# Page 2 | PlanStreet Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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PlanStreet

4.4 (45)

[View alternatives](https://www.capterra.com/p/223060/PlanStreet/alternatives/)

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Last updated March 27th, 2026

# Page 2 - Reviews of PlanStreet

## Showing most helpful reviews

Showing 26-45 of 45 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SMLE

Sr Maria Louise E.  
Case Manager  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Case Management in your Budget"

November 13, 2020

4.0

PlanStreet is making it easier for us to focus on our clients, and connect them with the resources they need.

Pros

PlanStreet allows us to track our clients easily, and manage who will follow up with different tasks. We were able to customize the Intake screen to fit our needs. This helped support users who were new to a digital environment. Also the ability to email an intake sheet to our client is a great feature. We also use this feature to send

Cons

For a case management tool, there isn't a way to keep a database of resources, which is the mainstay of case management. We hope PlanStreet will add a feature to create at least a contact list of resources to help our clients.

Alternatives considered

[FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/)

Reason for choosing PlanStreet

The price was in our budget.

Review Source

Response from PlanStreet

November 25, 2020

Thanks Maria. We are glad that you liked it and your organization is benefiting from PlanStreet. Your feedback is important to us and we will look into it so we can provide you the best case management solutions.

AY

Ameenah Y.  
Program Director  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Plan Street"

February 22, 2024

5.0

The training was comprehensive. \[sensitive content hidden\] is very responsive and helpful.

Pros

I like the layout of the product, and the ease of use.

Cons

Some features could be more streamlined. A step-by-step guide to use after implementation would be helpful.

Review Source

Response from PlanStreet

March 7, 2024

Thank you for your review. We are so glad PlanStreet has been beneficial to you and your team. We also appreciate the feedback regarding the creation of a guide. We will be sure to develop more training materials to help with implementation. Also, it's wonderful to hear the training and support of our team has been of help. We strive to provide the best in customer service and training.

SV

Saul V.  
Founding Principal  
Architecture & Planning  
Used the software for: 6-12 months

### "Resource Management"

October 16, 2020

5.0

We would embark on this implementation again knowing what we know today. Excellent team and product

Pros

The customer support and ease of managing needed reports and additional tools

Cons

some added reports that were needed for our team, but it was addressed exceptionally.

Alternatives considered

[Deltek Ajera](https://www.capterra.com/p/82750/Deltek-Ajera/)

Reason for choosing PlanStreet

The team, flexibility and value.

Review Source

Response from PlanStreet

October 22, 2020

Thank you Saul. We are glad that your organization is benefiting from PlanStreet.

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

RP

Ricardo P.  
Senior Program Director  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Real Champions Inc. Software Review"

June 17, 2021

5.0

My overall experience was great. I fell in love with the system when I saw a demo of how it works.

Pros

The most advantageous features are the ability to embed the intake forms into our website to have information go directly to the system. Another benefit is being able to place all of our participants into the system and track them in that system.

Cons

There are some features that I believe we do not need or that I do not fully understand their functions. I also wish there was a step by step manual that is given for each function or maybe a manual that reflects what is learned during the onboarding process. Sometimes, I may forget how to do a specific thing, it would be helpful to be able to go back to a document that refreshes my memory, so that I would not have to email \[SENSITIVE CONTENT HIDDEN\].

Reason for choosing PlanStreet

I chose PlanStreet mainly because it was not complicated to navigate through. I like things staying simple.

Review Source

Response from PlanStreet

June 22, 2021

Thank you Ricardo, your feedback is valuable or us. and we are working on your suggestions

KM

Kashan M.  
Sr SQA Analyst  
Financial Services  
Used the software for: 6-12 months

### "PlantStreet Project Management Tool"

January 20, 2020

5.0

Previously I was facing a problem to manage multiple projects concurrently , PlanStreet Port folio screen makes it easier and I could trace the status and working hours easily. List view Screen let me know the Instantaneous status of Each task and resource allocation on Tasks and Project.

Pros

This software is a Complete package for Project Management where Manager can keep track of the project Status , timeline. The best thing I like most is the Resource Allocation screen where manager can track the Workload , Allocation and Task completion percentage of the Resource for individual as well as multiple Project.

Cons

I would like to have customize reports that would help me to generate the custom reports according to the requirement of the customers.

Review Source

Response from PlanStreet

January 28, 2020

Hey Kashan, Glad to hear from you. We will definitely work on customizing the reports in future.

JB

Jasmine B.  
Program Director  
Individual & Family Services  
Used the software for: Less than 6 months

### "Plan street for the WIN!"

May 4, 2021

5.0

Still learning, but I love how user-friendly it is.

Pros

I love how easy the system is. very easy to use.

Cons

I would like to be able to track time by using the scheduler and have that transfer over to the timesheets.

Reason for choosing PlanStreet

n/a

Review Source

Response from PlanStreet

May 24, 2021

We are pleased to know that you are having a great experience using PlanStreet.

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!

AM

Adriana M.  
Outcome and Support Coordinator  
Civic & Social Organization  
Used the software for: Less than 6 months

### "Great product."

May 23, 2024

4.0

Pros

I love the layout and formatting. User friendly.

Cons

There could be an improvement for patches in software.

Review Source

Response from PlanStreet

June 13, 2024

Thank you for the feedback Adriana. It's great to hear you and the team are finding our software user-friendly as that is our focus. If you run into any issues or need assistance, our support team is always available to help.

SW

Stephanie W.  
Project Director  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Meets our needs"

September 13, 2021

4.0

PlanStreet is committed to giving a good experience.

Pros

The customer service is great; every issue we've had has been addressed and resolved. The company is committed to meeting the needs we presented.

Cons

It is not made specifically as a CRM, which is our primary need. We also need it for storing client-signed documents and we had signficant issues with this feature in the beginning. However, the team was committed to solving the problem, and now we haven't had an issue with this for a long time.

Reason for choosing PlanStreet

Pricing was a main consideration.

Review Source

BT

Brookley T.  
Clinical Manager  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "STAY AWAY"

March 25, 2021

1.0

Do not use this service, save your money and spend it on a service that will actually work!

Pros

We never received a software that worked for us therefore I didn’t like anything about this software!

Cons

This software was not useful at all. It was not the product that we were sold whatsoever. \[SENSITIVE CONTENT HIDDEN\] has horrible customer service, blamed us for his program not working the way that it needs to. We never received a functional service and were never refunded. The company continued to string us along with promises for a software that would work for us and never delivered.

Reason for choosing PlanStreet

We are going to Social Solutions - already a better experience!

Review Source

Response from PlanStreet

April 14, 2021

We are sorry to hear your feedback. Software implementation requires time commitment from both sides. Unfortunately, you were not involved in the implementation process. Our team interacted with a very junior resource from your team who didn't have the decision making authority. Hence, the go-live was delayed and you never experienced the full capability of PlanStreet. I wish you best of luck. PlanStreet team is always available to work with you.

AK

Awa K.  
Assistant  
Information Technology and Services  
Used the software for: 1-2 years

### "Very nice interface "

January 23, 2020

5.0

Pros

The software is organized and very easy to use. It also helps us manage our budget which is amazing.

Cons

Nothing. I like everything about the software.

Review Source

Response from PlanStreet

January 28, 2020

Hi Awa, Thank you for sharing your feedback about our platform.

TD

Tess D.  
Business Manager  
Staffing and Recruiting  
Used the software for: Less than 6 months

### "Liked it"

November 18, 2020

4.0

Pros

its easy to use and I really enjoyed learning it.

Cons

kinda confusing on updating it and each different part.

Alternatives considered

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

Reason for choosing PlanStreet

Better price and easier to use.

Review Source

Response from PlanStreet

November 25, 2020

Thanks Tess. We are glad that you liked it. You can reach out to our customer support anytime.

SA

Sheetal A.  
Case manager  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Okay software, great customer service"

November 24, 2021

4.0

The support and training given by \[SENSITIVE CONTENT\] has been wonderful. The sales person we worked with was not the best. We were shown things in demo that were later informed to be "not available" to us.

Pros

The software is easy to comprehend. Usage is not very complicated.

Cons

The software has been modified for case management and that shows. We are having to tweak a lot of features to fit our needs. Not the best case management software

Reason for choosing PlanStreet

Cost

Review Source

MW

MARK W.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Happy"

November 10, 2020

5.0

Brian has been very supportive, quick to respond, and get the things I need help with back fast.

Pros

The software is easy to use and has the ability for me to make most my own changes as I need

Cons

I'm still learning the software, So I don't have anything I don't like so far.

Reason for choosing PlanStreet

Support

Review Source

Response from PlanStreet

November 13, 2020

Thanks Mark. We are glad that you liked it and your organization is benefiting from PlanStreet.

IA

Irfan A.  
Senior Design Consultant  
Market Research  
Used the software for: 6-12 months

### "Very Good"

December 10, 2019

4.0

It's easy to use, great user experience, recommended for newbies and experts

Pros

User-friendly, reliable, accurate and also in your budget compare to other market products

Cons

Overall fewer users should be distributed to masses

Reason for choosing PlanStreet

Good support and obviously low-cost solution

Review Source

Response from PlanStreet

December 19, 2019

Thanks Irfan, we hope to have you onboard with us for many coming years.

RB

Rosie B.  
Mentor Coordinator  
Education Management  
Used the software for: Less than 6 months

### "PlanStreet is Great"

October 6, 2021

5.0

It's a great software program!

Pros

Easy to use! Safe! It was so easy to use!

Cons

Nothing I have no complants about the software

Review Source

DN

David N.  
Project Manager  
Architecture & Planning  
Used the software for: Less than 6 months

### "Collaborate"

July 14, 2020

5.0

It's been a helpful tool for our firm

Pros

The easiness of setting up and managing multiple projects

Cons

At first it didn't seem like it was geared towards our industry, but the development team quickly made adjustments.

Review Source

Response from PlanStreet

July 16, 2020

Thank you, David. We are glad that Collaborate is benefiting from PlanStreet.

JA

Junaid A.  
SEO Specialist  
Information Technology and Services  
Used the software for: I used a free trial

### "PlanStreet has saved us!"

January 25, 2020

5.0

Pros

We are quiet happy working with PlanStreet tool, cover all the functionality and serves our business very well.

Cons

As for now there isnt any issue faced by our company.

Review Source

Response from PlanStreet

January 28, 2020

hey Junaid, Really appreciate your valuable feedback for us.

SA

Shahzad A.  
Digital Media Guru  
Marketing and Advertising  
Used the software for: I used a free trial

### "All in One Project Management Tool"

March 13, 2020

5.0

Pros

Their customer support and accounts team is really good and supportive. You will get all the systems integrated in their tool. Kanban Board, Gantt Chart and Project Portfolio Management. We will surely buy their monthly subscription after completing trial period.

Cons

In start it was little tricky to understand the system how it is working but when we got detailed demo and starts working it was more easy

Review Source

Response from PlanStreet

July 24, 2020

Thank you for sharing your valuable feedback about our platform.

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