--- title: "CivicTrack Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CivicTrack Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more." source_url: "https://www.capterra.com/p/189301/CivicTrack/" page_type: "product" language: "en" --- # CivicTrack Software Review 2026: Features, Integrations, Pros & Cons Last updated on January 6, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CivicTrack ## What is CivicTrack ? CivicTrack is case management software with an in-built CRM, designed for nonprofits of all sizes. Our purpose-built software helps human and social service workers seamlessly manage contacts, cases, and data in one place. Bring it all together and manage clients and cases from any device via a browser. Streamline processes with reporting, notifications and task management and provide the best possible outcomes for the people you serve. ## What is CivicTrack used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Government](https://www.capterra.com/government-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 80% Neutral 15% Negative 5% Starting price CA$46 Per User, Per Month Free trial not available Free version not included 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 CivicTrack ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.momentuum.com&name=CivicTrack ) ## 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. ### CivicTrack 4.1 (20) VS. [4.8 (73)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting Price CA$46 Per User, Per Month Starting Price $250 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (20) Ease Of Use 4.6 (73) Value For Money 4.3 (10) Value For Money 4.8 (63) Customer Service 4.7 (13) Customer Service 4.9 (73) ## CivicTrack alternatives [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $179.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.4 (45)](https://www.capterra.com/p/223060/PlanStreet/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars ## FAQs about CivicTrack Overview ### Which roles and teams benefit most from CivicTrack ? CivicTrack is most used by constituency staff, caseworkers, and chiefs of staff who manage constituent inquiries, track cases, and coordinate follow-up across offices. Administrative assistants and office administrators use it to organize workflows and records, while communications and outreach teams rely on it to monitor engagement and support responsive public service. Answer based on 20 reviews Overview ### What company size and industries is CivicTrack built for? CivicTrack is for government officials and nonprofits, serving mostly small businesses at 90% of reviewers and Government Administration at 55%. It also fits Political Organizations at 35%, with limited use in Consumer Services at 5%. A common fit is Social Work Case Management, representing 68% of reviewer use cases. Answer based on 20 reviews Features and Usability ### What are the key features of CivicTrack ? CivicTrack offers case management, client management, and CRM for tracking records and interactions. It also includes workflow management, task scheduling, alerts/escalation, and reminders for coordinating follow-up work. Reporting features such as ad hoc reporting, customizable reports, and administrative reporting support performance metrics and activity tracking. Integrations ### Which third-party tools and platforms does CivicTrack integrate with? CivicTrack integrates with Mailchimp for email marketing and newsletter workflows. With the catalog and reviewer data provided, Mailchimp is the only confirmed third-party integration for CivicTrack, so the integration set is limited to that platform. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does CivicTrack offer? CivicTrack provides live online sessions, documentation, and videos for training and onboarding. Live online sessions support guided setup and direct instruction, documentation offers written reference material for checking steps and features, and videos provide self-paced walkthroughs for learning the platform. Getting Started and Support ### What customer support options does CivicTrack offer? CivicTrack provides email/help desk, a knowledge base, phone support, and chat. Users describe customer service as responsive most of the time, receptive to suggestions, and helpful when learning features, though support experiences can vary with workload and follow-up needs. Answer based on 2 reviews ## Features AI summary Based on 398 Social Work Case Management reviews Capterra reviewers highlight these features as the top priorities when choosing social work case management software: - **HIPAA Compliant** (**77%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**60%**) CivicTrack includes **Case Notes** and **Client Management**, giving social work teams a clear way to document interactions and organize client records in one place. However, it does not offer **HIPAA Compliant**. Instead, it provides other highly rated capabilities, including **Case Management** (**66%**), **Reporting & Statistics** (**57%**), and **Document Management** (**53%**). These features help teams track services, manage files, and review outcomes over time, allowing businesses to stay organized and support more informed case decisions. Case Management 4.3 (10) 80.00% of 10 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 Case Notes 4.2 (13) 84.62% of 13 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Client Management 3.9 (13) 76.92% of 13 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Reporting & Statistics 3.6 (11) 63.64% of 11 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Management 4.0 (12) 75.00% of 12 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Access Controls/Permissions 4.2 (9) 55.56% of 9 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems CivicTrack 40 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - API: Application programming interface that allows for integration with other systems/databases - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Management: Track employee schedules, availability, and performance across projects and tasks - For Government: Intended to be used by governmental agencies - For Nonprofits: Software specialized for non-profit organizations - Interaction Tracking: Track interaction history by documenting conversations for contacts - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Records Management: Ability to record, store, update, and retrieve information - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (20) 3.8 Based on 20 reviews ## Pricing Value for money 4.3 (10) Basic CA$46.00 Per User,Per Month Value for money 4.3 (10) 4.3 Based on 10 reviews 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 (13) 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 (13) 4.7 Based on 13 reviews ## User reviews Overall rating 4.1 Based on 20 reviews Filter by rating 5(7) 4(9) 3(3) 2(1) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Chief of Staff Government Administration ### "Great value, easy to learn and deploy." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2023 It has been a very valuable tool for our office which is used daily to track calls, case files, correspondence. Pros Accessible via browser, easy to deploy and manage. Data input is a breeze with dragging emails to create cases. Access control very flexible and you can easily add/remove/modify rights for users as needed. Cons Some fields are broken down in weird combination - for example Area Code and Telephone number on exports come out as seperate fields which always need to be combined. A phone number in 2023 is 10 digit.No ability to enter foreign addresses and phone numbers for contacts outside of Canada. Would be nice to be able to assign a case to multipule constituents and thus save time in reentering data. Switched from [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) [NationBuilder](https://www.capterra.com/p/130934/NationBuilder/) Complexity of the previous tool meant that staff were not using it. We combined our Maximizer and NationBuilder into this solution for CRM. Reasons for choosing CivicTrack Cost and ease of deployment. 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. RH Randy H. Constituency Affairs Advisor Government Administration ### "Very pleased" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 3, 2023 easy to work with, unifies cases so that all staff can help each other and any staff can talk professionally to any constituent with background information. Pros It keeps the office unified and also provides a very good filing and tracking process of on going cases and also case history Cons It does not have spell check built in. It would be helpful to look professional 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. WS Wanda S. Constituency Assistant Government Administration ### "One Improvement Would Change a Lot" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 3, 2023 Pros I like that you can be as general or specific with information as is required in the saving of information. It is fairly straightforward to learn. I'm nor highly technological but the system works well for me. Thanks. Cons When I am on the "Create a Case Item" screen, I would like to be able to minimize that box in order to check back on details from the case that have already been entered. I think this would make my job much easier and more efficient. Thanks. 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. LK Linda K. Constituency Assistant Government Administration ### "Overall use" 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 8/10 July 25, 2023 Keeping overall track of my client files Pros Being able to search for a client by name and/or phone number. Being able to search by UCI number for IRCC cases would also be helpful Cons It would be very useful to be able to "drag" a document out of Civic Track and attach it to an email. 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. Response from Vendor August 16, 2023 Thank you so much for your valuable feedback! We're delighted to hear that CivicTrack helps you in maintaining an organized record of your constituents. We're noting your suggestions for future improvements. Thank you again for being a part of the CivicTrack community! NT Neha T. Case worker Political Organization ### "Very good. easy to us software. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 16, 2022 Pros Good for data management. I like recent cases tab. Cons report population can be better with pie charts. 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. SK Shaun K. EA Government Administration ### "Great CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 1, 2022 Pros It keeps my notes organized for my whole office to pick up on. Nothing gets lost in translation Cons Wish it had a mobile app so I can see my case notes on the go Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CW Courtney W. Office Assistant Political Organization ### "Extremely Useful" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 August 30, 2022 Pros The product is easy to use and has become compatible with meeting notes that I copy and paste there (it's no longer got question marks appearing in almost every blank space). Cons When the Demographic info status is selected, I am not sure why some information that may have been entered in earlier as a profile is being created gets erased. 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. AK Angela K. Constituency Assistant Political Organization ### "CivicTrack Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 August 30, 2022 Pros The search feature. This helps searching for constituents contact information. Cons Would be nice if one could forward e-mails from Outlook directly to CivicTrack rather than having to copy and paste email. 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. SD Sharon D. Constituency Assistant Political Organization ### "Review of CivicTrack" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 August 30, 2022 Pros Documents feature works very well and is nicely laid out. Cons I would prefer to be able to access my Closed cases without doing a full search. They don't need to appear in my list; however, it would be nice if I could access them just by searching a last name (the same way I search open cases). There is also a strange glitch where the "Cancel or Leave" buttons pop up for no reason. 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. JP Jaclyn P. Chief of Staff Government Administration ### "CivicTrack for constituency office use" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 4/10 August 22, 2022 Pros The intergration was good. Customer service responds most times and is receptive to suggections. Cons I don't klike the profile page and feel that it could be a lot better if the name of the constituent and their contact info was more front and centre on their page. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/189301/CivicTrack/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.