About Casebook

Casebook is a SaaS platform created for human and social services that is browser-based, providing secure remote access and flexible per-user pricing. Trying to connect a bunch of different tools, upgrading from spreadsheets or an outdated system? The Casebook Platform includes a suite of software that works together seamlessly. API connectivity allows for you to work with tools you already use and integrate in order to form a single source of data on a HIPAA compliant platform. ...

Casebook Pricing

Casebook is available across four pricing plans, outlined below. Starter: $25/ per user Growth: $49 / per user Professional: $69/ per user Enterprise: Packages available for 25, 50, and 100+ users

Starting price: 

$25.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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Casebook User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 16 reviews

Dania

Company size: 1 employee

Industry: Non-Profit Organization Management

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2020

Great Package! AWESOME CUSTOMER SUPPORT!!!

Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with [SENSITIVE CONTENT HIDDEN]. They are AWESOME!!!!

Pros

Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software.

Cons

Minimal con is I wish we could rename certain sections.

Reasons for choosing Casebook

The free trial, it was affiliated with the Casey foundation and it was geared for social service organizations.

Response from Casebook

Thank you for your review and thank you for the work that you do. We'll continue to evolve Casebook with feedback from customers like you.

Replied June 2020

Warren

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2021

Using Casebook for small non-profit

The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc.

Pros

What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on. With Casebook, we can track each cohort so that we can follow our participant's successes. One of the essential features of the Community Culinary School of Charlotte is the ability to query information to provide detailed information to our funders. The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software. It was very easy to integrate Casebook into our organization.

Cons

There isn't anything that I can think of that I don't like about Casebook. [SENSITIVE CONTENT] has been the best at ensuring that I understand everything about Casebook that I need to succeed.

Reasons for choosing Casebook

We choose Casebook because we felt that Casebook was the best option to capture what we do here at the Community Culinary School of Charlotte.

Response from Casebook

Thanks for the great review, Warren! We're proud to be your partner and look forward to doing great things together!

Replied December 2021

Leah

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Value for money

out of 5
3

Customer support

out of 5
1

Functionality

out of 5

April 2022

Very difficult to implement!

This was a horrible experience and a waste of thousands of dollars. Don't be fooled by their great sales pitch!

Pros

We didn't like much about the software. It was very customizable but also extremely confusing!

Cons

I didn't like that we basically had to build it from scratch with very little help from the implementation team.

Reasons for switching to Casebook

We ended up returning to Airtable for the time being.

Response from Casebook

We aim to please and it looks like we let you down. Feedback like this helps us improve Casebook for organizations like yours. Thanks for the work you do.

Replied April 2022

Rebecca

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2020

We love Casebook!

We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.

Pros

We love the ease of the program and the wonderful customer service!

Cons

There are some features that we aren't able to use to their fullest capacity just yet but Casebook is working closely with our team to customize it to best meet our needs.

Reasons for choosing Casebook

We were sold from the beginning.

Reasons for switching to Casebook

Ease of use and cost were the main factors.

Response from Casebook

We're so glad to hear the experience has been a good one so far. If there are ever issues, we're ready to help. And keep the feedback coming, we want Casebook to continue to meet your needs as they evolve. Thanks for being a Casebook customer!

Replied June 2021

Annette

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 12 months

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

September 2020

Moving to a Digital Format

The team is awesome, its been a great experience for us!

Pros

The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

Cons

It is still in development; however, this con is a pro because they are able to take actual feedback from clients to build a superior protect, instead of just assuming they know what organizations need.

Reasons for choosing Casebook

Price, willing to work with us, and product was more inline with what we needed for a nonprofit working in a family setting.

Response from Casebook

Thanks for your review! Real users are who we aim to please, so we'll continue to use feedback from you and your colleagues to keep Casebook's functionality aligned with your needs.

Replied September 2020