Pricing

Case Management Software

Custom pricing plans that are tailored to fit your budget

pricing

For a custom licensing plan that's right for your team, contact a sales representative. Whether you are a small or large nonprofit or a public sector entity, we are here to help.

Included with subscription:

loyalty

New Features

Access to all new features and releases.

loyalty

Support

24/7
support

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Monitoring

Around-the-clock monitoring by experts

loyalty

Security

HIPAA
Compliance

Planstreet features

Case Management

crm

Client
Management

crm

Intake
Process

crm

Programs &
Services

crm

Case
Notes

crm

Goals &
Outcome

crm

Service Board &
Timeline

folder-management

Document
Management

home

Affordable Housing Management

schedule

Attendance
Tracking

dashboard

Power BI Analytics Reporting

excel

Export to Excel & pdf

mobile-app

iOS & Android Apps

Online Forms

form

Online Form Managment

drag-and-drop

Drag & Drop Form Builder

import

Import PDF, Word, HTML Forms

data-transfer

Share Forms via Email

qr-code

Publish Forms on websites

input

Client Intake Automation

Case Financials

pie-chart

Budget
Management

dollars

Cost &
Income

money

Travel
Expenses

invoice

Client
Billing

recurring-payment

Rent
Payments

credit-card

Online Payments (Paypal, Credit Cards)

Case Worker Portal

determining

Worker
Profiles

invoice

Volunteer
Management

invoice

Appointment
Scheduling

society

Activity
Center

team-leader

Worker Skills & Certification

weekly

Timesheets

Client Portal

customer-ratings

Client Details Update

website

Service Activity Tracking

form

Case Forms & Documents

reminder

Reminders & Alerts

schedule

Appointment Scheduling

Donor Management

fund

Donor Data Management

money-management

Donor Engagement Management

money-notes

Donation Management

credit-card

Online Donations (Paypal, Credit Cards)

fundraising

Fundraising