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Casebook vs Donorbox

Updated February 5, 2026

Casebook vs Donorbox: Which is best for you?

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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$29.00

per month

$150.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Assessment Management
4.56
HIPAA Compliant
4.33
Case Notes
4.24
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Pledge Management
5.0
Mobile Giving
4.84
Donation Tracking
4.81
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Integrations
Jotform
Jotform
Zapier
Zapier
Google Forms
Google Forms
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Squarespace
Squarespace
Weebly
Weebly
WordPress
WordPress
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Pros / Cons
  • The casebook has awesome features that allows you to store a wealth of information on clients in a short period of time almost instantaneously.
  • I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job.
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  • The platform also includes peer-to-peer fundraising, event ticketing, and some solid integrations with tools like Salesforce, QuickBooks, and Mailchimp.
  • This means it lacks the complex perk fulfillment systems, tiered reward structures, community update features, and "stretch goal" functionalities that are necessary for a large-scale, interactive campaign.
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Ease-of-Use
3.9/ 5
Highest performing feature
in the comparison
4.8/ 5
Value for Money
4.1/ 5
Highest performing feature
in the comparison
4.6/ 5
Customer Support
4.4/ 5
Highest performing feature
in the comparison
4.7/ 5
Functionality
4/ 5
Highest performing feature
in the comparison
4.6/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
FrontRunners 2024
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad