# Best Human Services Software ## How Many Human Services Software Products Does G2 Track? **Total Products under this Category:** 88 ### Category Stats (Aug 2026) - **Average Rating:** 4.44/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** NewOrg (+0.25%) - Among all products in this category, NewOrg recorded the largest rating increase compared to last month _Last updated: August 12, 2026_ ## How Does G2 Rank Human Services Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,300+ Authentic Reviews - 88+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Human Services Software ![G2 Grid® for Human Services Software plotting products by satisfaction and market presence](https://www.g2.com/categories/human-services/grids.png?focus%5B%5D=14558&focus%5B%5D=41515&focus%5B%5D=51407&focus%5B%5D=128051&focus%5B%5D=160563&focus%5B%5D=14481&focus%5B%5D=24772&focus%5B%5D=69219) Highlighted products: Bonterra Apricot, Therap Services, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), Casebook, Foothold, NewOrg, LiveImpact, and CharityTracker. 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=liveimpact&focus%5B%5D=charitytracker) **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=2026-08-13T21%3A12%3A33Z&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&secure%5Btoken%5D=4ed246a2eaaf88e45962f011a5de5ca2524529a75fe347137ccea1b2c652c4c5&secure%5Burl%5D=https%3A%2F%2Fwww.liveimpact.org&secure%5Burl_type%5D=company_website) ### [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) Bonterra Apricot provides nonprofit organizations and public sector agencies with the resources, support and control they need to maximize impact in the communities they serve. Flexible program management solutions empower human services organizations to regain control of their programs-from streamlining the creation of forms and templates to simplifying data management and reporting. **Average Rating:** 4.4/5.0 **Total Reviews:** 344 #### How Do G2 Users Rate Bonterra Apricot? - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Performance:** 8.6/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 7.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind Bonterra Apricot? - **Seller:** [Bonterra](https://www.g2.com/sellers/bonterra) - **Company Website:** www.bonterratech.com - **Year Founded:** 2022 - **HQ Location:** Austin, United States - **Twitter:** @BonterraTech 922 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=add4d567dfd687337578fd15f087a1243216bf44ec93c57a7ffbf491c2657c54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbonterra-tech%2F&secure%5Burl_type%5D=linkedin_company_website) 1,322 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Executive Director, Case Manager - **Top Industries:** Non-Profit Organization Management, Civic & Social Organization - **Company Size:** 61% Small, 31% Medium #### What Are Recent G2 Reviews of Bonterra Apricot? **["Flexible, Self-Programmable Database Backed by Industry-Leading Customer Service"](https://www.g2.com/survey_responses/bonterra-apricot-review-13201934)** **Rating:** 5.0/5.0 stars _— Steve H._ [Read full review](https://www.g2.com/survey_responses/bonterra-apricot-review-13201934) **["Intuitive and Granular Case Management System"](https://www.g2.com/survey_responses/bonterra-apricot-review-12807895)** **Rating:** 5.0/5.0 stars _— Gwen W._ [Read full review](https://www.g2.com/survey_responses/bonterra-apricot-review-12807895) #### What Are G2 Users Discussing About Bonterra Apricot? - [What is Apricot used for?](https://www.g2.com/discussions/what-is-apricot-used-for) - 1 comment - [What is ETO software?](https://www.g2.com/discussions/apricot-what-is-eto-software) - 2 comments - [How much does apricot cost?](https://www.g2.com/discussions/how-much-does-apricot-cost) - [What is apricot social solutions?](https://www.g2.com/discussions/what-is-apricot-social-solutions) - [What is apricot database?](https://www.g2.com/discussions/what-is-apricot-database) ### [Therap Services](https://www.g2.com/it/products/therap-services/reviews) Therap Services è il leader nazionale nelle soluzioni di documentazione elettronica conformi a HIPAA per le organizzazioni nei Servizi e Supporti a Lungo Termine (LTSS), nei Servizi Basati sulla Casa e sulla Comunità (HCBS) e in altre industrie dei servizi umani. Il sistema si rivolge a una vasta gamma di fornitori, inclusi quelli che servono individui con disabilità intellettive e dello sviluppo, programmi di impiego comunitario e riabilitazione professionale, servizi di educazione speciale e salute scolastica, agenzie per l'invecchiamento e la salute a domicilio, e programmi per l'autismo. Le caratteristiche principali di Therap includono capacità di cartella clinica elettronica (EHR), verifica elettronica delle visite (EVV) per tracciare e gestire le visite di servizio, strumenti completi di segnalazione e gestione degli incidenti, e strumenti di pianificazione centrati sulla persona per supportare obiettivi e risultati di servizio individualizzati. Inoltre, il sistema include funzionalità per gestire slot di esenzione e liste d'attesa, aiutando i fornitori a semplificare le operazioni quotidiane. **Average Rating:** 4.6/5.0 **Total Reviews:** 227 #### How Do G2 Users Rate Therap Services? - **Facilità d'uso:** 8.8/10 (Category avg: 8.7/10) - **Prestazione:** 9.2/10 (Category avg: 9.3/10) - **Misurazione dei Risultati:** 8.9/10 (Category avg: 9.0/10) - **Interoperabilità:** 8.3/10 (Category avg: 8.3/10) #### Who Is the Company Behind Therap Services? - **Venditore:** [Therap](https://www.g2.com/it/sellers/therap) - **Anno di Fondazione:** 2003 - **Sede centrale:** Torrington, US - **Twitter:** @therapservices 515 follower su Twitter - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Quality Assurance Coordinator - **Top Industries:** Ospedali e assistenza sanitaria, Servizi individuali e familiari - **Company Size:** 71% Medium, 19% Small #### What Do G2 Reviewers Say About Therap Services? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti apprezzano la **facilità di documentazione** con i servizi Therap, migliorando la conformità e la condivisione delle informazioni per i clienti. - Gli utenti evidenziano il **supporto clienti eccezionale** di Therap Services, migliorando la loro esperienza complessiva e il flusso di lavoro. - Gli utenti elogiano la **qualità eccezionale e l'accessibilità** dei servizi Therap, facilitando una gestione più semplice dei loro carichi di lavoro. - Gli utenti apprezzano le **capacità versatili** di Therap Services, apprezzando la sua collaborazione reattiva e i miglioramenti continui. - Gli utenti elogiano la **facilità d'uso** di Therap Services, apprezzandone la navigazione e la funzionalità semplici. ##### Cons - Gli utenti trovano **una navigazione scadente** frustrante, complicando compiti semplici e rendendo il software difficile da usare efficacemente. - Gli utenti trovano che la **configurazione che richiede tempo** di Therap Services sia un notevole svantaggio nella loro esperienza. - Gli utenti sperimentano occasionalmente **difficoltà di accesso** a causa di frequenti disconnessioni dopo periodi di inattività, causando frustrazione. - Gli utenti sperimentano **problemi di fatturazione** con risposte ritardate dal supporto di Therap, causando frustrazione durante la risoluzione. - Gli utenti trovano i servizi di Therap **costosi** e frustrantemente difficili da navigare, influenzando la soddisfazione e l'efficienza complessive. #### What Are Recent G2 Reviews of Therap Services? **["Documentazione rapida, supporto forte necessario"](https://www.g2.com/it/survey_responses/therap-services-review-13207650)** **Rating:** 4.0/5.0 stars _— Aaliyah P._ [Read full review](https://www.g2.com/it/survey_responses/therap-services-review-13207650) **["Therap è incredibile"](https://www.g2.com/it/survey_responses/therap-services-review-4900167)** **Rating:** 5.0/5.0 stars _— Susan L._ [Read full review](https://www.g2.com/it/survey_responses/therap-services-review-4900167) #### What Are G2 Users Discussing About Therap Services? - [How does Therap app work?](https://www.g2.com/it/discussions/how-does-therap-app-work) - [Therap è un EHR?](https://www.g2.com/it/discussions/is-therap-an-ehr) - 2 comments - [Quanto costa Therap Services?](https://www.g2.com/it/discussions/how-much-does-therap-services-cost) - 1 comment - [Che cos'è il software Therap?](https://www.g2.com/it/discussions/what-is-therap-software) - 1 comment ### [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) 1) At Salesforce.org, we believe technology when used for good can change the world. It is the most powerful equalizer of our time, providing access to data, knowledge, and above all, connections. Salesforce.org (http://salesforce.org/) offers solutions built on the Salesforce platform, designed for the needs of nonprofits, educational institutions, and foundations. As a social enterprise, the more missions our technology supports, the more we’re able to invest back into innovation and communities, creating an endless circle of good. 2) The Nonprofit Cloud offers nonprofits solutions in: \* Fundraising \* Reporting and Analytics \* Income Management \* Donor Engagement \* Donation Management \* Marketing Communications and Engagement \* Personalized Journeys \* Marketing Automation \* Community Portals \* Attribution & AI \* Program Management and Service Delivery \* Program Delivery \* Grants Management \* Impact Measurement \* Volunteer Management \* Advocacy \* Hotline/Helpline Management \* Case Management \* Project Management \* Salesforce.org (http://salesforce.org/) also offers Foundations and grantmaking nonprofits outbound grants management solutions. 3) The Nonprofit Cloud has solutions to help you manage and deliver your programs and services, raise more funds, engage more effectively with your stakeholders, and understand and share your impact all on a single technology platform. And you don't have to go it alone. Nonprofits have unique technology needs so Salesforce.org (http://salesforce.org/) offers Success Services for: \* Always-on expertise: learn from the people who know Salesforce best \* Data-driven insights: plan your strategic roadmap \* Design-led innovation: create experiences that delight your constituents We also have an incredible ecosystem of implementation partners with subject matter expertise to help you get your system configured right the first time and up and running quickly and effectively. Nonprofits everywhere are choosing the #1 CRM platform over Salesforce competitors like never before. Join them. \* 89% of Salesforce.org customers say Salesforce has helped improve their ability to achieve their mission \* +49% faster response to constituents \* +24% donor retention \* -32% service and support costs \* -17% cost per dollar raised **Average Rating:** 4.1/5.0 **Total Reviews:** 82 #### How Do G2 Users Rate Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - **Ease of Use:** 7.3/10 (Category avg: 8.7/10) - **Performance:** 9.2/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 8.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® - **Ownership:** NYSE:CRM #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 62% Small, 34% Medium #### What Do G2 Reviewers Say About Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customizability** of Agentforce Nonprofit, enhancing fundraising and program management efficiency. - Users value the **customization capabilities** of Agentforce Nonprofit, facilitating tailored solutions for nonprofit fundraising and programs. - Users appreciate the **customizability and comprehensive features** of Agentforce Nonprofit, enhancing fundraising and program management efficiency. - Users benefit from the **flexible CRM integration** of Agentforce Nonprofit, allowing customization to suit specific program needs. - Users value the **ability to efficiently store and access information** with Agentforce Nonprofit, enhancing their data management experience. ##### Cons - Users find the **confusing terminology** challenging, making data management mistakes more likely despite training efforts. - Users find that there's a **difficult learning curve** due to its differences from other Salesforce products. - Users find the **difficult learning curve** challenging as it differs from other Salesforce products, requiring time to adapt. - Users find the pricing of Agentforce Nonprofit to be **expensive** , alongside concerns about implementation and customer service. - Users express concerns about the **high fees** and aggressive billing process associated with Agentforce Nonprofit. #### What Are Recent G2 Reviews of Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? **["Effortless Donation and Volunteer Tracking"](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-11844107)** **Rating:** 5.0/5.0 stars _— Julio E. R._ [Read full review](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-11844107) **["A Win-Win Start: 10 Free Licenses to Try Before You Invest"](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-12458424)** **Rating:** 5.0/5.0 stars _— Verified User in Pharmaceuticals_ [Read full review](https://www.g2.com/survey_responses/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-review-12458424) #### What Are G2 Users Discussing About Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)? - [What is Salesforce for Ngo?](https://www.g2.com/discussions/what-is-salesforce-for-ngo) - [Which non profits use Salesforce?](https://www.g2.com/discussions/which-non-profits-use-salesforce) - [What is the Salesforce Nonprofit Success Pack?](https://www.g2.com/discussions/what-is-the-salesforce-nonprofit-success-pack) - [How can Salesforce help non profits?](https://www.g2.com/discussions/how-can-salesforce-help-non-profits) - 1 comment ### [Casebook](https://www.g2.com/products/casebook/reviews) Built for today’s human services leaders, Casebook empowers social work nonprofits and government agencies to manage everything from intake, case management, reporting—and more, with intuitive tools that streamline workflows, surface real-time data, and support better outcomes. Our configurable platform centralizes tracking, reporting, and communication to reduce operational costs and strengthen team collaboration, Casebook is designed to help you do more, with less complexities and more insights. **Average Rating:** 4.3/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate Casebook? - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Performance:** 8.7/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 7.8/10 (Category avg: 8.3/10) #### Who Is the Company Behind Casebook? - **Seller:** [Casebook PBC](https://www.g2.com/sellers/casebook-pbc) - **Company Website:** www.casebook.net - **Year Founded:** 2017 - **HQ Location:** New York, NY - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed4524e40b0e6f9a1225ae10af45c1c2ebac69977fe81acb30a3361c05c65c29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcasebookpbc&secure%5Burl_type%5D=linkedin_company_website) 50 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Executive Director - **Top Industries:** Non-Profit Organization Management, Individual & Family Services - **Company Size:** 85% Small, 12% Medium #### What Are Recent G2 Reviews of Casebook? **["A Life-Changer for Digitizing Client Tracking—Easy to Navigate and Customize"](https://www.g2.com/survey_responses/casebook-review-12976963)** **Rating:** 5.0/5.0 stars _— Amanda C._ [Read full review](https://www.g2.com/survey_responses/casebook-review-12976963) **["Information in one place and many useful features"](https://www.g2.com/survey_responses/casebook-review-12921145)** **Rating:** 4.5/5.0 stars _— Susan N._ [Read full review](https://www.g2.com/survey_responses/casebook-review-12921145) #### What Are G2 Users Discussing About Casebook? - [What is Casebook used for?](https://www.g2.com/discussions/what-is-casebook-used-for) ### [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 - **Year Founded:** 2005 - **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) 13 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/it/products/charitytracker/reviews) CharityTracker è una soluzione CRM per la gestione dei casi progettata specificamente per organizzazioni non profit, assistenti sociali, fornitori di servizi sanitari e varie altre organizzazioni focalizzate sul servizio alla comunità. Questa piattaforma consente agli utenti di dare priorità al coinvolgimento dei clienti e misurare risultati tangibili piuttosto che limitarsi a raccogliere dati. Facilitando interazioni significative e promuovendo partnership collaborative, CharityTracker consente alle organizzazioni di affrontare efficacemente le complesse sfide della comunità. Il pubblico target di CharityTracker include una vasta gamma di professionisti e organizzazioni dedicate a servire popolazioni vulnerabili. Le organizzazioni non profit, gli assistenti sociali e i fornitori di servizi sanitari possono sfruttare questo strumento per ottimizzare i loro processi di gestione dei casi, migliorare la comunicazione e migliorare la fornitura di servizi. Casi d'uso specifici includono il monitoraggio dei progressi dei clienti, la gestione dei riferimenti ai servizi e l'analisi dei dati per identificare tendenze e aree di miglioramento. Utilizzando CharityTracker, le organizzazioni possono concentrarsi su ciò che conta davvero: avere un impatto positivo nelle loro comunità. Le caratteristiche principali di CharityTracker includono il suo database conforme a HIPAA, che garantisce che le informazioni sensibili dei clienti siano gestite in modo sicuro. La piattaforma supporta oltre 20.000 utenti in tutto il mondo, fornendo un'infrastruttura robusta per le organizzazioni per collaborare e condividere intuizioni. Inoltre, CharityTracker offre strumenti di reporting personalizzabili che consentono agli utenti di generare dati significativi che possono informare il processo decisionale e lo sviluppo della strategia. L'interfaccia user-friendly del sistema semplifica il processo di onboarding, rendendolo accessibile per organizzazioni di tutte le dimensioni. Uno dei vantaggi distintivi di CharityTracker è il suo impegno per il supporto continuo. A differenza di molte altre soluzioni CRM che possono disimpegnarsi dopo l'implementazione iniziale, CharityTracker collabora con gli utenti durante tutto il loro percorso. Questo approccio collaborativo garantisce che le organizzazioni possano adattarsi e crescere le loro capacità man mano che aumentano il loro impatto sulla comunità. Concentrandosi su processi trasformativi, CharityTracker non solo migliora l'efficienza operativa, ma aiuta anche le organizzazioni a costruire relazioni più forti con i loro clienti e stakeholder. In sostanza, CharityTracker serve come uno strumento vitale per le organizzazioni che mirano a migliorare le loro pratiche di gestione dei casi promuovendo una cultura di cura e collaborazione. La sua combinazione unica di convenienza, supporto agli utenti e funzionalità complete lo posiziona come una risorsa preziosa per coloro che sono dedicati a fare la differenza nelle loro comunità. **Average Rating:** 4.6/5.0 **Total Reviews:** 331 #### How Do G2 Users Rate CharityTracker? - **Facilità d'uso:** 8.8/10 (Category avg: 8.7/10) - **Prestazione:** 8.8/10 (Category avg: 9.3/10) - **Misurazione dei Risultati:** 8.4/10 (Category avg: 9.0/10) - **Interoperabilità:** 8.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind CharityTracker? - **Venditore:** [Simon Solutions](https://www.g2.com/it/sellers/simon-solutions) - **Anno di Fondazione:** 2006 - **Sede centrale:** Florence, AL - **Twitter:** @SimonSolutions 101 follower su Twitter - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Executive Director, Case Manager - **Top Industries:** Gestione delle organizzazioni non profit, Istituzioni religiose - **Company Size:** 90% Small, 8% Medium #### What Do G2 Reviewers Say About CharityTracker? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti trovano la **facilità di configurazione** in CharityTracker essenziale per organizzare le informazioni sui clienti e migliorare la comunicazione del team. #### What Are Recent G2 Reviews of CharityTracker? **["Charity Tracker offre il miglior software e servizio clienti per le nostre esigenze!"](https://www.g2.com/it/survey_responses/charitytracker-review-8766876)** **Rating:** 5.0/5.0 stars _— Jennifer G._ [Read full review](https://www.g2.com/it/survey_responses/charitytracker-review-8766876) **["CharityTracker"](https://www.g2.com/it/survey_responses/charitytracker-review-8761123)** **Rating:** 4.5/5.0 stars _— Utente verificato in Gestione delle organizzazioni non profit_ [Read full review](https://www.g2.com/it/survey_responses/charitytracker-review-8761123) #### What Are G2 Users Discussing About CharityTracker? - [A cosa serve CharityTracker?](https://www.g2.com/it/discussions/what-is-charitytracker-used-for) - 1 comment ### [LiveImpact](https://www.g2.com/it/products/liveimpact/reviews) LiveImpact: L'unica piattaforma di gestione dei casi e dei donatori alimentata dall'IA, costruita per le organizzazioni non profit LiveImpact è una piattaforma software per organizzazioni non profit basata su cloud e conveniente che riunisce un potente software di gestione dei casi, software di gestione dei donatori e un CRM per organizzazioni non profit completamente integrato, progettato specificamente per le esigenze delle organizzazioni orientate alla missione. Il nostro software di gestione dei casi aiuta le organizzazioni non profit a semplificare l'accoglienza dei clienti, la documentazione, l'erogazione dei servizi, il monitoraggio dei risultati e la rendicontazione, garantendo al contempo la conformità ai requisiti dei finanziatori e delle sovvenzioni. Che tu stia gestendo servizi diretti, coordinando referral o conducendo iniziative multi-programma, LiveImpact ti fornisce gli strumenti per mantenere ogni caso organizzato, monitorare i progressi in tempo reale e dimostrare il tuo impatto con facilità. Ciò che distingue LiveImpact è la nostra IA privata, sicura e specifica per le organizzazioni non profit, la prima del suo genere in questo settore. Costruita appositamente per i flussi di lavoro delle organizzazioni non profit, la nostra IA trasforma il modo in cui i team lavorano eliminando la necessità di eseguire report complessi o scavare tra i dati. Basta fare una domanda e LiveImpact genera grafici, tendenze e approfondimenti in tempo reale, aiutando il personale del programma, i fundraiser e la leadership a prendere decisioni più rapide e intelligenti. Il nostro team lavora a stretto contatto con le organizzazioni non profit per personalizzare la piattaforma in base alle tue esigenze uniche, garantendo un'esperienza di onboarding fluida e di supporto. Con sicurezza di livello enterprise, supporto clienti eccezionale e un modello di prezzo che funziona per le organizzazioni non profit, LiveImpact ti aiuta a scalare la tua missione con fiducia, alimentato dall'IA, costruito per l'impatto. **Average Rating:** 4.8/5.0 **Total Reviews:** 17 #### How Do G2 Users Rate LiveImpact? - **Facilità d'uso:** 9.2/10 (Category avg: 8.7/10) - **Prestazione:** 10.0/10 (Category avg: 9.3/10) - **Misurazione dei Risultati:** 10.0/10 (Category avg: 9.0/10) - **Interoperabilità:** 5.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind LiveImpact? - **Venditore:** [LiveImpact](https://www.g2.com/it/sellers/liveimpact) - **Anno di Fondazione:** 2009 - **Sede centrale:** Mountain View, CA - **Twitter:** @liveimpactorg 117 follower su Twitter - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Top Industries:** Gestione delle organizzazioni non profit - **Company Size:** 65% Small, 35% Medium #### What Do G2 Reviewers Say About LiveImpact? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti apprezzano le **capacità di tracciamento efficaci** di LiveImpact, migliorando la gestione delle interazioni familiari e della partecipazione ai programmi. - Gli utenti apprezzano le capacità di **gestione centralizzata** di LiveImpact, migliorando l'efficienza del flusso di lavoro e la personalizzazione per le organizzazioni non profit. - Gli utenti apprezzano l' **efficienza della comunicazione** di LiveImpact, che semplifica l'interazione familiare e la gestione dei programmi senza intoppi. - Gli utenti lodano LiveImpact per il loro **miglioramento continuo** , garantendo un'esperienza senza interruzioni con aggiornamenti e funzionalità ponderati. - Gli utenti apprezzano la **personalizzazione** di LiveImpact, che consente flussi di lavoro su misura e una gestione efficiente dei processi di accoglienza familiare. ##### Cons - Gli utenti trovano che la **difficile curva di apprendimento** di LiveImpact richieda una formazione continua per utilizzare appieno le sue funzionalità. - Gli utenti trovano la **curva di apprendimento ripida** , richiedendo una formazione continua per utilizzare efficacemente le funzionalità di LiveImpact. - Gli utenti trovano la **formazione iniziale a ritmo veloce** impegnativa, richiedendo supporto continuo per utilizzare appieno le funzionalità di LiveImpact. - Gli utenti trovano la **funzionalità limitata** di LiveImpact impegnativa senza formazione continua e supporto per un uso efficace. - Gli utenti trovano che la **complessità travolgente** di LiveImpact richieda un ampio addestramento per utilizzare efficacemente le sue funzionalità. #### What Are Recent G2 Reviews of LiveImpact? **["Flessibile, Reattivo e Progettato per l'Impatto"](https://www.g2.com/it/survey_responses/liveimpact-review-11322424)** **Rating:** 5.0/5.0 stars _— Allison C._ [Read full review](https://www.g2.com/it/survey_responses/liveimpact-review-11322424) **["Un Partner Fidato"](https://www.g2.com/it/survey_responses/liveimpact-review-8518302)** **Rating:** 5.0/5.0 stars _— Utente verificato in Gestione delle organizzazioni non profit_ [Read full review](https://www.g2.com/it/survey_responses/liveimpact-review-8518302) #### What Are G2 Users Discussing About LiveImpact? - [A cosa serve LiveImpact?](https://www.g2.com/it/discussions/what-is-liveimpact-used-for) ### [InfoFlo Software](https://www.g2.com/it/products/infoflo-software/reviews) InfoFlo Nonprofit offre una soluzione di gestione dei casi sicura, scalabile e completamente conforme a HIPAA, progettata per aiutare le organizzazioni a operare in modo più efficiente. Ottieni una visione completa a 360° di ogni cliente e caso attraverso un dashboard unificato e intuitivo. Gestisci senza sforzo tutti gli obiettivi dei tuoi clienti, i riferimenti, la documentazione, gli eventi, le lezioni e le attività all'interno di una singola piattaforma, eliminando la necessità di più strumenti. Genera report personalizzati basati sui dati per rafforzare le tue proposte di sovvenzione e dimostrare risultati misurabili ed esporta facilmente questi report in Excel o CSV. Con InfoFlo Nonprofit, la tua organizzazione beneficia di un sistema completamente personalizzato e conveniente, costruito per allinearsi ai tuoi flussi di lavoro unici e ai requisiti di conformità, permettendo al tuo team di concentrarsi sull'impatto, non sull'amministrazione. **Average Rating:** 4.5/5.0 **Total Reviews:** 93 #### How Do G2 Users Rate InfoFlo Software? - **Facilità d'uso:** 9.1/10 (Category avg: 8.7/10) #### Who Is the Company Behind InfoFlo Software? - **Venditore:** [InfoFlo Solutions](https://www.g2.com/it/sellers/infoflo-solutions) - **Anno di Fondazione:** 2002 - **Sede centrale:** Toronto, Canada - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® - **Telefono:** 1 416-223-4353 #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Servizi finanziari, Tecnologia dell'informazione e servizi - **Company Size:** 67% Small, 12% Medium #### What Do G2 Reviewers Say About InfoFlo Software? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti apprezzano la **facilità d'uso** del software InfoFlo, migliorando la loro esperienza con un rapido accesso ai dati importanti. - Gli utenti elogiano il **supporto clienti eccezionale** di InfoFlo Software, migliorando la loro esperienza complessiva con il programma. - Gli utenti apprezzano le **potenti capacità organizzative** di InfoFlo, che semplificano i dati dei clienti e migliorano la gestione del flusso di lavoro. - Gli utenti apprezzano il **facile accesso** ai dati importanti dei clienti in InfoFlo Software, trovandolo veloce e facile da usare. - Gli utenti apprezzano la **capacità di integrazione** del software InfoFlo, che centralizza efficacemente tutti i dati e le esigenze aziendali. ##### Cons - Gli utenti affrontano **bug** , come problemi software e problemi di integrazione con 3CX, che influenzano la loro esperienza complessiva. - Gli utenti affrontano **problemi di integrazione** con il software InfoFlo, in particolare con 3CX e occasionali malfunzionamenti del software che influenzano l'usabilità. - Gli utenti ritengono che il software soffra di una **mancanza di pacchetti disponibili** , il che ne limita la funzionalità e le opzioni. - Gli utenti trovano l'interfaccia **difficile da navigare** , con il supporto che a volte fornisce informazioni poco chiare, nonostante i chiarimenti successivi. #### What Are Recent G2 Reviews of InfoFlo Software? **["Integrazione multifunzionale, uno strumento per migliorare l'efficienza lavorativa"](https://www.g2.com/it/survey_responses/infoflo-software-review-12121732)** **Rating:** 4.0/5.0 stars _— Harrison W._ [Read full review](https://www.g2.com/it/survey_responses/infoflo-software-review-12121732) **["Gestione dei casi veloce, personalizzabile e sicura con supporto eccezionale!"](https://www.g2.com/it/survey_responses/infoflo-software-review-12974719)** **Rating:** 5.0/5.0 stars _— Ashley C._ [Read full review](https://www.g2.com/it/survey_responses/infoflo-software-review-12974719) #### What Are G2 Users Discussing About InfoFlo Software? - [Quali miglioramenti suggeriresti per InfoFlo Software per soddisfare meglio le tue esigenze CRM?](https://www.g2.com/it/discussions/what-improvements-would-you-suggest-for-infoflo-software-to-better-meet-your-crm-needs) - [A cosa serve il software InfoFlo?](https://www.g2.com/it/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/it/products/famcare/reviews) FAMCare è una piattaforma software configurabile per la gestione dei casi nei servizi sociali e nel lavoro sociale, progettata per le organizzazioni che necessitano di una maggiore visibilità sui servizi, i risultati, i report e la conformità. Costruito specificamente per organizzazioni non profit, agenzie governative, organizzazioni tribali, programmi di salute comportamentale, servizi per anziani, agenzie per la tutela dei minori, programmi per la forza lavoro e organizzazioni basate sulla comunità, FAMCare aiuta i team a gestire l'accoglienza, le valutazioni, i piani di servizio, i rinvii, le note sui casi, la fatturazione, il monitoraggio dei risultati e la reportistica all'interno di un unico sistema. Più di un semplice database di tracciamento dei clienti, FAMCare aiuta le organizzazioni a migliorare la fiducia nei report collegando l'attività del programma, l'erogazione dei servizi, le informazioni finanziarie e i dati sui risultati in una visione unificata. Dashboard in tempo reale, flussi di lavoro configurabili, gestione dei documenti, tracciabilità degli audit e potenti strumenti di reportistica aiutano le agenzie a ridurre il carico amministrativo, rafforzare la responsabilità, dimostrare l'impatto ai finanziatori e prendere decisioni più informate. Che tu stia cercando un software per la gestione dei casi nel lavoro sociale, un software per la gestione dei casi nei servizi umani o una piattaforma completa per la gestione dei servizi sociali, FAMCare offre la flessibilità di adattarsi ai tuoi programmi senza richiedere uno sviluppo personalizzato. **Average Rating:** 4.4/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate FAMcare? - **Facilità d'uso:** 9.0/10 (Category avg: 8.7/10) - **Prestazione:** 9.7/10 (Category avg: 9.3/10) - **Misurazione dei Risultati:** 10.0/10 (Category avg: 9.0/10) - **Interoperabilità:** 10.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind FAMcare? - **Venditore:** [Global Vision Technologies](https://www.g2.com/it/sellers/global-vision-technologies) - **Sito web dell'azienda:** www.globalvisiontech.com - **Anno di Fondazione:** 1997 - **Sede centrale:** St Louis, US - **Twitter:** @GVTInc 240 follower su Twitter - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Company Size:** 56% Small, 44% Medium #### What Are Recent G2 Reviews of FAMcare? **["Connessioni in tempo reale tra i dipartimenti e facile onboarding/offboarding"](https://www.g2.com/it/survey_responses/famcare-review-12979567)** **Rating:** 4.5/5.0 stars _— Mary G._ [Read full review](https://www.g2.com/it/survey_responses/famcare-review-12979567) **["Sistema Altamente Personalizzabile Costruito per Eccezioni Reali"](https://www.g2.com/it/survey_responses/famcare-review-12972343)** **Rating:** 4.0/5.0 stars _— Utente verificato in Gestione delle organizzazioni non profit_ [Read full review](https://www.g2.com/it/survey_responses/famcare-review-12972343) #### What Are G2 Users Discussing About FAMcare? - [A cosa serve FAMcare?](https://www.g2.com/it/discussions/what-is-famcare-used-for) - 1 comment ### [PlanStreet](https://www.g2.com/it/products/planstreetinc-planstreet/reviews) PlanStreet è una potente piattaforma basata su cloud progettata per ottimizzare i flussi di lavoro, monitorare i progressi dei clienti e collaborare senza problemi tra i team. Integra funzionalità come referral, valutazioni delle competenze, reportistica conforme a livello federale e strumenti di coinvolgimento dei clienti per migliorare l'efficienza e i risultati. PlanStreet fornisce approfondimenti sui dati in tempo reale, dashboard personalizzabili e un motore alimentato da intelligenza artificiale per una raccolta dati semplificata e una sicurezza dei dati di alto livello. Chi dovrebbe usare PlanStreet? PlanStreet è ideale per organizzazioni e professionisti nei seguenti settori: 1. Agenzie di Servizi Umani: Organizzazioni non profit, agenzie governative e organizzazioni private che forniscono servizi umani e sociali beneficiano degli strumenti di gestione dei casi e di reportistica di PlanStreet, che aiutano a monitorare i risultati, mantenere il coinvolgimento dei clienti e garantire che l'erogazione dei servizi sia efficiente. 2. Organizzazioni di Sviluppo della Forza Lavoro: Gli strumenti di PlanStreet sono progettati per supportare gli sforzi di sviluppo della forza lavoro, inclusi il collocamento lavorativo, i programmi di formazione e le valutazioni delle competenze. I professionisti della forza lavoro possono utilizzare PlanStreet per connettere i clienti con i datori di lavoro e abbinarli a formazioni che si allineano con le loro competenze e obiettivi. 3. Assistenti Sociali e Gestori di Casi: PlanStreet aiuta gli assistenti sociali e i gestori di casi a ottimizzare i loro processi, monitorare i progressi dei clienti, gestire i carichi di lavoro e collaborare efficacemente tra i team, il tutto rispettando le linee guida federali e statali. 4. Fornitori di Assistenza Sanitaria e Gestori di Casi: Le organizzazioni sanitarie coinvolte nella gestione dei casi, specialmente in aree come la salute comportamentale o l'assistenza domiciliare, possono utilizzare PlanStreet per garantire un'erogazione efficiente dei servizi, monitorare i progressi dei clienti e mantenere registri accurati. 5. Organizzazioni Non Profit: Il sistema scalabile e flessibile di PlanStreet supporta le organizzazioni non profit aiutandole a gestire i programmi, monitorare i risultati, riferire ai finanziatori e rispettare i requisiti delle sovvenzioni. Offrendo soluzioni su misura per la gestione di esigenze complesse di clienti e organizzazioni, PlanStreet è indispensabile per agenzie e professionisti che cercano di aumentare l'efficienza, migliorare l'erogazione dei servizi e ottenere risultati migliori per le comunità che servono. **Average Rating:** 4.6/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate PlanStreet? - **Facilità d'uso:** 8.8/10 (Category avg: 8.7/10) #### Who Is the Company Behind PlanStreet? - **Venditore:** [PlanStreet](https://www.g2.com/it/sellers/planstreet) - **Anno di Fondazione:** 2017 - **Sede centrale:** Lexington, Kentucky - **Twitter:** @PlanstreetInc 55 follower su Twitter - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Company Size:** 78% Medium, 22% Large #### What Are Recent G2 Reviews of PlanStreet? **["Buon strumento di gestione dei progetti"](https://www.g2.com/it/survey_responses/planstreet-review-8183572)** **Rating:** 5.0/5.0 stars _— Utente verificato in Tecnologia dell'informazione e servizi_ [Read full review](https://www.g2.com/it/survey_responses/planstreet-review-8183572) **["Pianificazione Efficiente"](https://www.g2.com/it/survey_responses/planstreet-review-6963326)** **Rating:** 4.5/5.0 stars _— Jason L._ [Read full review](https://www.g2.com/it/survey_responses/planstreet-review-6963326) #### What Are G2 Users Discussing About PlanStreet? - [A cosa serve PlanStreet?](https://www.g2.com/it/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/it/products/helpline-software/reviews) Helpline Software è un software di gestione delle chiamate basato su pianificazione e gestione delle reperibilità per hotline non profit, linee di crisi, team di supporto fuori orario e operazioni di servizio sul campo. Aiuta le organizzazioni a garantire che le chiamate urgenti raggiungano il membro del personale o il volontario giusto, anche quando i programmi cambiano. I team riducono le chiamate perse, rispondono più velocemente e vedono dove è andata ogni chiamata con i registri delle chiamate in tempo reale. La piattaforma collega il programma live di ogni organizzazione alla sua linea telefonica. Chiama il risponditore programmato, passa automaticamente ai backup se non rispondono e può creare una richiesta di richiamata o avvisare un manager se nessuno risponde. Helpline Software include anche pianificazione, registri delle chiamate, moduli, testo e chat web, e reportistica. A differenza di un servizio di segreteria, collega i chiamanti direttamente con il team dell'organizzazione. A differenza del semplice inoltro di chiamata o del VoIP condiviso, segue il programma di reperibilità live e mostra esattamente cosa è successo a ogni chiamata. **Average Rating:** 5.0/5.0 **Total Reviews:** 6 #### How Do G2 Users Rate Helpline Software? - **Facilità d'uso:** 10.0/10 (Category avg: 8.7/10) - **Prestazione:** 10.0/10 (Category avg: 9.3/10) - **Misurazione dei Risultati:** 10.0/10 (Category avg: 9.0/10) - **Interoperabilità:** 10.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind Helpline Software? - **Venditore:** [Comprehensive Productivity Solutions](https://www.g2.com/it/sellers/comprehensive-productivity-solutions) - **Sede centrale:** Boston, US - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Company Size:** 86% Small, 14% Medium #### What Are Recent G2 Reviews of Helpline Software? **["Affidabile e semplice, perfetto per il nostro team"](https://www.g2.com/it/survey_responses/helpline-software-review-12829779)** **Rating:** 5.0/5.0 stars _— Kim W._ [Read full review](https://www.g2.com/it/survey_responses/helpline-software-review-12829779) **["Sistema di tracciamento delle chiamate affidabile e conveniente con un ottimo servizio clienti"](https://www.g2.com/it/survey_responses/helpline-software-review-13264309)** **Rating:** 5.0/5.0 stars _— Utente verificato in Organizzazione civica e sociale_ [Read full review](https://www.g2.com/it/survey_responses/helpline-software-review-13264309) - ‹ Prev ‹ Prev - 1 - [2](/categories/human-services?open_modal_url=%2Ffr%2Fproducts%2Fliveimpact%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fhuman-services%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/human-services?open_modal_url=%2Ffr%2Fproducts%2Fliveimpact%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fhuman-services%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/human-services?open_modal_url=%2Ffr%2Fproducts%2Fliveimpact%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fhuman-services%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/human-services?open_modal_url=%2Ffr%2Fproducts%2Fliveimpact%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fhuman-services%26source%3Dcategory&order=g2_score&page=5#product-list) - [6](/categories/human-services?open_modal_url=%2Ffr%2Fproducts%2Fliveimpact%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fhuman-services%26source%3Dcategory&order=g2_score&page=6#product-list) - [Next › Next ›](/categories/human-services?open_modal_url=%2Ffr%2Fproducts%2Fliveimpact%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fhuman-services%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Payroll Software](https://www.g2.com/categories/payroll) [Attribution Software](https://www.g2.com/categories/attribution) [Core HR Software](https://www.g2.com/categories/core-hr) [Spend Management Software](https://www.g2.com/categories/spend-management) [Voice Recognition Software](https://www.g2.com/categories/voice-recognition) 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 ### Human Services Topics - [What is Human Services Software?](#what-is-human-services-software) - [Why Use Human Services Software?](#why-use-human-services-software) - [Who Uses Human Services Software?](#who-uses-human-services-software) - [Human Services Software Features](#human-services-software-features) - [Trends Related to Human Services Software](#trends-related-to-human-services-software) - [Potential Issues with Human Services Software](#potential-issues-with-human-services-software) - [Software and Services Related to Human Services Software](#software-and-services-related-to-human-services-software) [ ### Human Services Topics Expand/Collapse ](#) - [What is Human Services Software?](#what-is-human-services-software) - [Why Use Human Services Software?](#why-use-human-services-software) - [Who Uses Human Services Software?](#who-uses-human-services-software) - [Human Services Software Features](#human-services-software-features) - [Trends Related to Human Services Software](#trends-related-to-human-services-software) - [Potential Issues with Human Services Software](#potential-issues-with-human-services-software) - [Software and Services Related to Human Services Software](#software-and-services-related-to-human-services-software) ## Learn More 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.