Casebook
About Casebook
Casebook Pricing
Casebook is available across four pricing plans, outlined below.
Starting price:
$29.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Casebook
1 - 5 of 69 Reviews
Nicole
201 - 500 employees
Used unspecified
OVERALL RATING:
5
Reviewed November 2023
Casebook Makes Stat Reporting Easier
Whitney
Non-Profit Organization Management, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Non-Profit Organization Review
It was a mental adjustment moving from our former platform to Casebook, but I have found that I really appreciated that it is people-centric. This will be super beneficial as we continue to serve more clients. The customer service is superb from the initial interest to getting onboarding. They also offer ongoing support and training with free and paid options. We appreciate having forms accessible to complete within the platform that we can customize as well.
CONSInitially there were so many options to customize that is a bit of a learning curve to adjust to.
Reasons for switching to Casebook
Reporting was not easy to use in this platform and we were limited in some of the customizations that we really like about Casebook. We also were unable to delete individuals once they were put in the system.
Vendor Response
Thank you so much for taking the time to share your feedback. We are thrilled to hear that you're starting to see the value of person-centricity and some of our other key differentiators. We hope to continue to support you and your team as you grow!
Replied March 2024
Kimberly
Information Services, 1 employee
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed February 2023
A Creative Use Case
The customer service has been great. It feels like a small, really engaged team.
PROSI like that I can bring in my clients in a way that feels very human. I helps be build holistic supports around them and capture all the ways I've helped them.
CONSI basically using it like a CRM, but a more humanistic one. It can be challenging because I need to be really creative with how I use the different features. There are capabilities I wish it had, as a solopreneur, especially when it comes to marketing, but I understand that was not was Casebook was built to do.
Reason for choosing Casebook
Price.Human Services focus felt like a creative way to do what I was doing.
Reasons for switching to Casebook
I lost A LOT of features when I switched from Thryv. I could process payments, post to social media, and even send chat messages to customers. BUT, I am still in a stage of growth and Thryv's monthly expense was more than I could sustain.
Lisa
Non-Profit Organization Management, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed February 2023
No as happy as I had hoped to be.....
We have not found anything what we like most thus far.
CONSThis system has been our data more complicated and less user-friendly than our 30-year-old notebooks. There are FAR TOO MANY fields we don't need. There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them. We thougth we were going to be able to use the system in real time...NOPE (if so its far to difficult to use and find.) We came with several requirements but one major need "to be able to simplify our communications". There is NO ABILITY to communicate. And maybe that's our fault we allowed those selling us the product to keep up consummed with our other requirement and allowed one word answers to suffice. Additionally, uploading is a joke. It was going to take us longer for figure that out "with video assistance" than just sitting down and spending hours and hours keying in all the data from stratch. I think the one thing that spoiled it for us compeletly was our ONBOARDING EXPERIENCE. The onboarding training we paid EXTRA for. The young lady we had seemed generally fine at first but soon in to the process -- we started getting convicting information, attitude and resistance. The unwillingness to make it simple for us, to not speak from a place of knowledge but to make sure we got it was not the goal. We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst. Bad customer service can change everything.
Samaiyah
Individual & Family Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed April 2024
Casebook is growing and getting better every day!
*Customer Service is excellent *User-friendly *Affordable *Transparent company (Staff has been very honest about things that they are improving)
CONS*Fairly new company so still working out some kinks with some system features.
Vendor Response
Thank you so much for this feedback! We're always listening to the needs and feedback of customers like you so that we can continue to enhance and expand Casebook to continue to be *the* platform for Human Services.
Replied April 2024
