# Exponent Case Management Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Exponent Case Management Software - reviews, pricing plans, popular comparisons to other Human Services products and more. Source: https://www.capterra.com/p/169492/Exponent-Case-Management/alternatives --- # Exponent Case Management 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) Exponent Case Management ## What is Exponent Case Management? Designed with mid-to-large Human Services organizations in mind, Exponent Case Management is a customizable platform for intake, assessment, service tracking, case records, outcomes and compliance reporting, referral tracking, and more. Built on the Salesforce platform, ECM enables a whole agency approach to drive radically better impact. This all-in-one platform for program and performance management is ideal for multi-service nonprofit agencies. ## What is Exponent Case Management used for? [Human Services](https://www.capterra.com/human-services-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/)[Patient Case Management](https://www.capterra.com/patient-case-management-software/) Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $240 Per User, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Exponent Case Management?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.exponentpartners.com&name=Exponent Case Management) ## 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. ### Exponent Case Management 4.8 (14) VS. [4.8 (67)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting Price $240 Per User, Per Year Starting Price $250 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (14) Ease Of Use 4.6 (67) Value For Money 4.6 (12) Value For Money 4.8 (57) Customer Service 4.7 (14) Customer Service 4.9 (67) ## Exponent Case Management alternatives [4.3 (44)](https://www.capterra.com/p/223060/PlanStreet/reviews/) Starting price Contact vendor for pricing [4.4 (1,029)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month [3.5 (4)](https://www.capterra.com/p/242019/INSZoom/#reviews) Starting price $50.00 Per User, Per Month [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Case Management 5.0 (2) 100.00% of 2 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 Time Tracking 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) Case Notes 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Client Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Exponent Case Management 81 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system 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 Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 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 Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders 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 Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 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 Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 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 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 Activities related to raising money for a specific cause 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 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 Measure time to completion or hours worked for projects Analyze and gain insights into data in real-time Active reporting of data and metrics Ability to record, store, update, and retrieve information Automated process of charging customers at regular intervals for repeated access or use of a product or service 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 Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 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 Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (14) 4.5 Based on 14 reviews ## Pricing Value for money 4.6 (12) Basic $240.00 Per User,Per Year Value for money 4.6 (12) 4.6 Based on 12 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Box](https://www.capterra.com/p/148766/Box/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Tableau](https://www.capterra.com/p/208764/Tableau/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/) 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 4.7 (14) 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 4.7 (14) 4.7 Based on 14 reviews ## User reviews Overall rating 4.8 Based on 14 reviews Filter by rating 5(11) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MA Marylynn A. Assistant Director Mental Health Care ### "Great Experience with ECM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 6, 2023 The transition from our previous client information system to ECM was quite smooth. Since making the transition, we have been very happy with ECM and the support we receive. Pros Exponent Case Management is flexible enough to adjust to our unique program, but with plenty of out-of-the box features to streamline implementation. It is user friendly and has robust reporting features. Customer support is very responsive. Having access to other tools in the Salesforce platform extends the value of the product. Cons Some of the built in features didn't work for our particular use case, but we have been able to customize the tool to meet our needs. Customizing can require some higher level technical skills. 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. MR Michelle R. Associate Director of Data & Learning Non-Profit Organization Management ### "An app that grows with you" 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 8/10 March 18, 2022 We started with 3 programs and 5 services in 2013. We now have 9 programs twice as many services and have also built out ECM to serve external partner program and service data. We utilize their Referral object to track referrals to 41 specific community programs and even more organizations. Not only can we track our performance and our client's progress, but we can gain insights into the systems they struggle to navigate and take our learnings to government decision makers both locally and nationally. Pros The culture of staff at Exponent is very thoughtful and one of listening and learning. That made the implementation and ongoing management of it easy. It's a partnership with them. ECM as a tool has gracefully served our needs and is so customizable and well integrated with the Salesforce platform that most of our end-users don't even know they'are using the ECM app. They think it's all one Salesforce experience - which is great! We adopted ECM in 2013. We started simple with ECM features and design and then continued to adopt more and more of it's features over time at now additional cost. It's all already there waiting for us to be ready to customize and use it. Cons As with many apps, being so customizable can be a curse as much as a blessing. We "over-designed" a couple of things for our needs in our initial implementation. But one or two missteps are par for the course when we altogether customized hundreds of steps and features to make up the user experience. What was over-design for us is likely exactly what is needed for so many other nonprofits, health or education organizations that truly need multi-step approvals, multi-staff care teams, etc. We can also change these decisions later as we continue to build out for our changing needs. Alternatives considered [Bonterra ETO](https://www.capterra.com/p/77278/Bonterra-ETO/) Reasons for choosing Exponent Case Management They were already talking our language when it came to what we wanted to do with a case management system but also where we wanted to go in the future. Customization, tech support, and their experience as thought partners in the field of human services. The primary architect was himself once a Workforce coach. That shows in the design. 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. Response from Vendor March 31, 2022 Thank you so much for your review, Michelle! We love that your organization has been able to grow with Exponent Case Management and that it now supports 9 programs and a multitude of services. RT Rain T. Program & Evaluation Coordinator Non-Profit Organization Management ### "Good tools, confusing interface" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 14, 2020 It's a good product. I administrate it but I wasn't around for when we installed it, so I have no comparison at this organization. I must say that the folks who respond to our support emails respond very quickly! I sometimes wish they had more content knowledge. Pros Despite the complex object schema and the extensiveness of Apex in place, there are almost never bugs. Also, customer service is really great! Cons The interface is pretty non-intuitive and the explanations of how to use the interface on the Exponent support site are somewhat lacking. I would like to see more development of those tutorials. 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. HR Helene R. Director - Deputy COO Non-Profit Organization Management ### "A very flexible and powerful system providing a strong backbone to any Case Management Flows" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 October 13, 2020 We are a non profit working with Children , Youth and Families. We were looking to implement a case mgt system for all our social workers handling foster, adoption, crisis pregnancy , hostel and child care residential services. We are implementing Exponent across all our services in iteration, one department at a time. We currently have about 20 users and will have over 40 social workers by the end of this year. Pros Exponent Case Management, much like Salesforce system it is built on, is a very powerful product that allows any organization to map and fits its proprietary business processes to the system. Providing a shell with common generic concepts and a lot of predefined functionality based on case management best practices, any human services business can then tailor the product to meet their specific needs , not matter if what their area of service may be. Cons With flexibility comes complexity and at the time we began our implementation of Exponent Case Management, there was a lot of configuration to be done just to get the initial product up and running and not much documentation readily available. It was therefore time consuming. Today Exponent have invested in many "boxed" implementation kits for the average organization to get off the ground much more efficiently. We are based in Kong Kong and wish that Exponent could provide an implementation partner in our timezone making use of big IT hubs such as India or the Philippines to enable also cost savings. Reasons for choosing Exponent Case Management \- Best practises of Case Management already available so not reinventing the wheel. - Strong track record with large foster agencies that gave references - Customization possibilities 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. RW Rick W. Director of Organizational Impact Non-Profit Organization Management ### "Take advantage of what ECM offers" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 8, 2020 Prior to marketing the ECM managed package, Exponent consulted for similiar organizations to create full customizations of Salesforce Nonprofit Starter Pack (NPSP). We were one of the first organizations to sign on for the managed package, and transitioning from maintaining our own custom SQL Server database application for more than 15 years, we sought, insisted on and spent time and money on more customization than was good for us. As the package became more fully realized, we found ourselves stuck behind the curve, unable to impement improved and expanded features that we had passed up and worked around in their early releases. As we entered the third year, we felt like we were not getting the same value out of the package as more recent organizations that used ECM in states more resembling out of the box software. We discussed this with the Exponent team, and they immediately jumped in to help us craft a re-integration strategy, with terrific support from their management and development teams. We also were able to hire a Salesforce Administrator by this time and within 6 months we had brought most functions back into alignment with the core product, made notable user interface improvements, prepared our transition plan from Salesforce Classic to Lightning, and implemented several key ECM features that are now coming into full utilization. That we were able to accomplish so much within the scope of our annual support package is a testament to (see below...) Pros The ECM package contains modules for almost any human services/case management function you can think of. Exponent has done a great job of distilling widely varied practices into a basic framework that can work for any organization. And there's ample latitiude for customization (primarily configuration of layouts, workflow rules, flows etc. on the Salesforce.com platform). When that involves modifcations to ECM managed package, you're sure to work with an efficient, meticulous and creative partner on the superb Exponent development team and you'll get a solution you're happy with. Most functions work intuitively, which makes for efficient user trainings and pretty smooth adoption. Cons The logic behind the configuration of couple of components, e.g. registration and attendance for group activities is difficult to grasp; since the standard functionality didn't suit our program model, from the beginning we deployed various workarounds, making for an even more complex configuration and some less than straightforward procedures for users. All the while we were hoping for a more fundamental change or the offering of an alternative configuration. We thought that was being planned but it never materialized. That said, i would not have expected Exponent to make a fundamental alteration to teh package if we were the only customer asking for it. There are several reporting constraints imposed by Salesforce.com technology that we don't like, but Exponengt can help develop teh requisite workarpunds as needed. Reasons for choosing Exponent Case Management Alignment of our long term plan for our system with Exponent's offerings and Salesforce.com's possibilities (and broad support for nonprofit organizations' inclusion in their movement); positive reviews of product; confidence in proposals from Exponent team after initial discovery and planning processes. 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. JZ Jared Z. Database Admin & Analyst Education Management ### "ExP is superb!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 5, 2020 The overall experience is very positive. We are content with the solutions Exponent Case Management offers and customer support has been a bright spot as well. I received consistent response for every request I ever sent in. The support team is knowledgeable, professional, and helpful. Pros Exponent Case Management is a package we are using to track program participation for us. At Boys & Girls Clubs of the Peninsula, we are offering programs for our students from K-8 all the way to College. I can say that we have numerous and different needs for our kids and Exponent Case Management has made it possible to cater those needs. We have been able to set up efficient solutions for our end users to easily enter data and report it out. Previously, our biggest challenge was the time consuming nature of data entry, our instructors have repeatedly voice this to us. With Exponent Case Management package, an instructor is able to set up a class, roster it up, and manage attendance within minutes. The process is intuitive and straightforward. I'm happy when our instructors are happy. Cons Exponent Case Management is unique. It has its own do's and don'ts, plan on spending some time to get to study this package. Reasons for choosing Exponent Case Management The Exponent Case Management have put in time and effort in delivering a wonderful and applicable demo. Exponent has also demonstrated its ability to develop custom features that were deemed vital to us including but not limited to: 1. Tracking students via ID Cards and scanner 2. Ease of attendance taking 3. Reporting on students who check in and out of our buildings in real time 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. JD Julia D. Director of Resident Services Non-Profit Organization Management ### "Exponent helped us design a custom program which increased efficiencies and simplified procedures." 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 March 2, 2018 Improved data collection and storage, which allowed our program to develop impactful quantitative outcomes. Pros Fully customizable, excellent customer service, responsive to needs, lightning vs. classic views, value for cost is unbelievably good. Cons Runs very slow (especially in lightning view), Salesforce functions are not intuitive, pulling reports was very difficult at first. 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. Kai H. Director of Programs ### "Exponent has been great to work with!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 22, 2018 Pros Exponent Case Management gives program staff an effective case management system built around our processes and workflows, helping staff deliver better services to clients. It gives executive staff real-time performance data for better planning and fast corrections. We really like how quickly we can build out new programs and update fields and settings. We really like the Salesforce ecosystem that Exponent Case Management is part of, including the great community of nonprofits who use Salesforce and share their best practices. We also look forward to taking advantage of the large ecosystem of other applications that integrate with Salesforce. Cons Some of our staff are coming from pen and paper systems. The shift to an online database with lots of relationships between different kinds of fields and objects has taken some additional training and time. 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. PR Patricia R. Executive VP ### "Implementing ECM was a "game changer" for our organization!" 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 0/10 February 20, 2018 Pros It's flexibility. We are a fairly large multi-service nonprofit with a very complex funding situation that requires us to collect A LOT of data and report on it in many different ways. We get new grants all the time and it is really easy to add new programs and their data reporting requirements to ECM. Before ECM, we had to pay our software company every time we needed to make a change, now we are self-reliant. ECM also allowed us to standardize our data collection across programs so we can report agency-wide outcomes. 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. AC Andrea C. Director of Data & Technology ### "Great product with complex functionality" 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 0/10 February 3, 2018 Pros Cara implemented ECM in 2014 alongside Exponent. We purchased ECM when it was still an unmanaged package, and as a result we do not pay ongoing license fees (beyond our Salesforce licenses) and do not receive any ongoing extensions or upgrades to functionality. The features that have been most beneficial to Cara are: the configurable "Service Entry" model of entering data across several objects on one form without having to navigate to those objects, the configurable Case Record Status Bar, and Group/Class functionality. Cons ECM comes loaded with complex functionality spanning a variety of potential human services and workforce needs. We utilize some of that functionality, but much of it is not relevant or fully aligned to our needs. We've been able to leverage Salesforce to adapt ECM's pre-built functionality in our own way or just completely build around ECM, but many of these realizations came long-after implementation and launch, and as a result we are slowly untangling some of the overly complex functionality that was running behind the scenes in our instance and sometimes taking up unnecessary data storage space or processing power. We were an early adopter of ECM and, at that time, the range of functionality wasn't fully documented and the length and depth of our consulting engagement wasn't necessarily sufficient to allow us to digest our options and repercussions of our decisions. All that said, we get a lot of value out of ECM! 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. Response from Vendor February 6, 2018 Hi Andrea, thanks so much for the review! You are right that since you adopted the 'beta'/unmanaged product at the time, our functionality was still evolving. Since we've moved to a managed package, we've added many features, simplified the structure, written full product documentation for every feature, built a significant amount of workforce development-specific functionality for organizations like yours, and more. New clients automatically get all these features plus any additional new features that we develop in the future. Thank you for being an early adopter and helping make this possible! [View all Reviews](https://www.capterra.com/p/169492/Exponent-Case-Management/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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