# PlanStreet Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PlanStreet Software - reviews, pricing plans, popular comparisons to other Human Services products and more. Source: https://www.capterra.com/p/180084/PlanStreet --- # PlanStreet Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 27, 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) PlanStreet ## What is PlanStreet? PlanStreet's case management software is tailored for social, healthcare, and human services organizations, streamlining operations, boosting client engagement, and enhancing coordination with external agencies. It provides caseworkers a secure platform with automated forms and workflows, accessible from the office, home, or field. The software fosters collaboration among caseworkers, service providers, and stakeholders by ensuring easy access to relevant data. With built-in AI and predictive analytics, PlanStreet empowers organizations to achieve better outcomes and track impact more effectively, ensuring superior service delivery. ## What is PlanStreet used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/)[Mental Health](https://www.capterra.com/mental-health-software/) Overall rating Based on 44 user reviews Reviews sentiment Positive 91% Neutral 0% Negative 9% Starting price 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... ## PlanStreet alternatives Highest Rated [4.8 (624)](https://www.capterra.com/p/156860/Donorbox/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,382)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (935)](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/223060/PlanStreet/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Management 4.4 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Collaboration Tools 4.3 (12) 58.33% of 12 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together Task Management 3.9 (11) 36.36% of 11 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Billing & Invoicing 3.9 (10) 10.00% of 10 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Client Portal 4.1 (9) 11.11% of 9 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Case Notes 4.5 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files PlanStreet 170 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 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 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 Schedule appointments via a calendar Manage the process of evaluating documents or requests submitted for approval Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Scan barcodes to ensure accurate pricing and label tracking The allocation and provision of beds Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Track actual spending to ensure it's in line with the planned budget Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Record candidates' information such as role, professional qualifications, experiences, skills or attributes Manage the treatment plan and coordination between care providers and patients with special health care needs 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 patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Process of submitting and following up on claims with insurance companies Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Tools to aid in the collection of information to determine a person's problems and symptoms. 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 Automated reminders and confirmations for booked appointments and events via text or email Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Process to track, record, and analyze expenses that occurred over the entire duration of a given project Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. 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 Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Manage and maintain a detailed record of information and updates associated with each court case 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 Assemble applications and processes by dragging over and arranging pre-built components Track and collect membership dues Transmit prescriptions to pharmacies electronically Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems Electronically collect payments for goods or services Digitally sign online documents Identifying if all conditions that entitle a client to certain benefits are met Receive and/or send email notifications for urgent updates, requests, or other information Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Create and securely store digital patient records Plan an event's time and location For mental health professionals providing therapy to multiple patients at the same time Software specialized for non-profit organizations For mental health professionals that specialize in substance abuse therapy/programs Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Activities related to raising money for a specific cause Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Ensure compliance with the General Data Protection Regulation protocols Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Compliant with HIPAA, which sets standards for sensitive patient data protection Conduct intake assessments to determine patient health status, medical history, conditions, etc. Checking eligibility of patients for different insurance claims Activities related to the initial admission of a charge into the organization's care Track interaction history by documenting conversations for contacts Cross-checking financial records with physical inventory counts and records Monitor product stock levels Maintain and control the stock level of inventory Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Captures invoice data and maintains comprehensive records for auditing and reporting purposes Receive lab results electronically Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations Manage billing and payments for a healthcare provider Records of patients' medical history Administer and track medication inventory, schedules, dosage, and side-effects 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 inventory, communication, marketing, orders & more across warehouses, stores and online channels Manage and handle various international currencies Request two or more credentials to prove user's identity before granting access to systems Manage and support multiple locations Ability to handle several projects simultaneously Manage and track customer orders for goods, investments, or any other purchases Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients Allows medical providers to engage patients in a variety of ways to ensure their health. Patients can register for appointments in advance online Managing and tracking patient health, progress, communication, and treatment plans Online portal where patients can access information such as health records, treatment plants, etc. Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Accept, record, and reconcile financial transactions A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Predict future data based on historical data sets Ability to link barcodes or serial numbers with specific items for identification Process of managing several related projects or business activities to achieve organizational goals Customizable notes that help healthcare professionals document and track patient progress Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create proposals based on costs of labor and materials Create, send, and track purchase orders and their statuses Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Purchase and replenish product stock based on inventory levels and needs 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 Assign available resources (human and/or non-human) to various projects and tasks Process of planning, scheduling and executing the optimal and effective use of human capital across projects Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process Track and facilitate returns of products sold Set & manage permission levels based on user roles and restrict access to only authorized individuals Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Exchange messages in a secure and encrypted manner Online portal through which end users can access the system, manage tasks, or obtain information Send messages via SMS Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Manage all supplier data and operations Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Meet with patients remotely Provide online therapy to patients/clients through secure video sessions Create, save, and re-purpose templates for emails, forms, etc. Tools to help therapists document, record, and recall patient encounters Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track the amount of time spent on a job or task Track employee/learner's progression through training programs Create treatment plans that document interventions and outcomes to track patient progress Manage bookkeeping for client trust accounts Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer Manage volunteer information and direct volunteer resources Record, update and manage waiting lists Manage and track operations and inventory within warehouses Web form that allows users to enter data that is sent and processed for different reasons Seamlessly integrates with 3rd party websites Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (44) 4.1 Based on 44 reviews ## Pricing Value for money 4.4 (38) ### Starting price Free trial not available [View all Pricing Plans](https://www.capterra.com/p/223060/PlanStreet/pricing/) Value for money 4.4 (38) 4.4 Based on 38 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) 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 (41) 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 (41) 4.7 Based on 41 reviews ## User reviews Overall rating 4.3 Based on 44 reviews Filter by rating 5(25) 4(15) 3(0) 2(2) 1(2) Mentioned topic Sorted by most recent MN Muna N. Customer Service Rep Banking ### "My experience with Plan Street" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 21, 2026 my overall experience is very nice and i satisfied and i like i have become organized which make my life efficient. Pros Planstreet is user-friendly and easy to navigate. It helps keep tasks, schedules, and workflows well organized. The platform improves coordination and communication within teams. Cons Some features can feel limited without full access. The system may take time to learn for new users. Occasional technical glitches can slow down work. 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. LM Lauren M. Student Governance Coordinator Education Management ### "Shocker Support Locker PlanStreet Review" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 December 1, 2025 Overall, PlanStreet works as a bare minimum for what I need it to do. I am constantly frustrated with all the outages and bugs that make PlanStreets auxiliary functions unusable. But for tracking student visits, the bare minimum, it works. Pros I like how relatively easy it is to use. The interface is very self-explanatory which makes navigating the applications and features pretty straight forward. The IT Team responds very quickly and tries their best to fix issues. Cons I do not like how features are not easily accessible across web and app versions of the platform. A lot of features that we use are not able to be accessed on the app. There are also quite a few bugs on the platform that make both the web and app versions VERY unreliable. These bugs hinder us from using all aspects and features of PlanStreet which can be very frustrating. When talking with IT Support about all these bugs, they cannot provide us with a timeline for these items to be fixed. This makes it very difficult to use PlanStreet when trying to acquire data or even use it for daily operations. I can tell IT Support is doing their best to fix these issues, but often I am told that there is nothing they can do to fix major bugs that inhibit use of PlanStreet. For how much the program costs, I would hope these issues can be fixed in a more timely manner. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CD Christina D. Sr. Program Manager Non-Profit Organization Management ### "Get's the job done " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 January 13, 2025 Planstreet does a good job of trying to customize their system to your company needs. We frequently ask for things outside of the usual scope, and they do their best to deliver. Pros What I like about Planstreet is they try to work on help desk request as soon as possible. Their support team is very timely with tickets and they are quick to jump on a virtual call to walk you though something. Cons The one con about Planstreet is to change things like forms you have to go through their help center. For someone like me who is tech savvy, I like to be able to make changes myself without having to reach out to someone especially when I want it done right away. Alternatives considered [Uizard](https://www.capterra.com/p/170822/Uizard/) Reasons for choosing PlanStreet Planstreet was able to customize items to fit our organization needs. The previous question the answer is unknown as I cannot remember the names. 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. PO Paul O. Managing Director Individual & Family Services ### "Great Product, Helpful Staff" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 19, 2024 Competent and professional staff who were easy to work with and helped create a program that meets our needs. Pros The ability to customize our online record keeping software. Cons Confusion with whom to direct question to on staff. Once the appropriate person was identified the issues stopped. Alternatives considered [Community CareLink](https://www.capterra.com/p/192006/FristCallTechnology/) Reasons for choosing PlanStreet Better customization options, better price, ease of use. 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. SB Suzanne B. CEO Non-Profit Organization Management ### "Strong Case Managment System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 19, 2024 Plan Steet is a valuable case management system. It is very customizable, which is excellent because our grant requires more documentation than a typical case management organization. Pros Plan Street is easy to customize, but the system's foundation is well-organized and logical. It's easy to add new staff and remove old staff, and the help desk is responsive. Cons We can't create and publish our reports & that everyone who ever lived in our program is on the group email list. I need the current residents, and I have to go pick them out individually each 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. LM Lavonnie M. Case manager Non-Profit Organization Management ### "Case Management Software " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 10, 2024 I had a positive experience and would recommend this product to others. Everyone wwas professional and responsive to all questions and problems. Pros I really like that we were able to create this software to suit our needs for outcome requirements. I think this was a pretty good price compared to competitors and has excellent customer service! Cons When learning how to use software trainers flew through the process and it was confusing at times but they were always available and answered all questions. Reasons for choosing PlanStreet Rating on technical support and being able to create software to suit our needs and can text and email from platform. 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. KH Kathryn H. Executive Director - Mental Wellness Center Non-Profit Organization Management ### "Kids to Love Foundation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 26, 2024 Pros I love the clean UX and the ability to integrate all of our programs across all of our cases. The ability to manage our caseworkers and documents separately for each program has been a game changer! PlanStreet staff has been fantastic at listening to and adapting to our needs as an organization. Cons Reports builder is an amazing tool but has been difficult to learn and still has bugs to be worked out. Have been getting occasional glitches and issues, or times when planstreet freezes during use. Alternatives considered [CaseWorthy](https://www.capterra.com/p/154789/CaseWorthy/) [Collaborate](https://www.capterra.com/p/143681/Collaborate/) Reasons for choosing PlanStreet Offered all of the features we needed, ability to differentiate between programs while still adding clients to multiple programs. Good value. 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. DL Drew L. Peer Support Specialist Non-Profit Organization Management ### "Plan Street review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 June 13, 2024 Pros Ease of navigating from client to client for input. Cons Redundancy of putting in date and times for inputting notes for different activity cards. 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. BT Bianca T. BHS Supervisor Mental Health Care ### "Plans-street " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 1/10 June 3, 2024 This program is ok for basic entry level case management data and support to keep information needed for a business. Pros list of client and some needed data to keep all in one place. Cons slow and need more improvement on technology and data accuracy. 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. SB Sharon B. Director Government Administration ### "PlanStreet" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 3, 2024 Overall experience has been great. PlanStreet features collectively contribute to a more efficient, organized, and effective case management process. PlanStreet integrates with other tools and systems you may already be using, providing a cohesive and streamlined workflow. Pros User-Friendly Interface: PlanStreet's intuitive and easy-to-navigate interface makes it simple for users to manage cases without extensive training. Comprehensive Case Management: The software provides robust tools for tracking case progress, managing documentation, and ensuring that all necessary steps are completed efficiently. Cons Nothing to report at this 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. Response from Vendor June 20, 2024 Hi Sharon! Thank you for the wonderful feedback. It's good to hear you're finding the software easy to navigate as that is the cornerstone for PlanStreet. Our focus is to provide case managers the tools they need and make the process a bit more simple. Also happy to hear you're enjoying the features and it is integrating seamlessly with your other systems. In developing PlanStreet case management, our team focused on features case managers need and making our software configurable as organizations like yours work with a variety of programs. Thank you once again and thanks for being a part of PlanStreet! [View all Reviews](https://www.capterra.com/p/223060/PlanStreet/reviews/) Popular comparisons [Givebutter vs PlanStreet](https://www.capterra.com/compare/172048-223060/Givebutter-vs-PlanStreet)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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