Casebook

About Casebook

Casebook is the ultimate software platform for ministries, social services agencies, care supports, and other organizations to securely manage data. This powerful product offers user-friendly tools for securely collecting, tracking and reporting on information about those in need of assistance. With Casebook, you can easily create, view and manage detailed records for any client. These records feature an array of features to customize information such as demographics and contact information. This will help streamline processes like goal setting and progress tracking to better support individuals that rely on your agency's program or services. Each record can also be linked with other relevant parties involved in the process such as supervisors or family members so they have access to pertinent details right in the same system. The software also provides facilities with a number of reporting options that make it easy to review performance indicators at any time. It will give you an accurate overview of how clients are progressing while ensuring that all important data remains secure throughout the reporting process. By completing reports quickly and accurately with ease, your contentions will be better prepared to demonstrate their accomplishments. This efficient yet secure system makes it easy for professionals to effectively manage clients’ information in order to provide superior level service every time. When making decisions involving those who depend on your agency for support, let Casebook be your guide to success.

Pricing

Free Trial Not Available
Starts at $26.00.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Casebook Features

Show Feature Explanation

Cloud Storage

Provides an online storage space to store data

Landing Pages (Web Forms)

A webform or a popup which can be used to capture the lead or ask user his preferences

Reporting

Sends instant status reports about the task with customer feedback

Workflow Configuration

Configures flow of work in a systematic manner

Casebook Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Starter $26.00 $29.00 per user / month

Features

1 Report Writer
1 GB of Storage
1 Configurable Workflow
3 Self-Created Forms
Up to 3 users @ $26/user

Growth $50.00 $55.00 per user / month

Features

1 Report Writer
2 GB of Storage
3 Configurable Workflows
5 Self-Created Forms
No Min/Max # of Users
Calendar Integration
Email Integration
Zapier Integration
cb Intake

Pro $71.00 $79.00 per user / month

Features

2 Report Writers
20 GB of Storage
20 Configurable Workflows
20 Self-Created Forms
Minimum of 5 Users
Calendar Integration
Email Integration
Zapier Integrations
cb Intake
Casebook API
5 Volunteer Users

Enterprise $1,215.00 $1,350.00 per month

25 Users Included

Features

5 Report Writers
100 GB of Storage
25 Configurable Workflows
50 Self-Created Forms
No Min/Max # of Users
Calendar Integration
Email Integration
Zapier Integrations
cb Intake
Casebook API
10 Volunteer Users
1 Admin User

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Disclaimer: The pricing details were last updated on 25/04/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Casebook Pricing