# PlanStreet Software Reviews, Demo & Pricing - 2026 > Review of PlanStreet Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/human-services/planstreet-profile --- [Home](https://www.softwareadvice.com/) / [Mental Health Software](https://www.softwareadvice.com/mental-health/) / PlanStreet Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Alternatives](https://www.softwareadvice.com/human-services/planstreet-profile/alternatives/) # PlanStreet 2026: Benefits, Features & Pricing Wondering if PlanStreet is right for your organization? Our Mental Health Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview PlanStreet 4.4 [(45)](https://www.softwareadvice.com/human-services/planstreet-profile/#reviews) 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 Analytics & Reporting: Is your organization's data stored in Excel, using multiple forms, and an outdated CRM?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... nd permissions to make sure that only those authorized to have client data have access. - Invoicing: invoices directly to clients and avoid the delay of traditional mail. Advanced Form Builder: Collect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs: - Automatic API Generation - Create Conditional Fields - Upload Files - eSignatures - Custom Layouts - Offline Mode Configurable Software: Highly customizable user interfaces, custom reports, and a full-scale offering of services allow for PlanStreet to optimize any part of your organization when you need it. Maintain Federal Requirements: We provide customers with a HIPAA compliant secure and reliable environment for the cloud-based applications. PlanStreet has come up with a security model that covers all aspects of cloud-based systems. Our 24/7 security team analyzes an organization's information security risks, taking note of all threats and vulnerabilities, and implements a complete set of information security controls. Attract More Funding: Showcase your mission to potential donors by using our customizable reporting features. Better engage stakeholders, track your impact, and grow your organization. Centralize Data: Stop using multiple platforms to store client and business data. PlanStreet puts all your information in one place. Not only does this help streamline your processes and team, but also allows your organization to focus on growth. Who Uses PlanStreet? - Mental Health Services - Foster Care/Child Services - Homessless Management (HMIS) - Food Pantry Management - Reentry Programs - Veterans Management - Disaster Case Management PlanStreet's case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform. Our case management software automates manual processes and forms. Access it from the office, home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them. We also offer a custom pricing structure! Wondering if PlanStreet is right for your organization? Our Mental Health Software selection experts can help you in 15 minutes or less. ## PlanStreet User Interface ## Popular PlanStreet Alternatives Main Product PlanStreet 4.4 [(45)](https://www.softwareadvice.com/human-services/planstreet-profile/#reviews) Ratings Breakdown - 4.31Ease of use - 4.38Value for money - 4.67Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [LEAP](https://www.softwareadvice.com/product/20175-LEAP/) 4.3 [(542)](https://www.softwareadvice.com/product/20175-LEAP/reviews/) Ratings Breakdown - 4.16Ease of use - 3.99Value for money - 4.19Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.7 [(1737)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.52Value for money - 4.69Customer support - 4.48Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) 4.6 [(803)](https://www.softwareadvice.com/legal/mycase-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.54Value for money - 4.59Customer support - 4.43Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Bonterra Apricot](https://www.softwareadvice.com/nonprofit/apricot-profile/) 4.2 [(226)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/) Ratings Breakdown - 4.17Ease of use - 3.92Value for money - 4.06Customer support - 4.09Functionality Pricing Available upon request Get Price Alternative Product [NewOrg](https://www.softwareadvice.com/nonprofit/neworg-profile/) 4.8 [(73)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.84Value for money - 4.95Customer support - 4.72Functionality Pricing Starting at $250.00 per month Get Price ## 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 Access Controls/Permissions Accounting Accounting Integration Accounts Receivable Activity Dashboard Activity Tracking Ad hoc Reporting Administrative Reporting Alerts/Escalation Alerts/Notifications API Appointment Management Appointment Scheduling Assessment Management Attendance Management Audit Trail Authorization Tracking Batch Processing Bed Management Billable Items Tracking Billing & Invoicing Budgeting/Forecasting Calendar Management Candidate Profiles Care Plan Management Case List Management Case Management Case Notes Certification & Licensing Child Welfare Management Claims Scrubbing Claims Tracking Client Chart Audit Tools Client Management Client Portal Clinical Assessment Tool Collaboration Tools Committee Management Communication Management Compliance Management Compliance Tracking Contact Database Contact Management Credit Card Processing CRM Customer Database Customer History Customizable Dashboard Customizable Fields Customizable Forms Customizable Reports Customizable Templates Dashboard Creation Data Collection Data Import/Export Data Verification Denial Management Docket Management Document Storage Document Templates Dues Management EHR/EMR Integration Electronic Payments Electronic Signature Eligibility Verification Email Alerts Email Tracking Employee Management EMR/EHR Event Scheduling Financial Management Forecasting For Group Therapy For Healthcare Forms Management For Nonprofits For Substance Abuse Therapy Fund Accounting Fundraising Management GDPR Compliance Generative AI Goal Setting/Tracking Grant Management Graphical Data Presentation Group Notes Historical Reporting ICD-10 Compliance Insurance Eligibility Verification Intake Management Interaction Tracking Invoice History Invoice Management Lab Integration Level of Care Evaluation Live Chat Medical History Records Medication Management Member Database Membership Management Mobile Access Monitoring Multi-Factor Authentication Multi-Location Online Intake Forms Outcome Assessment Tools Patient Engagement Patient Intake Patient Management Patient Records Management Patient Scheduling Payment Collection Payment Processing Pre-Registration Program Management Progress Notes Progress Reports Progress Tracking Project Time Tracking Real-Time Analytics Real-Time Data Real-Time Notifications Real-Time Reporting Records Management Recurring/Subscription Billing Referral Management Referral Tracking Reimbursement Management Reminders Remittance Advice Reporting/Analytics Reporting & Statistics Revenue Management Revenue Recognition Role-Based Permissions Sarbanes-Oxley Compliance Scheduling Search/Filter Secure Data Storage Self Payment Self Service Portal SMS Messaging SSL Security Survey/Poll Management Surveys & Feedback Task Management Task Progress Tracking Task Scheduling Team Notes Telemedicine Teletherapy Template Management Therapy Notes Third-Party Integrations Time & Expense Tracking Time Tracking Training Management Transaction History Treatment Planning Trust Accounting User Management Volunteer Management Wait List Management Web Forms Website Integration Workflow Management ## PlanStreet Integrations Microsoft Teams Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Elation Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review See all 13 integrations ## PlanStreet User Reviews Overall Rating 4.4 Ratings Breakdown 5 58% 4 33% 3 0% 2 4% 1 4% Secondary Ratings Ease of Use 4.3 Value for money 4.4 Customer support 4.7 Functionality 4.2 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More CD 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 4 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 3 Ease of use 3 Value for money 5 Customer support 3 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. Read More PL Pam L. Verified reviewer Hospital & Health Care 2-10 employees Used weekly for less than 2 years Review source Reviewed April 2026 The right follow-up and organization after charitytraker 5 Honestly at first I was not too comfortable organizing services and follow-up of cases, but now I can clearly see the interest in my work. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: It allows you to properly structure the files and follow the interventions step by step. I also like the fact that we can collaborate with the team and keep a clear record of everything that is done Cons: Sometimes the tool ( PlanStreet ) may seem a little heavy or not very intuitive depending on the tasks. Read More LM 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 2 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 4 Ease of use 2 Value for money 5 Customer support 2 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. Read More PO Paul O. Verified reviewer Individual & Family Services 2-10 employees Used weekly for less than 2 years Reviewed December 2024 Great Product, Helpful Staff 5 Competent and professional staff who were easy to work with and helped create a program that meets our needs. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More KH 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 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. Read More OC 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More TW Taylor W. Verified reviewer Health, Wellness and Fitness 201-500 employees Used daily for less than 6 months Review source Reviewed October 2021 Erie County Health 4 Good, we have just begun using PlanStreet with our team and they have adapted well. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: This is much more user friendly than previous system, so far. Hoping it will allow for better reporting. Cons: Reports feature seems a touch more difficult than needs to be, however we have not spend much time within the reporting feature. Will reach out if needed. A plan street FAQ or user guide specific to the software would also be helpful Reasons for choosing PlanStreet Fits within our budget and less 'bells and whistles' from others we researched. Allowing easier use for case workers. Reasons for switching to PlanStreet Not good reporting, difficult to use for case workers. Read More SB 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 5 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 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More MN Muna N. Verified reviewer Banking 51-200 employees Used monthly for free trial Review source Reviewed January 2026 My experience with Plan Street 5 my overall experience is very nice and i satisfied and i like i have become organized which make my life efficient. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Showing 1 - 10 of 45 Reviews Load More Reviews ## PlanStreet Popular Comparisons [LEAP vs PlanStreet](https://www.softwareadvice.com/compare/20175-LEAP/vs/241806-planstreet/)[Clio vs PlanStreet](https://www.softwareadvice.com/legal/clio-legal-profile/vs/planstreet/)[8am MyCase vs PlanStreet](https://www.softwareadvice.com/legal/mycase-profile/vs/planstreet/)[Bonterra Apricot vs PlanStreet](https://www.softwareadvice.com/nonprofit/apricot-profile/vs/planstreet/) [Compare All Alternatives](https://www.softwareadvice.com/human-services/planstreet-profile/alternatives/) ## Other Top Recommended Mental Health Software [AdvancedMD for Mental Health](https://www.softwareadvice.com/mental-health/advancedmd-profile/) **4.0** (7) Recently recommended **52** times [TheraNest](https://www.softwareadvice.com/medical/theranest-profile/) **4.4** (1033) Recently recommended **46** times [RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/) **4.3** (498) Recently recommended **44** times [TherapyNotes, LLC](https://www.softwareadvice.com/medical/therapynotes-profile/) **4.7** (964) Recently recommended **36** times Stuck Between Options? 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