# Best Human Services Software ## How Many Human Services Software Products Does G2 Track? **Total Products under this Category:** 87 ### 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 01, 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 - 87+ 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=41515&focus%5B%5D=51407&focus%5B%5D=128051&focus%5B%5D=160563&focus%5B%5D=14481&focus%5B%5D=69219&focus%5B%5D=24772) Highlighted products: Bonterra Apricot, Therap Services, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), Casebook, Foothold, NewOrg, CharityTracker, 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=radicle-health-foothold&focus%5B%5D=neworg&focus%5B%5D=charitytracker&focus%5B%5D=liveimpact) **Sponsored** ### LiveImpact LiveImpact: The Only AI-Powered Case Management and Donor Management Platform Built for Nonprofits LiveImpact is a cloud-based, affordable nonprofit software platform that brings together powerful Case Management Software, Donor Management Software, and a fully integrated Nonprofit CRM—designed specifically for the needs of mission-driven organizations. Our Case Management Software helps nonprofits streamline client intake, documentation, service delivery, outcomes tracking, and reporting—while ensuring compliance with funder and grant requirements. Whether you’re managing direct services, coordinating referrals, or running multi-program initiatives, LiveImpact gives you the tools to keep every case organized, track progress in real time, and demonstrate your impact with ease. What sets LiveImpact apart is our private, secure, and nonprofit-specific AI—the first of its kind in this space. Purpose-built for nonprofit workflows, our AI transforms how teams work by eliminating the need to run complex reports or dig through data. Simply ask a question, and LiveImpact generates real-time charts, trends, and insights—helping program staff, fundraisers, and leadership make faster, smarter decisions. Our team works closely with nonprofits to customize the platform to your unique needs, ensuring a smooth and supportive onboarding experience. With enterprise-grade security, exceptional customer support, and a pricing model that works for nonprofits, LiveImpact helps you scale your mission with confidence—powered by AI, built for impact. [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=2026-08-02T19%3A27%3A59Z&secure%5Bdisplayable_resource_id%5D=1911&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1911&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=24772&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%3Fopen_modal_url%3D%252Fproducts%252Fbonterra-eto%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fhuman-services%2526source%253Dcategory&secure%5Btoken%5D=891027b6b2f49721ca383224d1fc756fe19f8d51a91b23e7585e21e317dc82fe&secure%5Burl%5D=https%3A%2F%2Fwww.liveimpact.org&secure%5Burl_type%5D=company_website) ### [Bonterra Apricot](https://www.g2.com/fr/products/bonterra-apricot/reviews) Bonterra Apricot fournit aux organisations à but non lucratif et aux agences du secteur public les ressources, le soutien et le contrôle dont elles ont besoin pour maximiser leur impact dans les communautés qu'elles servent. Des solutions de gestion de programme flexibles permettent aux organisations de services sociaux de reprendre le contrôle de leurs programmes, de la simplification de la création de formulaires et de modèles à la simplification de la gestion des données et des rapports. **Average Rating:** 4.4/5.0 **Total Reviews:** 342 #### How Do G2 Users Rate Bonterra Apricot? - **Facilité d’utilisation:** 8.5/10 (Category avg: 8.7/10) - **Performance:** 8.6/10 (Category avg: 9.3/10) - **Mesure des résultats:** 8.6/10 (Category avg: 9.0/10) - **Interopérabilité:** 7.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind Bonterra Apricot? - **Vendeur:** [Bonterra](https://www.g2.com/fr/sellers/bonterra) - **Site Web de l'entreprise:** www.bonterratech.com - **Année de fondation:** 2022 - **Emplacement du siège social:** Austin, United States - **Twitter:** @BonterraTech 922 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Directeur exécutif, Gestionnaire de cas - **Top Industries:** Gestion d'organisations à but non lucratif, Organisation civique et sociale - **Company Size:** 60% Small, 32% Medium #### What Are Recent G2 Reviews of Bonterra Apricot? **["Organise sans effort les données des participants"](https://www.g2.com/fr/survey_responses/bonterra-apricot-review-10741270)** **Rating:** 5.0/5.0 stars _— Robert N._ [Read full review](https://www.g2.com/fr/survey_responses/bonterra-apricot-review-10741270) **["Système de gestion de cas intuitif et granulaire"](https://www.g2.com/fr/survey_responses/bonterra-apricot-review-12807895)** **Rating:** 5.0/5.0 stars _— Gwen W._ [Read full review](https://www.g2.com/fr/survey_responses/bonterra-apricot-review-12807895) #### What Are G2 Users Discussing About Bonterra Apricot? - [À quoi sert l'abricot ?](https://www.g2.com/fr/discussions/what-is-apricot-used-for) - 1 comment - [Qu'est-ce que le logiciel ETO ?](https://www.g2.com/fr/discussions/apricot-what-is-eto-software) - 2 comments - [How much does apricot cost?](https://www.g2.com/fr/discussions/how-much-does-apricot-cost) - [What is apricot social solutions?](https://www.g2.com/fr/discussions/what-is-apricot-social-solutions) - [What is apricot database?](https://www.g2.com/fr/discussions/what-is-apricot-database) ### [Therap Services](https://www.g2.com/products/therap-services/reviews) Therap Services is the national leader in HIPAA-compliant electronic documentation solutions for organizations in Long-Term Services and Supports (LTSS), Home and Community-Based Services (HCBS), and other human services industries. The system caters to a wide range of providers, including those serving individuals with intellectual and developmental disabilities, community employment and vocational rehabilitation programs, special education and school health services, aging and home health agencies, and autism programs. Therap's key features include electronic health record (EHR) capabilities, electronic visit verification (EVV) to track and manage service visits, comprehensive incident reporting and management tools, and person-centered planning tools to support individualized service goals and outcomes. Additionally, the system includes functionality to manage waiver slots and waiting lists, helping providers streamline day-to-day operations. **Average Rating:** 4.6/5.0 **Total Reviews:** 219 #### How Do G2 Users Rate Therap Services? - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Performance:** 9.2/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.9/10 (Category avg: 9.0/10) - **Interoperability:** 8.3/10 (Category avg: 8.3/10) #### Who Is the Company Behind Therap Services? - **Seller:** [Therap](https://www.g2.com/sellers/therap) - **Year Founded:** 2003 - **HQ Location:** Torrington, US - **Twitter:** @therapservices 515 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a9b7fe1849e24a4d2c21711566a99aa3bcfe90fc94c1f5b22300fd13b6bcec15&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F97019%2F&secure%5Burl_type%5D=linkedin_company_website) 174 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Quality Assurance Coordinator - **Top Industries:** Hospital & Health Care, Individual & Family Services - **Company Size:** 71% Medium, 19% Small #### What Do G2 Reviewers Say About Therap Services? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of documentation** with Therap Services, enhancing compliance and information sharing for clients. - Users highlight the **exceptional customer support** of Therap Services, enhancing their overall experience and workflow. - Users commend the **exceptional quality and accessibility** of Therap services, facilitating easier management of their caseloads. - Users value the **versatile capabilities** of Therap Services, appreciating its responsive partnership and continuous improvements. - Users praise the **ease of use** of Therap Services, appreciating its straightforward navigation and functionality. ##### Cons - Users find **poor navigation** frustrating, complicating simple tasks and making the software difficult to use effectively. - Users find the **time-consuming setup** of Therap Services to be a significant drawback in their experience. - Users experience occasional **access difficulty** due to frequent logout after periods of inactivity, causing frustration. - Users experience **billing issues** with delayed responses from Therap support, causing frustration during resolution. - Users find Therap Services to be **expensive** and frustratingly difficult to navigate, impacting overall satisfaction and efficiency. #### What Are Recent G2 Reviews of Therap Services? **["Therap is Amazing"](https://www.g2.com/survey_responses/therap-services-review-4900167)** **Rating:** 5.0/5.0 stars _— Susan L._ [Read full review](https://www.g2.com/survey_responses/therap-services-review-4900167) **["User-Friendly Platform with Robust Reporting"](https://www.g2.com/survey_responses/therap-services-review-12717851)** **Rating:** 5.0/5.0 stars _— Keon D._ [Read full review](https://www.g2.com/survey_responses/therap-services-review-12717851) #### What Are G2 Users Discussing About Therap Services? - [How does Therap app work?](https://www.g2.com/discussions/how-does-therap-app-work) - [Is Therap an EHR?](https://www.g2.com/discussions/is-therap-an-ehr) - 2 comments - [How much does Therap Services Cost?](https://www.g2.com/discussions/how-much-does-therap-services-cost) - 1 comment - [What is Therap software?](https://www.g2.com/discussions/what-is-therap-software) - 1 comment ### [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/fr/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) 1) Chez Salesforce.org, nous croyons que la technologie, lorsqu'elle est utilisée pour le bien, peut changer le monde. C'est le plus puissant égalisateur de notre époque, offrant un accès aux données, à la connaissance, et surtout, aux connexions. Salesforce.org (http://salesforce.org/) propose des solutions construites sur la plateforme Salesforce, conçues pour les besoins des organisations à but non lucratif, des établissements d'enseignement et des fondations. En tant qu'entreprise sociale, plus notre technologie soutient de missions, plus nous sommes en mesure de réinvestir dans l'innovation et les communautés, créant un cercle vertueux infini. 2) Le Nonprofit Cloud offre aux organisations à but non lucratif des solutions dans : \* Collecte de fonds \* Rapports et analyses \* Gestion des revenus \* Engagement des donateurs \* Gestion des dons \* Communications et engagement marketing \* Parcours personnalisés \* Automatisation du marketing \* Portails communautaires \* Attribution et IA \* Gestion de programme et prestation de services \* Prestation de programme \* Gestion des subventions \* Mesure de l'impact \* Gestion des bénévoles \* Plaidoyer \* Gestion de ligne d'assistance \* Gestion de cas \* Gestion de projet \* Salesforce.org (http://salesforce.org/) propose également aux fondations et aux organisations à but non lucratif de gestion de subventions sortantes des solutions de gestion de subventions. 3) Le Nonprofit Cloud propose des solutions pour vous aider à gérer et à fournir vos programmes et services, à lever plus de fonds, à engager plus efficacement vos parties prenantes, et à comprendre et partager votre impact sur une seule plateforme technologique. Les organisations à but non lucratif ont des besoins technologiques uniques, donc Salesforce.org (http://salesforce.org/) propose des services de réussite pour : \* Expertise toujours disponible : apprenez des personnes qui connaissent le mieux Salesforce \* Insights basés sur les données : planifiez votre feuille de route stratégique \* Innovation guidée par le design : créez des expériences qui ravissent vos constituants Nous avons également un incroyable écosystème de partenaires de mise en œuvre avec une expertise en la matière pour vous aider à configurer votre système correctement dès la première fois et à le faire fonctionner rapidement et efficacement. Les organisations à but non lucratif du monde entier choisissent la plateforme CRM n°1 par rapport aux concurrents de Salesforce comme jamais auparavant. \* 89 % des clients de Salesforce.org disent que Salesforce a aidé à améliorer leur capacité à atteindre leur mission \* +49 % de réponse plus rapide aux constituants \* +24 % de rétention des donateurs \* -32 % de coûts de service et de support \* -17 % de coût par dollar levé **Average Rating:** 4.1/5.0 **Total Reviews:** 82 #### How Do G2 Users Rate Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - **Facilité d’utilisation:** 7.3/10 (Category avg: 8.7/10) - **Performance:** 9.2/10 (Category avg: 9.3/10) - **Mesure des résultats:** 8.6/10 (Category avg: 9.0/10) - **Interopérabilité:** 8.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - **Vendeur:** [Salesforce](https://www.g2.com/fr/sellers/salesforce) - **Année de fondation:** 1999 - **Emplacement du siège social:** San Francisco, CA - **Twitter:** @salesforce 579,511 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® - **Propriété:** NYSE:CRM #### Who Uses This Product? - **Top Industries:** Gestion d'organisations à but non lucratif - **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 - Les utilisateurs apprécient la **personnalisabilité** d'Agentforce Nonprofit, améliorant l'efficacité de la collecte de fonds et de la gestion des programmes. - Les utilisateurs apprécient les **capacités de personnalisation** d'Agentforce Nonprofit, facilitant des solutions sur mesure pour la collecte de fonds et les programmes des organisations à but non lucratif. - Les utilisateurs apprécient la **personnalisation et les fonctionnalités complètes** d'Agentforce Nonprofit, améliorant l'efficacité de la collecte de fonds et de la gestion des programmes. - Les utilisateurs bénéficient de l' **intégration CRM flexible** d'Agentforce Nonprofit, permettant une personnalisation pour répondre aux besoins spécifiques des programmes. - Les utilisateurs apprécient la **capacité à stocker et accéder efficacement à l'information** avec Agentforce Nonprofit, améliorant ainsi leur expérience de gestion des données. ##### Cons - Les utilisateurs trouvent la **terminologie confuse** difficile, ce qui rend les erreurs de gestion des données plus probables malgré les efforts de formation. - Les utilisateurs trouvent qu'il y a une **courbe d'apprentissage difficile** en raison de ses différences par rapport aux autres produits Salesforce. - Les utilisateurs trouvent la **difficile car elle diffère des autres produits Salesforce, nécessitant du temps pour s'adapter.** - Les utilisateurs trouvent que le prix d'Agentforce Nonprofit est **cher** , en plus des préoccupations concernant la mise en œuvre et le service client. - Les utilisateurs expriment des préoccupations concernant les **frais élevés** et le processus de facturation agressif associé à Agentforce Nonprofit. #### What Are Recent G2 Reviews of Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? **["Suivi des dons et du bénévolat sans effort"](https://www.g2.com/fr/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/fr/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-11844107) **["Un début gagnant-gagnant : 10 licences gratuites à essayer avant d'investir"](https://www.g2.com/fr/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-12458424)** **Rating:** 5.0/5.0 stars _— Utilisateur vérifié à Pharmaceutique_ [Read full review](https://www.g2.com/fr/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/fr/discussions/what-is-salesforce-for-ngo) - [Which non profits use Salesforce?](https://www.g2.com/fr/discussions/which-non-profits-use-salesforce) - [What is the Salesforce Nonprofit Success Pack?](https://www.g2.com/fr/discussions/what-is-the-salesforce-nonprofit-success-pack) - [Comment Salesforce peut-il aider les organisations à but non lucratif ?](https://www.g2.com/fr/discussions/how-can-salesforce-help-non-profits) - 1 comment ### [Casebook](https://www.g2.com/fr/products/casebook/reviews) Conçu pour les leaders des services sociaux d'aujourd'hui, Casebook permet aux organisations à but non lucratif de travail social et aux agences gouvernementales de gérer tout, de l'accueil à la gestion de cas, en passant par le reporting—et plus encore, avec des outils intuitifs qui simplifient les flux de travail, mettent en avant les données en temps réel et soutiennent de meilleurs résultats. Notre plateforme configurable centralise le suivi, le reporting et la communication pour réduire les coûts opérationnels et renforcer la collaboration d'équipe, Casebook est conçu pour vous aider à faire plus, avec moins de complexités et plus d'informations. **Average Rating:** 4.3/5.0 **Total Reviews:** 72 #### How Do G2 Users Rate Casebook? - **Facilité d’utilisation:** 8.4/10 (Category avg: 8.7/10) - **Performance:** 8.7/10 (Category avg: 9.3/10) - **Mesure des résultats:** 8.6/10 (Category avg: 9.0/10) - **Interopérabilité:** 7.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind Casebook? - **Vendeur:** [Casebook PBC](https://www.g2.com/fr/sellers/casebook-pbc) - **Site Web de l'entreprise:** www.casebook.net - **Année de fondation:** 2017 - **Emplacement du siège social:** New York, NY - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Directeur exécutif - **Top Industries:** Gestion d'organisations à but non lucratif, Services individuels et familiaux - **Company Size:** 85% Small, 13% Medium #### What Are Recent G2 Reviews of Casebook? **["Un changeur de vie pour la numérisation du suivi des clients—Facile à naviguer et à personnaliser"](https://www.g2.com/fr/survey_responses/casebook-review-12976963)** **Rating:** 5.0/5.0 stars _— Amanda C._ [Read full review](https://www.g2.com/fr/survey_responses/casebook-review-12976963) **["Informations en un seul endroit et de nombreuses fonctionnalités utiles"](https://www.g2.com/fr/survey_responses/casebook-review-12921145)** **Rating:** 4.5/5.0 stars _— Susan N._ [Read full review](https://www.g2.com/fr/survey_responses/casebook-review-12921145) #### What Are G2 Users Discussing About Casebook? - [À quoi sert Casebook ?](https://www.g2.com/fr/discussions/what-is-casebook-used-for) ### [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) Electronic documentation software for I/DD and behavioral health service providers. Our software offers case management, client tracking, and an Electronic Health Record (EHR) all under one roof. Visit our website to speak with one of our specialists. We are HIPAA-compliant, federally certified as an EHR for Meaningful Use, and offer full interoperability as you navigate the new landscape of care coordination and value-based care. Our software is ideal for human services and I/DD agencies, particularly those that offer multiple programs such as mental health, substance use disorder, housing and employment. **Average Rating:** 4.8/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate Foothold? - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Performance:** 9.4/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.9/10 (Category avg: 9.0/10) - **Interoperability:** 8.6/10 (Category avg: 8.3/10) #### Who Is the Company Behind Foothold? - **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health) - **Year Founded:** 2021 - **HQ Location:** Walnut Creek, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=804021c2fdf99bfc7d879d0e95882436bbce3ff9398da68ae73de5ba925cc28e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fradiclehealth%2F&secure%5Burl_type%5D=linkedin_company_website) 114 employees on LinkedIn® - **Ownership:** Privately Held #### Who Uses This Product? - **Top Industries:** Mental Health Care, Non-Profit Organization Management - **Company Size:** 63% Medium, 33% Small #### What Are Recent G2 Reviews of Foothold? **["The best HMIS software"](https://www.g2.com/survey_responses/foothold-review-8903040)** **Rating:** 5.0/5.0 stars _— Joan F._ [Read full review](https://www.g2.com/survey_responses/foothold-review-8903040) **["Foothold Customization and features"](https://www.g2.com/survey_responses/foothold-review-8753881)** **Rating:** 5.0/5.0 stars _— Nicolash S._ [Read full review](https://www.g2.com/survey_responses/foothold-review-8753881) ### [NewOrg](https://www.g2.com/products/neworg/reviews) NewOrg is a cloud-based case management and data management platform that helps small to mid-sized nonprofits, human services organizations, and government programs manage services, people, reporting, and workflows across one or multiple programs. The platform includes CRM-style tools for tracking donors, volunteers, clients, partners, communications, and engagement history, while also supporting case notes, service delivery, documents, portals, grants, outcomes, and configurable reporting. Many organizations rely on separate tools to manage programs, people, documentation, and reporting. NewOrg brings these functions together in a single system, helping teams centralize data, reduce manual processes, and improve visibility into service delivery and outcomes. NewOrg is designed to support a range of service models, including housing assistance, behavioral health, youth and family services, emergency assistance, volunteer management, grant-funded programs, and community outreach. Its configurable structure allows organizations to adapt forms, workflows, permissions, dashboards, and reports to match different program requirements. Key capabilities include: Case management and client tracking, including service history, case notes, documents, and outcomes Grant and program management with reporting aligned to funder requirements Volunteer, donor, and relationship tracking connected to program activity Workflow automation to support documentation, approvals, reminders, and service delivery Reporting and dashboards for audits, compliance, funder reporting, and internal decision-making The platform supports configurable workflows and data structures, allowing organizations to adapt the system as programs, reporting needs, and service models evolve over time. NewOrg is used by nonprofit and government organizations across the U.S. and Canada to support program operations and data management. As a certified B Corporation, NewOrg is committed to social and environmental responsibility, aligning with the values of the organizations we serve. **Average Rating:** 4.7/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate NewOrg? - **Ease of Use:** 9.0/10 (Category avg: 8.7/10) - **Performance:** 10.0/10 (Category avg: 9.3/10) - **Outcome Measurement:** 9.2/10 (Category avg: 9.0/10) - **Interoperability:** 10.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind NewOrg? - **Seller:** [New Org](https://www.g2.com/sellers/new-org) - **Company Website:** www.neworg.com - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b97a1e0e3c5eb90ab253033a849c207b5e6bafd86cf0d431ac27ee10269d7f29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fneworg%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 63% Small, 29% Medium #### What Do G2 Reviewers Say About NewOrg? _AI-generated summary from verified user reviews_ ##### Pros - Users praise NewOrg's **responsive customer support** , providing timely resolutions and innovative solutions for unique organizational needs. - Users value the **efficient report generation** of NewOrg, enhancing productivity and client support through real-time data access. - Users value the **efficient reporting capabilities** of NewOrg, enhancing organizational capacity and client support. - Users praise the **ease of use** of NewOrg, highlighting its adaptability and efficient support for daily operations. - Users commend the **fast response time** of NewOrg's support, resolving issues swiftly and efficiently to enhance productivity. ##### Cons - Users feel the lack of **customization options** in NewOrg limits their ability to tailor the platform effectively. - Users find the **clunky design** of NewOrg to be outdated, leading to a cumbersome experience with many open tabs. - Users find the **clunky interface** of NewOrg frustrating, often leading to multiple tabs being opened unnecessarily. - Users find the **dilapidated interface** of NewOrg frustrating, often leading to excessive open tabs during use. - Users note the **outdated design** of NewOrg, expressing a desire for modern aesthetics and streamlined navigation. #### What Are Recent G2 Reviews of NewOrg? **["NewOrg’s Tailored Platform and Lightning-Fast, Detail-Oriented Support"](https://www.g2.com/survey_responses/neworg-review-12536333)** **Rating:** 5.0/5.0 stars _— Shannon C._ [Read full review](https://www.g2.com/survey_responses/neworg-review-12536333) **["All Our Client Info in One Place—Fast Reports and Fantastic Support. HIRE THEM NOW WE LOVE THEM."](https://www.g2.com/survey_responses/neworg-review-12517277)** **Rating:** 5.0/5.0 stars _— Marianna P._ [Read full review](https://www.g2.com/survey_responses/neworg-review-12517277) #### What Are G2 Users Discussing About NewOrg? - [What is NewOrg used for?](https://www.g2.com/discussions/what-is-neworg-used-for) - 1 comment ### [CharityTracker](https://www.g2.com/fr/products/charitytracker/reviews) CharityTracker est une solution CRM de gestion de cas spécifiquement conçue pour les organisations à but non lucratif, les travailleurs sociaux, les prestataires de soins de santé et diverses autres organisations axées sur le service communautaire. Cette plateforme permet aux utilisateurs de donner la priorité à l'engagement des clients et de mesurer des résultats tangibles plutôt que de simplement collecter des données. En facilitant des interactions significatives et en favorisant des partenariats collaboratifs, CharityTracker permet aux organisations de relever efficacement les défis complexes de la communauté. Le public cible de CharityTracker comprend une gamme diversifiée de professionnels et d'organisations dédiés à servir les populations vulnérables. Les organisations à but non lucratif, les travailleurs sociaux et les prestataires de soins de santé peuvent tirer parti de cet outil pour rationaliser leurs processus de gestion de cas, améliorer la communication et améliorer la prestation de services. Les cas d'utilisation spécifiques incluent le suivi des progrès des clients, la gestion des références de services et l'analyse des données pour identifier les tendances et les domaines à améliorer. En utilisant CharityTracker, les organisations peuvent se concentrer sur ce qui compte vraiment : avoir un impact positif dans leurs communautés. Les principales caractéristiques de CharityTracker incluent sa base de données conforme à la HIPAA, qui garantit que les informations sensibles des clients sont gérées en toute sécurité. La plateforme prend en charge plus de 20 000 utilisateurs dans le monde entier, offrant une infrastructure robuste pour que les organisations collaborent et partagent des idées. De plus, CharityTracker propose des outils de reporting personnalisables qui permettent aux utilisateurs de générer des données significatives pouvant éclairer la prise de décision et le développement de stratégies. L'interface conviviale du système simplifie le processus d'intégration, le rendant accessible aux organisations de toutes tailles. L'un des avantages remarquables de CharityTracker est son engagement envers le soutien continu. Contrairement à de nombreuses autres solutions CRM qui peuvent se désengager après la mise en œuvre initiale, CharityTracker s'associe aux utilisateurs tout au long de leur parcours. Cette approche collaborative garantit que les organisations peuvent s'adapter et développer leurs capacités à mesure qu'elles augmentent leur impact communautaire. En se concentrant sur des processus transformationnels, CharityTracker améliore non seulement l'efficacité opérationnelle, mais aide également les organisations à établir des relations plus solides avec leurs clients et parties prenantes. En essence, CharityTracker sert d'outil essentiel pour les organisations visant à améliorer leurs pratiques de gestion de cas tout en favorisant une culture de soin et de collaboration. Sa combinaison unique d'accessibilité financière, de soutien aux utilisateurs et de fonctionnalités complètes en fait une ressource précieuse pour ceux qui se consacrent à faire une différence dans leurs communautés. **Average Rating:** 4.6/5.0 **Total Reviews:** 331 #### How Do G2 Users Rate CharityTracker? - **Facilité d’utilisation:** 8.8/10 (Category avg: 8.7/10) - **Performance:** 8.8/10 (Category avg: 9.3/10) - **Mesure des résultats:** 8.4/10 (Category avg: 9.0/10) - **Interopérabilité:** 8.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind CharityTracker? - **Vendeur:** [Simon Solutions](https://www.g2.com/fr/sellers/simon-solutions) - **Année de fondation:** 2006 - **Emplacement du siège social:** Florence, AL - **Twitter:** @SimonSolutions 101 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Directeur exécutif, Gestionnaire de cas - **Top Industries:** Gestion d'organisations à but non lucratif, Institutions religieuses - **Company Size:** 90% Small, 8% Medium #### What Do G2 Reviewers Say About CharityTracker? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs trouvent que la **facilité d'installation** dans CharityTracker est essentielle pour organiser les informations des clients et améliorer la communication au sein de l'équipe. #### What Are Recent G2 Reviews of CharityTracker? **["Charity Tracker offre le meilleur logiciel et service client pour nos besoins !"](https://www.g2.com/fr/survey_responses/charitytracker-review-8766876)** **Rating:** 5.0/5.0 stars _— Jennifer G._ [Read full review](https://www.g2.com/fr/survey_responses/charitytracker-review-8766876) **["CharityTracker"](https://www.g2.com/fr/survey_responses/charitytracker-review-8761123)** **Rating:** 4.5/5.0 stars _— Utilisateur vérifié à Gestion d'organisations à but non lucratif_ [Read full review](https://www.g2.com/fr/survey_responses/charitytracker-review-8761123) #### What Are G2 Users Discussing About CharityTracker? - [À quoi sert CharityTracker ?](https://www.g2.com/fr/discussions/what-is-charitytracker-used-for) - 1 comment ### [LiveImpact](https://www.g2.com/products/liveimpact/reviews) LiveImpact: The Only AI-Powered Case Management and Donor Management Platform Built for Nonprofits LiveImpact is a cloud-based, affordable nonprofit software platform that brings together powerful Case Management Software, Donor Management Software, and a fully integrated Nonprofit CRM—designed specifically for the needs of mission-driven organizations. Our Case Management Software helps nonprofits streamline client intake, documentation, service delivery, outcomes tracking, and reporting—while ensuring compliance with funder and grant requirements. Whether you’re managing direct services, coordinating referrals, or running multi-program initiatives, LiveImpact gives you the tools to keep every case organized, track progress in real time, and demonstrate your impact with ease. What sets LiveImpact apart is our private, secure, and nonprofit-specific AI—the first of its kind in this space. Purpose-built for nonprofit workflows, our AI transforms how teams work by eliminating the need to run complex reports or dig through data. Simply ask a question, and LiveImpact generates real-time charts, trends, and insights—helping program staff, fundraisers, and leadership make faster, smarter decisions. Our team works closely with nonprofits to customize the platform to your unique needs, ensuring a smooth and supportive onboarding experience. With enterprise-grade security, exceptional customer support, and a pricing model that works for nonprofits, LiveImpact helps you scale your mission with confidence—powered by AI, built for impact. **Average Rating:** 4.8/5.0 **Total Reviews:** 17 #### How Do G2 Users Rate LiveImpact? - **Ease of Use:** 9.2/10 (Category avg: 8.7/10) - **Performance:** 10.0/10 (Category avg: 9.3/10) - **Outcome Measurement:** 10.0/10 (Category avg: 9.0/10) - **Interoperability:** 5.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind LiveImpact? - **Seller:** [LiveImpact](https://www.g2.com/sellers/liveimpact) - **Year Founded:** 2009 - **HQ Location:** Mountain View, CA - **Twitter:** @liveimpactorg 117 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1122c2164b452c6f703885c1a418b2b2a5497558bc82156e3bc158beca4a71de&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5293082%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 65% Small, 35% Medium #### What Do G2 Reviewers Say About LiveImpact? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **effective tracking capabilities** of LiveImpact, enhancing management of family interactions and program participation. - Users appreciate the **centralized management** capabilities of LiveImpact, enhancing workflow efficiency and customization for nonprofits. - Users value the **communication efficiency** of LiveImpact, streamlining family engagement and program management seamlessly. - Users praise LiveImpact for their **continuous improvement** , ensuring a seamless experience with thoughtful updates and features. - Users value the **customizability** of LiveImpact, enabling tailored workflows and efficient management of family intake processes. ##### Cons - Users find the **difficult learning** curve of LiveImpact requires ongoing training to fully utilize its features. - Users find the **learning curve steep** , requiring ongoing training to effectively utilize LiveImpact's features. - Users find the **fast-paced initial training** challenging, requiring ongoing support to fully utilize LiveImpact's features. - Users find the **limited functionality** of LiveImpact challenging without ongoing training and support for effective use. - Users find the **overwhelming complexity** of LiveImpact requires extensive training to effectively utilize its features. #### What Are Recent G2 Reviews of LiveImpact? **["Flexible, Responsive, and Built for Impact"](https://www.g2.com/survey_responses/liveimpact-review-11322424)** **Rating:** 5.0/5.0 stars _— Allison C._ [Read full review](https://www.g2.com/survey_responses/liveimpact-review-11322424) **["A Trusted Partner"](https://www.g2.com/survey_responses/liveimpact-review-8518302)** **Rating:** 5.0/5.0 stars _— Verified User in Non-Profit Organization Management_ [Read full review](https://www.g2.com/survey_responses/liveimpact-review-8518302) #### What Are G2 Users Discussing About LiveImpact? - [What is LiveImpact used for?](https://www.g2.com/discussions/what-is-liveimpact-used-for) ### [InfoFlo Software](https://www.g2.com/fr/products/infoflo-software/reviews) InfoFlo Nonprofit offre une solution de gestion de cas sécurisée, évolutive et entièrement conforme à la norme HIPAA, conçue pour aider les organisations à fonctionner plus efficacement. Obtenez une vue complète à 360° de chaque client et cas grâce à un tableau de bord unifié et intuitif. Gérez sans effort tous vos objectifs clients, références, documents, événements, cours et activités au sein d'une seule plateforme, éliminant ainsi le besoin de multiples outils. Générez des rapports personnalisés et basés sur les données pour renforcer vos propositions de subventions et démontrer des résultats mesurables, et exportez facilement ces rapports vers Excel ou CSV. Avec InfoFlo Nonprofit, votre organisation bénéficie d'un système entièrement personnalisé et rentable, conçu pour s'aligner sur vos flux de travail uniques et vos exigences de conformité, permettant à votre équipe de se concentrer sur l'impact, pas sur l'administration. **Average Rating:** 4.5/5.0 **Total Reviews:** 93 #### How Do G2 Users Rate InfoFlo Software? - **Facilité d’utilisation:** 9.1/10 (Category avg: 8.7/10) #### Who Is the Company Behind InfoFlo Software? - **Vendeur:** [InfoFlo Solutions](https://www.g2.com/fr/sellers/infoflo-solutions) - **Année de fondation:** 2002 - **Emplacement du siège social:** Toronto, Canada - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® - **Téléphone:** 1 416-223-4353 #### Who Uses This Product? - **Who Uses This:** Propriétaire, Président - **Top Industries:** Services financiers, Technologie de l'information et services - **Company Size:** 67% Small, 12% Medium #### What Do G2 Reviewers Say About InfoFlo Software? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient la **facilité d'utilisation** du logiciel InfoFlo, améliorant leur expérience avec un accès rapide aux données importantes. - Les utilisateurs louent le **formidable support client** du logiciel InfoFlo, améliorant ainsi leur expérience globale avec le programme. - Les utilisateurs apprécient les **puissantes capacités organisationnelles** d'InfoFlo, rationalisant les données clients et améliorant la gestion des flux de travail. - Les utilisateurs apprécient l' **accès facile** aux données client importantes dans le logiciel InfoFlo, le trouvant rapide et convivial. - Les utilisateurs apprécient la **capacité d'intégration** du logiciel InfoFlo, qui centralise efficacement toutes les données et besoins de l'entreprise. ##### Cons - Les utilisateurs rencontrent des **bugs** , tels que des dysfonctionnements logiciels et des problèmes d'intégration avec 3CX, affectant leur expérience globale. - Les utilisateurs rencontrent des **problèmes d'intégration** avec le logiciel InfoFlo, en particulier avec 3CX et des bugs logiciels occasionnels affectant l'utilisabilité. - Les utilisateurs estiment que le logiciel souffre d'un **manque de bundles disponibles** , ce qui limite sa fonctionnalité et ses options. - Les utilisateurs trouvent l'interface **difficile à naviguer** , avec un support fournissant parfois des informations peu claires, malgré des clarifications de suivi. #### What Are Recent G2 Reviews of InfoFlo Software? **["Intégration multifonctionnelle, un outil pour améliorer l'efficacité au travail"](https://www.g2.com/fr/survey_responses/infoflo-software-review-12121732)** **Rating:** 4.0/5.0 stars _— Harrison W._ [Read full review](https://www.g2.com/fr/survey_responses/infoflo-software-review-12121732) **["Rapide, personnalisable et sécurisé, gestion de cas avec un support exceptionnel !"](https://www.g2.com/fr/survey_responses/infoflo-software-review-12974719)** **Rating:** 5.0/5.0 stars _— Ashley C._ [Read full review](https://www.g2.com/fr/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/fr/discussions/what-improvements-would-you-suggest-for-infoflo-software-to-better-meet-your-crm-needs) - [À quoi sert le logiciel InfoFlo ?](https://www.g2.com/fr/discussions/what-is-infoflo-software-used-for) ### [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews) Exponent Case Management is designed to drive radically better impact for your Human Services agency. Ideal for case workers, program managers, and agency leaders, the application is a fully-featured, customizable solution with intake, assessment, service tracking, case records, outcomes reporting, referral tracking, and more. Built on the Salesforce platform, Exponent Case Management allows you to directly connect your program data to your impact with funder and performance reporting at your fingertips. Ideal for mid-to-large nonprofit organizations. **Average Rating:** 3.9/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate Exponent Case Management? - **Ease of Use:** 6.5/10 (Category avg: 8.7/10) - **Performance:** 6.5/10 (Category avg: 9.3/10) - **Outcome Measurement:** 6.9/10 (Category avg: 9.0/10) - **Interoperability:** 6.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind Exponent Case Management? - **Seller:** [Exponent Partners](https://www.g2.com/sellers/exponent-partners) - **Year Founded:** 2005 - **HQ Location:** San Francisco, CA - **Twitter:** @Exponent\_SF 961 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=54e0ffdd1cd96f6bb5bafe71413de7bcf302ad9438a1fe7759187da8bbe3d296&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexponent-partners%2F&secure%5Burl_type%5D=linkedin_company_website) 38 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 63% Medium, 31% Small #### What Do G2 Reviewers Say About Exponent Case Management? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **friendly and responsive customer support** of Exponent Case Management, enhancing their overall experience. - Users appreciate the **effective Salesforce integration** and the friendly support from the Exponent Case Management staff. ##### Cons - Users find the **learning curve steep** , feeling overwhelmed by complex tasks and miscommunication with staff expectations. - Users feel overwhelmed by **complicated Salesforce administration** , leading to miscommunication and unmet expectations from the staff. #### What Are Recent G2 Reviews of Exponent Case Management? **["easy to use, document all case history"](https://www.g2.com/survey_responses/exponent-case-management-review-8894370)** **Rating:** 5.0/5.0 stars _— Barbara L._ [Read full review](https://www.g2.com/survey_responses/exponent-case-management-review-8894370) **["Mostly good for case management"](https://www.g2.com/survey_responses/exponent-case-management-review-8736402)** **Rating:** 4.0/5.0 stars _— Elizabeth F._ [Read full review](https://www.g2.com/survey_responses/exponent-case-management-review-8736402) #### What Are G2 Users Discussing About Exponent Case Management? - [What is Exponent Case Management used for?](https://www.g2.com/discussions/what-is-exponent-case-management-used-for) ### [FAMcare](https://www.g2.com/products/famcare/reviews) FAMCare is a configurable social services and social work case management software platform designed for organizations that need greater visibility into services, outcomes, reporting, and compliance. Built specifically for nonprofits, government agencies, tribal organizations, behavioral health programs, aging services, child welfare agencies, workforce programs, and community-based organizations, FAMCare helps teams manage intake, assessments, service plans, referrals, case notes, billing, outcomes tracking, and reporting within a single system. More than just a client tracking database, FAMCare helps organizations improve reporting confidence by connecting program activity, service delivery, financial information, and outcome data into a unified view. Real-time dashboards, configurable workflows, document management, audit trails, and powerful reporting tools help agencies reduce administrative burden, strengthen accountability, demonstrate impact to funders, and make more informed decisions. Whether you're looking for social work case management software, human services case management software, or a complete social services management platform, FAMCare provides the flexibility to adapt to your programs without requiring custom development. **Average Rating:** 4.4/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate FAMcare? - **Ease of Use:** 9.0/10 (Category avg: 8.7/10) - **Performance:** 9.7/10 (Category avg: 9.3/10) - **Outcome Measurement:** 10.0/10 (Category avg: 9.0/10) - **Interoperability:** 10.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind FAMcare? - **Seller:** [Global Vision Technologies](https://www.g2.com/sellers/global-vision-technologies) - **Company Website:** www.globalvisiontech.com - **Year Founded:** 1997 - **HQ Location:** St Louis, US - **Twitter:** @GVTInc 240 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b2a256b372ad3141b891cf7eef33d5e97044959606aadb424be2d36d00470412&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F91260&secure%5Burl_type%5D=linkedin_company_website) 37 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 56% Small, 44% Medium #### What Are Recent G2 Reviews of FAMcare? **["Real Time Department Connections and Easy On/Off Boarding"](https://www.g2.com/survey_responses/famcare-review-12979567)** **Rating:** 4.5/5.0 stars _— Mary G._ [Read full review](https://www.g2.com/survey_responses/famcare-review-12979567) **["Highly Customizable System Built for Real-Life Exceptions"](https://www.g2.com/survey_responses/famcare-review-12972343)** **Rating:** 4.0/5.0 stars _— Verified User in Non-Profit Organization Management_ [Read full review](https://www.g2.com/survey_responses/famcare-review-12972343) #### What Are G2 Users Discussing About FAMcare? - [What is FAMcare used for?](https://www.g2.com/discussions/what-is-famcare-used-for) - 1 comment ### [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews) PlanStreet is a powerful cloud-based platform designed to streamline workflows, track client progress, and collaborate across teams seamlessly. It integrates features such as referrals, skills assessments, federal-compliant reporting, and client engagement tools to enhance efficiency and outcomes. PlanStreet provides real-time data insights, customizable dashboards, and an AI-powered engine for simplified data collection and top-notch data security. Who Should Use PlanStreet? PlanStreet is ideal for organizations and professionals in the following sectors: 1. Human Services Agencies: Non-profits, government agencies, and private organizations providing human and social services benefit from PlanStreet’s powerful case management and reporting tools, which help track outcomes, maintain client engagement, and ensure service delivery is efficient. 2. Workforce Development Organizations: PlanStreet’s tools are designed to support workforce development efforts, including job placement, training programs, and skills assessments. Workforce professionals can use PlanStreet to connect clients with employers and match them with training that aligns with their skills and goals. 3. Social Workers and Case Managers: PlanStreet helps social workers and case managers streamline their processes, track client progress, manage caseloads, and collaborate effectively across teams, all while complying with federal and state guidelines. 4. Healthcare Providers and Case Managers: Healthcare organizations involved in case management, especially in areas such as behavioral health or home health, can use PlanStreet to ensure efficient service delivery, monitor client progress, and keep accurate records. 5. Nonprofit Organizations: PlanStreet’s scalable and flexible system supports nonprofits by helping them manage programs, track outcomes, report to funders, and comply with grant requirements. By offering tailored solutions for managing complex client and organizational needs, PlanStreet is a must-have for agencies and professionals looking to increase efficiency, improve service delivery, and achieve better outcomes for the communities they serve. **Average Rating:** 4.6/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate PlanStreet? - **Ease of Use:** 8.8/10 (Category avg: 8.7/10) #### Who Is the Company Behind PlanStreet? - **Seller:** [PlanStreet](https://www.g2.com/sellers/planstreet) - **Year Founded:** 2017 - **HQ Location:** Lexington, Kentucky - **Twitter:** @PlanstreetInc 55 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55c1e1c222b23c1f9d2dddc2738dd0b84cbad445fbf14baebb00260d0ee198bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanstreet%2F&secure%5Burl_type%5D=linkedin_company_website) 38 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 78% Medium, 22% Large #### What Are Recent G2 Reviews of PlanStreet? **["Good Project Management tool"](https://www.g2.com/survey_responses/planstreet-review-8183572)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/planstreet-review-8183572) **["Efficient Planning"](https://www.g2.com/survey_responses/planstreet-review-6963326)** **Rating:** 4.5/5.0 stars _— Jason L._ [Read full review](https://www.g2.com/survey_responses/planstreet-review-6963326) #### What Are G2 Users Discussing About PlanStreet? - [What is PlanStreet used for?](https://www.g2.com/discussions/what-is-planstreet-used-for) ### [Sumac](https://www.g2.com/products/sumac/reviews) Sumac is powerful, flexible case management software designed specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage operations in one secure, customizable system. Whether you're supporting families, running a shelter, managing health services, or delivering food programs, Sumac is built to adapt to your unique workflows and reporting needs. \*\*What You Can Do with Sumac\*\* - Track Clients & Services: Manage client records, case notes, appointments, and services all in one place. - Simplify Intake: Use custom online forms to onboard clients quickly—no manual data entry. - Use E-Signatures: Collect consent and assessment forms digitally to save time and reduce paperwork. - Work on the Go: With the Case Portal, caseworkers can access and update records securely from anywhere. - Automate Tasks: Custom workflows and reminders help you stay on track with every client. - Email from Your CRM: Built-in email marketing tools let you send personalized and bulk messages without third-party software. - Report What Matters: Create reports for funders, boards, and internal teams to show real impact. - Stay Secure: Sumac is HIPAA & PIPEDA compliant with role-based access and encrypted data storage. \*\*Go Beyond Case Management\*\* Sumac offers optional extensions to manage your entire nonprofit from one system: - Donations - Volunteers - Memberships - Grant Management - Custom Modules Whether you're tracking donor engagement or volunteer hours, Sumac helps bring all your data into one centralized platform. \*\*Why Nonprofits Choose Sumac\*\* - Nonprofit-Focused: Purpose-built to support nonprofit workflows. - Highly Customizable: Tailor forms, fields, and modules—no coding required. - Scalable & Affordable: Works for organizations of all sizes. - Live, Human Support: Free, top-rated support from experts who understand nonprofits. - Proven & Trusted: Used by thousands of nonprofits for over 20 years. Sumac empowers nonprofits to work smarter, serve better, and grow their impact. It’s more than a tool—it’s a trusted partner in your mission. **Average Rating:** 4.2/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate Sumac? - **Ease of Use:** 7.4/10 (Category avg: 8.7/10) - **Performance:** 9.2/10 (Category avg: 9.3/10) #### Who Is the Company Behind Sumac? - **Seller:** [Societ](https://www.g2.com/sellers/societ-09f77f58-d89d-4871-8c87-f143b5fbf1b2) - **Year Founded:** 1995 - **HQ Location:** Sainte-Anne-de-Bellevue, Quebec - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbfa66ba0ee16e91ba636bf526129f9e1d12bb73b227941a18a19d3cf66daa0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsociet%2F&secure%5Burl_type%5D=linkedin_company_website) 31 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 77% Small, 8% Medium #### What Do G2 Reviewers Say About Sumac? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Sumac, finding setup simple and productivity-enhancing through efficient case management. - Users appreciate the **easy access** provided by Sumac, enhancing productivity and simplifying navigation across the platform. - Users appreciate the **easy setup** of Sumac, facilitating quick organization and enhanced productivity right from the start. - Users appreciate the **straightforward setup** of Sumac, which enhances productivity and simplifies case management tasks. - Users value the **easy navigation** of Sumac, which enhances productivity and ensures a straightforward experience. ##### Cons - Users face **technical issues** with slow response times and offline accessibility, affecting overall efficiency with Sumac. - Users find the **complexity of CSV import configuration** in Sumac cumbersome and wish for more automation and ease of use. - Users find the **lack of essential features** in Sumac, such as offline access and spell check, frustrating. - Users dislike the **limited access** to Sumac, especially regarding offline use and compatibility with non-Windows environments. - Users find the **missing features** of Sumac, like spell check and AI support, limit its functionality. #### What Are Recent G2 Reviews of Sumac? **["User-Friendly and Centralized, a Must-Have"](https://www.g2.com/survey_responses/sumac-review-12304745)** **Rating:** 5.0/5.0 stars _— Tamar H._ [Read full review](https://www.g2.com/survey_responses/sumac-review-12304745) **["Streamlined Reporting with Stellar Support"](https://www.g2.com/survey_responses/sumac-review-12967534)** **Rating:** 4.0/5.0 stars _— Jill D._ [Read full review](https://www.g2.com/survey_responses/sumac-review-12967534) #### What Are G2 Users Discussing About Sumac? - [What is Sumac used for?](https://www.g2.com/discussions/what-is-sumac-used-for) ### [Beacon](https://www.g2.com/products/beacon-beacon/reviews) Easy to use, jargon free CRM for charities where your supporter data lives securely in the cloud. Flexible enough for anything. No developers required. **Average Rating:** 4.7/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Beacon? - **Ease of Use:** 9.5/10 (Category avg: 8.7/10) - **Performance:** 8.9/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 8.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind Beacon? - **Seller:** [Beacon](https://www.g2.com/sellers/beacon) - **Year Founded:** 2017 - **HQ Location:** London, UK - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa10946ab7aaa3706ba32505d02db3df49f362e7ec2ecf90de7784c70a9cea32&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbeacon-apps-ltd%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 48 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Small, 40% Medium #### What Do G2 Reviewers Say About Beacon? _AI-generated summary from verified user reviews_ ##### Pros - Users value Beacon for its **ease of use** , streamlining tasks and enhancing productivity with intuitive features. - Users find Beacon's **intuitive and user-friendly platform** simplifies organization and enhances team interaction effectively. - Users value the **reliable communication** from Beacon, enabling quick resolutions and efficient task management. - Users value the **reliable and timely customer support** of Beacon, ensuring quick resolutions and efficient project management. - Users appreciate the **easy integrations** of Beacon, enhancing visibility and simplifying connections with potential candidates. ##### Cons - Users find the **difficult customization** of Beacon to be limiting, affecting their ability to create tailored templates. - Users find the **learning curve steep** due to the extensive features, affecting initial onboarding experiences. - Users find Beacon's **learning difficulty** due to its extensive features, wishing for a simpler onboarding process. - Users find the **limited customization** options for templates restrictive, impacting their overall experience with Beacon. - Users find the **limited range** of Beacons insufficient for large-scale applications, leading to higher deployment costs. #### What Are Recent G2 Reviews of Beacon? **["A Dashboard that help businesses to portray their Digital Works"](https://www.g2.com/survey_responses/beacon-review-11393116)** **Rating:** 4.5/5.0 stars _— Kriti K._ [Read full review](https://www.g2.com/survey_responses/beacon-review-11393116) **["Best software to manage information of charities and non profit organizations"](https://www.g2.com/survey_responses/beacon-review-11353255)** **Rating:** 4.5/5.0 stars _— Shruti S._ [Read full review](https://www.g2.com/survey_responses/beacon-review-11353255) ### [Helpline Software](https://www.g2.com/products/helpline-software/reviews) Helpline Software is schedule-based call routing and on-call management software for nonprofit hotlines, crisis lines, after-hours support teams, and field service operations. It helps organizations make sure urgent calls reach the right staff member or volunteer, even when schedules change. Teams reduce missed calls, respond faster, and see where each call went with live call logs. The platform connects each organization’s live schedule to its phone line. It calls the scheduled responder, moves to backups automatically if they don’t pick up, and can create a callback request or alert a manager if no one answers. Helpline Software also includes scheduling, call logs, forms, text and webchat, and reporting. Unlike an answering service, it connects callers directly with the organization’s own team. Unlike basic call forwarding or shared VoIP, it follows the live on-call schedule and shows exactly what happened to each call. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Helpline Software? - **Ease of Use:** 10.0/10 (Category avg: 8.7/10) - **Performance:** 10.0/10 (Category avg: 9.3/10) - **Outcome Measurement:** 10.0/10 (Category avg: 9.0/10) - **Interoperability:** 10.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind Helpline Software? - **Seller:** [Comprehensive Productivity Solutions](https://www.g2.com/sellers/comprehensive-productivity-solutions) - **HQ Location:** Boston, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b4ae212035f4e56c03ccb596ad4c606a3194d21a3a6617ecdbd00dc24b520a82&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F89286096%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Helpline Software? **["Reliable and Simple, Perfect for Our Team"](https://www.g2.com/survey_responses/helpline-software-review-12829779)** **Rating:** 5.0/5.0 stars _— Kim W._ [Read full review](https://www.g2.com/survey_responses/helpline-software-review-12829779) **["Exceptional Security and Support for Crisis Chat Management"](https://www.g2.com/survey_responses/helpline-software-review-12781209)** **Rating:** 5.0/5.0 stars _— Quinlan M._ [Read full review](https://www.g2.com/survey_responses/helpline-software-review-12781209) - ‹ Prev‹ Prev - 1 - [2](/categories/human-services?order=g2_score&page=2#product-list) - [3](/categories/human-services?order=g2_score&page=3#product-list) - [4](/categories/human-services?order=g2_score&page=4#product-list) - [5](/categories/human-services?order=g2_score&page=5#product-list) - [6](/categories/human-services?order=g2_score&page=6#product-list) - [Next ›Next ›](/categories/human-services?order=g2_score&page=2#product-list) Spotlight Categories [Accounting Software](https://www.g2.com/categories/accounting) [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) [Digital Asset Management Software](https://www.g2.com/categories/digital-asset-management) [Employee Recognition Software](https://www.g2.com/categories/employee-recognition) [Project Management Software](https://www.g2.com/categories/project-management) 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) ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein") ES Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein) Updated October 3, 2024 Human services software manages nonprofit cases, acting as the central repository for client- and case-related information. These solutions, sometimes called nonprofit case management software, are leveraged by nonprofits as operational tools for field agents. Human services software is meant to be used across a variety of social services organizations. These solutions manage client data, conduct assessments, facilitate case planning, and include progress tracking. Human services software is designed to be a full-cycle solution for human services organizations, from client intake to outcome reporting and everything in between. Human services software falls under the umbrella of nonprofit software, often integrating with [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm) or providing similar features to solutions in that category. To qualify for inclusion in the Human Services category, a product must: - Contain client intake tools - Store client data - Provide field agent data collection features - Analyze program outcomes and impact Show More * * * ## How Do You Choose the Right Human Services Software? ### What You Should Know About Human Services Software ### What is Human Services Software? Nonprofit organizations that provide social services need to manage sensitive program and service data on top of their usual donor and volunteer records. Standard [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm) and [donor management software](https://www.g2.com/categories/donor-management) lack the features to track, monitor, and report on client data (“clients" refers to people receiving services or participating in programs at a nonprofit social service agency). Human services software solves this by improving operational efficiency, maintaining compliance, and tracking outcomes for all individuals served by a nonprofit agency. Many nonprofits use human services solutions to store client intake forms, manage program rosters, evaluate client progress for grant reporting, and streamline billing. These solutions, also called nonprofit case management software, possess some of the functionality of health care solutions like [clinical documentation software](https://www.g2.com/categories/clinical-documentation) and [patient case management software.](https://www.g2.com/categories/patient-case-management) However, social service nonprofits typically focus on one particular service and community, and do not need all the features of software optimized for the health care industry, especially when used by nonprofit organizations like youth development and food banks. Human services products carry lower costs and focus on the core functions a nonprofit needs to conduct business and maintain data integrity. Nonprofits providing any range of individual and group services can benefit from human services software. Key Benefits of Human Services Software - Centralize client data into one accessible hub - Automate client intake and survey processes, reducing human error - Evaluate client progress toward goals for treatment plans and funding reports - Streamline insurance reimbursement and client billing - Improve care coordination for clients enrolled in multiple programs and services ### Why Use Human Services Software? Social service nonprofits must maintain accurate client data for internal and external purposes. Human services software gathers data in a centralized repository, reducing administrative burden while prioritizing clients. **Improve client outcomes —** Program staff rely on these products to track forms and surveys completed by clients and assess shifts in reported progress over time. This allows staff to recommend revisions to a client’s treatment plan and work toward achieving outcomes. Nonprofits receiving public funding often have strict outcomes tied to their grants, and therefore must ensure they meet metrics. **Automate tasks and optimize workflow —** Without human services software, nonprofits manually maintain a large, vulnerable collection of paper files with sensitive client data. Staff can create form and survey templates in the software, uploading necessary documentation to individual client records. Interdepartmental communication improves due to centralized access to client data, improving efficiency and reducing repetition. These systems create reminders for billing and scheduling, eliminating the need to remind coworkers or manually enter invoices. **Eliminate administrative errors —** These solutions automate many administrative functions that detract from service delivery, while reducing data entry errors. Nonprofits need software that can flag errors in coding, documentation, and insurance eligibility. Reimbursement denials caused by incorrect billing increases late payments, which impacts the nonprofit’s operating budget. ### Who Uses Human Services Software? A variety of social services nonprofits rely on human services software to manage service impact. This includes nonprofits focused on: behavioral health and crisis intervention services, substance abuse treatment, youth development, workforce development, transitional and homelessness services, violence prevention and restorative justice, and food assistance, among others. While mental health service providers utilize all features of solutions software, other social service nonprofits depend on the core features to manage their daily operations. For example, youth development agencies may not need billing functionality, but rely on case management and program data tracking features. Food banks might use the referral system for non-clinical purposes, recording when clients receive food from partner sites or enroll in demographic-specific food delivery services (youth and elderly, typically). The staff who typically use human services software include: **Service delivery —** Service delivery staff use this technology to assist with case management. Human services software digitizes all client data, allowing quick access. Therapists and mental health services providers rely on these solutions to track billable hours for grant reimbursement, an important component for maintaining compliance. Supervisors and managers use this technology to manage workflow and task assignments. As clients are sometimes referred to multiple services in an agency, service delivery staff monitor all client enrollments and gain a holistic picture of a client’s treatment plan. **Program —** Program staff need to store important documents such as attendance rosters, pre- and post-surveys, and permission slips. Staff can access client biographical data to find a parent or guardian’s phone number in case of emergency. These solutions improve interdepartmental communication with service delivery staff, strengthening care coordination. Program staff may rely on this product to monitor their work hours for grant reimbursement. **Data and evaluation —** While service delivery and program staff input client data into human services solutions, data and evaluation staff use this information for internal audits, external requests, and grant reporting. They often facilitate survey and form creation, collaborating with program and service staff to ensure the appropriate data is captured. ### Human Services Software Features Human services software offers a range of features to help nonprofits improve operational efficiency, maintain compliance, and deliver positive client engagement. **Documentation —** Agencies can upload and manage documents such as surveys, intake and release forms, case notes, and digital signatures. Human services software enables staff to build form and survey templates directly in the system, allowing staff to capture client details digitally from any location. This information covers a client’s first communication with an agency until their discharge or program completion, and all authorized staff can access these details at any time. **Case management —** It’s important for nonprofits to record ongoing communication with clients, assess service enrollments, identify referrals, and monitor client progress towards established goals. For clinical staff, these products capture client involvement with external parties such as law enforcement and the justice system. **Scheduling —** Program staff have the ability to schedule and manage client sessions, program cycles, interdepartmental supervision, meetings, and related events. Some human service platforms possess the functionality to send email and SMS reminders to clients about upcoming sessions, further reducing administrative burden. **Billing —** Users can create invoices for client payments and record billable hours for Medicaid, insurance claims, and grant funding. Some platforms may help monitor grant allotments as well. **Workflow automation —** Nonprofits can enable features such as digital signatures, alerts, and task assignments, to ensure efficiency. Appropriate staff are flagged to complete the next step in a client’s care cycle. **Compliance and security—** This software ensures compliance with regulatory policies at the local, state, and federal level, a necessary feature for any nonprofits providing social work services. Human service platforms provide compliance integration for common regulatory legislation such as the Health Insurance Portability and Accountability Act (HIPAA) and the Family Educational Rights and Privacy Act (FERPA), and others as they pertain to a nonprofit’s service area. HIPAA protects sensitive health information, while FERPA protects educational records. Additionally, nonprofits can configure permissions for viewing specific documents, and ensure no duplicate records are made for preexisting clients. These systems flag users when violations are made, such as trying to approve client documents lacking signatures. **Reporting —** Organizations can run reports for a range of data, including client demographics, number of service delivery hours, client outcomes, referrals, and billing. These inform internal reviews and provide funders with all the required information about program progress. **Dashboards —** Agencies can gain insight on all program and service deliverables. They can visualize client data to identify areas for achievement and improvement. Program and service staff assess historical client data to identify opportunities for internal and external referrals, and inspire changes in program and service delivery design. #### Additional Human Services Software Features **Cloud hosting—** Organizations might establish additional security through encryption and constant back-up creation compared to on-premises solutions. When staff travel offsite, they still have access to client data. Behavioral health and crisis intervention therapists benefit from this feature, given the unpredictable nature of client incidents. **Client portal —** Social services might engage clients in their program and service enrollment plan through a client portal. This feature is typically only included in robust human services platforms. Client portals allow clients access to their records, and enable communication with their service providers. Clients can create profiles to track progress, receive updates, and check their balance. ### Trends Related to Human Services Software **Predictive analytics —** Nonprofits often use data for reporting or to catch compliance errors after the fact. Social service agencies can leverage technology in a proactive way, analyzing data to target their resources strategically using predictive analytics. Predictive analytics enable agencies to see which programs and services are effective, and develop preventive approaches before clients worsen. Predictive analytics build smarter programs that serve high-need communities. **Conversational intelligence —** Tools such as [bot platforms](https://www.g2.com/categories/bot-platforms) improve client experience when navigating websites and client portals. When dealing with at-risk populations, trust correlates to successful outcomes. Therefore, agencies need to prioritize the client experience. Conversational intelligence provides automated customer support without adding administrative burden to nonprofits operating on limited resources. **Geospatial intelligence—** Similar to predictive analytics, geospatial intelligence informs agencies about location-specific trends within the communities they serve. Armed with this knowledge, agencies can tailor specific interventions to address root issues. These trends can range from addiction, to violence and crime rates, to food insecurity. There is no one-size-fits-all approach to interventions; different localities need different services to address their specific risk factors. ### Potential Issues with Human Services Software **Cost —** Although these solutions are designed with nonprofit budgetary limitations in mind, many agencies still struggle to afford a product that fits all their needs. Instead, agencies often skimp on features and purchase products that add more administrative burden to staff. Additionally, cheaper products often lack all compliance integrations that ensure agencies are administering programs and services in accordance with regulations. Some solutions lack billing integration, creating more administrative work and potential for human error. Incorrect billing submission delays reimbursement or sometimes results in no reimbursement at all. **Interoperability—** Unlike some of their health care counterparts, human services software can leave client data siloed, unable to be shared with all ancillary care providers. If clients need referrals to external services, most human services platforms do not have the capability to transmit client data to other agency systems. For social workers, this often requires extra communication to external parties to talk through a client’s history. Interoperabile systems can circumvent tedious communication issues. ### Software and Services Related to Human Services Software [Medical practice management](https://www.g2.com/categories/medical-practice-management) — Human services software offers much of the same functionality as medical practice management software. Both solutions serve as agency-wide operational management tools, handling administrative workflow such as scheduling and billing while also storing client information and performing analytics on captured data. [**Patient case management**](https://www.g2.com/categories/patient-case-management) **—** Like patient case management software, human services platforms allow quick access to client data across clients’ entire engagement period. These solutions track and monitor client performance, and store relevant documentation and scheduling records. These solutions improve interdepartmental communication to ensure clients receive the full spectrum of care that they need. [**Electronic health record (EHR)**](https://www.g2.com/categories/ehr) **—** For social services agencies invested in mental health services, EHR solutions might be considered over human services platforms. EHRs allow for real-time access to client data. They facilitate sharing that data with all relevant providers, including hospitals, psych wards, laboratories, and pharmacies. These solutions create a holistic picture of a client, no matter where they are accessing care. Human services software shares the real-time data access functionality, but EHRs excel at allowing all care providers to access a client’s record, allowing highly informed decisions to be made with regard to treatment. [**Medical billing**](https://www.g2.com/categories/medical-billing) **—** Most human services platforms have medical billing integration to streamline claim processes, monitor grants, and create invoices for clients. Not all human services solutions have the ability to verify a client’s insurance coverage; this is when integration or interoperability between human services systems and medical billing systems is helpful.