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About PlanStreet

PlanStreet software is a platform used to manage case data and service delivery. The software offers tools to track the full lifecycle of case management and service delivery success with alerts and digital signature features. Share data and integrate among systems with open API and automated file transfers. Generate reports for customers end-to-end views through configurable dashboards. Non-Profit Organizations make use of the software.

Screenshots & Videos

Form Builder screenshot
Social and Community Services screenshot

Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Online

PlanStreet Features

Compliance Management

Helps to stay in compliance with HR laws by notifying users of all HR law updates or changes

Backup

Helps to copy and archive the data so that in case it is lost, it can be restored without any hassle

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Drag and Drop

Makes designing easy by simple drag and drop of symbols

Digital Signature

Allows putting e-signature and this digital authentication is more secured, speedier and convenient than pen-and-paper signature

Alert Notifications

Alerts the user when predefined criteria is met

Legal Case Management

Central Repository to manage contacts, cases and information which can be accessed when needed

Client Portal

Facility for clients to view and track progress through the portal and access selective projects, files, documents, information, and etc.
PlanStreet Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

PlanStreet $700.00 $700.00 per month

billed Yearly

Features

  • Case Management
  • Case Financials
  • Case Worker Portal
  • Client Portal
  • Donor Management
  • Support : 24/7
  • Monitoring
  • Security : HIPPA Compliance

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 23/06/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about PlanStreet Pricing.

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PlanStreet Reviews

User Rating

4.6/5 (Based on 34 Ratings)

Rating Distribution

  • Excellent

    76.5%
  • Very Good

    17.6%
  • Average

    0%
  • Poor

    0%
  • Terrible

    5.9%

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PlanStreet Reviews

Videos on PlanStreet

Case Management S...

PlanStreet Screenshots

Form Builder screenshot

Form Builder scre...

 Social and Community Services screenshot

Social and Commun...

PlanStreet FAQs

What is PlanStreet used for?

PlanStreet offers the following functionalities:

  • Compliance Management
  • Backup
  • Workflow Management
  • Client Management (Customer)
  • Drag and Drop
  • Digital Signature
  • Alert Notifications
  • Legal Case Management
  • Client Portal

Learn more about PlanStreet features.

Does PlanStreet provide API?

Yes, PlanStreet provides API.

PlanStreet Contact

Vendor Details

Lexington, Kentucky Founded : 2017

Contact Details

1- 800-859-5407

https://www.planstreetinc.com/

Social Media Handles

PlanStreet Integrations

Google Calendar
Google Calendar Appointment Scheduling Software
Microsoft Teams
Microsoft Teams Collaboration Software
Google Drive
Google Drive Cloud Content Collaboration Software
Quickbooks
Quickbooks Accounting Software

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