Best Vertex Case Records Manager Alternatives in 2026

Find the top alternatives to Vertex Case Records Manager currently available. Compare ratings, reviews, pricing, and features of Vertex Case Records Manager alternatives in 2026. Slashdot lists the best Vertex Case Records Manager alternatives on the market that offer competing products that are similar to Vertex Case Records Manager. Sort through Vertex Case Records Manager alternatives below to make the best choice for your needs

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    CHARMS Reviews
    Top Pick

    CHARMS

    Social Care Network Solutions Limited

    24 Ratings
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    CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.
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    NewOrg Reviews
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    NewOrg

    NewOrg Management System

    116 Ratings
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    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.
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    CharityTracker Reviews
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    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
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    InfoFlo Reviews

    InfoFlo

    InfoFlo Solutions Inc

    191 Ratings
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    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.
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    Sumac Reviews

    Sumac

    Societ

    $109 per month
    Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.
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    Foothold Reviews
    Over 25 years ago, one of our founders was working as the IT Director of a large behavioural health and residential services agency in New York. Sensing a need for a better way to track and report on their services, he developed a case management system for his agency. Over time, two other agencies joined in and helped expand the software so that it could serve the needs of virtually any human services agency in the country. Today, Foothold’s team and our software support hundreds of agencies across the nation, in Guam, and in Puerto Rico. With our technology expertise and roots in human services, we continue to empower agencies to focus on their missions.
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    Vertex Reviews
    Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.
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    Collaborate Reviews

    Collaborate

    Network Ninja

    On Request
    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.
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    Sara Reviews
    Sara is a comprehensive platform designed for client communication and workflow management, serving as a central hub for state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies. By streamlining administrative tasks, automating client follow-ups, and enhancing compliance, it integrates seamlessly with existing case management systems. The platform simplifies routine operations such as two-way texting and email, scheduling appointments and sending reminders, creating automated case notes, capturing documents along with e-signatures, conducting surveys, and facilitating HIPAA-compliant video conferencing. Furthermore, it meticulously records and syncs communications to the agency’s official system, supports an unlimited number of messaging templates and workflows, and is customizable to fulfill specific compliance and program needs. As a result, agencies can efficiently scale their operations while ensuring consistent engagement with their caseloads, ultimately leading to improved service delivery. This adaptability allows agencies to meet the evolving demands of their respective fields effectively.
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    Vertex360 Reviews
    Vertex360 is a robust NDIS software designed to enhance the efficiency of disability support services with its extensive features. It offers advanced rostering for optimized staff scheduling, comprehensive human resource management, and detailed participant management for personalized care. The software also includes risk management, roles and permissions for secure operations, support coordination, and incident management to boost service delivery and safety. Dynamic forms facilitate documentation, digital agreement generation reduces administrative workload, and NDIS compliance is ensured. Additionally, the provider dashboard offers real-time insights, and the worker's mobile app provides on-the-go access to essential information.
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    NucleusLabs Reviews
    Our team has a deep appreciation for your daily operations, the specific language you use, your documentation processes, and the vital connections among your personnel, the individuals you support, and the surrounding community. We respect your efforts and strive to enhance the experience for both front-line staff and management. NucleusLabs collaborates with over 500 programs across more than 150 locations in Canada. We began our journey in case management by introducing innovative, client-focused solutions tailored for child development and intervention initiatives. These solutions empower clinicians and interdisciplinary teams to oversee their clinical workflows seamlessly, from referral all the way to discharge, with an emphasis on achieving positive clinical outcomes. Our partnerships with agencies that assist at-risk and vulnerable youth in the community enable us to develop solutions that bolster their essential work. These innovative tools equip youth workers with the means to gather crucial information, ensuring that young people receive the services they need, effectively manage their challenges, and achieve a sense of stability and well-being in their lives. Ultimately, our commitment is to facilitate better outcomes not just for the agencies we work with, but also for the individuals they serve.
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    SETWorks Reviews
    SETWorks is a leading Electronic Health Record (EHR) and case management platform built specifically for organizations that support people with disabilities. SETWorks unifies service delivery, documentation, billing, and reporting in one secure, cloud-based system. Core functionality includes customizable workflows, real-time data tracking, goal and outcome management, electronic visit verification (EVV), and powerful analytics that help agencies make data-informed decisions. With SETWorks AI, agencies can further streamline operations by improving accuracy, reducing administrative effort, and ensuring compliance across every level of the organization. These intelligent tools help staff save time and focus more on the people they serve, rather than paperwork. Headquartered in Kansas City, Missouri, our entire team is U.S.-based, offering responsive, knowledgeable support and a deep understanding of the complex requirements faced by disability service agencies. What makes us different: SETWorks is purpose-built for disability service providers — not retrofitted from other industries. This specialization allows us to meet the unique compliance, billing, and reporting needs of organizations providing over 8K unique service lines across the U.S.. SETWorks empowers agencies to simplify documentation, strengthen data integrity, and enhance compliance while enabling data-driven decision-making. With the addition of SETWorks AI, providers gain even greater efficiency and consistency across workflows, freeing staff to focus on delivering person-centered, impactful services. Our HIPAA-compliant platform, supported entirely by a U.S.-based team, combines innovation, reliability, and deep industry expertise — helping organizations deliver better outcomes.
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    Circe Reviews
    Circe serves as a comprehensive and highly adaptable cloud platform for overseeing human services. It stands out as the most cost-effective, scalable, and versatile case management solution available for various services and programs. Regardless of the type of services your agency offers, Circe enhances the efficiency of case and workflow management, allowing you to dedicate more time to your clients. This innovative platform was designed by service providers specifically for the needs of other service providers, ensuring it meets real-world demands effectively. With Circe, agencies can expect a transformational approach to managing their operations.
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    CaseWorthy Reviews
    CaseWorthy is a sophisticated application designed for case management, client oversight, and tracking participation specifically tailored for Health and Human Services (HHS) agencies that cater to the nation's most at-risk populations and communities. With its user-friendly interface and customizable features, CaseWorthy converts data into practical insights that enable teams to improve their service delivery. This platform includes features such as automated workflows, document handling, eligibility assessment tools, and business intelligence dashboards, making it a comprehensive solution for organizations. By streamlining processes and enhancing data accessibility, CaseWorthy empowers HHS organizations to better support those they serve.
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    Olivia Prime Reviews

    Olivia Prime

    Disability Associates

    $99 per month
    Olivia Prime stands out as an effective and intuitive software solution for managing Social Security disability cases. It allows users to handle a greater number of cases with reduced effort and in a shorter timeframe. With its affordable pricing, user-friendly interface, and cloud-based accessibility, it’s designed to meet the needs of advocates. Moreover, Olivia Prime is equipped with a suite of innovative tools that enhance the speed and efficiency of the SSA disability process. Additionally, the software offers features that enable users to manage and oversee their staff seamlessly. Secure communication with clients is facilitated, and it automatically keeps track of important upcoming events. Unlike many competitor case management systems, Olivia Prime is straightforward to learn and provides complimentary video training resources. By using Olivia Prime, you can significantly improve your win rates while enhancing overall operational effectiveness. The software also plays a key role in elevating customer service standards. Begin or grow your advocacy practice with this highly adaptable software, which is recognized as one of the best in the industry for its flexibility and comprehensive features.
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    CaseFlow Reviews

    CaseFlow

    CaseFlow

    $49 per month
    CaseFlow® ensures that every detail is accounted for, preventing any oversights in your workflow. Keep track of all important deadlines and appointments seamlessly. Receive notifications for follow-ups required by external organizations you rely on. Instantly identify the next steps for any case at hand. Whether you’re using an iPad or smartphone, you can effortlessly upload new case details. Don't let being in the field hinder your paperwork—simply take a photo, note down the essentials, and continue your work. Caseworkers can maintain a sense of control and professionalism, as they are constantly reminded of upcoming tasks and can access case information instantaneously. Automation tools significantly reduce the time spent on documentation, streamlining the process. Your data remains secure, with encryption and backup solutions ensuring easy recovery. Role-specific access guarantees that team members have just the right information they need, eliminating unnecessary clutter. With robust reporting features, you can take a proactive approach to your responsibilities rather than merely reacting to situations as they arise. Stay informed about ongoing developments and make strategic decisions on where to direct your efforts. This system is specifically designed for effective case management in health and human services. With CaseFlow®, you can optimize your workflow and enhance your service delivery.
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    Bonterra Case Management Reviews
    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.
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    Traverse Reviews
    Having clear, precise, and well-structured data is essential for comprehending clients and facilitating significant transformations. Traverse is a cloud-enabled, commercially available document management system tailored specifically for human services organizations, focusing on document and forms management along with mobility solutions. Leveraging the robust infrastructure of Amazon Web Services (AWS), Traverse ensures comprehensive security, reliable disaster recovery, and consistent uptime. For an organization to achieve maximum impact, it is vital that every team member has access to the necessary tools that enable them to perform their duties efficiently and effectively each day. By utilizing Traverse, users can gain insight into specific client cases and documents while seamlessly navigating through data across various program areas, ultimately enhancing service delivery. This level of accessibility and organization can significantly improve overall operational effectiveness within the agency.
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    Cúram Reviews
    Cúram by Merative is a powerful social program management platform that helps health and human services organizations enhance service delivery and support caseworkers. Designed to address diverse needs such as social assistance, employment services, child welfare, disability management, and public health, the platform offers modular, configurable solutions. With over 25 years of expertise, Cúram streamlines eligibility assessments, benefits administration, and case management, enabling agencies to quickly adapt to evolving policies and regulations. Its user-friendly, person-centered approach improves access to services, while its advanced data model supports informed decision-making and better outcomes for communities.
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    INSZoom Reviews

    INSZoom

    Mitratech

    $50 per month
    Streamlining immigration case management and ensuring compliance for clients of various sizes is made easy with INSZoom Case Management. This all-encompassing, secure, and compliant cloud-based immigration software provides all the necessary tools to enhance workflows while safeguarding client and candidate information. As a premier choice in immigration software, it has gained the trust of immigration professionals across the globe. By utilizing INSZoom, your team not only saves valuable time and effort but also becomes champions for your clients in the immigration process. With a vast array of forms and documents to manage, staff often find themselves overwhelmed with compiling, completing, and validating submissions. Relying on manual data entry and managing numerous immigration forms can result in significant errors and jeopardize case outcomes. Additionally, the INSZoom Case Manager App is conveniently accessible through both the Apple App Store and Google Play Store, ensuring that professionals can manage cases on the go. This innovative solution ultimately empowers teams to operate more efficiently and effectively in the ever-evolving landscape of immigration.
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    Vertex BD Reviews

    Vertex BD

    Argos Systems

    $380 per month
    1 Rating
    Vertex BD serves as a comprehensive BIM solution tailored for medium to large residential builders. This software facilitates the creation of architectural and structural drawing sets, fabrication drawings, material reports, manufacturing data, and marketing renderings, all derived from a singular building model. By automating the generation of site-specific drawing sets, Vertex BD enables production home builders to conserve significant hours that would otherwise be spent recreating drawings for various customer-selected house options. Component manufacturers and panelizers primarily utilize Vertex BD as panel prefab software, streamlining the creation of wall and floor panel fabrication drawings, structural layouts, cut lists, and additional material reports. This automation not only saves manufacturers a remarkable amount of design, drafting, and estimation time but also significantly reduces the risk of errors during construction. Furthermore, Vertex BD is compatible with both wood and cold-formed steel construction methods, making it a versatile tool in the building industry. Its ability to integrate various aspects of the building process into one platform enhances efficiency and accuracy across projects.
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    countbubble Reviews

    countbubble

    CountBubble

    $15/user/month
    Countbubble is a case management system for human services nonprofits. It provides tools to help nonprofits track and report their work. The Form Builder lets you create data collection forms quickly. Notes Feed: Keep your case notes organized, and easily accessible. Plans allows you to create and manage custom case plans. Work with participants (aka customers) from the Participant Manager screen 5-Export data at any time or use the built-in reports to view summaries or services, outcomes or demographics. countbubble is a *simplified* program that helps nonprofits manage data. It is designed to be simple to use so that you can get up and running quickly without spending many hours in training. countbubble is ideal for agencies that provide multiple services and have a lot of data to manage, report and track. It's also perfect for case management programs with long-term goals and basic needs assistance programs.
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    Vertex Digital Twin Platform Reviews
    Vertex enhances and improves your existing workflows and tools. Our visualization engine can be integrated directly into your existing interfaces, applications, or systems. Vertex is simple to use, cost-effective to install, and easy to maintain. Access 3D product data from any model, any size, to any number, on any device.
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    VertexOne Reviews
    For three decades, VertexOne has been empowering utilities and energy firms throughout North America to undergo digital transformation and refine their business processes. Our range of solutions encompasses the entire meter-to-cash journey, enhancing both customer and employee experiences. Whether you're looking to adopt impactful customer engagement strategies, upgrade your billing and customer information systems, or harness the advantages of automation and data analytics, VertexOne is your go-to partner. Our products are versatile, capable of functioning as part of an all-encompassing meter-to-cash platform or as independent solutions within your existing technology framework. In the realm of information technology providers, having experience is paramount. With an extensive selection of utility technology offerings, VertexOne provides ideal solutions for utility and service organizations of any scale. Over the years, we have consistently supported utilities and energy providers in effectively serving their communities, solidifying our commitment to excellence in the industry. As we continue to innovate, our focus remains on delivering exceptional value to our clients.
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    mCase Reviews
    mCase offers a distinctive and fully customizable cloud-based platform designed to enhance the speed and efficiency of case management duties. It empowers staff to assist clients seamlessly both in office settings and in the field through the use of mobile devices and web access, all while delivering a user-friendly yet robust case management system. Covering every facet of the case management life cycle—from intakes and assessments to service planning, outcome measurements, and eventual closure—mCase provides a holistic approach. This comprehensive tool simplifies your work while minimizing the time spent in front of a computer. Additionally, it includes powerful reporting, analysis capabilities, and dashboards that promote adherence to processes and optimal resource distribution. The innovative low code/no code platform offered by mCase adapts to the evolving business landscape, significantly accelerating application delivery and substantially lowering development expenses. By utilizing mCase, organizations can not only streamline their operations but also enhance overall client engagement and satisfaction.
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    SAM Reviews

    SAM

    InReach Solutions

    $300/Month
    SAM is case management software for foster care and adoption. With a secure, central online database and powerful toolset to support your mission, you can save your agency and clients time each week. With customized reports and online forms, you can find matches and families quicker. You can view, filter, and sort all available foster families and waiting teens in one central database. You can narrow down placement options by preferences, licensing, special needs, and other criteria. With customized tools, simplify matching, home studies, reporting, and reporting. All family, child, or expectant parent records can be viewed, filtered, and sorted in one place. In just a few clicks, you can create lists of matches and share them with your clients or team.
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    Vertex Protocol Reviews
    Vertex is a decentralized exchange that combines spot trading, perpetual futures, and a money market into one cohesive platform. It boasts rapid execution speeds, minimal fees, and strong liquidity across various blockchain networks such as Arbitrum, Base, Mantle, and Sei. Users can trade spot assets, utilize leveraged perpetual contracts, and earn yields by depositing assets or borrowing against their holdings. With a universal margin account, Vertex enhances capital efficiency, allowing users to seamlessly manage all their positions and balances. The platform's unique design features a hybrid order book and automated market maker, ensuring deep liquidity and an efficient trading environment. Being non-custodial, Vertex guarantees that users retain full control over their assets at all times. Furthermore, it provides a customizable trading interface, is mobile-friendly, and includes advanced features like one-click trading along with real-time portfolio management, making it accessible and user-centric. This combination of functionality and user control positions Vertex as a leading choice for traders in the decentralized finance space.
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    Diona Reviews
    Your agency can undergo significant transformation by implementing engagement systems that enhance interactions with clients and stakeholders while empowering caseworkers. Diona's solutions are designed to assist Health and Human Services agencies in better serving individuals, all while enhancing the collaboration and workflow of their employees to achieve improved social outcomes. With these advancements, new possibilities for efficiency, insight, and collaboration are readily available to everyone involved. In summary, Diona's offerings consist of commercial off-the-shelf (COTS) solutions for social program engagement, integrating devices like smartphones and tablets with agency case management and eligibility systems, ultimately streamlining processes and fostering better service delivery. This integration is crucial for modernizing the way agencies interact with the communities they serve.
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    Persimmony Reviews
    Persimmony offers a comprehensive cloud-based suite of solutions developed in partnership with top industry professionals, featuring Case Management, Time Study, Contract Management, QRIS, Intake/Client Portals, an extensive array of communication tools, and over 700 customizable forms and reports, all accessible via a streamlined single sign-on interface. What sets Persimmony apart is the integration of Federal Financial Participation methodologies from the very beginning, enabling government agencies to secure substantial Federal reimbursements for the services they already provide. By blending expert consulting with intuitive software, Persimmony empowers your organization to enhance client results and boost funding opportunities. These innovative solutions are versatile enough to be effectively utilized across various community service organizations. Additionally, the user-centric design ensures that teams can quickly adapt and make the most of the platform, ultimately driving positive change within their communities.
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    Exponent Case Management Reviews
    Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.
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    Tracker Reviews
    Solution Specialties, Inc., an Illinois-based corporation, was established to cater to the informational requirements of justice agencies. Situated in the Chicago metropolitan region, we offer a variety of products and services to both public and private organizations engaged with criminal and juvenile offenders. Our systems are built on extensive firsthand experience across numerous agencies at all levels, coupled with a solid foundation in behavioral sciences and information technology, allowing us to deliver comprehensive solutions that address diverse needs. Our Tracker® system is specifically crafted to meet the requirements of every organizational tier. By automating daily operations, we aim to make data entry a time-saving process rather than a burdensome task. The information gathered can be utilized in various ways, including generating documents, easing new data entry, supporting case planning and casework, providing management information, managing costs, and enabling outcome-based analytics to bolster Evidence-Based Practices, among other applications. This holistic approach ensures that our clients can optimize their operations while focusing on their core mission of serving justice.
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    ECINS Reviews
    Empowering Communities through Integrated Network Systems is a social enterprise that aims to improve the lives of vulnerable individuals and empower the practitioners who work with them. ECINS, a purpose-built, cloud-based and highly secure case management tool, is quickly expanding across the globe. ECINS was created on the belief that people can achieve more when they work together. It is capable of solving almost any case management problem. ECINS is free and available at a single, affordable cost. This includes customization, training, and support from real-world experts. Access to a robust communications portal. Collaboration with a global user group that is committed to helping each other achieve better outcomes every single day.
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    CAC CareNet Reviews
    Our case management software, crafted by advocates specifically for advocates, provides a comprehensive end-to-end solution. This secure, cloud-based platform for child advocacy facilitates collaboration in managing cases, while meticulously capturing the specific details of your center for generating thorough, on-demand reports. Its user-friendly interface allows for swift onboarding, enabling centers to enhance their productivity almost immediately. Designed to simplify the documentation workflow, it also enhances the reporting process significantly. We are committed to continuously evolving our services to not just meet, but exceed the expectations of the broader child advocacy community. Regular updates, included in our service, are rolled out multiple times each year to ensure clients benefit from the latest enhancements. Our pricing model is structured to be sustainable for all Child Advocacy Centers (CACs), recognizing the immense challenges they face while working with the most vulnerable populations. These centers play a crucial role in transforming lives daily, and CAC CareNet is proud to offer a diverse range of solutions tailored for various client management needs. Ultimately, our aim is to empower these important organizations to fulfill their mission more effectively.
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    Notehouse Reviews

    Notehouse

    Notehouse

    $14.00 per user per month
    Notehouse is a lightweight, secure, cloud-based system built for organizations that rely on narrative documentation. The platform delivers a streamlined environment for recording and retrieving human-services and client interaction notes without the overhead of a full CRM or case-management suite. The core architecture centers on fast, structured narrative entries with full authorship attribution, timestamps, and robust search and filtering capabilities. A minimal UI ensures low friction for users while maintaining consistent data integrity across teams. Custom tagging and persistent notes enable flexible categorization and operational tracking without introducing schema complexity. Data protection is engineered into the platform from the ground up. Notehouse uses two-sided encryption, HIPAA-compliant infrastructure, isolated database environments, and regular third-party security audits to maintain strict privacy standards and safeguard sensitive information. Designed for reliability and ease of adoption, Notehouse offers a focused alternative to feature-heavy CRMs—prioritizing speed, clarity, and secure data handling for teams that need dependable narrative documentation at scale.
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    VertexFX Trader Reviews
    VertexFXTrader is an award-winning online trading platform for global markets. It was specifically designed to meet the needs of brokers, market makers, clearing houses, banks, central banks, financial institutions, and other financial institutions. It consists of a number of Application Servers connected to an SQL Database, Client Terminals and Dealing Room Applications. Small businesses can host one server, while large enterprises can have multiple servers to balance load. It can be used with low bandwidth consumption and good performance with low internet speeds through VertexFX streaming messaging communication technology.
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    Casewatch Millennium Reviews
    Casewatch Millennium® is a versatile, multi-user database management system that caters to a wide variety of organizations, whether they focus on delivering healthcare directly, managing social services cases, or overseeing care providers. This system can seamlessly manage an entire organization, function as a departmental tool within a larger entity, or facilitate a network of interconnected organizations. Its modular architecture allows users to select only the features that are relevant to their specific needs. Additionally, Casewatch Millennium® complies with HIPAA regulations, ensuring the protection of sensitive information. Tailored to fit the unique requirements of each organization and their workflows, the system offers extensive customization options for all its modules. Developed by Automated Case Management Systems (ACMS) Incorporated, Casewatch Millennium® is specifically designed to support professionals involved in case management and managed care services. With its user-friendly interface and adaptable features, it streamlines processes and enhances efficiency in service delivery.
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    extendedReach Reviews

    extendedReach

    extendedReach

    $50.00/month
    Our foster care software is specifically crafted with your needs in consideration. For over two decades, extendedReach has remained the leading choice for intuitive case management software tailored for contemporary social service organizations. With extensive knowledge of the social services landscape, we designed extendedReach to align with your current practices seamlessly. Utilize your established checklists, documents, policies, and workflows, empowering them with technology to boost efficiency by simplifying your processes. Notable features include: - Access information anytime, anywhere - Precise billing solutions - Integrated compliance checklists - Fast signature collection - Custom form creation - Elimination of departmental silos - Transition from cumbersome paperwork to a fully digital environment! Visit our website to explore the full range of features we offer. Additionally, our software is committed to evolving with your organization to better serve your community's needs.
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    CITI Empower Reviews
    Empower, the comprehensive HHS platform from CITI, facilitates efficient management and informed decision-making across a diverse array of health and human services. This platform is constructed on a foundation of extensive domain expertise developed through close collaboration with clients and end-users. Empower caters to both federal and state child welfare and benefit initiatives, encompassing areas such as child welfare, foster care, childcare, TANF, SNAP, and Head Start. Its eligibility rules engine is designed for swift configuration and application, aiding in eligibility assessments and enhancing decision-making processes in case management. With the capability for rapid deployment, the Empower platform supports all stages of the case management lifecycle. Built on state-of-the-art technology, it ensures longevity and broader program applicability, effectively minimizing the risk of obsolescence. Furthermore, all solutions created on the Empower platform are fully responsive, guaranteeing compatibility with all mobile devices. This responsiveness not only enhances user experience but also broadens access to essential services.
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    TraxSolutions Reviews

    TraxSolutions

    nFocus Solutions

    $300/month
    TraxSolutions® offers a comprehensive SaaS platform that serves over 100,000 users across more than 20 nations, monitoring more than 20 million participants. This all-in-one software for participant tracking empowers organizations to maintain precise records, assess the effectiveness of their programs, analyze results, manage cases effectively, and make informed, evidence-based choices. By utilizing such a robust solution, users can enhance their operational efficiency and achieve better outcomes for their initiatives.
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    servicexpert Reviews
    Unicentric's flagship offering, the servicexpert Suite, serves as a robust enterprise platform designed for the configuration of tailored case management and service delivery applications that align with the distinctive requirements of each client. These applications can be hosted by either Unicentric or the customers themselves, facilitating the provision and documentation of client services, transaction processing, operational management, compliance assurance, and payer billing. By utilizing our advanced data, form, report, and workflow engines alongside essential business tools like email, calendaring, contact management, and document management, the platform streamlines both front and back-office operations, including billing and accounting functions. The customization and configuration processes occur at the application layer, enabling the creation of a genuinely bespoke solution while avoiding the complexities and expenses associated with modifying the core code of servicexpert. This flexibility empowers organizations to adapt their service delivery mechanisms rapidly, ensuring they can meet evolving market demands efficiently.
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    AdvocacyPro Reviews
    Ensure your entire team remains linked regardless of their location. There’s no installation required, as it operates entirely on the web and adapts seamlessly to all devices. You control access permissions for each user. For college campuses, collaboration between victim services and campus police is facilitated. Partner organizations can also be granted access, allowing for flexible collaboration. Work from any location that suits you, whether in the office or on the move. Generate reports, review client files, and make updates effortlessly. Everyone stays connected in real-time, whether you're using a desktop, tablet, or smartphone. There’s no need to install software on your devices; simply visit the designated website. The interface adjusts automatically to fit any screen size. While originally designed for victim services, this platform is also suitable for various other organizations, including a specialized version for college campuses. Monitor every detail of client cases effectively, ensuring that all users have the tools they need to provide support and assistance. The system promotes a cohesive working environment that enhances communication and efficiency across all teams involved.
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    Olive Reviews

    Olive

    Olive

    $179 per month
    Olive was created to revolutionize public health and social services case management by transitioning it to the cloud, offering an unexpectedly simple and affordable solution. This innovative approach aims to enhance accessibility and efficiency in managing essential services for the community.
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    YouthCenter Reviews
    YouthCenter is a cloud-based Juvenile Case Management software that is used by Juvenile Courts and Juvenile Detention Centers. It can also be used by Youth Centers, Outreach Detention Programs. Juvenile Probation, Juvenile Detention Alternative Initiatives. (JDAI) and other supporting organizations. The software is cost-effective, secure, and accessible through a web browser. SaaS fees include software access, technical support, online storage, upgrades and other benefits.
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    Student SupportTracker Reviews
    Student SupportTracker represents a cutting-edge case management system specifically crafted for school districts and personnel dedicated to assisting at-risk student groups. It enhances both internal and external collaboration through streamlined automated workflows, speeds up the provision of essential student resources, and leverages real-time analytics to foster student achievement. By utilizing Student SupportTracker, you can monitor the overall effectiveness of various initiatives and efficiently aid students by easily creating custom reports and data visualizations from the information collected. You have the flexibility to schedule reports for automatic generation, or alternatively, you can develop a web-accessible dashboard that refreshes in real-time. The customizable fields in Student SupportTracker allow your district to gather and report data that aligns perfectly with the objectives and design of your initiatives. This versatile platform is accessible wherever you are, ensuring that support for students in need remains consistent and effective. Furthermore, with full compatibility for smartphones and tablets, field users can effortlessly access student records on the go, making timely support more achievable than ever.
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    CAP60 Reviews
    Through a variety of direct solutions, training initiatives, and engaging events, CAP60 has positively impacted hundreds of nonprofit organizations. Leveraging technology, we empower organizations, regardless of their size or mission, to effect meaningful change in their communities. Our team at CAP60 has developed a robust and cohesive data management system that prioritizes user-friendliness and maximizes efficiency across the agency. Our web-based platform facilitates access for families to participate in a range of programs, from LIHEAP to Employment Assistance, provided by local and state Community Action Programs. With CAP60, agencies can seamlessly integrate and align their programs with ROMA Next Gen goals, allowing for effective outcome tracking across all initiatives. Additionally, we generate comprehensive unduplicated client reports and overall demographic data for the entire agency. CAP60 also simplifies processes with automated data collection, utility payment management, and detailed reporting, all presented within an intuitive user interface that enhances overall user experience. By choosing CAP60, organizations can not only streamline their operations but also enhance their impact on the communities they serve.