Penelope Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based case management software for human services.

4.28/5 (69 reviews)

Penelope overview

What is Penelope?

Penelope is a configurable, cloud-based case management software platform designed for human service organizations who provide a variety of services across multiple locations.

Everything from outcomes and treatment history, to service plans, notes, smart forms, alerts, workflows, signature capture, attachments, reminders, referrals, and scheduling are all in one place. Penelope brings together all aspects of an organization’s operations into a comprehensive, and coherent system designed from the ground up to coordinate and help improve service delivery.

Penelope is bolstered by a growing suite of client engagement options designed to both save administrative time and improve the experience of our customers' clients. These include the Add.Me self-intake web form and bulk upload tool, and a mobile client portal named ClientConnect that allows an organization's clients to complete documentation, book appointments, make payments, and more, all from their mobile device.

Athena Software has been built on a culture of innovation, collaboration, customer service, and commitment to security and community. These attributes ensure that all of our clients are treated with respect and are viewed as partners by each of our staff members.


Pricing options
Free trial
Value for money


Business size



United States, Canada, United Kingdom, Australia

Supported languages

Penelope screenshotMeet Penelope: Simple, Smart and Connected Software

Penelope user reviews

Value for money
Ease of use
Customer support

I like this program!!

Used daily for 2+ years
Reviewed 2018-11-14
Review Source: Capterra

At first it was daunting as there is SO much information but once we figured it out I love it! I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.

Being able to read my staff input by generating a report whenever I need it. Being able to pull reports to the tableau so I can see my numbers just like that.

Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers.

Rating breakdown

Ease of use

Likelihood to recommend: 9/10

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Alyce Willcourt

many used

Used daily for 2+ years
Reviewed 2020-09-15
Review Source: Capterra

We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership.

The engage tool (client communication) has made a big difference to our interactions with clients, particularly during COVID lockdowns. The customer service and support is always quick, informed and flexible to our needs. Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.

The software can be difficult to configure and test. The testing environments are extremely helpful for this, but as with all software, it can be impossible to understand the ramifications of system changes without testing each and every expected output. I have seen systems that do this a little better than Athena's Penelope.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 8/10

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Betty Nebb

Case Management with Penelope - Volunteer Users

Used daily for 1-2 years
Reviewed 2020-09-26
Review Source: Capterra

It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics.

We have been able to create a procedures manual for our volunteers based on your instructions to do the very specific tasks they need to know for recording activities and events for which they are responsible. Their experience with case management features is limited; however, even our less computer familiar volunteers are able to perform well. Procedures, once learned, can easily be conveyed by experienced volunteers to our new volunteers.

There is a lot of capability of this software - as more in learned, it becomes more valuable; but the learning curve can be difficult for volunteers who come in to volunteer may once or twice for a 4 hours shift in a month. Re-learning/retraining is a constant - hence, our procedures manual.

Rating breakdown

Ease of use

Likelihood to recommend: 7/10

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Grant Hawgood

UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy issues

Used daily for 2+ years
Reviewed 2017-08-25
Review Source: Capterra

it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service & payments

UI poor resulting in clunky data entry and more time spent entering data. not mobile / tablet friendly Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel. Case file / service file structure creates privacy issues - we may have to move away from this product on the basis of legal advice Lack of technical support available in Australia

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 0/10

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Miguel Morales

Penelope from the Perspective of Reporting and Program Surveillance

Used daily for 1-2 years
Reviewed 2020-09-21
Review Source: Capterra

I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually. Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope.

Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily.

I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out.

Rating breakdown

Ease of use
Customer support

Likelihood to recommend: 8/10

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Penelope features

Activity Dashboard
Case Management
Reporting & Statistics
Task Management
Workflow Management

API (21 other apps)
Activity Tracking (16 other apps)
Automatic Notifications (16 other apps)
Billing & Invoicing (15 other apps)
Calendar Management (15 other apps)
Compliance Management (15 other apps)
Custom Forms (15 other apps)
Customizable Reporting (21 other apps)
Document Management (22 other apps)
Geographic Maps (19 other apps)
Inventory Management (17 other apps)
Records Management (16 other apps)
Self Service Portal (19 other apps)
Third Party Integration (16 other apps)
Work Order Management (18 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Penelope

Key features of Penelope

  • Accounts Receivable and EDI 837P claim generation
  • Administrative reporting
  • Alerts / escalation
  • Appointment reminders
  • Appointment scheduling
  • Assessment & treatment plans
  • Automated billing
  • Automated workflows
  • Care planning
  • Case management
  • Client portal
  • Collaboration tools
  • Configurable intake and smart forms
  • Data quality issues list
  • Discussions
  • Electronic signature capture
  • Email invitations & reminders
  • Employee portal
  • Event triggered actions
  • Follow-up scheduling
  • HIPAA compliance
  • Med management/e-prescribe integration
  • Mulit-practice
  • Multi-channel communication
  • Online dashboards
  • Over 100 built-in reports, and flexible reporting options
  • Pre-built standard assessments
  • Progress notes
  • Real time notifications
  • Referrals management
  • Reporting & statistics
  • Rules-based workflow
  • SMS integration
  • Scheduling
  • Security & encryption
  • Staff and client engagement tools
  • Staff management
  • Surveys & feedback
  • Task management
  • Workflow management
View All Features


Ease frustration for your clients and staff with a configurable case management system that maintains a single source of truth about your clients while reducing the need for multiple solutions.

Improve the client experience with Penelope's client engagement options like Add.Me, a self-registration form that saves time on intakes and data entry, and ClientConnect, our mobile customer portal that gives your clients a secure and convenient place to update their profile, view and book appointments, connect with their provider, and complete documentation, all on their phone or laptop.

Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options, including more than 100 built-in reports and optional dashboard reporting with Tableau.

Eliminate paper forms, improve accuracy, and track client assessments, scoring, and progress with our configurable smart forms, and use our automated workflows and collaboration tools to increase efficiency and reduce errors and miscommunication.

Increase security with our cloud-based platform that allows staff to collaborate and communicate securely, while ensuring role-based access to confidential records.

Our experienced and friendly deployment and support teams have been helping organizations achieve their mission for almost 20 years, and are committed to the very highest standards of customer service to help you realize the benefits of your investment.