# 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/pricing

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# 

 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

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## 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

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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

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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/)[

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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/)

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