# Traverse Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Traverse Software - reviews, pricing plans, popular comparisons to other Human Services products and more. Source: https://www.capterra.com/p/191692/Traverse --- # Traverse 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. 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. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Traverse ## What is Traverse? Clear, accurate, and organized data is critical in understanding clients and creating meaningful change. Traverse is a cloud-based, commercial off-the-shelf (COTS) document management, forms management, and mobility software purpose-built for human services agencies. Powered by Amazon Web Services (AWS), Traverse has you covered on security, disaster recovery, and uptime. ## What is Traverse used for? [Human Services](https://www.capterra.com/human-services-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1000 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 Traverse?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.teamnorthwoods.com&name=Traverse) ## 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. ### Traverse 4.0 (7) VS. [4.4 (35)](https://www.capterra.com/p/172299/Health-Cloud/#reviews) Starting Price $1000 Per User, Per Year Starting Price $350 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (7) Ease Of Use 4.2 (35) Value For Money 4.0 (5) Value For Money 3.9 (30) Customer Service 4.4 (5) Customer Service 4.2 (30) ## Traverse alternatives [4.4 (1,033)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.7 (85)](https://www.capterra.com/p/203725/Noteable/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.3 (20)](https://www.capterra.com/p/55008/FAMCare-Human-Services/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/191692/Traverse/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Customizable Forms 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Forms Management 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Self Service Portal 4.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information Case Management 4.5 (2) 50.00% 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 Client Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Document Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Traverse 19 features 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 Application programming interface that allows for integration with other systems/databases Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Customize contracts and forms to collect specific information 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 Digitally sign online documents Store, manage and track all forms in a centralized location Compliant with HIPAA, which sets standards for sensitive patient data protection Access software remotely via mobile devices Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Set & manage permission levels based on user roles and restrict access to only authorized individuals Online portal through which end users can access the system, manage tasks, or obtain information Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Features 4.0 (7) 4.0 Based on 7 reviews ## Pricing Value for money 4.0 (5) Basic $1,000 Per User,Per Year Value for money 4.0 (5) 4.0 Based on 5 reviews ## Integrations [ Laserfiche](https://www.capterra.com/p/62196/Laserfiche/)[ OnBase](https://www.capterra.com/p/62208/OnBase/) ## Support, customer service and training options Customer Service 4.4 (5) 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 4.4 (5) 4.4 Based on 5 reviews ## User reviews Overall rating 4.0 Based on 7 reviews Filter by rating 5(2) 4(4) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent JM Joy M. Supervisor Government Administration ### "Traverse- the good/bad" 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 10/10 October 11, 2022 Overall it has been great. People are very helpful when sought out. Pros Easy functionalilty and overall flow of software. Appreciate that it is person focused rather than case focued as pilot was. Downloading completed content, ability to change things is a perk vs pilot. Cons I will the county did more work up front in getting folks ready for deployment. It felt rushed but that was because the folks who were doing the work were already swamped with other 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. Response from Vendor October 25, 2022 We really appreciate you taking the time to share your thoguhts. Thank you for your continued partnership with Northwoods! MB Marti B. Deputy Commissioner Government Administration ### "Efficient Records Management Allows Staff to Focus on Casework Rather than Paper-Handling" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 5, 2022 When we initially started working with Northwoods, we used the Compass products. We needed to get out from under all of the mounds of paper we were constantly having to dig through for information. Being bound to paper case files is also a collossal waste of time and money - generating it, filling out forms, filing documents, storing documents, making sure you have necessary forms (hopefully the most up-to-date version) at your fingertips, physically transporting case files, then sending them to closed storage for retention for decades! So many people involved at every single exchange. We needed Caseworkers to have access to records and information in the field when questions came up, to be able to show a client a document, be able to enter photos into the records remotely. The concept of having a complete, organized case file by the end of the life of a case is extremely difficult to achieve without a system like this. Traverse made life so much easier by storing our records in the cloud, avoiding having to synch staff laptops and iPads on a regular basis. The search capacity and the ability to see all aspects of a case, and those related to it are phenomenal! Pros I love the fact that data is imported into Traverse from Connections, that our own customized forms are available to use within the software, that there is an established workflow for hand-off, review, sign-off, etc. I love the timelines that are automatically generated including major events during the life of a case, and the fact that content and case notes (if input regularly) are searchable, saving time and helping staff focus in on issues quickly, rather than reading through reams of paper hoping to find what they're looking for. Cons There is a learning curve with this software, as there is with any new product. It is extremely beneficial for caseworkers that invest the time to learn the system and "play with" it capabilities, then share what they learn with others. There are simple things that pop up that are a little frustrating because they seem like little things in practice that would make a world of difference in time-savings. The Northwoods Customer Success staff are VERY responsive to any and all suggestions, researching and providing feedback. We are very appreciative of that - makes our staff feel they have hope to tweak those areas that would be helpful, rather than just accept the way the system is like they have to do with Connections. 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 October 6, 2022 Thank you for sharing your feedback. We are thrilled to hear that Traverse is helping support workers so they can focus on casework! SL Sally L. Social worker supervisor Government Administration ### "I don’t really use traverse " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 October 4, 2022 Pros Nothing. Nothing. Nothing. You forced me to type 40 Characters. Cons Not intuitive. I use it when I’m on call to and each time I use it I still don’t know how to pass off a document and have to wait until business hours to get help form a daily use. If it were intuitive, I would know how to pass off a document after a 2-3 month gap of use because it would just be natural. 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 October 25, 2022 We are sorry to hear Traverse isn't meeting your expectations, Please reach out to your customer success manager so we can learn more about your challenges and what we could do to better meet your needs. TM Tracy M. SWS Government Relations ### "Traverse" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 September 29, 2022 Like the thought process of how Traverse is supposed to work. Concerned when using the help desk feature, the IT had no clue as to what I was needing help with and couldn't offer any solutions. Pros Web based so can view documents and cases Cons Labeling photos and features that were available in compass Reasons for choosing Traverse Only option offered 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 October 3, 2022 We appreciate your transparent feedback. Although we strive to provide timely answers and solutions to your questions or issues, we're sorry to hear your help desk experience didn't meet your expectations. Please reach out to your customer success manager so we work better together in the future. MR Marie R. Systems Admin. I Government Administration ### "Satisfied with Product" 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 February 25, 2022 Great Pros Easy setup and install. Easy to administer program. Cons There is nothing I do not like about the software. 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 28, 2022 Thank you so much for your feedback. We are so happy to hear that Traverse is not only easy for you to administer, but is helping social workers at your agency. BA Bobby Ann C. Intake Supervisor Individual & Family Services ### "Helps reduce paperwork and streamline the location of documents" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 18, 2022 I am a strong believer in the value of Traverse, my entire unit uses it an it makes being it easier for me to know exactly what we need when situations arise that people are off or if some one fills in for another staff. It has become very fluid within my unit and I love not having to worry about loosing paperwork because its created, signed and saved in traverse. Pros I love that it is something that I can easily use in the field or in the office. As a one stop program it reduces the need for extra steps to get documents uploaded into an easy to share filing system. Cons The app has some glitches that can sometimes be frustrating. And it can be a bit of a process to get forms updated 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 22, 2022 We appreciate you taking the time to share your feedback. Thank you for your continued partnership. VS Vickie S. Director Individual & Family Services ### "Kudo's for Traverse" 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 February 17, 2022 Staff have access to information 24 hours per day & benefits them while out in the field. Pros The ease of use and how happy my staff are with the product. Cons The cost. Would have liked to have onsite training, however COVID limited this availability Reasons for choosing Traverse none 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 22, 2022 Thank you for taking the time to share your insights. We greatly appreciate your feedback and partnership. [View all Reviews](https://www.capterra.com/p/191692/Traverse/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. 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. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)