Compare AGENCY Software vs. Instil

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

Collaborate was developed in partnership with non-profits in order to best serve their case management requirements. Easily handle everything from Intakes and Services to Outcomes and Reporting - with expert guidance and help along the way. Collaborate automates manual processes and digitizes all paper forms. Client Intakes and other elements can be tailored to your organization. Collaborate can store all your documents and pull relevant Case information into them automatically. Electronic Signatures can be collected from clients and service providers, including telehealth forms. Assign Tasks to other Users and assign due dates. Track their due dates using a personal Calendar and receive SMS or email alerts about specific Tasks. You can also see scheduled services on your Calendar.

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant and includes: Top-rated support Case portal - manage clients and cases on the go Built-in mass email Client intake forms Helpline & Referral Tracking Outcome-Based Reporting Need to do more? Add Sumac Donations, Grant Management, Volunteers, and more. Sumac Case Management is perfect if you’re looking for: - case management software for social workers - social work case management software - human services software - social services software - human services case management software - case management software social services - nonprofit case management software - case management software for nonprofits Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services, Mental Health Org, Hospice

Qomon is the most innovative and user-friendly Mobilization platform & mobile app. You can now run your nonprofit, project or campaign efficiently from the headquarter to the field using data and digital. Today, we have less time, more money, and more people to do complex work. You can unlock efficiency and focus on what is most important, your actions. Your people and volunteers are the best to help you act and spread your ideas. To unleash the power of your community, you need to bypass redundant systems and invest more in better tools. Let's change the way we interact with citizens and communities. You can meet people's new expectations by allowing more real-time interaction and greater agility with a digital tool. You can digitally transform your actions to increase efficiency and reach more people. Spend your time acting and not worrying about logistics. Qomon is the most popular software and mobile app that allows for real-time, end to end analysis, optimized field operations and enhanced supporters' engagement. This includes the Action CRM, Field & Digital Organizing tools (Canvassing, Calling Lists, Events, Petitions, and more), Data & Map tools designed to transform your data into actions

DonorPerfect is the most comprehensive solution in fundraising, with everything nonprofits need to grow. It helps your team manage donations, contacts, receipting, reporting, email, and fundraising initiatives from a single system. With automatic monthly giving, integrated online donation forms, standard and custom reports, Constant Contact email, auction management, and a network of integrated partner solutions, DonorPerfect is ideal for organizations of all sizes.

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.