challenging to track and manage during upgrades, because customized forms, fields, workflows, etc, are essentially not upgraded and may break after an upgrade, requiring a 'fresh' customization from the upgraded baseline form, field, or workflow. Review Source Response from CaseWorthy December 6, 2019 Thank you, Tawnya, for your review and wonderful insight into how CaseWorthy has been able to work so well with CAPAI. We really appreciate it and the partnership we have with you! SE Sherry E. HMIS PRoject Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Review of Caseworthy from HMIS Project Manager" August 27, 2019 3.0 Our current account manager is knowledgeable, supportive and prompt with followup. Pros What I like the most is that it is a web based system. Cons The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use. Would like to see more documentation, videos etc on the portal for how to use it. Reason for choosing CaseWorthy I came into the program after the product was chosen and initially implemented. Review Source Response from CaseWorthy September 6, 2019 Thank you, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything! RS Ryan S. junior developer Computer Software Used the software for: 1-2 years ### "Caseworthy Review" August 12, 2020 4.0 Pros It's overall pretty easy to use and teach. also very customizable. Cons The part I like least is making things happen through using javascript, specifically dates. I recently had to write a function that would stop people from editing notes if the note was over 30 days old. This is incredibly easy to do in javascript but caseworthy does not appear to be able to recognize javascript on dates, so I had to figure out how to turn the three separate parts of the date (year month and day) into integers and then turn them into strings so that they could be concatenated and then turn the combined string back into an integer so that math could be done on it. This all could have been significantly faster and easier if caseworthy could simply let you do addition and subtraction on dates, or if it already can then that should be communicated in some way. Review Source Response from CaseWorthy August 21, 2020 Thank you, Ryan, for your review and insight into how CaseWorthy has been able to meet your needs and allow your organization to grow. I reached out to our development team regarding your insight on the date and received the following feedback: "We do have a formula form element that allow you to do date differentials for all components of a date (years, months, days, hours, minutes, seconds). We can also solve this particular use case in our form validation rules where we can either render the form in view only mode or lock down certain fields based off that date differential. We are looking to simplify our rules engine in the coming months to make this level of configuration much simpler." We appreciate you taking the time to share and the partnership we have with you! RH Rose H. CFO Non-Profit Organization Management Used the software for: 2+ years ### "Great Value and Highly Customizable" November 21, 2019 5.0 CaseWorthy takes its customer service relationships very seriously. They assign an account manager to work with you so that you have a single touch point to go to with any issues or questions. They also provide a portal where you can log issues and download training materials. They survey customers frequently and listen to and act on the feedback. Pros We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price. We have complex client documentation requirements and have been able to configure the system to do pretty much everything we need it to do and more. We can make many of our own changes to tables and forms, which helps us keep the system updated without having to pay for additional customization. Additionally, CaseWorthy offers regular system updates that include new features. Customer service is generally very good, and we get quick responses when there are issues. Cons The learning curve can be steep for people without a technical background; however, once we learned the system we appreciated the ability to make our own changes rather than have to rely on tech support. Review Source Response from CaseWorthy November 22, 2019 Thank you, Rose, for your wonderful feedback! We greatly appreciate your review and your tremendous partnership with CaseWorthy! SC Stephen C. HMIS System Admin Non-Profit Organization Management Used the software for: 2+ years ### "ARCH CaseWorthy" December 5, 2019 5.0 Pros I definitely like the user friendly interface and case management work space. I also like that we use certain workflows for certain tasks and it keeps users focused on completing that particular workflow so that all data is entered as it should be. I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with. They have always come through for me when I've needed them and I have been able to learn a great deal from each of them. Cons Although the system comes with a great number of "Canned" reports, having the ability to create new reports when necessary and doing it with great ease and simplicity would be most helpful, especially when you are crunched for time or when your skills may be rusty or you have never developed the skills to do that type of task. Review Source Response from CaseWorthy December 6, 2019 Thank you, Stephen for your review; we love having you and your organization as a partner of CaseWorthy and very much enjoy working with you, as well. Also, thank you for your reporting suggestions; we are always looking for ways to enhance the product. mC mary C. Coordinator of Homeless Programs Government Administration Used the software for: 2+ years ### "CaseWorthy for recording and tracking the homeless population" August 18, 2021 5.0 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. Reason for choosing CaseWorthy price, convenience, and it seemed to be the superior product Review Source JB Jeff B. Non-Profit Organization Management Used the software for: 6-12 months ### "Great case management suite" January 19, 2017 5.0 We moved over a bunch of homegrown databases into Caseworthy in order to offer a unified experience to end users while maintaining security/privacy. Since it is maintained in the cloud, we are able have end users access the data they need almost anywhere without the need for a vpn or remote desktop connection. Our trainer was great and made sure we knew all the areas of the system and even came on site to learn about our programs and processes of each one to better understand how they all work. He worked with us getting up to speed on how to customize the pieces and parts we need and supported us through the entire migration process and beyond. The programs we offer all have different aspects of data that is important. This made customization and report a very important part of our selection process. Once we saw the apBuilder tool, we knew this could provide what we needed. After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns. This allows you to add/edit/remove these changes almost immediately and push them out to your end users when you see fit. Reporting is also great. There are a large number of reports already made available but you have the ability to create your own if you are familiar with SQL and the SSRS tool. We added a handful of our own and the apBuilder interface makes it too easy to upload that report and add query parameters on the form. We now have a solution that makes it easy for end users to enter in and access anything they can think of. For a total case management solution, look no further. Pros Ease of customization and the staff are great! Review Source Response from CaseWorthy May 9, 2018 Thank you Jeff! We are so happy you enjoyed working with your trainer. Isn't the apBuilder amazing? Thank you so much for being our partner! SK Sheldon K. IT Director Non-Profit Organization Management Used the software for: 2+ years ### "Highly Recommend CaseWorthy" November 13, 2019 5.0 We highly value CaseWorthy as not just a software vendor but as a partner. Over the years as our organization has changed, CaseWorthy has adapted and been a pleasure to work with. Pros The software provides a very friendly and quick way to create and edit forms. The system also allows you to quickly create forms to generate reports. Cons When we first started with CaseWorthy there were several bugs or system issues. However over the past year we have seen significant changes with how updates are released resulting in very few issues. Additionally if there is a problem, CaseWorthy fixes it right away- often before the next month code release. Review Source Response from CaseWorthy November 15, 2019 Sheldon, thank you so much for your review and also for sticking through the growing and overall organizational improvements over the years. We tremendously value you as a customer and partner and love the impact you're having on your community! MS Mike S. HMIS Specialist Civic & Social Organization Used the software for: 2+ years ### "Outstanding software with excellent customer support" November 6, 2019 5.0 Personally I have used several different HMIS software applications and find CaseWorthy second to none. Pros The design of the software insures ease of use from end user level all the way to administration of the system for our area. The reporting functionality was instrumental in allowing us to track the data to have been able to declare Ending Veteran Homelessness in West Tennessee. Cons None. Any negative feedback that we have received from the end users we have been able to resolve with the assistance of the software vendor. Reason for choosing CaseWorthy The design is both aesthetically pleasing and the workflows are easy to use for the end user. Review Source Response from CaseWorthy November 7, 2019 Thank you so much for your review! We really appreciate you and your organization as a loyal member of our CaseWorthy family! MH Mary H. Executive Director Used the software for: ### "Above and Beyond - the product and staff exceeded our expectations. " April 4, 2016 5.0 With CaseWorthy, our community now has state-of-the-art technology that has extensive functionalities. We now have the tools that give us a roadmap for improving the delivery and coordination of services countywide. And, we have exceptional partners for the future with CaseWorthy's staff. From design configuration and data migration to training and the launch, they provided exceptional service and expertise. Our community is adopting new assessment tools, common intake forms, electronic referrals, fund tracking and much more. We are now able to capture unmet needs, to measure community and program outcomes and to design a coordinated entry plan. The product is easy to configure and customize and report generation is intuitive and easy. CaseWorthy meets the needs of diverse community organizations in our Continuum of Care, that is, both small and large agencies and both those with simple or complex case management needs. And, it provides the flexibility to vary privacy and security settings according to the needs of the community. The product and staff exceed our expectations daily. Review Source Response from CaseWorthy May 8, 2018 Thank you Mary! We are so happy you're enjoying our easy to use tools, and working with our friendly staff. MG Matthew G. Performance Improvement Manager Used the software for: ### "Great Customization and Support" March 28, 2016 5.0 The greatest advantages for us with regards to CaseWorthy is the ability to customize forms, workflows, and roles so that we can utilize the system exactly as we would like. The support team is very good and responsive, but fixes can occasionally take time. The report functionality is impressive and clean, though it can take multiple reports and some complex analysis to find the answers for specific reporting requirements for baseline reports. It also requires some technical ability and awareness from the agency's project lead to ensure that programs and services are correctly linked to the compliance reports for accuracy. CaseWorthy is a fantastic product with a lot of options for agency's to use. But because of this flexibility and diverse functionality, it does take time, energy and thoughtfulness to use it well. If your agency takes its data collection and analysis seriously, wants to ensure that its end users have tools and resources at their finger tips, and values the ability to define the way your database looks and feels, this is absolutely the right way to go. Review Source Response from CaseWorthy March 30, 2016 Thank you! CW Carlton W. Director of Family and Resident Services Government Administration Used the software for: Less than 6 months ### "My Experience with CaseWorthy" February 3, 2017 5.0 We have had a very positive relationship with CaseWorthy staff. They are responsive to our unique needs, patient and very helpful in training us how to design and use the system to support our ongoing needs. We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation. We will realize cost savings and improve the results we obtain with clients. Pros flexibility, ease of use, ability to meet our needs Review Source Response from CaseWorthy May 9, 2018 Thank you for the Kind words Carlton! We are proud that you were happy with your experience in working with our staff. MW Melissa W. Admin Assistant Used the software for: 1-2 years ### "I've helped during initial stages for program use as well as utilized the program on limited basis " May 8, 2017 4.0 Pros the flexibility during set up - personalized for each company and programs within the company. Maneuverability between sites (ours has multiple) is easy to do. Review Source Response from CaseWorthy May 9, 2018 Thank you Melissa! We are so happy you enjoy using CaseWorthy. RS Raven S. Program Manager Non-Profit Organization Management Used the software for: 2+ years ### "Caseworthy is not nearly as customizable as advertised" May 23, 2025 1.0 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 JB Jeanette B. Development Associate Non-Profit Organization Management Used the software for: 1-2 years ### "Efficient case management software" September 22, 2025 5.0 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 DS Danielle S. Director of Innovation and Continuous Improvement Non-Profit Organization Management Used the software for: 1-2 years ### "A Flexible Partner and Strong Baseline Product" September 3, 2020 5.0 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. Alternatives considered [Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/) 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. Review Source AL Amelia L. Program Director & Social Worker Non-Profit Organization Management Used the software for: 6-12 months ### "Customizable Software with Great Support" January 16, 2022 5.0 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 HD Hannah D. Product Human Resources Used the software for: 2+ years ### "Cw" June 30, 2023 4.0 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 NG Nina G. HMIS Senior Manager Non-Profit Organization Management Used the software for: 2+ years ### "Great Homeless Management Information System" July 5, 2023 5.0 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. Reason for choosing CaseWorthy Unsure, the switch occurred prior to my employment. Review Source JG Joseph G. Data Quality Manager Non-Profit Organization Management Used the software for: 2+ years ### "St. Patrick Center Review" August 25, 2021 4.0 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/) Reason 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 MG Mary G. Data Specialist Non-Profit Organization Management Used the software for: 1-2 years ### "Very Customizable" August 14, 2020 4.0 Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges. Pros Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs. Cons It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past. Reason for choosing CaseWorthy Through customization, CaseWorthy could meet the case management and residential needs we had, as well as the needs of our Mental Health Clinic. Review Source Response from CaseWorthy August 21, 2020 Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission! CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners. Ashley I. Manager of Impact and Strategic Initiatives Non-Profit Organization Management Used the software for: 2+ years ### "We Love CaseWorthy" November 6, 2019 5.0 We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy! Pros There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate. Cons There can be a lot of navigating and clicks to get somewhere. Review Source VR Verified Reviewer Financial Wellbeing Coach Financial Services Used the software for: 6-12 months ### "the software not for all type of businesses" April 19, 2018 1.0 i cannot answer this question Pros there is nothing that I can say that I like most about the software. It looks like it is software for the medical profession and not versatile enough for other industries Cons not made for the non-profit financial services industry; not user friendly; slow to respond to load information Review Source Response from CaseWorthy May 9, 2018 The CaseWorthy team would like to apologize that your experience with our software has been anything less than Excellent. CaseWorthy prides our selves on being an enterprise wide solution for all types of Non-profit and Government organizations. I assure you our software does assist with financial services, as well as an extremely broad spectrum of all services that non-profit organizations offer. Please reach out to me personally so we can try to resolve these issues you are having. You can reach me at dshaffer@caseworthy.com I look forward to hearing from you, so we may take care of these problems in a timely manner. -Drew VR Verified Reviewer Associate Director for Data and Quality Improvement Non-Profit Organization Management Used the software for: 6-12 months ### "CaseWorthy is a great platform, especially if you can take full advantage of it" August 24, 2020 5.0 We are managing an online referral making/tracking network primarily, along with some case management for social service clients and other projects related to resource distribution and workforce development. We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive. Pros CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform. We have been able to adapt CaseWorthy to all our data collection and process management needs. Cons With the degree of freedom you're afforded as an administrator, the documentation has a lot of room for improvement. CaseWorthy provides a lot of training and hands-on support, but a complete reference guide would be a God-send. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing CaseWorthy Cost and flexibility, mainly. Review Source Similar Products Featured