CiviCore Client & Case Management Pricing, Features, Reviews & Comparison of Alternatives

CiviCore Client & Case Management

Human services and social work case management solution

4.4/5 (10 reviews)

CiviCore Client & Case Management overview

What is CiviCore Client & Case Management?

CiviCore Client & Case Management helps human, victim, and child service organizations with their daily client and case management tasks. Organizations can streamline administrative tasks such as data entry and access client data and information from one centralized platform. There is a built-in activity tracking tool that helps users to track attendance for activities and case notes allow interactions with clients to be logged in order to provide effective customer service. Surveys and assessments can be administered to aid in running programs and gathering client information. Volunteers can be tracked and managed directly within the system.

The solution allows organizations to create reports with graphs and the data can be exported directly to Excel. Organizations can manage access to the system, with the ability to assign users different role levels to protect sensitive information. HIPAA guidelines are followed and implemented within the solution to ensure that users remain compliant.
www.civicore.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Whiteboard video for Civicore.com

CiviCore Client & Case Management reviews

Value for money
Features
Ease of use
Customer support
  4.8
  4.6
  4.7
  5.0
Bradley Kirshenbaum

Tremendous service, extremely user-friendly, intuitive to the max

Used daily for 2+ years
Reviewed 2017-08-16
Review Source: Capterra

- Greater ability to serve our students - Enhanced tracking of student performance - Volunteer management capabilities that have aided and improved our recruitment efforts - Improved volunteer retention due to easier access to their data and relevant issues in programming - Increased funding due to enhanced data tracking

Pros
CiviCore is a delight to use from both a functionality and aesthetic standpoint. The means by which they organize the data on the back-end translates perfectly to maximizing its utility for the end-user. As a former software healthcare software trainer, I appreciate the ease of navigation for new users, but also the advanced functionality capabilities for superusers and admins. This is a direct result of their outstanding customer support. It is both timely and very effective. I have full confidence that no matter when I contact them (from a different time zone mind you), a response will be received in short order. These queries are rarely related to any issues with the system itself, but more modifications on our end due to program changes. The staff is friendly and works diligently on any project until it is completely to our satisfaction. Aesthetically, they do a tremendous job of not making it feel like a data cave with a few lanterns hung up. Users tend to dread entering data, but having a user-friendly site that looks and feels good helps tremendously.

Cons
The only real change I would like to see would be expanded reporting capabilities for the 1% of the time that I want to run multi-sectioned reports from within the database. Otherwise, I am extremely pleased with my experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Katie Miller

Civicore has provided our project with an extremely user friendly patient tracking system.

Used daily for 2+ years
Reviewed 2017-09-19
Review Source: Capterra

We are able to track patients participating in a clinic intervention in locations throughout our county. We benefit by being able to monitor program fidelity, patient attendance, contact attempts, and other data crucial to our project's implementation. It also helps us track staff productivity and program reach.

Pros
Our Civicore database is extremely easy to use. It is also easy to train new users on its functionality. My experience with their project managers has always been top notch. They respond quickly and are able to explain complex issues in ways the day to day user can understand. The system is reliable and intuitive.

Cons
Setting up new reports/queries can be confusing. However, the customer support staff and project managers are always willing to help and guide me when issues arise.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Maria Alvarez

What do I need to know to see how each department works

Used daily for 2+ years
Reviewed 2019-04-17
Review Source: Capterra

My experience focuses on knowing what needs are not currently covered within the company. A lot of information through reports, statistics to know at all times how the company is organized and focused. After that, the necessary decisions are taken to analyze in detail possible improvements.

Pros
Users can download the information in spreadsheets for further analysis. It allows companies to manage their financial transactions, product life cycles and supply chain activities.

Cons
Complexity with which the program is built. My company implements one feature or function of the software at a time, allowing employees to become familiar with the software before moving forward. The full implementation process can take several months.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Frank Mack

Much Needed Support

Used daily for less than 6 months
Reviewed 2019-10-26
Review Source: Capterra

The software makes our job easier to provide required information to our various funding sources.

Pros
We are required by our funding sources to collect a lot of data on the individuals we serve. This software enables our organization to evaluate the effectiveness of our services, identify trends that need to be addressed, market our services, etc.

Cons
In order for the software to meet our specific needs, we had to spend several weeks communicating (i.e.: email, phone, etc.) with our assigned company representative to identify our needs. We finally arranged for our company representative to spend time at our work site which was very helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Jonathan Greener

Excellent & Versatile Product

Used daily for 6-12 months
Reviewed 2018-11-26
Review Source: Capterra

The entire process was excellent with consistent communication, highly competent and skilled staff and and end product that perfectly suits both our needs and our budget as a relatively small human services organization. We highly recommend them for consideration for any sized organization no matter what your specific needs.

Pros
Extremely user friendly compared to many other options, minimizing training and user error. Highly customizable for any human service need. This is the third time I have been involved with a completely customized and extremely varied builds with Civicore and each experience has been excellent.

Cons
The only downside is that highly customized and complex reporting often requires direct help from Civicore, occasionally adding a communication step in report building, but by no means limiting the possibilities. I'm sure this challenge could be eliminated, however, with more highly skilled staff within our own organization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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CiviCore Client & Case Management pricing

Pricing options
Subscription
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Contact CiviCore for pricing information.

CiviCore Client & Case Management features

Activity Tracking
Case Management
Custom Forms
Customizable Reporting
Document Management
Records Management
Reporting & Statistics
Self Service Portal

API (17 other apps)
Activity Dashboard (14 other apps)
Automatic Notifications (12 other apps)
Billing & Invoicing (12 other apps)
Calendar Management (11 other apps)
Data Import/Export (12 other apps)
Equipment Tracking (11 other apps)
Geographic Maps (17 other apps)
Inventory Management (12 other apps)
Third Party Integration (12 other apps)
Work Order Management (15 other apps)
Workflow Management (14 other apps)

Additional information for CiviCore Client & Case Management

Key features of CiviCore Client & Case Management

  • Case Notes
  • Certification & Licensing
  • Child Welfare Management
  • Program Management
  • Referral Management
  • Scheduling
  • Time Tracking
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