PlanStreet - 2026 Pricing, Features, Reviews & Alternatives

Consolidate data, organize information, and reduce your stress with PlanStreet's configurable Case Management Software. Our software solution was developed with non-profits, human services, and social services in mind, designed to reduce the stress of overwhelming workloads.

Analytics & Reporting:

Is your organization's data stored in Excel, using multiple forms, and an outdated CRM? PlanStreet streamlines the process to put all information in one central location.

Our robust reporting solution allows you to build your own tailored reports to fit your organization's needs.

Easily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors. This way, you can stay prepared for stakeholders/donors, attract more funding, and track inventory in a simple way.

Easy-to-Use Client Portal:

- Efficiency: Reduce paperwork with online forms.

- Scheduling: Manage multiple client's different availability with an embedded scheduling tool.

- Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically.

- Security: Our software uses data encryption and permissions to make sure that only those authorized to have client data have access.

- Invoicing: invoices directly to clients and avoid the delay of traditional mail.

Maintain Federal Requirements:

We provide customers with a HIPAA compliant secure and reliable environment for the cloud-based applications. PlanStreet has come up with a security model that covers all aspects of cloud-based systems.

Our 24/7 security team analyzes an organization's information security risks, taking note of all threats and vulnerabilities, and implements a complete set of information security controls.

Who Uses PlanStreet?

- Mental Health Services

- Foster Care/Child Services

- Homessless Management (HMIS)

- Food Pantry Management

- Reentry Programs

- Veterans Management

- Disaster Case Management

Advanced Form Builder:

Collect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs:

- Automatic API Generation

- Create Conditional Fields

- Upload Files

- eSignatures

- Custom Layouts

- Offline Mode

PlanStreet's Case Management software is a secure, tailor-made, cloud-based solution you can use anywhere. Designed for social, human, and healthcare services, our software has the flexibility to support your clients’ needs and empower your agency. Switch to PlanStreet and automate your client engagement, cases, forms and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track results.