Bonterra Case Management vs Casebook
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Overview
Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.
Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.
Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
USD 29.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.1/ 5Features
4.0/ 5Customer Service
4.0/ 5Value for Money
3.9/ 5Ease of Use
3.8/ 5Features
3.9/ 5Customer Service
4.4/ 5Value for Money
4.1/ 5Features
Total features 64
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- CRM
- Calendar Management
- Case Management
- Case Notes
- Certification & Licensing
- Child Welfare Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Forms
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Alerts
- Email Management
- Email Tracking
- Employee Management
- Event Scheduling
- For Nonprofits
- Forms Management
- Goal Setting/Tracking
- HIPAA Compliant
- Interaction Tracking
- Member Database
- Mobile Access
- Multi-Location
- Program Management
- Progress Reports
- Progress Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Scheduling
- Self Service Portal
- Summary Reports
- Task Management
- Task Scheduling
- Third-Party Integrations
- Time Tracking
- Training Management
- Volunteer Management
- Web Forms
- Website Integration
- Workflow Management
Total features 70
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Assessment Management
- Attendance Management
- CRM
- Calendar Management
- Case Management
- Case Notes
- Certification & Licensing
- Child Welfare Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Forms
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Alerts
- Email Management
- Email Tracking
- Employee Management
- Event Scheduling
- For Nonprofits
- Forms Management
- Goal Setting/Tracking
- HIPAA Compliant
- Interaction Tracking
- Member Database
- Mobile Access
- Multi-Location
- Program Management
- Progress Reports
- Progress Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Scheduling
- Self Service Portal
- Summary Reports
- Task Management
- Task Scheduling
- Third-Party Integrations
- Time Tracking
- Training Management
- Volunteer Management
- Web Forms
- Website Integration
- Workflow Management
Integrations
Not provided by vendor
- Gmail
- Google Calendar
- Google Forms
- Jotform
- Microsoft 365
- Microsoft Outlook
- Zapier
