--- title: "PlanStreet Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanStreet Software - reviews, pricing plans, popular comparisons to other Patient Case Management products and more." source_url: "https://www.capterra.com/p/223060/PlanStreet/" page_type: "product" language: "en" --- # PlanStreet Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PlanStreet ## What is PlanStreet? PlanStreet simplifies patient case management with a HIPAA-compliant, cloud-based platform designed specifically for healthcare providers and human services organizations. From intake to discharge, PlanStreet streamlines every step of the patient journey with automated workflows, real-time case tracking, secure document management, and insightful reporting dashboards. Caseworkers, medical professionals, and support staff can collaborate efficiently using web and mobile apps to access patient information anytime, anywhere. Whether you're managing chronic care, mental health services, or rehabilitation programs, PlanStreet empowers your team to deliver personalized care with speed and accuracy. ## What is PlanStreet used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Mental Health](https://www.capterra.com/mental-health-software/) Top alternative Featured Overall rating Based on 46 user reviews Reviews sentiment Positive 91% Neutral 0% Negative 9% Contact vendor for pricing 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 PlanStreet?[Manage this product listing](https://www.g2.com/products/planstreetinc-planstreet/claim_requests/new?auto=true) ## 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. ### PlanStreet 4.3 (46) VS. [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price Contact vendor Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (46) Ease Of Use 4.6 (546) Value For Money 4.4 (40) Value For Money 4.5 (485) Customer Service 4.7 (43) Customer Service 4.7 (530) ## PlanStreet alternatives Highest Rated [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (6,117)](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 94% of reviewers rated it above 4 stars [4.4 (1,055)](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 [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147413/LEAP/) [View all alternatives](https://www.capterra.com/p/223060/PlanStreet/alternatives/) ## FAQs about PlanStreet Overview ### Which roles and teams benefit most from PlanStreet? PlanStreet is most used by program leaders, case managers, and nonprofit operations teams that need to coordinate client services, intake, and grant-funded programs. Project managers and directors use it to track tasks, outcomes, and compliance, while executives and owners rely on reporting dashboards for oversight, resource planning, and service delivery visibility. Answer based on 45 reviews Overview ### What company size and industries is PlanStreet built for? PlanStreet is built mainly for small organizations in social, human services, and healthcare, with 91% of reviewers from small businesses and 31% from nonprofit organization management. It also sees use in information technology and services at 11% and architecture and planning at 7%, with limited adoption among midsize and enterprise teams. Answer based on 45 reviews Features and Usability ### What are the key features of PlanStreet? PlanStreet offers project management, task management, and workflow management, along with Gantt/timeline views, dashboards, and reporting/analytics. It also includes scheduling, time tracking, resource allocation & planning, document management, role-based permissions, and integrations such as API and EHR/EMR integration. Integrations ### Which third-party tools and platforms does PlanStreet integrate with? PlanStreet integrates with 14 third-party tools and platforms, including communication and productivity apps such as Gmail, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Teams, and OneDrive. It also connects with business systems including PayPal, QuickBooks Online, Square Payments, Stripe, Elation, MRI Property Management, and Spillman Records Management. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does PlanStreet offer? PlanStreet provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide self-paced learning resources for teams getting started. Answer based on 2 reviews Getting Started and Support ### What customer support options does PlanStreet offer? PlanStreet provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Reviewers describe support as timely and hands-on, with quick help desk responses, live calls for guidance, and detailed tutorials. Some users report unresolved issues and frustration when service does not meet expectations. Answer based on 7 reviews ## Features AI summary Based on 481 Patient Case Management reviews Capterra data shows that buyers of patient case management software rank the following features as their top priorities: - **Document Management** (**61%** of reviewers rated this feature as critical) - **HIPAA Compliant** (**78%**) - **Patient Records Management** (**60%**) PlanStreet supports all three of the features reviewers value most: **Document Management**, **HIPAA Compliant**, and **Patient Records Management**. Together, these capabilities help organizations keep case files organized, protect sensitive health information, and maintain accurate patient histories, allowing teams to manage care more efficiently and stay aligned with compliance requirements. Document Management 4.0 (8) 100.00% of 8 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location HIPAA Compliant 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection 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 AI models, 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 PlanStreet 158 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Receivable: Track outstanding invoices and the money owed from clients - 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Bed Management: The allocation and provision of beds - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Candidate Profiles: Record candidates' information such as role, professional qualifications, experiences, skills or attributes - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - 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 - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clinical Assessment Tool: Tools to aid in the collection of information to determine a person's problems and symptoms. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - 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 - Credit Card Processing: Accept and process credit card transactions - 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. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Import/Export: Import and export data to and from software applications - Data Verification: Process of checking different types of data for accuracy to avoid errors or inconsistencies - Denial Management: Process of investigating, analyzing, and resolving denied insurance claims - Docket Management: Manage and maintain a detailed record of information and updates associated with each court case - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Dues Management: Track and collect membership dues - EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Eligibility Verification: Identifying if all conditions that entitle a client to certain benefits are met - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - EMR/EHR: Create and securely store digital patient records - Event Scheduling: Plan an event's time and location - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Group Therapy: For mental health professionals providing therapy to multiple patients at the same time - For Healthcare: Software designed for the healthcare industry - For Nonprofits: Software specialized for non-profit organizations - For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - Fundraising Management: Activities related to raising money for a specific cause - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Grant Management: Monitor application statuses, proposals and award funds - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - ICD-10 Compliance: Manage the intricacies of ICD-10 cataloging and ensure clinic compliance - Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc. - Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims - Intake Management: Activities related to the initial admission of a charge into the organization's care - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lab Integration: Receive lab results electronically - Medical Billing: Manage billing and payments for a healthcare provider - Medical History Records: Records of patients' medical history - Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects - Member Database: Add, store and access information pertaining to members - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Multi-Location: Manage and support multiple locations - Outcome Assessment Tools: Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Processing: Accept, record, and reconcile financial transactions - Pre-Registration: Manage the pre-registration process - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Notes: Customizable notes that help healthcare professionals document and track patient progress - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remittance Advice: Document insurance payer providing an explanation of benefits (EOB). - 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 - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Messaging: Exchange messages in a secure and encrypted manner - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SMS Messaging: Send messages via SMS - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Telemedicine: Meet with patients remotely - Teletherapy: Provide online therapy to patients/clients through secure video sessions - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Therapy Notes: Tools to help therapists document, record, and recall patient encounters - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Training Management: Track employee/learner's progression through training programs - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress - Trust Accounting: Manage bookkeeping for client trust accounts - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Volunteer Management: Manage volunteer information and direct volunteer resources - Wait List Management: Record, update and manage waiting lists - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - 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 4.2 (46) 4.2 Based on 46 reviews ## Pricing Value for money 4.4 (40) [View pricing plan details](https://www.capterra.com/p/223060/PlanStreet/pricing/) Basic Contact Vendor for Pricing It includes: - Case Management - HMIS - Grant Management - Case Financials - Case Worker Portal - Client Portal - Monitoring - Online Forms - Security: HIPPA Compliance. - Support Value for money 4.4 (40) 4.4 Based on 40 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 (43) 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 (43) 4.7 Based on 43 reviews ## User reviews Overall rating 4.3 Based on 46 reviews Filter by rating 5(26) 4(16) 3(0) 2(2) 1(2) Mentioned topic Sorted by most recent Freweini T. SEGRETARIA Mechanical or Industrial Engineering ### "PlanStreet: ottimo per la gestione dei casi" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 21, 2026 PlanStreet è un alleato prezioso per le realtà del settore sociale ed educativo. Garantisce un tracciamento accurato dei progressi dei beneficiari e facilita la collaborazione tra operatori, compensando le carenze estetiche con una solida funzionalità operativa. Pros L'adattabilità del software per le organizzazioni no-profit e i servizi sociali è eccezionale. Semplifica notevolmente il tracciamento dei casi (case management), la pianificazione dei servizi, il monitoraggio dei partecipanti e la generazione di report per i finanziamenti. Cons L'interfaccia utente appare datata e poco intuitiva in alcuni passaggi. La curva di apprendimento iniziale per gli operatori sul campo è ripida e le opzioni di personalizzazione avanzata dei report richiedono tempo. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Per centralizzare la tracciabilità dei casi, migliorare la sicurezza dei dati sensibili dei beneficiari e semplificare la rendicontazione per i finanziatori con uno strumento specializzato. 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. PL Pam L. Intake Coordinator Hospital & Health Care ### "The right follow-up and organization after charitytraker" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 23, 2026 Honestly at first I was not too comfortable organizing services and follow-up of cases, but now I can clearly see the interest in my work. Pros It allows you to properly structure the files and follow the interventions step by step. I also like the fact that we can collaborate with the team and keep a clear record of everything that is done Cons Sometimes the tool ( PlanStreet ) may seem a little heavy or not very intuitive depending on the tasks. 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. 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 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. 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 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. 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 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. 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 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. 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 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. 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 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. [View all Reviews](https://www.capterra.com/p/223060/PlanStreet/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.