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SmarterSoft Logo

Cloud-based social work case and client data management tool

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SmarterSoft - 2026 Pricing, Features, Reviews & Alternatives

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SmarterSoft overview

What is SmarterSoft?

SmarterSoft is a highly-flexible case and client data management solution for nonprofits (NFPs) and government institutions. It is tailored to fit users' exact needs.

Features include case and support plans, note-taking, goals and actions, referral management, waitlist and intake management, visual calendars, appointment scheduling, assessments, contacts, customer relationship management (CRM), contract and task management, documents and attachments, automated surveys and feedback, email and SMS reminders, reporting, expense management, invoicing, volunteer management, staff management, custom form building, and more.

Key benefits of using SmarterSoft

  • Single view of each client’s journey across your services
  • Improved data quality and evidence collection
  • Central visibility and control over your operations
  • Intuitive design
  • Powerful DIY tools for reporting, data and workflow management
  • Highly secure with granular access control
  • Multi-device support
  • Data migration from your legacy systems
  • Highly-flexible and extendible (add new forms, workflows or entire functional areas)
  • Starting price

    700usage based /
    per month

    Alternatives

    with better value for money

    SmarterSoft’s user interface

    Ease of use rating:

    SmarterSoft reviews

    Overall rating

    empty-state-img

    No reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    Rating distribution

    5

    4

    3

    2

    1

    0

    0

    0

    0

    0

    SmarterSoft's features

    Access controls/permissions
    Ad hoc reporting
    Administrative Reporting
    Alerts/Escalation
    Assessment management
    Attendance management
    Calendar management
    Case management
    Case notes
    Client management
    Contact database
    Contact management
    CRM
    Customizable fields
    Customizable forms
    Customizable reports
    Dashboard creation
    Document management
    Document storage
    Email alerts
    Employee management
    Forms management
    Goal setting/tracking
    Intake management
    Records management
    Referral management
    Referral tracking
    Reminders
    Reporting & statistics
    Reporting/Analytics
    Role-Based permissions
    Scheduling
    Task management
    Task scheduling
    Third-Party integrations
    Training management
    Volunteer management
    Workflow management

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    SmarterSoft pricing

    Value for money rating:

    Starting from

    700

    Per month

    Usage Based

    Pricing details
    Subscription
    Free trial
    Free plan
    Pricing range

    User opinions about SmarterSoft price and value

    Value for money rating:

    SmarterSoft support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Phone Support

    Training options

    Live Online
    Documentation

    SmarterSoft FAQs

    Q. What type of pricing plans does SmarterSoft offer?

    SmarterSoft has the following pricing plans:
    Starting from: $700.00/month
    Pricing model: Subscription

    These products have better value for money


    Q. Who are the typical users of SmarterSoft?

    SmarterSoft has the following typical customers:
    Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


    Q. What languages does SmarterSoft support?

    SmarterSoft supports the following languages:
    English


    Q. Does SmarterSoft offer an API?

    No, SmarterSoft does not have an API available.


    Q. What level of support does SmarterSoft offer?

    SmarterSoft offers the following support options:
    Email/Help Desk, Phone Support

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