Ratings and Reviews 136 Ratings
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What is Casebook?
Casebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting.
What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on.
When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better.
Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization.
What is Bonterra Case Management?
Revolutionize your case management strategy with Bonterra Case Management, the leading software solution crafted specifically for nonprofit organizations. This dynamic platform significantly streamlines the oversight of donations, volunteers, and events, drastically minimizing the time allocated for data entry, thus enabling organizations to devote more energy to service delivery. Not only is Bonterra Case Management secure and intuitive, but it also equips nonprofits with the tools to enhance data collection and reporting, fostering a greater emphasis on client management and improving social service results. The platform's key features include customizable dashboards, personalized data collection forms, strong security protocols, distinct workflows, attendance monitoring, electronic signatures, in-depth management reports, and safe document storage. By leveraging Bonterra, nonprofits can boost their operational productivity and realize more impactful outcomes for the communities they support, ultimately leading to a more effective mission fulfillment. With its comprehensive capabilities, Bonterra Case Management stands out as an indispensable asset for any nonprofit striving for excellence.
Integrations Supported
Bonterra Fundraising and Engagement
Gmail
Google Calendar
Jotform
PayPal
QuickBooks Online
Zapier
Integrations Supported
Bonterra Fundraising and Engagement
Gmail
Google Calendar
Jotform
PayPal
QuickBooks Online
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$29 per user per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Casebook
Date Founded
2007
Company Location
United States
Company Website
www.casebook.net
Company Facts
Organization Name
Bonterra
Date Founded
2021
Company Location
United States
Company Website
www.bonterratech.com/product/case-management-software
Categories and Features
Adoption Agency
Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management
Church Management
Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management
Foster Care
Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Categories and Features
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management