PlanStreet 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

PlanStreet

4.3

(44)

Pricing

Pricing available upon request

About PlanStreet

Consolidate data, organize information, and reduce your stress with PlanStreet's configurable Case Management Software. Our software solution was developed with non-profits, human services, and social services in mind, designed to reduce the stress of overwhelming workloads.

Analytics & Reporting:
Is your organization's data stored in Excel, using multiple forms, and an outdated CRM? PlanStreet streamlines the process to put all information in one central location.

Our robust reporting solution allows you to build your own tailored reports to fit your organization's needs.
Easily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors. This way, you can stay prepared for stakeholders/donors, attract more funding, and track inventory in a simple way.

Easy-to-Use Client Portal:

Efficiency: Reduce paperwork with online forms.
Scheduling: Manage multiple client's different availability with an embedded scheduling tool.
Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically.
Security: Our software uses data encryption a...

PlanStreet Screenshots

PlanStreet Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

Plan includes:

Case Management
HMIS
Grant Management
Case Financials
Case Worker Portal
Client Portal
Monitoring
Online Forms
Security: HIPPA Compliance.
Support

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

PlanStreet Features

Popular features found in Mental Health
Charting
Claims Management
Confirmations/Reminders
Document Management
E-Prescribing
HIPAA Compliant
Initial Assessments
Medical Billing
Patient Portal
Secure Messaging
More features of PlanStreet
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Approval Process Control
Assessment Management
Attendance Management
Authorization Tracking
Barcode/Ticket Scanning
Bed Management
Billable Items Tracking
Billing & Invoicing
Budgeting/Forecasting
Budget Tracking
Calendar Management
Candidate Profiles
Care Plan Management
Case List Management
Case Management
Case Notes
Certification & Licensing
Child Welfare Management
Client Chart Audit Tools
Client Management
Client Portal
Clinical Assessment Tool
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
Cost Tracking
CRM
Customer Database
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Collection
Data Import/Export
Docket Management
Document Storage
Document Templates
Drag & Drop
Dues Management
EHR/EMR Integration
Electronic Payments
Electronic Signature
Eligibility Verification
Email Alerts
Email Tracking
Employee Management
EMR/EHR
Event Scheduling
Forecasting
Forms Management
For Nonprofits
Fund Accounting
Fundraising Management
Gantt/Timeline View
GDPR Compliance
Goal Setting/Tracking
Grant Management
Graphical Data Presentation
Group Notes
Intake Management
Interaction Tracking
Inventory Auditing
Inventory Control
Inventory Optimization
Inventory Tracking
Invoice Management
Level of Care Evaluation
Manufacturing Inventory Management
Medical History Records
Member Database
Membership Management
Mobile Access
Multi-Channel Management
Multi-Currency
Multi-Factor Authentication
Multi-Location
Multiple Projects
Order Management
Patient Engagement
Patient Intake
Patient Management
Patient Records Management
Performance Metrics
Portfolio Management
Predictive Analytics
Product Identification
Program Management
Progress Notes
Progress Reports
Progress Tracking
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Records Management
Referral Management
Referral Tracking
Reminders
Reorder Management
Reporting/Analytics
Reporting & Statistics
Resource Allocation & Planning
Resource Management
Retail Inventory Management
Returns Management
Role-Based Permissions
Sales Reports
Scheduling
Search/Filter
Self Payment
Self Service Portal
SMS Messaging
SSL Security
Status Tracking
Supplier Management
Survey/Poll Management
Surveys & Feedback
Task Management
Task Progress Tracking
Task Scheduling
Team Notes
Template Management
Third-Party Integrations
Time & Expense Tracking
Timesheet Management
Time Tracking
Training Management
Treatment Planning
Trust Accounting
Vendor Managed Inventory
Volunteer Management
Wait List Management
Warehouse Management
Web Forms
Website Integration
Workflow Management

PlanStreet Integrations

Microsoft Teams

Microsoft Outlook

Elation

Google Drive

Google Calendar

Stripe

See all 13 integrations

PlanStreet User Reviews

Overall Rating

4.3

Ratings Breakdown

57%

34%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.7

Functionality

4.1

Have you used PlanStreet and would like to share your experience with others?

Verda S.

Verified reviewer

Design

11-50 employees

Used daily for less than 12 months

Review source

Reviewed April 2021

Very effective and efficient software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The design if the software is easy to use. Does not require a lot of time to learn. Helps with managing our files and allows us to make them accessible to who ever we want from our team. Also, the PlanStreet team is very helpful and is always there to answer any questions.

Cons:

I wasn’t able to connect my google account however, the team helped me and went through step by step to show me how it can be done.

Vendor Response

We are glad that you are having a good experience with PlanStreet.

Replied April 2021

Christina D.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 2 years

Reviewed January 2025

Get's the job done

Planstreet does a good job of trying to customize their system to your company needs. We frequently ask for things outside of the usual scope, and they do their best to deliver.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like about Planstreet is they try to work on help desk request as soon as possible. Their support team is very timely with tickets and they are quick to jump on a virtual call to walk you though something.

Cons:

The one con about Planstreet is to change things like forms you have to go through their help center. For someone like me who is tech savvy, I like to be able to make changes myself without having to reach out to someone especially when I want it done right away.

Reasons for choosing PlanStreet

Planstreet was able to customize items to fit our organization needs. The previous question the answer is unknown as I cannot remember the names.

Lauren M.

Verified reviewer

Education Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Shocker Support Locker PlanStreet Review

Overall, PlanStreet works as a bare minimum for what I need it to do. I am constantly frustrated with all the outages and bugs that make PlanStreets auxiliary functions unusable. But for tracking student visits, the bare minimum, it works.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how relatively easy it is to use. The interface is very self-explanatory which makes navigating the applications and features pretty straight forward. The IT Team responds very quickly and tries their best to fix issues.

Cons:

I do not like how features are not easily accessible across web and app versions of the platform. A lot of features that we use are not able to be accessed on the app. There are also quite a few bugs on the platform that make both the web and app versions VERY unreliable. These bugs hinder us from using all aspects and features of PlanStreet which can be very frustrating. When talking with IT Support about all these bugs, they cannot provide us with a timeline for these items to be fixed. This makes it very difficult to use PlanStreet when trying to acquire data or even use it for daily operations. I can tell IT Support is doing their best to fix these issues, but often I am told that there is nothing they can do to fix major bugs that inhibit use of PlanStreet. For how much the program costs, I would hope these issues can be fixed in a more timely manner.

Muna N.

Verified reviewer

Banking

51-200 employees

Used monthly for free trial

Review source

Reviewed January 2026

My experience with Plan Street

my overall experience is very nice and i satisfied and i like i have become organized which make my life efficient.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Planstreet is user-friendly and easy to navigate. It helps keep tasks, schedules, and workflows well organized. The platform improves coordination and communication within teams.

Cons:

Some features can feel limited without full access. The system may take time to learn for new users. Occasional technical glitches can slow down work.

Paul O.

Verified reviewer

Individual & Family Services

2-10 employees

Used weekly for less than 2 years

Reviewed December 2024

Great Product, Helpful Staff

Competent and professional staff who were easy to work with and helped create a program that meets our needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to customize our online record keeping software.

Cons:

Confusion with whom to direct question to on staff. Once the appropriate person was identified the issues stopped.

Reasons for choosing PlanStreet

Better customization options, better price, ease of use.

Kathryn H.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 6 months

Reviewed June 2024

Kids to Love Foundation

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the clean UX and the ability to integrate all of our programs across all of our cases. The ability to manage our caseworkers and documents separately for each program has been a game changer! PlanStreet staff has been fantastic at listening to and adapting to our needs as an organization.

Cons:

Reports builder is an amazing tool but has been difficult to learn and still has bugs to be worked out. Have been getting occasional glitches and issues, or times when planstreet freezes during use.

Reasons for choosing PlanStreet

Offered all of the features we needed, ability to differentiate between programs while still adding clients to multiple programs. Good value.

Outi C.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 12 months

Reviewed December 2019

Robust but Easy Project Management tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to learn! Supports both Waterfall and Agile project management giving us an option to choose the appropriate PM approach for each project and keep our projects all in one tool. The application does a lot of heavy lifting without making me feel it - I would describe the product as light-weight option for other project management heavies. Not light-weight in capabilities but in how little it makes you to do while providing you with a full portfolio view of all projects in your organization.

Cons:

At first I was confused on how the content for the selection lists was created but after receiving the admin rights, I was happy!

Reasons for choosing PlanStreet

Easy to use but is robust to cover all my project management needs

Reasons for switching to PlanStreet

MS Project is massive and required way too much from me to get a portfolio view Trello is not appropriate for the type of projects I do

Vendor Response

hi Outi, Thank you for valuable feedback. As per your statement "The application does a lot of heavy lifting without making me feel it ." this was actually our main point of focus and we are continuously working on it to make user experience even better.

Replied December 2019

Suzanne B.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 2 years

Reviewed December 2024

Strong Case Managment System

Plan Steet is a valuable case management system. It is very customizable, which is excellent because our grant requires more documentation than a typical case management organization.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Plan Street is easy to customize, but the system's foundation is well-organized and logical. It's easy to add new staff and remove old staff, and the help desk is responsive.

Cons:

We can't create and publish our reports & that everyone who ever lived in our program is on the group email list. I need the current residents, and I have to go pick them out individually each time.

Lavonnie M.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 12 months

Reviewed July 2024

Case Management Software

I had a positive experience and would recommend this product to others. Everyone wwas professional and responsive to all questions and problems.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like that we were able to create this software to suit our needs for outcome requirements. I think this was a pretty good price compared to competitors and has excellent customer service!

Cons:

When learning how to use software trainers flew through the process and it was confusing at times but they were always available and answered all questions.

Reasons for choosing PlanStreet

Rating on technical support and being able to create software to suit our needs and can text and email from platform.

Sharon B.

Verified reviewer

Government Administration

501-1000 employees

Used daily for more than 2 years

Reviewed June 2024

PlanStreet

Overall experience has been great. PlanStreet features collectively contribute to a more efficient, organized, and effective case management process. PlanStreet integrates with other tools and systems you may already be using, providing a cohesive and streamlined workflow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User-Friendly Interface: PlanStreet's intuitive and easy-to-navigate interface makes it simple for users to manage cases without extensive training. Comprehensive Case Management: The software provides robust tools for tracking case progress, managing documentation, and ensuring that all necessary steps are completed efficiently.

Cons:

Nothing to report at this time!!!!!!!!!!

Vendor Response

Hi Sharon! Thank you for the wonderful feedback. It's good to hear you're finding the software easy to navigate as that is the cornerstone for PlanStreet. Our focus is to provide case managers the tools they need and make the process a bit more simple. Also happy to hear you're enjoying the features and it is integrating seamlessly with your other systems. In developing PlanStreet case management, our team focused on features case managers need and making our software configurable as organizations like yours work with a variety of programs. Thank you once again and thanks for being a part of PlanStreet!

Replied June 2024

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