PlanStreet Reviews

I really like that we were able to create this software to suit our needs for outcome requirements. I think this was a pretty good price compared to competitors and has excellent customer service!

When learning how to use software trainers flew through the process and it was confusing at times but they were always available and answered all questions.

I love the clean UX and the ability to integrate all of our programs across all of our cases. The ability to manage our caseworkers and documents separately for each program has been a game changer! PlanStreet staff has been fantastic at listening to and adapting to our needs as an organization.

Reports builder is an amazing tool but has been difficult to learn and still has bugs to be worked out. Have been getting occasional glitches and issues, or times when planstreet freezes during use.

User-Friendly Interface: PlanStreet's intuitive and easy-to-navigate interface makes it simple for users to manage cases without extensive training. Comprehensive Case Management: The software provides robust tools for tracking case progress, managing documentation, and ensuring that all necessary steps are completed efficiently.

Nothing to report at this time!!!!!!!!!!

Hi Sharon! Thank you for the wonderful feedback. It's good to hear you're finding the software easy to navigate as that is the cornerstone for PlanStreet. Our focus is to provide case managers the tools they need and make the process a bit more simple. Also happy to hear you're enjoying the features and it is integrating seamlessly with your other systems. In developing PlanStreet case management, our team focused on features case managers need and making our software configurable as organizations like yours work with a variety of programs. Thank you once again and thanks for being a part of PlanStreet!

list of client and some needed data to keep all in one place.

slow and need more improvement on technology and data accuracy.

I love the layout and formatting. User friendly.

There could be an improvement for patches in software.

Thank you for the feedback Adriana. It's great to hear you and the team are finding our software user-friendly as that is our focus. If you run into any issues or need assistance, our support team is always available to help.

The Caseboard feature. I like how it keeps our contacts organized by type of contact.

I dont understand the start and end date function. I wish there were more functions to easily find a client by phone number or number of contacts.

Hi Kathleen! Thank you for the wonderful feedback. It's wonderful to hear your team is finding our case board feature useful and helping to better organize your contacts. Regarding the start / end date function, our support team will be happy to provide some additional instruction to ensure it is able to work for what you need it for. Please reach out to us and we can schedule a call to walk the team through. Thanks again!

I do enjoy the support given to be able to use PlanStreet to the max potential. I believe there is a lot of untapped tools that PlanStreet can offer for our non profit. I believe the team is super good at being ready to help us out to attempt to assist to create dashboards that are beneficial for us to use.

I think if it were easier to create dashboards yourself and increase the filters when looking at cases, I would be more satisfied.

Thank you David for the great review and feedback. We use these reviews to help build our training and to expand our software. We will get with the team to make the dashboard process a bit more simpler and add additional features. For any questions, our support team is available 24/7 to help. We're happy to hear our software is benefiting you and your organization!

Case Management documentation feature was helpful.

Understanding and time taken for understanding program.

Thank you for the feedback! It's great to hear our onboarding team has been of great support as we want to ensure you and the team are comfortable using the software. Our support team is available 24/7 for you as well.

I like the layout of the product, and the ease of use.

Some features could be more streamlined. A step-by-step guide to use after implementation would be helpful.

Thank you for your review. We are so glad PlanStreet has been beneficial to you and your team. We also appreciate the feedback regarding the creation of a guide. We will be sure to develop more training materials to help with implementation. Also, it's wonderful to hear the training and support of our team has been of help. We strive to provide the best in customer service and training.

this software permit to schedule your tasks in your company , it permit to be very productive

this software contains very few integrations, please try to see this level, if not apart from that, nothing negative to say about this software

This is much more user friendly than previous system, so far. Hoping it will allow for better reporting.

Reports feature seems a touch more difficult than needs to be, however we have not spend much time within the reporting feature. Will reach out if needed. A plan street FAQ or user guide specific to the software would also be helpful

The customer service is great; every issue we've had has been addressed and resolved. The company is committed to meeting the needs we presented.

It is not made specifically as a CRM, which is our primary need. We also need it for storing client-signed documents and we had signficant issues with this feature in the beginning. However, the team was committed to solving the problem, and now we haven't had an issue with this for a long time.

The most advantageous features are the ability to embed the intake forms into our website to have information go directly to the system. Another benefit is being able to place all of our participants into the system and track them in that system.

There are some features that I believe we do not need or that I do not fully understand their functions. I also wish there was a step by step manual that is given for each function or maybe a manual that reflects what is learned during the onboarding process. Sometimes, I may forget how to do a specific thing, it would be helpful to be able to go back to a document that refreshes my memory, so that I would not have to email [SENSITIVE CONTENT HIDDEN].

Thank you Ricardo, your feedback is valuable or us. and we are working on your suggestions

This system is very customizable. We can layout the templates and forms to meet the needs of our specific programs.

Some features are not yet available. Yet this is not a deal breaker!

We are glad to hear about your experience with PlanStreet. We have added several new features and functionalities which would really benefit the case management industry.

The design if the software is easy to use. Does not require a lot of time to learn. Helps with managing our files and allows us to make them accessible to who ever we want from our team. Also, the PlanStreet team is very helpful and is always there to answer any questions.

I wasn’t able to connect my google account however, the team helped me and went through step by step to show me how it can be done.

We are glad that you are having a good experience with PlanStreet.

We never received a software that worked for us therefore I didn’t like anything about this software!

This software was not useful at all. It was not the product that we were sold whatsoever. [SENSITIVE CONTENT HIDDEN] has horrible customer service, blamed us for his program not working the way that it needs to. We never received a functional service and were never refunded. The company continued to string us along with promises for a software that would work for us and never delivered.

We are sorry to hear your feedback. Software implementation requires time commitment from both sides. Unfortunately, you were not involved in the implementation process. Our team interacted with a very junior resource from your team who didn't have the decision making authority. Hence, the go-live was delayed and you never experienced the full capability of PlanStreet. I wish you best of luck. PlanStreet team is always available to work with you.

its easy to use and I really enjoyed learning it.

kinda confusing on updating it and each different part.

Thanks Tess. We are glad that you liked it. You can reach out to our customer support anytime.

PlanStreet allows us to track our clients easily, and manage who will follow up with different tasks. We were able to customize the Intake screen to fit our needs. This helped support users who were new to a digital environment. Also the ability to email an intake sheet to our client is a great feature. We also use this feature to send

For a case management tool, there isn't a way to keep a database of resources, which is the mainstay of case management. We hope PlanStreet will add a feature to create at least a contact list of resources to help our clients.

Thanks Maria. We are glad that you liked it and your organization is benefiting from PlanStreet. Your feedback is important to us and we will look into it so we can provide you the best case management solutions.

The customer support and ease of managing needed reports and additional tools

some added reports that were needed for our team, but it was addressed exceptionally.

Thank you Saul. We are glad that your organization is benefiting from PlanStreet.

Great usage on milestone and task level displays for proposal response documents need for Project Management Planning.

Cloud based refresh rate when editing existing or exiting new plans is a bit slow.

Thank you for providing the feedback.

The software is organized and very easy to use. It also helps us manage our budget which is amazing.

Nothing. I like everything about the software.

Hi Awa, Thank you for sharing your feedback about our platform.

This software is a Complete package for Project Management where Manager can keep track of the project Status , timeline. The best thing I like most is the Resource Allocation screen where manager can track the Workload , Allocation and Task completion percentage of the Resource for individual as well as multiple Project.

I would like to have customize reports that would help me to generate the custom reports according to the requirement of the customers.

Hey Kashan, Glad to hear from you. We will definitely work on customizing the reports in future.

Easy to learn! Supports both Waterfall and Agile project management giving us an option to choose the appropriate PM approach for each project and keep our projects all in one tool. The application does a lot of heavy lifting without making me feel it - I would describe the product as light-weight option for other project management heavies. Not light-weight in capabilities but in how little it makes you to do while providing you with a full portfolio view of all projects in your organization.

At first I was confused on how the content for the selection lists was created but after receiving the admin rights, I was happy!

hi Outi, Thank you for valuable feedback. As per your statement "The application does a lot of heavy lifting without making me feel it ." this was actually our main point of focus and we are continuously working on it to make user experience even better.

It's a complete package with strong project planning, tracking and project accounting features. Ability to carry out agile scaled scrum along with traditional scheduling engine makes PlanStreet unique.

There is everything to like about PlanStreet.

Hi John, Really appreciate your kind words. Your feedback is valuable to us.

They have detailed tutorials to understand the functionality and plus their support team is always available

new names of options. because we are used to learn about specific terms. Street Center, My street was initially difficult to understand

Hi Debbie, Good to know that the magic is working. Hope to work with you in the future on a continuous basis. keep sharing your feedback it is valuable for us.