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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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Last updated: March 2026

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.

Starting price

700usage based /
per month

Alternatives

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SmarterSoft’s user interface

Ease of use rating:

SmarterSoft reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.00/10
Rating distribution

5

4

3

2

1

0

0

0

0

0

SmarterSoft's key features

Most critical features, based on insights from SmarterSoft users:

Access controls/permissions
Ad hoc reporting
Administrative Reporting
Alerts/Escalation
Assessment management
Attendance management
Calendar management
Case management
Case notes
Client management

All SmarterSoft 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/Analytics
Reporting & statistics
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. Who are the typical users of SmarterSoft?

SmarterSoft has the following typical customers:
Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. What level of support does SmarterSoft offer?

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

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