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Average Ratings 6 Ratings

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ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Transform your case management experience with Bonterra Case Management, the premier software solution tailored for nonprofits. This innovative platform simplifies the management of donations, volunteers, and events, enabling organizations to reduce time spent on data entry and prioritize service delivery. Bonterra Case Management is designed to be secure, adaptable, and user-friendly, empowering nonprofits to enhance their data collection and reporting processes while concentrating on client management and achieving social service goals. Key features of the system encompass customizable dashboards and bulletins, tailored data collection forms, robust security settings, personalized workflows, attendance tracking, electronic signature capabilities, comprehensive management reports, and efficient document storage. With Bonterra, nonprofits can not only improve their operational efficiency but also significantly enhance their overall impact in the communities they serve.

Description

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.

Description

Accelerate the development of enterprise applications using the Salesforce Platform, which offers a cohesive suite of tools and services that enables developers to efficiently create and launch robust, secure, and scalable cloud-based applications. Through the Salesforce Platform, developers have the ability to tailor their CRM solutions using myLightning, enhance employee engagement with AI-driven applications, implement security and compliance measures, and foster customer interaction. The cost for accessing Salesforce Platform begins at $25 for each user per month, making it an accessible option for businesses of various sizes. This flexibility and range of features make it an attractive choice for organizations looking to innovate quickly and effectively.

API Access

Has API

API Access

Has API

API Access

Has API

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Screenshots View All

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Integrations

Akoonu
Apideck
Bonterra Fundraising and Engagement
Certinia PS Cloud
ClickDeploy
CoCounselor
Collate
Cyclr
ELMA365
Gmail
Google Calendar
Jotform
Klient
PayPal
Provar
Salesforce Engage
Talkdesk
Tavant Warranty
Zapier

Integrations

Akoonu
Apideck
Bonterra Fundraising and Engagement
Certinia PS Cloud
ClickDeploy
CoCounselor
Collate
Cyclr
ELMA365
Gmail
Google Calendar
Jotform
Klient
PayPal
Provar
Salesforce Engage
Talkdesk
Tavant Warranty
Zapier

Integrations

Akoonu
Apideck
Bonterra Fundraising and Engagement
Certinia PS Cloud
ClickDeploy
CoCounselor
Collate
Cyclr
ELMA365
Gmail
Google Calendar
Jotform
Klient
PayPal
Provar
Salesforce Engage
Talkdesk
Tavant Warranty
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per user per month
Free Trial
Free Version

Pricing Details

$25.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bonterra

Founded

2021

Country

United States

Website

www.bonterratech.com/product/case-management-software

Vendor Details

Company Name

Casebook

Founded

2007

Country

United States

Website

www.casebook.net

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/platform/

Product Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Product Features

Adoption Agency

Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Product Features

App Makers

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Application Lifecycle Management

Administrator Level Control
Defect Tracking
Iteration Planning
Project Management
Release Management
Requirements Review
Task Management
Test Case Tracking
User Level Management
Version Control

Application Performance Monitoring (APM)

Baseline Manager
Diagnostic Tools
Full Transaction Diagnostics
Performance Control
Resource Management
Root-Cause Diagnosis
Server Performance
Trace Individual Transactions

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

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