Compare Casebook and PlanStreet 
Featured Products
At a Glance
Market Segments
Small-Business (82.3% of reviews)
Mid-Market (66.7% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
Starting at $29.00 Per Month
Contact Us 5 User Per Month
Casebook
Star Rating
(62)4.3 out of 5
Market Segments
Small-Business (82.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Starting at $29.00 Per Month
Browse all 4 pricing plansPlanStreet
Star Rating
(9)4.6 out of 5
Market Segments
Mid-Market (66.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Contact Us 5 User Per Month
Learn more about PlanStreetSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that PlanStreet excels in its overall ease of use with a score of 8.9, while Casebook trails slightly behind at 8.2, indicating that users find PlanStreet more intuitive for daily operations.
- Reviewers mention that PlanStreet's client intake feature scores 8.3, which is on par with Casebook, but users on G2 highlight that PlanStreet offers a more streamlined process that reduces onboarding time for new clients.
- G2 users note that PlanStreet's reporting capabilities score 7.8, which is lower than Casebook's offerings, but reviewers say that PlanStreet's dashboard provides a more user-friendly interface for tracking key metrics.
- Users say that while both platforms have mobility features, PlanStreet's mobile functionality is rated at 8.3, allowing for better access on-the-go compared to Casebook, which has received mixed reviews in this area.
- Reviewers mention that Casebook shines in quality of support with a score of 9.0, slightly higher than PlanStreet's 8.9, indicating that users feel more supported when using Casebook for troubleshooting and assistance.
- Users report that PlanStreet has a perfect score of 10.0 in product direction, suggesting that users feel confident in the future development of the software, while Casebook's score of 8.9 indicates a slightly less optimistic outlook among its users.
Pricing
Entry-Level Pricing
Casebook
Starter: The Essentials
Starting at $29.00
Per Month
Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing.
- Up to 3 users
- Optional Forms
- SSO
PlanStreet
Custom Pricing Plans
Contact Us
5 User Per Month
To find a custom licensing plan that suits your team's needs, reach out to one of our sales representatives. Whether you’re a small nonprofit or a large public sector organization, we're here to assist you.
- Attendance Tracking
- Case Notes
- Client Management
Free Trial
Casebook
No trial information availablePlanStreet
Free Trial is available
Ratings
Meets Requirements
8.3
44
9.4
8
Ease of Use
8.4
45
8.8
8
Ease of Setup
8.0
32
Not enough data
Ease of Admin
8.8
28
Not enough data
Quality of Support
9.2
42
8.8
8
Has the product been a good partner in doing business?
9.0
29
Not enough data
Product Direction (% positive)
9.2
42
10.0
8
Features by Category
Platform Basics
7.7
37
Not enough data
7.7
32
Not enough data
8.6
41
Not enough data
Case Management
8.7
40
Not enough data
8.5
33
Not enough data
8.2
35
Not enough data
Platform Additional Functionality
7.6
32
Not enough data
6.4
28
Not enough data
Platform Data
8.5
39
Not enough data
8.2
37
Not enough data
Categories
Categories
Shared Categories
Casebook and PlanStreet are categorized as Human Services
Unique Categories
Casebook has no unique categories
PlanStreet has no unique categories
Reviews
Reviewers' Company Size
Casebook
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
PlanStreet
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Non-Profit Organization Management
34.4%
Individual & Family Services
16.4%
Civic & Social Organization
14.8%
Human Resources
9.8%
Law Enforcement
4.9%
Other
19.7%
Information Technology and Services
33.3%
Telecommunications
11.1%
Pharmaceuticals
11.1%
Information Services
11.1%
Higher Education
11.1%
Other
22.2%
Alternatives
Discussions
Casebook has no discussions with answers
PlanStreet has no discussions with answers
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