Case Management Pricing
Choose
what's 
for you!
for you!
Whether you’re a non profit organization or belongs to public sector,
we’ve got a plan to meet your needs.
Basic
$25/ user/ month
Basic Case Management
- Billed Yearly
- Starts with 10 users
- Limited Cases
Enterprise
$35/ user/ month
Enterprise Case Management
- Billed Yearly
- Starts with 10 users
- Unlimited Cases
Included with all plans:
New Features
Access to all new features and releases.
Support
24/7
support
Monitoring
Around-the-clock monitoring by experts
Security
HIPPA Compliance
Compare features for PlanStreet plans
Case Management
| Modules | Basic | Enterprise |
| Client Data Management | ||
| Client Intake Process | ||
| Case Programs and Services | ||
| Case Activites and Notes | ||
| Case Goals and Outcome | ||
| Client File Views (Board, List, Timeline) | ||
| Case Document Management | ||
| Affordable Housing Management | ||
| Class Attendance Tracking | ||
| Import from Excel | ||
| Export to Excel and pdf | ||
| iOS & Android Apps |
Online Forms
| Modules | Basic | Enterprise |
| Online Form Managment | ||
| Drag n Drop Form Builder | ||
| Import PDF, Word, HTML Forms | ||
| Share Forms via Email | ||
| Publish Forms on websites | ||
| Client Intake Automation using Forms |
Case Financials
| Modules | Basic | Enterprise |
| Budget Management | ||
| Forecast Cost & Income | ||
| Actual Cost & Income | ||
| Travel Expense Management | ||
| Client Billing | ||
| Rent Payments | ||
| Online Payments (Paypal, Credit Cards) |
Case Worker Portal
| Modules | Basic | Enterprise |
| Worker Profiles | ||
| Volunteer Management | ||
| Appointments Scheduling | ||
| Activity Center | ||
| Worker Skills & Certification Management | ||
| Time Card & Time sheets |
Client Portal
| Modules | Basic | Enterprise |
| Case Activity Tracking | ||
| Case Forms & Documents | ||
| Case Reminders & Alerts | ||
| Appointments Scheduling |
Donor Management
| Modules | Basic | Enterprise |
| Donor Data Management | ||
| Donor Engagement Management | ||
| Donation Management | ||
| Online Donations (Paypal, Credit Cards) | ||
| Fundraising |
Personalize and Automate
| Modules | Basic | Enterprise |
| Workflow and Approvals | ||
| Roles and Permissions | ||
| Full Sandbox | ||
| Reports and Dashboards | ||
| Advanced Reporting Features | ||
| Custom Reports | ||
| Web Services API | ||
| Custom Integrations (additional charges) | ||
| Unlimited Data storage (additional charges) |
Support
| Modules | Basic | Enterprise |
| Chat engine | ||
| Phone | ||
| Premier Support |