Socianote - 2026 Pricing, Features, Reviews & Alternatives

Socianote is a cloud-based nonprofit case management system and CRM for charities, social service agencies, NGOs, and community organisations.

It unifies client records, casework, programmes, volunteers, finance, and community engagement in one secure web platform — with a companion native mobile app for iOS and Android.

Core functions

• Case management — cases with goals, interventions, structured case notes, referrals and closure, plus a complete activity timeline.

• Client 360 — one record per person aggregating cases, programmes, family relationships, documents, appointments, consent status and interaction history.

• Programmes & cohorts — sessions, enrolments, waitlists, attendance, programme goals, and multi-funder tracking with funder reporting.

• Volunteer management — recruitment, assessments, scheduling, hours tracking, GPS session check-in and digital volunteer ID cards.

• Intake & interactions — capture pre-intake outreach, then convert intake requests into cases.

• Appointments, finance (budgets, donations with receipts, expense approvals) and configurable approval workflows.

• Reporting & analytics — organisation-wide metrics (active cases, clients served, interventions, intake conversion), exportable funder-ready PDFs and CSV.

• Community mobile app (iOS & Android) — participant and volunteer engagement: activity feed, reflective journals, QR/GPS check-in and digital member cards.

Specs & deployment

• 100% cloud-hosted SaaS, web-based, built on PostgreSQL. • Native iOS and Android apps. • Multi-tenant with strict per-organisation data isolation.

Integrations

• CSV import and export for bulk migration and reporting. • Digital wallet passes for member/volunteer cards.

Security & compliance

• Role-based access control (admin, supervisor, case manager and more). • Multi-factor authentication (TOTP) with step-up enforcement on sensitive actions.

• Row-level security enforcing organisation-level tenant isolation — your data is never visible to another organisation. • Tamper-evident, hash-chained audit log.

• Granular consent records and a self-service privacy/data-export centre. • Encrypted in transit (TLS) and at rest.

• Designed around PDPA principles, with a published trust centre and subprocessor list.

Pricing: a free plan to start, plus Starter, Team, Scale and Enterprise tiers (flat monthly rate per plan, never per-user), with a sliding scale for smaller and newer organisations.

Spend less time on admin and disconnected tools — and more time with the people you serve.