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Q. Who are the typical users of CaseWorthy?
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CaseWorthy is the leading provider of scalable case management software designed to support the community-led services of nonprofit organizations, government agencies and public administrations. Promising a flexible, broadly customizable solution to match diverse deployment needs, CaseWorthy's outcomes-focused, organization-wide platform automates and streamlines data management and funder compliance processes. CaseWorthy's purpose-built solution was designed by and for human service agencies while providing them the tools to make changes and updates as their programs mature over time. Organization system administrators can make database changes to key forms, fields and reports including workflows, forms & assessments, role-based access, data dashboards, service eligibility rules, searchable queries and more using a codeless, powerful configuration tool. This flexibility makes case data management and service provision across a multitude of community programs and locations/sites possible such as employment, youth & family, senior services, homeless management, volunteer management, reentry, education, refugee services, education, grants management, utility assistance, meal delivery, self-service access and wide-ranging multi-service organizations.
Typical customers
Platforms supported
Support options
Training options
Starting from
No pricing info
Starting from
350
Per month
Other
Value for money
4.4
/5
41
Starting from
No pricing info
Value for money contenders
Functionality
4.5
/5
41
Total features
85
5 categories
Functionality contenders
Overall Rating
4.5
/5
41
Positive reviews
24
15
1
0
1
Overall rating contenders
Ashley I.
Nonprofit Organization Management, 51-200 employees
Used daily for 2+ years
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We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy!
There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate.
There can be a lot of navigating and clicks to get somewhere.
Thank you so much for your review! We love and appreciate your organization as part of our CaseWorthy family!
Joseph G.
Nonprofit Organization Management, 51-200 employees
Used daily for 2+ years
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CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors.
The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier.
Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API.
Sherry E.
Nonprofit Organization Management, 51-200 employees
Used daily for 1-2 years
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Our current account manager is knowledgeable, supportive and prompt with followup.
What I like the most is that it is a web based system.
The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use. Would like to see more documentation, videos etc on the portal for how to use it.
Thank you, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything!
Danielle S.
Nonprofit Organization Management, 201-500 employees
Used daily for 1-2 years
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CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy!
CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation.
CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement.
Mary G.
Nonprofit Organization Management, 51-200 employees
Used daily for 1-2 years
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Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges.
Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs.
It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past.
Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission! CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners.