# Top 10 Casebook Alternatives & Competitors **Average Rating:** 4.3/5 **Total Number of Reviews:** 73 Explore the best alternatives to Casebook for users who need new software features or want to try different solutions. Other important factors to consider when researching alternatives to Casebook include customer service. The best overall Casebook alternative is CharityTracker. Other similar apps like Casebook are Bonterra Apricot, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), Therap Services, and LiveImpact. Casebook alternatives can be found in [Human Services Software](https://www.g2.com/categories/human-services) but may also be in [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm) or [Home Care Agency Management Software](https://www.g2.com/categories/home-care-agency-management). ## Best Paid & Free Alternatives to Casebook - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) - [Therap Services](https://www.g2.com/products/therap-services/reviews) - [LiveImpact](https://www.g2.com/products/liveimpact/reviews) - [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) - [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) - [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews) - [extendedReach](https://www.g2.com/products/extendedreach/reviews) - [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews) ## Top 10 Alternatives to Casebook Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Casebook stacks up to the competition, check reviews from current & previous users in industries like Non-Profit Organization Management, Human Resources, and Arts and Crafts, and find the best product for your business. ### 1. [CharityTracker](https://www.g2.com/products/charitytracker/reviews) By Simon Solutions **Average Rating:** 4.6/5 **Total Reviews:** 337 CharityTracker is a web-based, collaboration software. It tracks clients and cases. Users can manage and run reports easily. Reviewers say compared to Casebook, CharityTracker is: - Slower to reach roi - Better at meeting requirements - Easier to set up Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs CharityTracker](https://www.g2.com/compare/casebook-vs-charitytracker) **Compare CharityTracker with other alternatives:** - [CharityTracker vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-charitytracker) - [CharityTracker vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-charitytracker) - [CharityTracker vs Therap Services](https://www.g2.com/compare/charitytracker-vs-therap-services) - [CharityTracker vs LiveImpact](https://www.g2.com/compare/charitytracker-vs-liveimpact) - [CharityTracker vs Foothold](https://www.g2.com/compare/charitytracker-vs-radicle-health-foothold) - [CharityTracker vs InfoFlo Software](https://www.g2.com/compare/charitytracker-vs-infoflo-software) - [CharityTracker vs Exponent Case Management](https://www.g2.com/compare/charitytracker-vs-exponent-case-management) - [CharityTracker vs extendedReach](https://www.g2.com/compare/charitytracker-vs-extendedreach) - [CharityTracker vs PlanStreet](https://www.g2.com/compare/charitytracker-vs-planstreetinc-planstreet) ### 2. [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) By Bonterra **Average Rating:** 4.4/5 **Total Reviews:** 347 Bonterra Case Management is a secure, flexible, and easy-to-use case management solution for nonprofits of any size. Reviewers say compared to Casebook, Bonterra Apricot is: - Slower to reach roi - Better at meeting requirements - More usable Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-casebook) **Compare Bonterra Apricot with other alternatives:** - [Bonterra Apricot vs CharityTracker](https://www.g2.com/compare/bonterra-apricot-vs-charitytracker) - [Bonterra Apricot vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-bonterra-apricot) - [Bonterra Apricot vs Therap Services](https://www.g2.com/compare/bonterra-apricot-vs-therap-services) - [Bonterra Apricot vs LiveImpact](https://www.g2.com/compare/bonterra-apricot-vs-liveimpact) - [Bonterra Apricot vs Foothold](https://www.g2.com/compare/bonterra-apricot-vs-radicle-health-foothold) - [Bonterra Apricot vs InfoFlo Software](https://www.g2.com/compare/bonterra-apricot-vs-infoflo-software) - [Bonterra Apricot vs Exponent Case Management](https://www.g2.com/compare/bonterra-apricot-vs-exponent-case-management) - [Bonterra Apricot vs extendedReach](https://www.g2.com/compare/bonterra-apricot-vs-extendedreach) - [Bonterra Apricot vs PlanStreet](https://www.g2.com/compare/bonterra-apricot-vs-planstreetinc-planstreet) ### 3. [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) By Salesforce **Average Rating:** 4.1/5 **Total Reviews:** 87 Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits to gain a 360-view of your organization. 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. Reviewers say compared to Casebook, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) is: - Slower to reach roi Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-casebook) **Compare Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) with other alternatives:** - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs CharityTracker](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-charitytracker) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs Bonterra Apricot](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-bonterra-apricot) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs Therap Services](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-therap-services) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs LiveImpact](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-liveimpact) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs Foothold](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-radicle-health-foothold) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs InfoFlo Software](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-infoflo-software) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs Exponent Case Management](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-exponent-case-management) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs extendedReach](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-extendedreach) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs PlanStreet](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-planstreetinc-planstreet) ### 4. [Therap Services](https://www.g2.com/products/therap-services/reviews) By Therap **Average Rating:** 4.6/5 **Total Reviews:** 230 Therap provides secure, online documentation, communication, billing and reporting to the intellectual disability community. Reviewers say compared to Casebook, Therap Services is: - Better at meeting requirements - More expensive - More usable Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs Therap Services](https://www.g2.com/compare/casebook-vs-therap-services) **Compare Therap Services with other alternatives:** - [Therap Services vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-therap-services) - [Therap Services vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-therap-services) - [Therap Services vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-therap-services) - [Therap Services vs LiveImpact](https://www.g2.com/compare/liveimpact-vs-therap-services) - [Therap Services vs Foothold](https://www.g2.com/compare/radicle-health-foothold-vs-therap-services) - [Therap Services vs InfoFlo Software](https://www.g2.com/compare/infoflo-software-vs-therap-services) - [Therap Services vs Exponent Case Management](https://www.g2.com/compare/exponent-case-management-vs-therap-services) - [Therap Services vs extendedReach](https://www.g2.com/compare/therap-services-vs-extendedreach) - [Therap Services vs PlanStreet](https://www.g2.com/compare/planstreetinc-planstreet-vs-therap-services) ### 5. [LiveImpact](https://www.g2.com/products/liveimpact/reviews) By LiveImpact **Average Rating:** 4.8/5 **Total Reviews:** 17 LiveImpact is a technology platform that was specifically designed and built to support social impact organizations, nonprofits, foundations, and CSR groups, with all their technology needs. Reviewers say compared to Casebook, LiveImpact is: - Better at meeting requirements - Better at support - More usable Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs LiveImpact](https://www.g2.com/compare/casebook-vs-liveimpact) **Compare LiveImpact with other alternatives:** - [LiveImpact vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-liveimpact) - [LiveImpact vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-liveimpact) - [LiveImpact vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-liveimpact) - [LiveImpact vs Therap Services](https://www.g2.com/compare/liveimpact-vs-therap-services) - [LiveImpact vs Foothold](https://www.g2.com/compare/radicle-health-foothold-vs-liveimpact) - [LiveImpact vs InfoFlo Software](https://www.g2.com/compare/infoflo-software-vs-liveimpact) - [LiveImpact vs Exponent Case Management](https://www.g2.com/compare/exponent-case-management-vs-liveimpact) - [LiveImpact vs extendedReach](https://www.g2.com/compare/liveimpact-vs-extendedreach) - [LiveImpact vs PlanStreet](https://www.g2.com/compare/liveimpact-vs-planstreetinc-planstreet) ### 6. [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) By Radicle Health **Average Rating:** 4.8/5 **Total Reviews:** 30 Foothold Technology offers a comprehensive, cloud-based Electronic Health Record and care management platform tailored for human services and behavioral health agencies. Their flagship product, AWARDS, is a federally certified, HIPAA-compliant EHR designed to streamline administrative tasks, enhance client data management, and ensure regulatory compliance. Serving over 1,000 agencies nationwide, Foothold empowers organizations to focus more on client care by reducing the burden of documentation and administrative processes. Key Features and Functionality: - Comprehensive Case Management: Facilitates efficient client tracking, service planning, and progress monitoring. - Integrated Billing System: Automates billing processes, ensuring accuracy and compliance with healthcare regulations. - Regulatory Compliance Tools: Provides built-in features to help organizations meet local, state, and federal requirements. - Robust Reporting and Analytics: Offers customizable reports to analyze client outcomes, service utilization, and financial performance. - Interoperability: Ensures seamless integration with other systems, including labs, pharmacies, and Health Information Exchanges . Primary Value and Solutions Provided: Foothold Technology addresses the unique challenges faced by human services and behavioral health organizations by offering a user-friendly platform that centralizes client information, automates administrative tasks, and ensures compliance with industry standards. This enables agencies to enhance service delivery, improve client outcomes, and allocate more resources toward direct care, ultimately leading to better support for vulnerable populations. Reviewers say compared to Casebook, Foothold is: - Slower to reach roi - Better at support - Easier to set up Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs Foothold](https://www.g2.com/compare/casebook-vs-radicle-health-foothold) **Compare Foothold with other alternatives:** - [Foothold vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-radicle-health-foothold) - [Foothold vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-radicle-health-foothold) - [Foothold vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-radicle-health-foothold) - [Foothold vs Therap Services](https://www.g2.com/compare/radicle-health-foothold-vs-therap-services) - [Foothold vs LiveImpact](https://www.g2.com/compare/radicle-health-foothold-vs-liveimpact) - [Foothold vs InfoFlo Software](https://www.g2.com/compare/radicle-health-foothold-vs-infoflo-software) - [Foothold vs Exponent Case Management](https://www.g2.com/compare/exponent-case-management-vs-radicle-health-foothold) - [Foothold vs extendedReach](https://www.g2.com/compare/radicle-health-foothold-vs-extendedreach) - [Foothold vs PlanStreet](https://www.g2.com/compare/radicle-health-foothold-vs-planstreetinc-planstreet) ### 7. [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) By InfoFlo Solutions **Average Rating:** 4.5/5 **Total Reviews:** 95 Infoflo is an easy to use CRM that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, email, calendar, document & task management solution. Reviewers say compared to Casebook, InfoFlo Software is: - More usable - Better at meeting requirements - Easier to set up Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs InfoFlo Software](https://www.g2.com/compare/casebook-vs-infoflo-software) **Compare InfoFlo Software with other alternatives:** - [InfoFlo Software vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-infoflo-software) - [InfoFlo Software vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-infoflo-software) - [InfoFlo Software vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-infoflo-software) - [InfoFlo Software vs Therap Services](https://www.g2.com/compare/infoflo-software-vs-therap-services) - [InfoFlo Software vs LiveImpact](https://www.g2.com/compare/infoflo-software-vs-liveimpact) - [InfoFlo Software vs Foothold](https://www.g2.com/compare/radicle-health-foothold-vs-infoflo-software) - [InfoFlo Software vs Exponent Case Management](https://www.g2.com/compare/exponent-case-management-vs-infoflo-software) - [InfoFlo Software vs extendedReach](https://www.g2.com/compare/infoflo-software-vs-extendedreach) - [InfoFlo Software vs PlanStreet](https://www.g2.com/compare/infoflo-software-vs-planstreetinc-planstreet) ### 8. [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews) By Exponent Partners **Average Rating:** 3.9/5 **Total Reviews:** 16 Exponent Case Management is next generation case management designed 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. Reviewers say compared to Casebook, Exponent Case Management is: - Slower to reach roi - More expensive Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs Exponent Case Management](https://www.g2.com/compare/casebook-vs-exponent-case-management) **Compare Exponent Case Management with other alternatives:** - [Exponent Case Management vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-exponent-case-management) - [Exponent Case Management vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-exponent-case-management) - [Exponent Case Management vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-exponent-case-management) - [Exponent Case Management vs Therap Services](https://www.g2.com/compare/exponent-case-management-vs-therap-services) - [Exponent Case Management vs LiveImpact](https://www.g2.com/compare/exponent-case-management-vs-liveimpact) - [Exponent Case Management vs Foothold](https://www.g2.com/compare/exponent-case-management-vs-radicle-health-foothold) - [Exponent Case Management vs InfoFlo Software](https://www.g2.com/compare/exponent-case-management-vs-infoflo-software) - [Exponent Case Management vs extendedReach](https://www.g2.com/compare/exponent-case-management-vs-extendedreach) - [Exponent Case Management vs PlanStreet](https://www.g2.com/compare/exponent-case-management-vs-planstreetinc-planstreet) ### 9. [extendedReach](https://www.g2.com/products/extendedreach/reviews) By KCare **Average Rating:** 4.8/5 **Total Reviews:** 2 extendedReach offers an easy, affordable way to track children, foster homes, case notes, reports, and outcomes. Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs extendedReach](https://www.g2.com/compare/casebook-vs-extendedreach) **Compare extendedReach with other alternatives:** - [extendedReach vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-extendedreach) - [extendedReach vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-extendedreach) - [extendedReach vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-extendedreach) - [extendedReach vs Therap Services](https://www.g2.com/compare/therap-services-vs-extendedreach) - [extendedReach vs LiveImpact](https://www.g2.com/compare/liveimpact-vs-extendedreach) - [extendedReach vs Foothold](https://www.g2.com/compare/radicle-health-foothold-vs-extendedreach) - [extendedReach vs InfoFlo Software](https://www.g2.com/compare/infoflo-software-vs-extendedreach) - [extendedReach vs Exponent Case Management](https://www.g2.com/compare/exponent-case-management-vs-extendedreach) - [extendedReach vs PlanStreet](https://www.g2.com/compare/planstreetinc-planstreet-vs-extendedreach) ### 10. [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews) By PlanStreet **Average Rating:** 4.6/5 **Total Reviews:** 9 PlanStreet: The Flexible, Secure, Cloud-Based Platform Revolutionizing Human Services & Case Management PlanStreet empowers organizations with a unified, all-in-one platform that streamlines every stage of service delivery—from intake and needs assessment to case workflows, program services, billing, referrals, and impact measurement. With no-code customization tools, agencies can tailor forms, workflows, and reports to their exact requirements without relying on complex IT resources. Designed for nonprofits, social service agencies, and government organizations, PlanStreet supports a wide range of programs, including mental health services, child welfare, homelessness management (HMIS), investigative case management, reentry programs, and volunteer coordination. The platform’s embedded analytics and real-time dashboards enable data-driven decisions, simplify compliance reporting, and keep stakeholders informed. Backed by enterprise-grade security—including HIPAA and FedRAMP compliance—PlanStreet ensures sensitive client data is protected while providing the scalability needed for organizations of all sizes. With its intuitive interface, deep configurability, and responsive support, PlanStreet turns administrative complexity into operational efficiency and measurable impact. Reviewers say compared to Casebook, PlanStreet is: - Better at meeting requirements - More usable Categories in common with Casebook: [Human Services](https://www.g2.com/categories/human-services) **Compare:** [Casebook vs PlanStreet](https://www.g2.com/compare/casebook-vs-planstreetinc-planstreet) **Compare PlanStreet with other alternatives:** - [PlanStreet vs CharityTracker](https://www.g2.com/compare/charitytracker-vs-planstreetinc-planstreet) - [PlanStreet vs Bonterra Apricot](https://www.g2.com/compare/bonterra-apricot-vs-planstreetinc-planstreet) - [PlanStreet vs Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-planstreetinc-planstreet) - [PlanStreet vs Therap Services](https://www.g2.com/compare/planstreetinc-planstreet-vs-therap-services) - [PlanStreet vs LiveImpact](https://www.g2.com/compare/liveimpact-vs-planstreetinc-planstreet) - [PlanStreet vs Foothold](https://www.g2.com/compare/radicle-health-foothold-vs-planstreetinc-planstreet) - [PlanStreet vs InfoFlo Software](https://www.g2.com/compare/infoflo-software-vs-planstreetinc-planstreet) - [PlanStreet vs Exponent Case Management](https://www.g2.com/compare/exponent-case-management-vs-planstreetinc-planstreet) - [PlanStreet vs extendedReach](https://www.g2.com/compare/planstreetinc-planstreet-vs-extendedreach) ## Explore Articles - [What are the most trusted lifestyle spending account platforms by benefits administrators based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-lifestyle-spending-account-platforms-by-benefits-administrators-based-on-user-reviews) - [What are the most trusted financial consulting firms by CFOs and finance leaders based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-financial-consulting-firms-by-cfos-and-finance-leaders-based-on-user-reviews) - [best customer success software](https://www.g2.com/discussions/i-need-help-finding-the-best-customer-success-software-advice-needed) - [Best demo automation software for small business](https://www.g2.com/discussions/best-demo-automation-software-for-small-business) - [Best platforms for scheduling across multiple time zones](https://www.g2.com/discussions/best-platforms-for-scheduling-across-multiple-time-zones) - [What are the best electronic trial master file platforms for clinical sites managing training compliance and approval workflows across multiple departments?](https://www.g2.com/discussions/what-are-the-best-electronic-trial-master-file-platforms-for-clinical-sites-managing-training-compliance-and-approval-workflows-across-multiple-departments ) ## Spotlight Categories - [Marketing Analytics Tools](https://www.g2.com/categories/marketing-analytics) - [VoIP Providers](https://www.g2.com/categories/voip) - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)