Average Ratings 6 Ratings

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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

The Community Operating System (CommunityOS) We offer the most flexible software for leaders of positive change, whether you need a proven solution or something new. We don't believe people can live in silos. So we create integrated solutions. We unify systems, from infant care to aging services to directories of community resources and volunteer opportunities to call centers to collaborative partnerships. And from the blue skies that are part of everyday operations to the grey skies that are part of disaster and crisis, we also integrate with other agencies. We integrate with telephony, texting solutions, healthcare providers, workforce agencies, whole networks of United Ways and 2-1-1 centers, as well as coordinated disaster relief agencies. It is not a single system, but a network of systems.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clue No 
Gmail Yes 
Google Calendar Yes 
IntelliShift No 
Jotform Yes 
QuickBooks Online Yes 
RentalMan No 
Tenna No 
Zapier Yes 

Integrations

Clue Yes 
Gmail No 
Google Calendar No 
IntelliShift Yes 
Jotform No 
QuickBooks Online No 
RentalMan Yes 
Tenna Yes 
Zapier No 

Pricing Details

$29 per user per month
Book a demo and get a custom quote.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Casebook

Founded

2007

Country

United States

Website

www.casebook.net

Vendor Details

Company Name

Visionlink

Founded

1991

Country

United States

Website

www.visionlink.org

Product Features

Adoption Agency

Accreditation / Compliance Management Yes 
Automated Notifications Yes 
Case Management Yes 
Communications Management Yes 
Family Portal Yes 
Fundraising / Donations Management No 
Home Studies Management Yes 
Mobile Access Yes 
Online Checklists Yes 
Volunteer Management Yes 

Church Management

Accounting Integration No 
Attendance Tracking Yes 
Child Check-In No 
Email / SMS Yes 
Event Management No 
Member Directory No 
Member Portal No 
Multi-Site Management Yes 
Online Giving No 
Pledge Management No 
Small Group Management Yes 
Volunteer Management Yes 

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking No 
Treatment Management Yes 

Fundraising

Alumni Management No 
Auction Management No 
CRM No 
Campaign Management No 
Contribution Tracking Yes 
Donor Management No 
Event Management Yes 
Gift Matching Management No 
Grant Management Yes 
Membership Management No 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management Yes 

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

Social Work Case Management

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

Product Features

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management No 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management No 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling No 
Volunteer Management Yes 

Volunteer Management

Attendance Management No 
Calendar Management No 
Event Management No 
Group Management Yes 
Member Directory Yes 
Membership Management Yes 
Recognition Management No 
Registration Management Yes 
Scheduling No 
Self Service Portal Yes 
Training Management Yes 
Volunteer Profiles Yes 

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