--- title: "SmarterSoft Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SmarterSoft Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more." source_url: "https://www.capterra.com/p/245763/SmarterSoft/" page_type: "product" language: "en" --- # SmarterSoft Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) SmarterSoft ## What is SmarterSoft? SmarterSoft delivers highly agile Case & Client Data Management for Nonprofits (NFPs) and Government. Your cloud system will be tailored to fit your needs today, with flexibility to adapt to tomorrow. - Single view of each client’s journey - Improved data quality & evidence collection - Central visibility & control over your operations - Intuitive design - Powerful DIY tools for reporting, data & workflow management - Highly secure with granular access control - Multi-device ## What is SmarterSoft used for? [Human Services](https://www.capterra.com/human-services-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$700 Usage Based, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmarterSoft?[Manage this product listing](https://www.g2.com/products/smartersoft/claim_requests/new?auto=true) ## SmarterSoft Overview Updated September 2026 AI summary SmarterSoft offers cloud-based tools for organizations of all sizes to manage nonprofit operations, combining CRM functionality, calendar scheduling, and reporting with options like volunteer tracking, attendance management, and customizable forms. Its features support case management and human services, while access controls and third-party integrations help organizations tailor workflows and maintain oversight across their activities. ## 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. ### SmarterSoft 0.0 VS. [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting Price A$700 Usage Based, Per Month Starting Price $179 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (86) Value For Money 0.0 (0) Value For Money 4.3 (70) Customer Service 0.0 (0) Customer Service 4.7 (72) ## SmarterSoft 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 [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (1,063)](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 [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/200357/Casebook-Platform/) ## FAQs about SmarterSoft Overview ### What company size and specific industries is SmarterSoft built for? SmarterSoft is designed for human and social services organisations, nonprofits, and government agencies of all sizes, making it suitable for small teams through larger public-sector and mission-driven enterprises. It is built for groups that need software tailored to service delivery, community support, and administrative operations. Features and Usability ### What are the key features of SmarterSoft? SmarterSoft offers case and client management tools, including case notes, intake management, referral tracking, and records management. It also includes scheduling and task management, reporting and analytics with customizable reports, document storage, access controls and role-based permissions, plus workflow management and third-party integrations. Getting Started and Support ### What training and onboarding options does SmarterSoft offer? SmarterSoft provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced learning, feature review, and step-by-step guidance when needed. Getting Started and Support ### What customer support options does SmarterSoft offer? SmarterSoft provides email/help desk and phone support. Customer support is available through these direct channels for questions and issue resolution. ## Features AI summary Based on 4,572 Nonprofit reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating nonprofit software: - **Electronic Payments** (**64%** of reviewers rated this feature as critical) - **Credit Card Processing** (**64%**) - **Fundraising Management** (**49%**) SmarterSoft is positioned around other nonprofit management needs rather than the highest-priority features listed above. Its feature set is geared toward supporting day-to-day organizational operations, giving teams a way to manage core administrative work, keep records organized, and maintain visibility into program and constituent activities. Access Controls/Permissions Define levels of authorization for access to specific files or 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 Assessment Management Creation, administration, and evaluation of assessments or tests Attendance Management Manage attendance for classes, shifts, meetings, or events Calendar Management Track and manage schedules and meetings via an integrated calendar SmarterSoft 38 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or 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 - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - 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 - Dashboard Creation: Creation and customization of dashboards - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Intake Management: Activities related to the initial admission of a charge into the organization's care - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - Records Management: Ability to record, store, update, and retrieve information - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Basic A$700.00 Usage Based,Per Month 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 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 ## 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.