# PlanStreet Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PlanStreet the right Human Services solution for you? Explore 45 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/223060/PlanStreet/reviews --- PlanStreet 4.4 (45) [View alternatives](https://www.capterra.com/p/223060/PlanStreet/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 27th, 2026 # Reviews of PlanStreet Ease of use 4.3 Customer Service 4.7 ## Pros and Cons in Reviews LM Lauren M Student Governance CoordinatorEducation Management, 2 - 10 employeesUsed the software for: 1-2 years. “The interface is very self-explanatory which makes navigating the applications and features pretty straight forward.“ December 1, 2025 pA phillip A Sr Project Manager Architecture & Planning, 2 - 10 employeesUsed the software for: Less than 6 months. “Hard to navigate the software filling out your timesheet according the project task and hours.“ July 15, 2020 MW MARK W OwnerMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “The software is easy to use and has the ability for me to make most my own changes as I need“ November 10, 2020 BT Brookley T Clinical ManagerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: Less than 6 months. “SENSITIVE CONTENT HIDDEN\] has horrible customer service, blamed us for his program not working the way that it needs to.“ March 25, 2021 BT Brookley T Clinical ManagerNon-Profit Organization Management, 11 - 50 employeesUsed the software for: Less than 6 months. “Do not use this service, save your money and spend it on a service that will actually work!“ March 25, 2021 ## Showing most helpful reviews Showing 1-25 of 45 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer President/COO Market Research Used the software for: Less than 6 months ### "PMP for GovCon" September 7, 2020 4.0 Technical support and development are very hands on with addressing enhances and questions. Pros Great usage on milestone and task level displays for proposal response documents need for Project Management Planning. Cons Cloud based refresh rate when editing existing or exiting new plans is a bit slow. Reason for choosing PlanStreet Great usage on milestone and task level displays for proposal response documents need for Project Management Planning. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) More traditional PMP application. Review Source Response from PlanStreet November 19, 2020 Thank you for providing the feedback. TW Taylor W. Project Coordinator - SUD Health, Wellness and Fitness Used the software for: Less than 6 months ### "Erie County Health" October 4, 2021 4.0 Good, we have just begun using PlanStreet with our team and they have adapted well. Pros This is much more user friendly than previous system, so far. Hoping it will allow for better reporting. Cons Reports feature seems a touch more difficult than needs to be, however we have not spend much time within the reporting feature. Will reach out if needed. A plan street FAQ or user guide specific to the software would also be helpful Alternatives considered [Bonterra Penelope](https://www.capterra.com/p/80088/Bonterra-Penelope/) Reason for choosing PlanStreet Fits within our budget and less 'bells and whistles' from others we researched. Allowing easier use for case workers. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Not good reporting, difficult to use for case workers. Review Source BT Bianca T. BHS Supervisor Mental Health Care Used the software for: 1-2 years ### "Plans-street " June 3, 2024 2.0 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 AL Anita L. Assistant Director Mental Health Care Used the software for: Less than 6 months ### "New Beginnings PlanStreet Collaboration" May 17, 2021 5.0 The staff have been super helpful and informative! Pros This system is very customizable. We can layout the templates and forms to meet the needs of our specific programs. Cons Some features are not yet available. Yet this is not a deal breaker! Reason for choosing PlanStreet The ability to customize to our needs and programs. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) We needed a product that better suited case management as opposed to therapy services. Review Source Response from PlanStreet June 22, 2021 We are glad to hear about your experience with PlanStreet. We have added several new features and functionalities which would really benefit the case management industry. DT Debbie T. Marketing Manager Computer & Network Security Used the software for: I used a free trial ### "Synchronized our work" August 1, 2019 4.0 We requested for a demo and now my department is using their free trial version. hopefully we will purchase the monthly subscription Pros They have detailed tutorials to understand the functionality and plus their support team is always available Cons new names of options. because we are used to learn about specific terms. Street Center, My street was initially difficult to understand Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) there were certain restrictions and cost was the main issue for adding more team members Review Source Response from PlanStreet August 8, 2019 Hi Debbie, Good to know that the magic is working. Hope to work with you in the future on a continuous basis. keep sharing your feedback it is valuable for us. SB Sharon B. Director Government Administration Used the software for: 2+ years ### "PlanStreet" June 3, 2024 5.0 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 Response from PlanStreet 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! DS David S. Sr. Associate Director of Grant Programs Non-Profit Organization Management Used the software for: 1-2 years ### "PlanStreet Works" May 23, 2024 4.0 Pros I do enjoy the support given to be able to use PlanStreet to the max potential. I believe there is a lot of untapped tools that PlanStreet can offer for our non profit. I believe the team is super good at being ready to help us out to attempt to assist to create dashboards that are beneficial for us to use. Cons I think if it were easier to create dashboards yourself and increase the filters when looking at cases, I would be more satisfied. Review Source Response from PlanStreet June 20, 2024 Thank you David for the great review and feedback. We use these reviews to help build our training and to expand our software. We will get with the team to make the dashboard process a bit more simpler and add additional features. For any questions, our support team is available 24/7 to help. We're happy to hear our software is benefiting you and your organization! KL Kathleen L. Associate Director of Grant Programs Non-Profit Organization Management Used the software for: 1-2 years ### "Alright Programming " May 23, 2024 4.0 Pros The Caseboard feature. I like how it keeps our contacts organized by type of contact. Cons I dont understand the start and end date function. I wish there were more functions to easily find a client by phone number or number of contacts. Review Source Response from PlanStreet June 13, 2024 Hi Kathleen! Thank you for the wonderful feedback. It's wonderful to hear your team is finding our case board feature useful and helping to better organize your contacts. Regarding the start / end date function, our support team will be happy to provide some additional instruction to ensure it is able to work for what you need it for. Please reach out to us and we can schedule a call to walk the team through. Thanks again! VR Verified Reviewer CEO Computer Software Used the software for: 1-2 years ### "best tool for schedule your tasks" June 28, 2022 4.0 my overall experience with PlanStreet , this software contains enough tools for a very good management of the company Pros this software permit to schedule your tasks in your company , it permit to be very productive Cons this software contains very few integrations, please try to see this level, if not apart from that, nothing negative to say about this software Review Source VR Verified Reviewer Portfolio Manager Information Technology and Services Used the software for: I used a free trial ### "Everything on one platform" April 12, 2021 5.0 We have integrated Planstreet case management software for one of our clients who collect donations for orphans. this has helped us track the donations, details about each child case, and our remote team has access to all reports, financial tracking, forms, and tasks. Pros I have used it as a tester and practiced for more than 2 weeks. The software is easy to navigate from one case to another. Client information is easily stored and can be shared with other team members. reports are customizable and editable. Support was available 24x7 when i needed to understand a point. Cons Some features were difficult to understand but i contacted the team to give me a walk-through for better understanding. Review Source Response from PlanStreet April 14, 2021 We are glad to hear about your experience with PlanStreet. We have added several new features and functionalities which would really benefit the case management industry. JN John N. Project Manager Information Technology and Services Used the software for: 6-12 months ### "Instrumental in streamlining processes and collaboration" August 1, 2019 5.0 Project management, team collaboration and resource demand management. Pros It's a complete package with strong project planning, tracking and project accounting features. Ability to carry out agile scaled scrum along with traditional scheduling engine makes PlanStreet unique. Cons There is everything to like about PlanStreet. Alternatives considered [Adobe Workfront](https://www.capterra.com/p/268205/Adobe-Workfront/)[Planview ProjectPlace](https://www.capterra.com/p/125399/Projectplace/) Review Source Response from PlanStreet August 8, 2019 Hi John, Really appreciate your kind words. Your feedback is valuable to us. SH Sarah H. Community Engagement Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Good Experience so Far!" May 5, 2021 5.0 Pros The set up team has been such a great help and we have worked to get our systems up and running! Grateful for their flexibility and their help in customizing this for us and our team. Cons Not having the ability to auto-link cases and having to input these manually. Still getting to know the software, so TBD. Review Source Response from PlanStreet May 24, 2021 We are pleased to know that you are having a great experience using PlanStreet. RC Roger C. Program Director Non-Profit Organization Management Used the software for: 6-12 months ### "Helpful" May 18, 2021 5.0 Tracking Pros I like that I have the space to design my vision. I am able to create programs and documents. I appreciate that clients can help manager their accounts. Cons I don't know if I have any. I am new at my job and was solo. I really had to design this out of thin air. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[BestNotes](https://www.capterra.com/p/73807/BestNotes/) Reason for choosing PlanStreet Cost, and ability to design the product. Review Source Response from PlanStreet June 22, 2021 We really appreciate your kind words. Thankyou AM Aaron M. Managing Director & PM Construction Used the software for: Less than 6 months ### "Just getting started" October 15, 2020 5.0 Pros Gantt Chart, resource allocation/revenue calculation Cons Different interface than I was used to with Buildertrend. Alternatives considered [Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Review Source Response from PlanStreet October 22, 2020 Thanks Aaron. We are glad that your organization is benefiting from PlanStreet. pA phillip A. Sr Project Manager Architecture & Planning Used the software for: Less than 6 months ### "Timesheet " July 15, 2020 1.0 Hard to navigate the software filling out your timesheet according the project task and hours. Very time consuming just to complete a timesheet which should be so simple. Pros N/A Cons NA Review Source Response from PlanStreet July 16, 2020 Phillip, We are sorry that you are having difficulties with the timesheet. We would like to schedule a training/meeting to walk you through the ease of using timesheets in PlanStreet. Thanks, John McGovern LM Lauren M. Student Governance Coordinator Education Management Used the software for: 1-2 years ### "Shocker Support Locker PlanStreet Review" December 1, 2025 2.0 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 PL Pam L. Intake Coordinator Hospital & Health Care Used the software for: 1-2 years ### "The right follow-up and organization after charitytraker" April 23, 2026 5.0 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 CD Christina D. Sr. Program Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Get's the job done " January 13, 2025 4.0 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/) Reason 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 SB Suzanne B. CEO Non-Profit Organization Management Used the software for: 1-2 years ### "Strong Case Managment System" December 19, 2024 5.0 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 PO Paul O. Managing Director Individual & Family Services Used the software for: 1-2 years ### "Great Product, Helpful Staff" December 19, 2024 5.0 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/) Reason for choosing PlanStreet Better customization options, better price, ease of use. Review Source MN Muna N. Customer Service Rep Banking Used the software for: I used a free trial ### "My experience with Plan Street" January 21, 2026 5.0 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 LM Lavonnie M. Case manager Non-Profit Organization Management Used the software for: 6-12 months ### "Case Management Software " July 10, 2024 4.0 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. Reason 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 KH Kathryn H. Executive Director - Mental Wellness Center Non-Profit Organization Management Used the software for: Less than 6 months ### "Kids to Love Foundation" June 26, 2024 5.0 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/) Reason 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 DL Drew L. Peer Support Specialist Non-Profit Organization Management Used the software for: Less than 6 months ### "Plan Street review" June 13, 2024 4.0 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 KF K F. Director Civic & Social Organization Used the software for: 6-12 months ### "Feedback from Argrow's " April 23, 2024 5.0 Good. We had a good experience with PlanStreet. The training team is phenomenal. Pros Case Management documentation feature was helpful. Cons Understanding and time taken for understanding program. Reason for choosing PlanStreet Referred by Tapestry Farms in Davenport, Iowa. Review Source Response from PlanStreet June 13, 2024 Thank you for the feedback! It's great to hear our onboarding team has been of great support as we want to ensure you and the team are comfortable using the software. 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