Secure and Configurable

Case Management
Software

Organize Programs, Cases and Referrals
Power BI embedded dashboards

Client Testimonials

Why choose PlanStreet

User-Friendly Web & Mobile App

Workflow
Automation

 

Standardized Assessments

 

Scalable Across Programs

 

Power BI
Reporting

 

Encrypted Data Security

 

Nonprofits!

Transform lives and streamline day-to-day processes

No matter the size of your organization, our software has everything you need to manage and accelerate your performance.

Public Sector Organizations!

Let’s partner up to create a bright future

Our secure and scalable case management software has the flexibility to support your clients’ needs and empower your agency.

Case Management Software

Our Super Powers





Register clients, assess risks, and needs, deliver and track services, modify case plans to meet goals for your clients.





You can choose from our database's exhaustive list of relevant forms or design your own to simplify client intake. Our case management software configures forms as needed comprising time-saving data validation and conditionality features.





As a large part of your operations involve searching for, sending proposals to, and managing received grants, PlanStreet also offers this function to be performed on its platform.





To enhance skills for clients, you must enroll them in training; match client needs to appropriate courses using PlanStreet. Also, monitor attendance and progress.





Refer your clients to third parties for services or assessments from within the platform. PlanStreet brings together service providers and your clients so you can create effective matches.





Using our advanced analytics and reporting tools, you can monitor the impact of your programs and interventions at any step of your delivery cycle.


HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files.

Learn how PlanStreet can help you replace confusion with clarity

We’re positive PlanStreet will help you and your team(s) plan, execute, and track work at a much higher level.

One of our experts will show you how with a live demo.