Total Products under this Category: 128
Last updated: September 01, 2026
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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.
Highlighted products: Bonterra Apricot, Therap Services, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), Casebook, NewOrg, Foothold, InfoFlo Software, and LiveImpact.
Underlying data: [Grid® JSON](https://www.g2.com/categories/human-services/grids.json?focus%5B%5D=bonterra-apricot&focus%5B%5D=therap-services&focus%5B%5D=agentforce-nonprofit-formerly-salesforce-nonprofit-cloud&focus%5B%5D=casebook&focus%5B%5D=neworg&focus%5B%5D=radicle-health-foothold&focus%5B%5D=infoflo-software&focus%5B%5D=liveimpact)
mCase is a completely configurable cloud-based solution designed to make case management tasks faster and more efficient.
MediSked Coordinate simplifies care management activities such as assessments, planning, caseload management, service authorizations, documentation, submitting claims, contact management, and more. The assessment is the cornerstone of person-centered planning and Coordinate streamlines the process by pulling the data to pre-populate the plan, making updates effortless. Simple tools for reporting and budgeting ensure that time is dedicated to improving the lives of individuals, not complicated administration.
At Let's Give Together, a registered Canadian charity, we see a world where chronic homelessness is eradicated through collaboration. We’re creating a seamless network of support that ensures every individual experiencing homelessness receives the care, respect, and opportunities they deserve. Our secure, privacy-first platform, Mozaics, empowers communities to deliver transformational, person-centered services through streamlined data collection, analysis, and sharing. It’s this high-quality and accessible data that equips leaders to make informed decisions, identify bottlenecks, and maximize their team’s impact.
myOneFlow is a self-service Case Management Platform designed to help service providers and their customers manage, track, and report on complex processes, including: Case management Labor exchange and application workflows Student information systems Grant tracking and funds distribution myOneFlow makes it easy for staff to collect and report on required data. Plus, its rules-based system helps clients easily navigate every step of their journey, be it finding a new job, accessing social services, or enrolling in courses. Organizations with multiple locations or services are connected within the myOneFlow network, so staff can easily send referrals or transfer caseloads. At its core, myOneFlow transforms systems that have traditionally relied on static paper forms and manual data entry by creating an integrated, efficient digital experience that automates workflows for both staff and clients. Watch this video to know more: https://youtu.be/tRMppjEZYOc Website: https://www.myoneflow.com/
Our CaseWorks™ enterprise workflow automation and document management software streamlines the case workflow processes for local, state, & tribal nations Health and Human Services teams so they can efficiently connect their communities to the care they need.
CTARS is a cloud-based client management software designed for care providers, particularly in the fields of NDIS, out-of-home care, and children’s services. The platform streamlines business operations through a customizable dashboard that manages everything from client budgets to incident reporting. Ideal for clinicians and care staff, CTARS integrates with various accounting and billing software, ensuring compliance and security with ISO-accredited standards. Established in 2010 and serving over 6000 clients across Australia, CTARS simplifies care delivery and promotes real-time collaboration among users.
Need Navigator is case management software for human services organizations: community action agencies, shelters, food banks and parent education providers. Every agency runs on its own copy of the application with its own private database, configured to your programs, forms, roles and vocabulary. Nothing is pooled with other agencies. Staff manage client records, households, care teams, income eligibility, assistance requests, referrals, visits, goals, documents, shelter beds and classes in one place. The people you serve never need an account: they apply online in English or Spanish, register for classes, and check in by QR code. Assistance requests tie every dollar to a funding pool with a real balance, and print the eligibility math on the voucher. Income is screened against poverty and area median income thresholds, with staff-verified income kept apart from self-reported. Published pricing: $25 per user per month, five-user minimum, plus setup from $2,000.
Notehouse is a client documentation and case management software platform that helps organizations securely record, organize, and manage client interactions. The system provides a centralized environment for teams to maintain structured client records, track activity, and document services, notes, and case updates in one place. As a client management and case management software solution, Notehouse is commonly used by organizations that rely on accurate documentation and collaboration across staff members. These organizations often include nonprofits, social service agencies, counseling programs, education initiatives, and other service-based teams that need consistent and organized client records. Notehouse replaces spreadsheets or fragmented documentation processes with a dedicated client management system designed to support structured recordkeeping. Teams can maintain detailed documentation about clients, cases, students, contacts, or other tracked entities while ensuring that authorized staff can easily access and update records as needed. The platform focuses on simplifying client documentation workflows while maintaining clear structure and organization. Teams can configure how records are labeled, create custom data fields, and organize information in ways that align with their internal processes. This flexibility allows organizations to adapt the system to different types of case management, client tracking, and service documentation needs. By centralizing documentation, Notehouse helps organizations maintain visibility across teams responsible for client services and ensures that information is stored in a consistent and accessible format. Key features of Notehouse include: - Client record management: Maintain organized records for clients, cases, students, contacts, or other tracked entities depending on how an organization structures its data. - Structured case documentation: Record client interactions, service updates, and case notes in a consistent format across a team. - Custom fields and tagging: Capture organization-specific data using customizable fields and flexible tagging systems. - Configurable dashboards: Customize dashboard columns and views to track client records, case activity, and relevant information for each role. - Secure team access: Authorized users can access and update client documentation to support collaboration and continuity of care or service. Notehouse is designed for organizations that require a centralized client management and case management software system to document interactions, manage client records, and support coordinated service delivery across teams.
NPSM (non profit Service Management) is specifically designed for Non-Profits to help them in their Digital Transformation journey. It reduces dependencies on multiple apps and cuts through all the digital clutter with a single cloud-based comprehensive management solution for cases (grants, procurement, finance, operations, etc.), travel and expenses, identity and access, donation and campaigns, talent, and documentation and much more. A bundle of business management applications for non-profits A cutting-edge service management solution for over 30 non-profit business processes. A case management platform created exclusively for non-profits. A SaaS solution built on ServiceNow & Salesforce.
Outreach Grid is a coordinated entry system that enables agencies across a region to collaborate on homelessness information on one platform in one language.
Pear Suite is a care coordination and navigation software that simplifies and digitizes client management, workflows, invoicing, and reporting processes for nonprofits, community health workers, community-based organizations, doula organizations, and health care coalitions and hubs. This customizable and interoperable platform collects and analyzes client and community health data so organizations can improve communication and demonstrate value with health plans and care providers. Dashboards show individual client and community value-based outcome data while billing features drive sustainable revenue. Increase workforce efficiency with AI-powered smart scripts that boost data collection and improve referrals. Achieve better outcomes with standard and custom screenings, client management and education, and program monitoring. Understand each client as a whole person, influence community health, reduce care costs, and empower community health workers and independent care providers.
