# Best Human Services Software - Page 3

*By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*


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






## 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)


## How Many Human Services Software Products Does G2 Track?
**Total Products under this Category:** 86

### Category Stats (Jul 2026)
- **Average Rating**: 4.44/5 (↑0.03 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: FAMcare (+11.1%) - Among all products in this category, FAMcare recorded the largest rating increase compared to last month
*Last updated: July 15, 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
- 86+ 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.


## Which Human Services Software Is Best for Your Use Case?

- **Leader:** [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews)
- **Highest Performer:** [Casebook](https://www.g2.com/products/casebook/reviews)
- **Easiest to Use:** [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews)
- **Top Trending:** [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews)
- **Best Free Software:** [CharityTracker](https://www.g2.com/products/charitytracker/reviews)


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---

## What Are the Top-Rated Human Services Software Products in 2026?
### 1. [CIRCE](https://www.g2.com/products/circe/reviews)
Welcome to CIRCE (Cloud-Based Integrated Reporting and Charting Environment), your trusted partner in human services management. CIRCE is proud to be a Salesforce ISV Partner. Since our launch in 2011, CIRCE has amassed a wealth of industry knowledge and technical expertise to build user-friendly case management tools based on the Salesforce Platform. Our team is dedicated to creating solutions that not only streamline operations but also empower you to focus on your core mission of helping others.



**Who Is the Company Behind CIRCE?**

- **Seller:** [CIRCE](https://www.g2.com/sellers/circe)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/circetechnology/ (8 employees on LinkedIn®)






### 2. [CitizenOne](https://www.g2.com/products/citizenone-citizenone/reviews)
CitizenOne is a cloud-based case management system designed for social services providers, care institutions, municipalities, and healthcare providers. The platform combines a structured case management system, booking system, and workforce duty schedule system in one unified solution. CitizenOne supports documentation, client case handling, shift planning, employee scheduling, communication, reporting, and GDPR-compliant data management. The system enables organizations to manage daily operations, staff coordination, and client-related workflows within a single secure environment. CitizenOne is web-based and accessible across devices, supporting operational transparency and structured service delivery for care-focused organizations.



**Who Is the Company Behind CitizenOne?**

- **Seller:** [CitizenOne](https://www.g2.com/sellers/citizenone)
- **Year Founded:** 2024
- **HQ Location:** Frederiksberg, DK
- **LinkedIn® Page:** https://www.linkedin.com/company/officialcitizenone/ (3 employees on LinkedIn®)






### 3. [Cityspan Provider](https://www.g2.com/products/cityspan-provider/reviews)
Cityspan Provider is data management software that gives social service agencies a simpler way to manage people, track participation and document progress across programs, services and sites.



**Who Is the Company Behind Cityspan Provider?**

- **Seller:** [Cityspan](https://www.g2.com/sellers/cityspan)
- **Year Founded:** 2001
- **HQ Location:** Berkeley, US
- **LinkedIn® Page:** https://www.linkedin.com/company/cityspan-technologies-inc (19 employees on LinkedIn®)






### 4. [Clarity Human Services by Bitfocus](https://www.g2.com/products/clarity-human-services-by-bitfocus/reviews)
Look at community's unique experiences, processes, and functions to develop and implement solutions that empower community's mission for social change



**Who Is the Company Behind Clarity Human Services by Bitfocus?**

- **Seller:** [Bitfocus](https://www.g2.com/sellers/bitfocus)
- **Year Founded:** 2003
- **HQ Location:** Las Vegas, US
- **Twitter:** @bitfocus (150 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/bitfocus-inc-/ (93 employees on LinkedIn®)






### 5. [Collaborate](https://www.g2.com/products/network-ninja-collaborate/reviews)
Case management software for human services teams of 5+ staff. Easily collect client data



**Who Is the Company Behind Collaborate?**

- **Seller:** [Network Ninja](https://www.g2.com/sellers/network-ninja)
- **Year Founded:** 1998
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** https://linkedin.com/company/networkninja (40 employees on LinkedIn®)






### 6. [Comm.care](https://www.g2.com/products/comm-care/reviews)
Comm.care by Pnyx is a revolutionary, person-centred, full-featured client and case management tool that allows care organisations to maximize their business’ efficiency, manage their staff, clients, and appointments as well as administration functions like reporting and auditing. Founded in 2014, Pnyx is a social enterprise seeking to benefit the community care sector with the development & support of Comm.care using the same technologies as Paypal and Netflix. Comm.care is modelled after a person’s real-life circle of care providers, family and friends, and all the information required to provide the best care possible. Consistency of record-keeping and up-to-date information ensures that Clients are not responsible for transferring documentation and information about them to different members of your organisation or to their other providers.



**Who Is the Company Behind Comm.care?**

- **Seller:** [Pnyx](https://www.g2.com/sellers/pnyx)
- **Year Founded:** 2012
- **HQ Location:** Penrith, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/pnyx/ (4 employees on LinkedIn®)






### 7. [Community CareLink](https://www.g2.com/products/community-carelink/reviews)
Community CareLink (CCL) is a flexible platform that offers both case management and closed-loop referral capabilities—so whether your organization needs one, the other, or both, we’ve got you covered. Designed for social service agencies, healthcare organizations, and local governments, CCL helps you coordinate care, track services, and improve outcomes across communities. From managing housing and behavioral health services to supporting justice-involved individuals and addressing social determinants of health (SDoH), CCL simplifies complex workflows. Agencies can operate independently or participate in a broader network—our system is built to scale with your needs. With fast implementation, powerful reporting, and responsive support, Community CareLink turns data into action and funding into measurable impact. Trusted across 16 states and built by people who’ve done the work—it’s software that understands community care.



**Who Is the Company Behind Community CareLink?**

- **Seller:** [Community CareLink](https://www.g2.com/sellers/community-carelink)
- **Year Founded:** 2013
- **HQ Location:** Kansas City, US
- **LinkedIn® Page:** https://www.linkedin.com/company/first-call-technology (9 employees on LinkedIn®)






### 8. [Coordinated Assistance Network](https://www.g2.com/products/coordinated-assistance-network/reviews)
The CAN is a platform of community partners driving how solutions are created that deepen community engagement through technology processes. The CAN is where meaningful change becomes possible when there is shared equity and community engagement is a collaborative way of thinking. Simply put, the CAN is a portal to meet the demands of the changing world and to make other people’s lives better.



**Who Is the Company Behind Coordinated Assistance Network?**

- **Seller:** [Coordinated Assistance Network](https://www.g2.com/sellers/coordinated-assistance-network)
- **Year Founded:** 2011
- **HQ Location:** Clearwater, US
- **LinkedIn® Page:** https://www.linkedin.com/company/canportal (13 employees on LinkedIn®)






### 9. [CTARS](https://www.g2.com/products/ctars/reviews)
CTARS is a cloud-based client management system designed to streamline operations for disability services, out-of-home care, and children's services providers. Developed by clinicians and human services professionals, it offers a comprehensive suite of tools to enhance service delivery, ensure compliance, and improve client outcomes. Key Features and Functionality: - Client Management Dashboard: Provides a centralized platform to monitor client information, track NDIS budgets, and manage service delivery efficiently. - Scheduling, Billing, and Invoicing: Facilitates personal client budget management, scheduling, billing, and invoicing, even across multiple service streams. - Customizable Forms and Reporting: Allows creation of tailored forms and generation of custom reports that comply with industry legislative requirements. - Incident and Medication Management: Enables easy logging of incidents and medication administration, ensuring safety and compliance with standards. - Goal Tracking and Outcome Monitoring: Supports setting and monitoring client goals, recording progress, and generating comprehensive reports to assess outcomes. - Integrations: Seamlessly integrates with accounting and business software like Xero, MYOB, Oracle Netsuite, and Easy Employer for a complete operational overview. - Security: Adheres to ISO 27001 standards and incorporates two-factor authentication to safeguard sensitive client data. Primary Value and Solutions Provided: CTARS addresses the complexities faced by care providers by offering a unified system that enhances operational efficiency, ensures compliance with NDIS and other regulatory requirements, and improves the quality of care delivered to clients. By automating administrative tasks, facilitating real-time collaboration among staff, and providing robust reporting tools, CTARS empowers organizations to focus more on client care and less on paperwork, ultimately leading to better client outcomes and streamlined service delivery.



**Who Is the Company Behind CTARS?**

- **Seller:** [CTARS](https://www.g2.com/sellers/ctars)
- **Year Founded:** 2010
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/ctars (13 employees on LinkedIn®)






### 10. [Diona Platform](https://www.g2.com/products/diona-platform/reviews)
We help transform service delivery



**Who Is the Company Behind Diona Platform?**

- **Seller:** [Diona Mobility](https://www.g2.com/sellers/diona-mobility)
- **Year Founded:** 2012
- **HQ Location:** Dublin, IE
- **Twitter:** @DionaMobility
- **LinkedIn® Page:** https://ie.linkedin.com/company/diona (147 employees on LinkedIn®)






### 11. [FHASES](https://www.g2.com/products/fhases/reviews)
FHASES is an affordable HIPAA-compliant case management system that provides enterprise features, security, and infrastructure.



**Who Is the Company Behind FHASES?**

- **Seller:** [Son Information Systems](https://www.g2.com/sellers/son-information-systems)
- **Year Founded:** 2001
- **HQ Location:** Columbus, US
- **LinkedIn® Page:** https://www.linkedin.com/company/soninformationsystems (3 employees on LinkedIn®)






### 12. [Findhelp](https://www.g2.com/products/findhelp/reviews)
Building healthier and happier communities starts with supporting the whole person. That’s why Findhelp was founded in 2010: to connect all people in need to the programs that serve them with dignity and ease. Our software platform enables community organizations, governments, and businesses across industries to easily manage and coordinate care. From screening and closed-loop referrals to outcomes tracking and actionable health equity insights, Findhelp is leading the modernization of the social safety net. For more information, visit https://company.findhelp.com.



**Who Is the Company Behind Findhelp?**

- **Seller:** [Findhelp](https://www.g2.com/sellers/findhelp)
- **Year Founded:** 2010
- **HQ Location:** Austin, US
- **Twitter:** @itsfindhelp (2,731 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/find-help/ (223 employees on LinkedIn®)






### 13. [Giv](https://www.g2.com/products/giv/reviews)
Giv is an all-in-one IDD software designed for agencies. Giv integrates into service models like group homes, day programs, HCBS, supported living, respite care, and family support services.



**Who Is the Company Behind Giv?**

- **Seller:** [Giv](https://www.g2.com/sellers/giv)
- **HQ Location:** Lehi, US
- **LinkedIn® Page:** https://www.linkedin.com/company/givhealthcare/ (62 employees on LinkedIn®)






### 14. [GiveLife365](https://www.g2.com/products/givelife365/reviews)
GiveLife365 is a cloud-based Constituent Relationship Management (CRM) platform designed specifically for nonprofits. It helps organizations streamline operations, manage constituents, events and cases, while offering real-time impact reporting - all in one place. Here’s a quick look at what GiveLife365 can do for you: Donor Management: \* Manage donor profiles \* Track interactions \* Automated Receipt and Reminders \* Moves Management \* Payment Gateway and Marketing Automation integration Volunteer Management: \* Volunteer Recruitment and Onboarding \* Create and Publish Opportunities \* Bulk Scheduling \* Attendance Tracking \* Volunteer Recognition \* Reports and Dashboards Membership Management: \* Create Membership plans \* Automate Renewals and Reminders \* Website Form integration \* Marketing Automation and Payement Gateway integartion Event Management: \* Create and Publish Events \* Event Registrations \* Track Event Attendees \* Payment Gateway Integration \* Incident Reporting \* Post Event Reflection Case Management: \* Case Intake and Tracking \* Automatic Notification \* Manage Case Resolution and Communication History \* Reports and Dashbaords Impact Reporting: \* Pre-built Reporting Templates \* Real Time Data Visualization \* Measure Projects \* Fundraising and Financial Outcomes See GiveLife365 in Action! GiveLife365 is a user-friendly, adaptable CRM designed for nonprofits of all sizes. With features tailored to optimize workflows, improve engagement and deliver valuable insights, GiveLife365 simplifies your operations, allowing you to focus on your mission. Want to see how GiveLife365 can help your team? Contact us for a personalized demo and discover how our CRM can drive impact and efficiency within your nonprofit.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1

**Who Is the Company Behind GiveLife365?**

- **Seller:** [Alphavima Technologies](https://www.g2.com/sellers/alphavima-technologies)
- **Year Founded:** 2006
- **HQ Location:** Mississauga, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/alphavima/ (73 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise



#### What Are Recent G2 Reviews of GiveLife365?

**"[Empowers streamline donor and volunteer management, maximize fundraising efforts, and measure impact](https://www.g2.com/survey_responses/givelife365-review-8974355)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/givelife365-review-8974355)

---



### 15. [InfoFlo Nonprofit](https://www.g2.com/products/infoflo-nonprofit/reviews)
InfoFlo Nonprofit is a case management and human services software that helps all nonprofits manage their clients. Manage all client data from intake all the way through to reporting.



**Who Is the Company Behind InfoFlo Nonprofit?**

- **Seller:** [InfoFlo Nonprofit](https://www.g2.com/sellers/infoflo-nonprofit)
- **LinkedIn® Page:** https://www.linkedin.com/company/infoflo-software/






### 16. [Makerble Impact Measurement](https://www.g2.com/products/makerble-impact-measurement/reviews)
Makerble is a UK-based SaaS company specialising in impact measurement and data management solutions for mission-driven organisations. Their platform integrates CRM, scheduling, surveys, and impact reporting tools to streamline operations and enhance data-driven decision-making.



**Who Is the Company Behind Makerble Impact Measurement?**

- **Seller:** [Makerble](https://www.g2.com/sellers/makerble)
- **Year Founded:** 2012
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/makerble (27 employees on LinkedIn®)






### 17. [Marco Polo Portal](https://www.g2.com/products/marco-polo-portal/reviews)
Marco Polo Portal is an NDIS housemate-matching and placement platform that helps SIL and ILO providers fill vacancies with pre-matched, compatible groups of participants, reducing churn, re-advertising costs, and failed placements. Traditional vacancy-filling is property-first: you advertise a room, place whoever's available, and too often watch the arrangement break down when housemates aren't compatible. Every breakdown means re-advertising, lost revenue, and another placement at risk. Marco Polo flips the model. Participants and support coordinators build compatible groups on the platform, so the participants who reach you are already matched to each other, not just to a vacancy. What providers get: - Pre-matched groups, not cold leads. Receive participants who have already formed compatible groups, so placements are more likely to hold. - List your vacancies. Put your available homes and rooms in front of participants and coordinators actively searching for the right fit. - Lower placement churn. Better-matched housemates mean fewer breakdowns, fewer complaints, and less re-advertising. - Reduced acquisition costs. Spend less time and money filling and re-filling rooms. - Connected to coordinators. Support coordinators use Marco Polo free of charge to match clients, bringing qualified placements directly to your vacancies. Marco Polo serves three sides of the NDIS housing market — participants, support coordinators, and providers — as a neutral platform. You're not competing on a property list; you're being matched to groups who are a genuine fit for what you offer. Compatibility first, not just speed. Better matches make for stable homes, and stable homes make for sustainable provider operations.



**Who Is the Company Behind Marco Polo Portal?**

- **Seller:** [Marco Polo](https://www.g2.com/sellers/marco-polo)
- **Year Founded:** 2023
- **HQ Location:** Brisbane, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/marco-polo-portal (3 employees on LinkedIn®)






### 18. [mCase](https://www.g2.com/products/mcase/reviews)
mCase is a completely configurable cloud-based solution designed to make case management tasks faster and more efficient.



**Who Is the Company Behind mCase?**

- **Seller:** [RedMane Technology](https://www.g2.com/sellers/redmane-technology)
- **Year Founded:** 2000
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** https://www.linkedin.com/company/redmane-technology/ (349 employees on LinkedIn®)






### 19. [MediSked](https://www.g2.com/products/caseworthy-medisked/reviews)
MediSked Coordinate simplifies care management activities such as assessments, planning, caseload management, service authorizations, documentation, submitting claims, contact management, and more. The assessment is the cornerstone of person-centered planning and Coordinate streamlines the process by pulling the data to pre-populate the plan, making updates effortless. Simple tools for reporting and budgeting ensure that time is dedicated to improving the lives of individuals, not complicated administration.



**Who Is the Company Behind MediSked?**

- **Seller:** [CaseWorthy](https://www.g2.com/sellers/caseworthy)
- **Year Founded:** 2008
- **HQ Location:** Salt Lake City, US
- **Twitter:** @caseworthyinc (261 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3795554 (131 employees on LinkedIn®)






### 20. [Mozaics](https://www.g2.com/products/mozaics/reviews)
At Let's Give Together, a registered Canadian charity, we see a world where chronic homelessness is eradicated through collaboration. We’re creating a seamless network of support that ensures every individual experiencing homelessness receives the care, respect, and opportunities they deserve. Our secure, privacy-first platform, Mozaics, empowers communities to deliver transformational, person-centered services through streamlined data collection, analysis, and sharing. It’s this high-quality and accessible data that equips leaders to make informed decisions, identify bottlenecks, and maximize their team’s impact.



**Who Is the Company Behind Mozaics?**

- **Seller:** [Let's Give Together](https://www.g2.com/sellers/let-s-give-together)
- **Year Founded:** 2023
- **HQ Location:** Winnipeg, MB, Canada
- **LinkedIn® Page:** https://ca.linkedin.com/company/let-s-give-together-inc (1 employees on LinkedIn®)






### 21. [myOneFlow](https://www.g2.com/products/myoneflow/reviews)
myOneFlow is a self-service Case Management Platform designed to help service providers and their customers manage, track, and report on complex processes, including: Case management Labor exchange and application workflows Student information systems Grant tracking and funds distribution myOneFlow makes it easy for staff to collect and report on required data. Plus, its rules-based system helps clients easily navigate every step of their journey, be it finding a new job, accessing social services, or enrolling in courses. Organizations with multiple locations or services are connected within the myOneFlow network, so staff can easily send referrals or transfer caseloads. At its core, myOneFlow transforms systems that have traditionally relied on static paper forms and manual data entry by creating an integrated, efficient digital experience that automates workflows for both staff and clients. Watch this video to know more: https://youtu.be/tRMppjEZYOc Website: https://www.myoneflow.com/



**Who Is the Company Behind myOneFlow?**

- **Seller:** [Empyra.com](https://www.g2.com/sellers/empyra-com)
- **Year Founded:** 1994
- **HQ Location:** Irving, US
- **LinkedIn® Page:** https://www.linkedin.com/company/myoneflow (5 employees on LinkedIn®)






### 22. [NDIS software, client management software](https://www.g2.com/products/ndis-software-client-management-software/reviews)
CTARS is a cloud-based client management software designed for care providers, particularly in the fields of NDIS, out-of-home care, and children’s services. The platform streamlines business operations through a customizable dashboard that manages everything from client budgets to incident reporting. Ideal for clinicians and care staff, CTARS integrates with various accounting and billing software, ensuring compliance and security with ISO-accredited standards. Established in 2010 and serving over 6000 clients across Australia, CTARS simplifies care delivery and promotes real-time collaboration among users.



**Who Is the Company Behind NDIS software, client management software?**

- **Seller:** [CTARS](https://www.g2.com/sellers/ctars)
- **Year Founded:** 2010
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/ctars (13 employees on LinkedIn®)






### 23. [Notehouse](https://www.g2.com/products/notehouse/reviews)
Notehouse is a client documentation and case management software platform that helps organizations securely record, organize, and manage client interactions. The system provides a centralized environment for teams to maintain structured client records, track activity, and document services, notes, and case updates in one place. As a client management and case management software solution, Notehouse is commonly used by organizations that rely on accurate documentation and collaboration across staff members. These organizations often include nonprofits, social service agencies, counseling programs, education initiatives, and other service-based teams that need consistent and organized client records. Notehouse replaces spreadsheets or fragmented documentation processes with a dedicated client management system designed to support structured recordkeeping. Teams can maintain detailed documentation about clients, cases, students, contacts, or other tracked entities while ensuring that authorized staff can easily access and update records as needed. The platform focuses on simplifying client documentation workflows while maintaining clear structure and organization. Teams can configure how records are labeled, create custom data fields, and organize information in ways that align with their internal processes. This flexibility allows organizations to adapt the system to different types of case management, client tracking, and service documentation needs. By centralizing documentation, Notehouse helps organizations maintain visibility across teams responsible for client services and ensures that information is stored in a consistent and accessible format. Key features of Notehouse include: - Client record management: Maintain organized records for clients, cases, students, contacts, or other tracked entities depending on how an organization structures its data. - Structured case documentation: Record client interactions, service updates, and case notes in a consistent format across a team. - Custom fields and tagging: Capture organization-specific data using customizable fields and flexible tagging systems. - Configurable dashboards: Customize dashboard columns and views to track client records, case activity, and relevant information for each role. - Secure team access: Authorized users can access and update client documentation to support collaboration and continuity of care or service. Notehouse is designed for organizations that require a centralized client management and case management software system to document interactions, manage client records, and support coordinated service delivery across teams.



**Who Is the Company Behind Notehouse?**

- **Seller:** [Notehouse](https://www.g2.com/sellers/notehouse)
- **Year Founded:** 2019
- **HQ Location:** Northampton, US
- **LinkedIn® Page:** https://www.linkedin.com/company/notehouse/ (1 employees on LinkedIn®)






### 24. [NPSM Cloud](https://www.g2.com/products/npsm-cloud/reviews)
NPSM (non profit Service Management) is specifically designed for Non-Profits to help them in their Digital Transformation journey. It reduces dependencies on multiple apps and cuts through all the digital clutter with a single cloud-based comprehensive management solution for cases (grants, procurement, finance, operations, etc.), travel and expenses, identity and access, donation and campaigns, talent, and documentation and much more. A bundle of business management applications for non-profits A cutting-edge service management solution for over 30 non-profit business processes. A case management platform created exclusively for non-profits. A SaaS solution built on ServiceNow & Salesforce.



**Who Is the Company Behind NPSM Cloud?**

- **Seller:** [Advance Solutions](https://www.g2.com/sellers/advance-solutions)
- **Year Founded:** 2008
- **HQ Location:** Alpharetta, Georgia, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/advance-solutions-corporation/ (405 employees on LinkedIn®)






### 25. [Outreach Grid](https://www.g2.com/products/outreach-grid/reviews)
Outreach Grid is a coordinated entry system that enables agencies across a region to collaborate on homelessness information on one platform in one language.



**Who Is the Company Behind Outreach Grid?**

- **Seller:** [Appledore](https://www.g2.com/sellers/appledore)
- **Year Founded:** 2016
- **HQ Location:** Irvine, US
- **LinkedIn® Page:** http://www.linkedin.com/company/outreach-grid (11 employees on LinkedIn®)







## What Is Human Services Software?

[Nonprofit Software](https://www.g2.com/categories/nonprofit)

## What Software Categories Are Similar to Human Services Software?

- [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm)
- [Volunteer Management Software](https://www.g2.com/categories/volunteer-management)


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## How Do You Choose the Right Human Services Software?

### What You Should Know About Human Services Software

### What is Human Services Software?

Nonprofit organizations that provide social services need to manage sensitive program and service data on top of their usual donor and volunteer records. Standard [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm) and [donor management software](https://www.g2.com/categories/donor-management) lack the features to track, monitor, and report on client data (“clients" refers to people receiving services or participating in programs at a nonprofit social service agency). Human services software solves this by improving operational efficiency, maintaining compliance, and tracking outcomes for all individuals served by a nonprofit agency.

Many nonprofits use human services solutions to store client intake forms, manage program rosters, evaluate client progress for grant reporting, and streamline billing. These solutions, also called nonprofit case management software, possess some of the functionality of health care solutions like [clinical documentation software](https://www.g2.com/categories/clinical-documentation) and [patient case management software.](https://www.g2.com/categories/patient-case-management) However, social service nonprofits typically focus on one particular service and community, and do not need all the features of software optimized for the health care industry, especially when used by nonprofit organizations like youth development and food banks. Human services products carry lower costs and focus on the core functions a nonprofit needs to conduct business and maintain data integrity. Nonprofits providing any range of individual and group services can benefit from human services software.

Key Benefits of Human Services Software

- Centralize client data into one accessible hub
- Automate client intake and survey processes, reducing human error
- Evaluate client progress toward goals for treatment plans and funding reports
- Streamline insurance reimbursement and client billing
- Improve care coordination for clients enrolled in multiple programs and services

### Why Use Human Services Software?

Social service nonprofits must maintain accurate client data for internal and external purposes. Human services software gathers data in a centralized repository, reducing administrative burden while prioritizing clients.

**Improve client outcomes —** Program staff rely on these products to track forms and surveys completed by clients and assess shifts in reported progress over time. This allows staff to recommend revisions to a client’s treatment plan and work toward achieving outcomes. Nonprofits receiving public funding often have strict outcomes tied to their grants, and therefore must ensure they meet metrics.

**Automate tasks and optimize workflow —** Without human services software, nonprofits manually maintain a large, vulnerable collection of paper files with sensitive client data. Staff can create form and survey templates in the software, uploading necessary documentation to individual client records. Interdepartmental communication improves due to centralized access to client data, improving efficiency and reducing repetition. These systems create reminders for billing and scheduling, eliminating the need to remind coworkers or manually enter invoices.

**Eliminate administrative errors —** These solutions automate many administrative functions that detract from service delivery, while reducing data entry errors. Nonprofits need software that can flag errors in coding, documentation, and insurance eligibility. Reimbursement denials caused by incorrect billing increases late payments, which impacts the nonprofit’s operating budget.

### Who Uses Human Services Software?

A variety of social services nonprofits rely on human services software to manage service impact. This includes nonprofits focused on: behavioral health and crisis intervention services, substance abuse treatment, youth development, workforce development, transitional and homelessness services, violence prevention and restorative justice, and food assistance, among others.

While mental health service providers utilize all features of solutions software, other social service nonprofits depend on the core features to manage their daily operations. For example, youth development agencies may not need billing functionality, but rely on case management and program data tracking features. Food banks might use the referral system for non-clinical purposes, recording when clients receive food from partner sites or enroll in demographic-specific food delivery services (youth and elderly, typically).

The staff who typically use human services software include:

**Service delivery —** Service delivery staff use this technology to assist with case management. Human services software digitizes all client data, allowing quick access. Therapists and mental health services providers rely on these solutions to track billable hours for grant reimbursement, an important component for maintaining compliance. Supervisors and managers use this technology to manage workflow and task assignments. As clients are sometimes referred to multiple services in an agency, service delivery staff monitor all client enrollments and gain a holistic picture of a client’s treatment plan.

**Program —** Program staff need to store important documents such as attendance rosters, pre- and post-surveys, and permission slips. Staff can access client biographical data to find a parent or guardian’s phone number in case of emergency. These solutions improve interdepartmental communication with service delivery staff, strengthening care coordination. Program staff may rely on this product to monitor their work hours for grant reimbursement.

**Data and evaluation —** While service delivery and program staff input client data into human services solutions, data and evaluation staff use this information for internal audits, external requests, and grant reporting. They often facilitate survey and form creation, collaborating with program and service staff to ensure the appropriate data is captured.

### Human Services Software Features

Human services software offers a range of features to help nonprofits improve operational efficiency, maintain compliance, and deliver positive client engagement.

**Documentation —** Agencies can upload and manage documents such as surveys, intake and release forms, case notes, and digital signatures. Human services software enables staff to build form and survey templates directly in the system, allowing staff to capture client details digitally from any location. This information covers a client’s first communication with an agency until their discharge or program completion, and all authorized staff can access these details at any time.

**Case management —** It’s important for nonprofits to record ongoing communication with clients, assess service enrollments, identify referrals, and monitor client progress towards established goals. For clinical staff, these products capture client involvement with external parties such as law enforcement and the justice system.

**Scheduling —** Program staff have the ability to schedule and manage client sessions, program cycles, interdepartmental supervision, meetings, and related events. Some human service platforms possess the functionality to send email and SMS reminders to clients about upcoming sessions, further reducing administrative burden.

**Billing —** Users can create invoices for client payments and record billable hours for Medicaid, insurance claims, and grant funding. Some platforms may help monitor grant allotments as well.

**Workflow automation —** Nonprofits can enable features such as digital signatures, alerts, and task assignments, to ensure efficiency. Appropriate staff are flagged to complete the next step in a client’s care cycle.

**Compliance and security—** This software ensures compliance with regulatory policies at the local, state, and federal level, a necessary feature for any nonprofits providing social work services. Human service platforms provide compliance integration for common regulatory legislation such as the Health Insurance Portability and Accountability Act (HIPAA) and the Family Educational Rights and Privacy Act (FERPA), and others as they pertain to a nonprofit’s service area. HIPAA protects sensitive health information, while FERPA protects educational records. Additionally, nonprofits can configure permissions for viewing specific documents, and ensure no duplicate records are made for preexisting clients. These systems flag users when violations are made, such as trying to approve client documents lacking signatures.

**Reporting —** Organizations can run reports for a range of data, including client demographics, number of service delivery hours, client outcomes, referrals, and billing. These inform internal reviews and provide funders with all the required information about program progress.

**Dashboards —** Agencies can gain insight on all program and service deliverables. They can visualize client data to identify areas for achievement and improvement. Program and service staff assess historical client data to identify opportunities for internal and external referrals, and inspire changes in program and service delivery design.

#### Additional Human Services Software Features

**Cloud hosting—** Organizations might establish additional security through encryption and constant back-up creation compared to on-premises solutions. When staff travel offsite, they still have access to client data. Behavioral health and crisis intervention therapists benefit from this feature, given the unpredictable nature of client incidents.

**Client portal —** Social services might engage clients in their program and service enrollment plan through a client portal. This feature is typically only included in robust human services platforms. Client portals allow clients access to their records, and enable communication with their service providers. Clients can create profiles to track progress, receive updates, and check their balance.

### Trends Related to Human Services Software

**Predictive analytics —** Nonprofits often use data for reporting or to catch compliance errors after the fact. Social service agencies can leverage technology in a proactive way, analyzing data to target their resources strategically using predictive analytics. Predictive analytics enable agencies to see which programs and services are effective, and develop preventive approaches before clients worsen. Predictive analytics build smarter programs that serve high-need communities.

**Conversational intelligence —** Tools such as [bot platforms](https://www.g2.com/categories/bot-platforms) improve client experience when navigating websites and client portals. When dealing with at-risk populations, trust correlates to successful outcomes. Therefore, agencies need to prioritize the client experience. Conversational intelligence provides automated customer support without adding administrative burden to nonprofits operating on limited resources.

**Geospatial intelligence—** Similar to predictive analytics, geospatial intelligence informs agencies about location-specific trends within the communities they serve. Armed with this knowledge, agencies can tailor specific interventions to address root issues. These trends can range from addiction, to violence and crime rates, to food insecurity. There is no one-size-fits-all approach to interventions; different localities need different services to address their specific risk factors.

### Potential Issues with Human Services Software

**Cost —** Although these solutions are designed with nonprofit budgetary limitations in mind, many agencies still struggle to afford a product that fits all their needs. Instead, agencies often skimp on features and purchase products that add more administrative burden to staff. Additionally, cheaper products often lack all compliance integrations that ensure agencies are administering programs and services in accordance with regulations. Some solutions lack billing integration, creating more administrative work and potential for human error. Incorrect billing submission delays reimbursement or sometimes results in no reimbursement at all.

**Interoperability—** Unlike some of their health care counterparts, human services software can leave client data siloed, unable to be shared with all ancillary care providers. If clients need referrals to external services, most human services platforms do not have the capability to transmit client data to other agency systems. For social workers, this often requires extra communication to external parties to talk through a client’s history. Interoperabile systems can circumvent tedious communication issues.

### Software and Services Related to Human Services Software

[Medical practice management](https://www.g2.com/categories/medical-practice-management) — Human services software offers much of the same functionality as medical practice management software. Both solutions serve as agency-wide operational management tools, handling administrative workflow such as scheduling and billing while also storing client information and performing analytics on captured data.

[**Patient case management**](https://www.g2.com/categories/patient-case-management) **—** Like patient case management software, human services platforms allow quick access to client data across clients’ entire engagement period. These solutions track and monitor client performance, and store relevant documentation and scheduling records. These solutions improve interdepartmental communication to ensure clients receive the full spectrum of care that they need.

[**Electronic health record (EHR)**](https://www.g2.com/categories/ehr) **—** For social services agencies invested in mental health services, EHR solutions might be considered over human services platforms. EHRs allow for real-time access to client data. They facilitate sharing that data with all relevant providers, including hospitals, psych wards, laboratories, and pharmacies. These solutions create a holistic picture of a client, no matter where they are accessing care. Human services software shares the real-time data access functionality, but EHRs excel at allowing all care providers to access a client’s record, allowing highly informed decisions to be made with regard to treatment.

[**Medical billing**](https://www.g2.com/categories/medical-billing) **—** Most human services platforms have medical billing integration to streamline claim processes, monitor grants, and create invoices for clients. Not all human services solutions have the ability to verify a client’s insurance coverage; this is when integration or interoperability between human services systems and medical billing systems is helpful.