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Human & Social services case management software
Casebook Pricing, Features, Reviews and Alternatives
Casebook product overview
What is Casebook?
Casebook is a SaaS platform created for human and social services that is browser-based, providing secure remote access and flexible per-user pricing. Casebook is highly configurable allowing organizations to create and manage their own forms, tasks, and workflows and includes components for intake and referral management, case management, reporting, and more.
Key benefits of using Casebook
Typical customers
Platforms supported
Support options
Training options
Casebook pricing information
Value for money
4.3
/5
16
Starting from
25
/user
Per month
Pricing options
Value for money contenders
Casebook features
Functionality
4.1
/5
16
Total features
64
4 categories
Most valued features by users
Functionality contenders
Casebook users reviews
Overall Rating
4.2
/5
16
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.14/10
9
5
0
0
2
WR
Warren R.
RR
Rebecca R.
SB
Shelby B.
LK
Leah K.
JR
Justin R.
JR
Justin R.
Overall rating contenders
Dania C.
Nonprofit Organization Management, self-employed
Review source
Share this review:
Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with [SENSITIVE CONTENT HIDDEN]. They are AWESOME!!!!
Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software.
Minimal con is I wish we could rename certain sections.
Thank you for your review and thank you for the work that you do. We'll continue to evolve Casebook with feedback from customers like you.
Justin R.
Nonprofit Organization Management, 1-10 employees
Used monthly for less than 6 months
Review source
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Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important.
Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful!
Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.
Justin - thanks for keeping us on our toes and helping us out with great feedback. We're lucky to have customers like you!
Jeff C.
Hospital & Health Care, 51-200 employees
Used daily for 6-12 months
Review source
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We decided to use another software to track cases.
The automation processes with client and providers.
The software is very disjointed. They do not allow you to look around in the demo. Features are in some modules but not in others like filling in forms. The system is not easy to use to track client and others connected to case. Documentation is sparse and they will onboard you over 6 weeks while charging you the monthly fees.
Hi Jeff, thanks for sharing your feedback. We're sorry your experience didn't match your expectations. Our team uses feedback like yours to constantly improve the platform and customer experience. Please contact us directly if we can provide additional assistance.
Warren R.
Nonprofit Organization Management, 11-50 employees
Used daily for 6-12 months
Review source
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The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc.
What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on. With Casebook, we can track each cohort so that we can follow our participant's successes. One of the essential features of the Community Culinary School of Charlotte is the ability to query information to provide detailed information to our funders. The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software. It was very easy to integrate Casebook into our organization.
There isn't anything that I can think of that I don't like about Casebook. [SENSITIVE CONTENT] has been the best at ensuring that I understand everything about Casebook that I need to succeed.
Thanks for the great review, Warren! We're proud to be your partner and look forward to doing great things together!
Rebecca R.
Nonprofit Organization Management, 1-10 employees
Used daily for less than 6 months
Review source
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We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.
We love the ease of the program and the wonderful customer service!
There are some features that we aren't able to use to their fullest capacity just yet but Casebook is working closely with our team to customize it to best meet our needs.
We're so glad to hear the experience has been a good one so far. If there are ever issues, we're ready to help. And keep the feedback coming, we want Casebook to continue to meet your needs as they evolve. Thanks for being a Casebook customer!
Casebook FAQs and common questions
Q. What type of pricing plans does Casebook offer?
Casebook has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Q. Who are the typical users of Casebook?
Casebook has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Q. What languages does Casebook support?
Casebook supports the following languages:
English
Q. Does Casebook support mobile devices?
Casebook supports the following devices:
Android, iPad, iPhone
Q. Does Casebook offer an API?
Yes, Casebook has an API available for use.
Q. What other apps does Casebook integrate with?
Casebook integrates with the following applications:
Google Forms, Microsoft Outlook, Zapier, Jotform, Google Calendar
Q. What level of support does Casebook offer?
Casebook offers the following support options:
Knowledge Base, Email/Help Desk, Chat, Phone Support, FAQs/Forum, 24/7 (Live rep)
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