# Best Human Services Software for Small Business ## How Many Human Services Software Products Does G2 Track? **Total Products under this Category:** 88 ### Category Stats (Aug 2026) - **Average Rating:** 4.44/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** NewOrg (+0.25%) - Among all products in this category, NewOrg recorded the largest rating increase compared to last month _Last updated: August 12, 2026_ ## How Does G2 Rank Human Services Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,300+ Authentic Reviews - 88+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Human Services Software ![G2 Grid® for Human Services Software plotting products by satisfaction and market presence](https://www.g2.com/categories/human-services/grids.png?focus%5B%5D=14558&focus%5B%5D=128051&focus%5B%5D=51407&focus%5B%5D=69219&focus%5B%5D=2998) Highlighted products: Bonterra Apricot, Casebook, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), CharityTracker, and InfoFlo Software. Underlying data: [Grid® JSON](https://www.g2.com/categories/human-services/grids.json?focus%5B%5D=bonterra-apricot&focus%5B%5D=casebook&focus%5B%5D=agentforce-nonprofit-formerly-salesforce-nonprofit-cloud&focus%5B%5D=charitytracker&focus%5B%5D=infoflo-software&segment=small-business) **Sponsored** ### Weflow Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1911&secure%5Bchosen_at%5D=2026-08-15T19%3A26%3A02Z&secure%5Bdisplayable_resource_id%5D=2641&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=164950&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164950&secure%5Bresource_id%5D=1911&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fhuman-services%2Fsmall-business&secure%5Btoken%5D=3073391bbb227b259939c00c6c27e5ea7700f3a4f7b987bf2321a1acf4dd2409&secure%5Burl%5D=https%3A%2F%2Fwww.weflow.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_content%3DRevOps-category-page&secure%5Burl_type%5D=custom_url) ### [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) Bonterra Apricot provides nonprofit organizations and public sector agencies with the resources, support and control they need to maximize impact in the communities they serve. Flexible program management solutions empower human services organizations to regain control of their programs-from streamlining the creation of forms and templates to simplifying data management and reporting. **Average Rating:** 4.4/5.0 **Total Reviews:** 344 #### How Do G2 Users Rate Bonterra Apricot? - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Performance:** 8.6/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 7.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind Bonterra Apricot? - **Seller:** [Bonterra](https://www.g2.com/sellers/bonterra) - **Company Website:** www.bonterratech.com - **Year Founded:** 2022 - **HQ Location:** Austin, United States - **Twitter:** @BonterraTech 922 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=add4d567dfd687337578fd15f087a1243216bf44ec93c57a7ffbf491c2657c54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbonterra-tech%2F&secure%5Burl_type%5D=linkedin_company_website) 1,322 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Executive Director, Case Manager - **Top Industries:** Non-Profit Organization Management, Civic & Social Organization - **Company Size:** 61% Small, 31% Medium #### What Are Recent G2 Reviews of Bonterra Apricot? **["Flexible, Self-Programmable Database Backed by Industry-Leading Customer Service"](https://www.g2.com/survey_responses/bonterra-apricot-review-13201934)** **Rating:** 5.0/5.0 stars _— Steve H._ [Read full review](https://www.g2.com/survey_responses/bonterra-apricot-review-13201934) **["Intuitive and Granular Case Management System"](https://www.g2.com/survey_responses/bonterra-apricot-review-12807895)** **Rating:** 5.0/5.0 stars _— Gwen W._ [Read full review](https://www.g2.com/survey_responses/bonterra-apricot-review-12807895) #### What Are G2 Users Discussing About Bonterra Apricot? - [What is Apricot used for?](https://www.g2.com/discussions/what-is-apricot-used-for) - 1 comment - [What is ETO software?](https://www.g2.com/discussions/apricot-what-is-eto-software) - 2 comments - [How much does apricot cost?](https://www.g2.com/discussions/how-much-does-apricot-cost) - [What is apricot social solutions?](https://www.g2.com/discussions/what-is-apricot-social-solutions) - [What is apricot database?](https://www.g2.com/discussions/what-is-apricot-database) ### [Casebook](https://www.g2.com/products/casebook/reviews) Built for today’s human services leaders, Casebook empowers social work nonprofits and government agencies to manage everything from intake, case management, reporting—and more, with intuitive tools that streamline workflows, surface real-time data, and support better outcomes. Our configurable platform centralizes tracking, reporting, and communication to reduce operational costs and strengthen team collaboration, Casebook is designed to help you do more, with less complexities and more insights. **Average Rating:** 4.3/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate Casebook? - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Performance:** 8.7/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 7.8/10 (Category avg: 8.3/10) #### Who Is the Company Behind Casebook? - **Seller:** [Casebook PBC](https://www.g2.com/sellers/casebook-pbc) - **Company Website:** www.casebook.net - **Year Founded:** 2017 - **HQ Location:** New York, NY - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed4524e40b0e6f9a1225ae10af45c1c2ebac69977fe81acb30a3361c05c65c29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcasebookpbc&secure%5Burl_type%5D=linkedin_company_website) 50 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Executive Director - **Top Industries:** Non-Profit Organization Management, Individual & Family Services - **Company Size:** 85% Small, 12% Medium #### What Are Recent G2 Reviews of Casebook? **["A Life-Changer for Digitizing Client Tracking—Easy to Navigate and Customize"](https://www.g2.com/survey_responses/casebook-review-12976963)** **Rating:** 5.0/5.0 stars _— Amanda C._ [Read full review](https://www.g2.com/survey_responses/casebook-review-12976963) **["Information in one place and many useful features"](https://www.g2.com/survey_responses/casebook-review-12921145)** **Rating:** 4.5/5.0 stars _— Susan N._ [Read full review](https://www.g2.com/survey_responses/casebook-review-12921145) #### What Are G2 Users Discussing About Casebook? - [What is Casebook used for?](https://www.g2.com/discussions/what-is-casebook-used-for) ### [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) 1) At Salesforce.org, we believe technology when used for good can change the world. It is the most powerful equalizer of our time, providing access to data, knowledge, and above all, connections. Salesforce.org (http://salesforce.org/) offers solutions built on the Salesforce platform, designed for the needs of nonprofits, educational institutions, and foundations. As a social enterprise, the more missions our technology supports, the more we’re able to invest back into innovation and communities, creating an endless circle of good. 2) The Nonprofit Cloud offers nonprofits solutions in: \* Fundraising \* Reporting and Analytics \* Income Management \* Donor Engagement \* Donation Management \* Marketing Communications and Engagement \* Personalized Journeys \* Marketing Automation \* Community Portals \* Attribution & AI \* Program Management and Service Delivery \* Program Delivery \* Grants Management \* Impact Measurement \* Volunteer Management \* Advocacy \* Hotline/Helpline Management \* Case Management \* Project Management \* Salesforce.org (http://salesforce.org/) also offers Foundations and grantmaking nonprofits outbound grants management solutions. 3) The Nonprofit Cloud has solutions to help you manage and deliver your programs and services, raise more funds, engage more effectively with your stakeholders, and understand and share your impact all on a single technology platform. And you don't have to go it alone. Nonprofits have unique technology needs so Salesforce.org (http://salesforce.org/) offers Success Services for: \* Always-on expertise: learn from the people who know Salesforce best \* Data-driven insights: plan your strategic roadmap \* Design-led innovation: create experiences that delight your constituents We also have an incredible ecosystem of implementation partners with subject matter expertise to help you get your system configured right the first time and up and running quickly and effectively. Nonprofits everywhere are choosing the #1 CRM platform over Salesforce competitors like never before. Join them. \* 89% of Salesforce.org customers say Salesforce has helped improve their ability to achieve their mission \* +49% faster response to constituents \* +24% donor retention \* -32% service and support costs \* -17% cost per dollar raised **Average Rating:** 4.1/5.0 **Total Reviews:** 82 #### How Do G2 Users Rate Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - **Ease of Use:** 7.3/10 (Category avg: 8.7/10) - **Performance:** 9.2/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 8.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® - **Ownership:** NYSE:CRM #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 62% Small, 34% Medium #### What Do G2 Reviewers Say About Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customizability** of Agentforce Nonprofit, enhancing fundraising and program management efficiency. - Users value the **customization capabilities** of Agentforce Nonprofit, facilitating tailored solutions for nonprofit fundraising and programs. - Users appreciate the **customizability and comprehensive features** of Agentforce Nonprofit, enhancing fundraising and program management efficiency. - Users benefit from the **flexible CRM integration** of Agentforce Nonprofit, allowing customization to suit specific program needs. - Users value the **ability to efficiently store and access information** with Agentforce Nonprofit, enhancing their data management experience. ##### Cons - Users find the **confusing terminology** challenging, making data management mistakes more likely despite training efforts. - Users find that there's a **difficult learning curve** due to its differences from other Salesforce products. - Users find the **difficult learning curve** challenging as it differs from other Salesforce products, requiring time to adapt. - Users find the pricing of Agentforce Nonprofit to be **expensive** , alongside concerns about implementation and customer service. - Users express concerns about the **high fees** and aggressive billing process associated with Agentforce Nonprofit. #### What Are Recent G2 Reviews of Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? **["Effortless Donation and Volunteer Tracking"](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-11844107)** **Rating:** 5.0/5.0 stars _— Julio E. R._ [Read full review](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-11844107) **["A Win-Win Start: 10 Free Licenses to Try Before You Invest"](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-12458424)** **Rating:** 5.0/5.0 stars _— Verified User in Pharmaceuticals_ [Read full review](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-12458424) #### What Are G2 Users Discussing About Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - [What is Salesforce for Ngo?](https://www.g2.com/discussions/what-is-salesforce-for-ngo) - [Which non profits use Salesforce?](https://www.g2.com/discussions/which-non-profits-use-salesforce) - [What is the Salesforce Nonprofit Success Pack?](https://www.g2.com/discussions/what-is-the-salesforce-nonprofit-success-pack) - [How can Salesforce help non profits?](https://www.g2.com/discussions/how-can-salesforce-help-non-profits) - 1 comment ### [CharityTracker](https://www.g2.com/products/charitytracker/reviews) CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities. **Average Rating:** 4.6/5.0 **Total Reviews:** 331 #### How Do G2 Users Rate CharityTracker? - **Ease of Use:** 8.8/10 (Category avg: 8.7/10) - **Performance:** 8.8/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.4/10 (Category avg: 9.0/10) - **Interoperability:** 8.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind CharityTracker? - **Seller:** [Simon Solutions](https://www.g2.com/sellers/simon-solutions) - **Year Founded:** 2006 - **HQ Location:** Florence, AL - **Twitter:** @SimonSolutions 101 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=082555a3df2b6ae24d35ca4543b4c7115019f80c6a49cf3394d48d8896c949f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimon-solutions-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Executive Director, Case Manager - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 90% Small, 8% Medium #### What Do G2 Reviewers Say About CharityTracker? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of setup** in CharityTracker essential for organizing client information and enhancing team communication. #### What Are Recent G2 Reviews of CharityTracker? **["Charity Tracker Offers the Best Software and Customer Service for Our Needs!"](https://www.g2.com/survey_responses/charitytracker-review-8766876)** **Rating:** 5.0/5.0 stars _— Jennifer G._ [Read full review](https://www.g2.com/survey_responses/charitytracker-review-8766876) **["CharityTracker"](https://www.g2.com/survey_responses/charitytracker-review-8761123)** **Rating:** 4.5/5.0 stars _— Verified User in Non-Profit Organization Management_ [Read full review](https://www.g2.com/survey_responses/charitytracker-review-8761123) #### What Are G2 Users Discussing About CharityTracker? - [What is CharityTracker used for?](https://www.g2.com/discussions/what-is-charitytracker-used-for) - 1 comment ### [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard. Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV. With InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration. **Average Rating:** 4.5/5.0 **Total Reviews:** 93 #### How Do G2 Users Rate InfoFlo Software? - **Ease of Use:** 9.1/10 (Category avg: 8.7/10) #### Who Is the Company Behind InfoFlo Software? - **Seller:** [InfoFlo Solutions](https://www.g2.com/sellers/infoflo-solutions) - **Year Founded:** 2002 - **HQ Location:** Toronto, Canada - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53b2187a3239201df8d8498b82c90dc6fb84ce14c9111347af65e044a84818ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2786990%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® - **Phone:** 1 416-223-4353 #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 67% Small, 12% Medium #### What Do G2 Reviewers Say About InfoFlo Software? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of InfoFlo Software, enhancing their experience with quick access to important data. - Users praise the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the program. - Users value the **powerful organizational capabilities** of InfoFlo, streamlining customer data and enhancing workflow management. - Users value the **easy access** to important customer data in InfoFlo Software, finding it quick and user-friendly. - Users value the **integration capability** of InfoFlo Software, which centralizes all business data and needs effectively. ##### Cons - Users face **bugs** , such as software glitches and integration issues with 3CX, affecting their overall experience. - Users face **integration issues** with InfoFlo Software, particularly with 3CX and occasional software glitches affecting usability. - Users feel that the software suffers from a **lack of available bundles** , which limits its functionality and options. - Users find the interface **difficult to navigate** , with support sometimes providing unclear information, despite follow-up clarifications. #### What Are Recent G2 Reviews of InfoFlo Software? **["Multifunctional integration, a tool for enhancing work efficiency"](https://www.g2.com/survey_responses/infoflo-software-review-12121732)** **Rating:** 4.0/5.0 stars _— Harrison W._ [Read full review](https://www.g2.com/survey_responses/infoflo-software-review-12121732) **["Fast, Customizable, and Secure Case Management with Outstanding Support!"](https://www.g2.com/survey_responses/infoflo-software-review-12974719)** **Rating:** 5.0/5.0 stars _— Ashley C._ [Read full review](https://www.g2.com/survey_responses/infoflo-software-review-12974719) #### What Are G2 Users Discussing About InfoFlo Software? - [What improvements would you suggest for InfoFlo Software to better meet your CRM needs?](https://www.g2.com/discussions/what-improvements-would-you-suggest-for-infoflo-software-to-better-meet-your-crm-needs) - [What is InfoFlo Software used for?](https://www.g2.com/discussions/what-is-infoflo-software-used-for) Spotlight Categories [Project Management Software](https://www.g2.com/categories/project-management) [E-commerce Fraud Protection Software](https://www.g2.com/categories/e-commerce-fraud-protection) [Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms) [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking) [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) Similar Categories - [Admission-Based Nonprofit](/categories/admission-based-nonprofit) - [Donor Management](/categories/donor-management) - [Donor Prospect Research](/categories/donor-prospect-research) - [Fundraising](/categories/fundraising) - [Nonprofit Accounting](/categories/nonprofit-accounting-software) - [Nonprofit CRM](/categories/nonprofit-crm) - [Nonprofit Payment Gateway](/categories/nonprofit-payment-gateway) - [Other Nonprofit](/categories/other-nonprofit) - [Volunteer Management](/categories/volunteer-management) [Browse Human Services Themes](/categories/human-services/themes)