# SmarterSoft Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SmarterSoft Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more.

Source: https://www.capterra.com/p/245763/SmarterSoft

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# 

 SmarterSoft Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 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

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## 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 (1,050)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/)

Starting Price

A$700

Usage Based, Per Month

Starting Price

$29

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.3 (1,047)

Value For Money

0.0 (0)

Value For Money

4.3 (717)

Customer Service

0.0 (0)

Customer Service

4.4 (979)

## SmarterSoft alternatives

[4.4 (45)](https://www.capterra.com/p/223060/PlanStreet/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.5 (1,061)](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

[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/)

Starting price

$109.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (38)](https://www.capterra.com/p/143681/Collaborate/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

## FAQs about SmarterSoft

Overview

### What company size and specific industries is SmarterSoft built for?

SmarterSoft is designed for human and social services organizations, nonprofits, and government agencies of varying sizes, including small teams, mid-market organizations, and larger public sector operations. It fits groups that manage community programs, service delivery, or mission-driven administrative work in these sectors.

Features and Usability

### What are the key features of SmarterSoft?

SmarterSoft offers access controls and role-based permissions, plus customizable forms, fields, and reports for administrative work. Core features include case management, client and contact management, intake and referral tracking, task and scheduling tools, document storage, dashboards, alerts and reminders, reporting and analytics, and third-party integrations.

Talk to an expert

### More questions?

Ask our experts

Getting Started and Support

### What training and onboarding options does SmarterSoft offer?

SmarterSoft provides live online training and documentation for teams getting started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced learning and feature lookup.

Getting Started and Support

### What customer support options does SmarterSoft offer?

SmarterSoft provides Email/Help Desk and Phone Support for customer assistance. Support is available through these channels for users who need help with setup, account questions, or troubleshooting.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 37 features

Define levels of authorization for access to specific files or systems

Generate one-off reports that meet information requirements

System alerts about the need to escalate an issue or request

Creation, administration, and evaluation of assessments or tests

Manage attendance for classes, shifts, meetings, or events

Track and manage schedules and meetings via an integrated calendar

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Access and track notes regarding case activities and updates within case files

Manage contact details and communication with clients

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Creation and customization of dashboards

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Receive and/or send email notifications for urgent updates, requests, or other information

Track employee schedules, availability, and performance across projects and tasks

Store, manage and track all forms in a centralized location

Establish measurable goals and objectives and track their progress over a specific period of time

Activities related to the initial admission of a charge into the organization's care

Ability to record, store, update, and retrieve information

Log and store the source of contacts/leads

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan availability and assign specific time slots for tasks and resources

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Set up connections to third-party platforms to improve business processes

Track employee/learner's progression through training programs

Manage volunteer information and direct volunteer resources

Create, design and manage workflows for repetitive tasks

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## Pricing

Basic

A$700.00

Usage Based,Per Month

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## 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

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