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CaseWorthy vs Assocyate Comparison

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Overview

CaseWorthy is a scalable case management platform enabling community, human services, & government agencies to manage clients,...

Assocyate is a cloud-based association management solution that helps enterprises manage client memberships and streamline...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

(37)

5

4

3

2

1

22

13

1

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

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.
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.
I also like that we use certain workflows for certain tasks and it keeps users focused on completing that particular workflow so that all data is entered as it should be.

Pros

Not enoughreviews yet

Cons

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.
Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy.
It ships with multiple similar functions which can be difficult to differentiate in the system when designing forms and reports.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review8 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features40
  • API
  • Access Controls/Permissions
  • Alerts/Notifications
  • Attendance Management
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Campaign Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chapter Management
  • Charting
  • Chat/Messaging
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collections Management
  • Commission Management
  • Committee Management
  • Compliance Management
  • Contact Management
  • Customer Experience Management
  • Customizable Forms
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Donor Management
  • Dues Management
  • Election Management
  • Electronic Payments
  • Email Alerts
  • Email Invitations & Reminders
  • Email Marketing
  • Event Management
  • Event Ticketing
  • Expense Tracking
  • File Transfer
  • Financial Management
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Geolocation
  • Goal Setting / Tracking
  • Grant Management
  • Image Library
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Issue Tracking
  • Jobs Board
  • Knowledge Base Management
  • Live Chat
  • Location Tracking
  • Member Accounts
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Membership Management
  • Monitoring
  • Performance Metrics
  • Program Management
  • Project Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Referral Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Subscription Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Time Tracking
  • Training Management
  • Transaction Monitoring
  • Visual Analytics
  • Volunteer Management
  • Website Management
  • Workflow Management
  • Total features58
  • API
  • Access Controls/Permissions
  • Alerts/Notifications
  • Attendance Management
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Campaign Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Chapter Management
  • Charting
  • Chat/Messaging
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collections Management
  • Commission Management
  • Committee Management
  • Compliance Management
  • Contact Management
  • Customer Experience Management
  • Customizable Forms
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Donor Management
  • Dues Management
  • Election Management
  • Electronic Payments
  • Email Alerts
  • Email Invitations & Reminders
  • Email Marketing
  • Event Management
  • Event Ticketing
  • Expense Tracking
  • File Transfer
  • Financial Management
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Geolocation
  • Goal Setting / Tracking
  • Grant Management
  • Image Library
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Issue Tracking
  • Jobs Board
  • Knowledge Base Management
  • Live Chat
  • Location Tracking
  • Member Accounts
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Membership Management
  • Monitoring
  • Performance Metrics
  • Program Management
  • Project Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring/Subscription Billing
  • Referral Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Subscription Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Time Tracking
  • Training Management
  • Transaction Monitoring
  • Visual Analytics
  • Volunteer Management
  • Website Management
  • Workflow Management

Integrations

  • Total integrationsN/A
  • ArcGIS
  • Authorize.net
  • Box
  • Constant Contact
  • Emma
  • Gmail
  • Google Calendar
  • Google Maps
  • Kindful
  • Laserfiche
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QAlert
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Stripe
  • Tableau
  • Workday HCM
  • Total integrationsN/A
  • ArcGIS
  • Authorize.net
  • Box
  • Constant Contact
  • Emma
  • Gmail
  • Google Calendar
  • Google Maps
  • Kindful
  • Laserfiche
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QAlert
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Stripe
  • Tableau
  • Workday HCM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

CaseWorthy vs. Assocyate

See how CaseWorthy and Assocyate stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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10+ YEARS RECOMMENDING SOFTWARE

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