--- title: "CaseWorthy Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of CaseWorthy. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if CaseWorthy is a good fit for you!" source_url: "https://www.softwareadvice.com/nonprofit/caseworthy-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Social Work Case Management Software](https://www.softwareadvice.com/legal/social-work-management-comparison/) / [CaseWorthy](https://www.softwareadvice.com/nonprofit/caseworthy-profile/) / CaseWorthy Reviews 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](https://www.softwareadvice.com/nonprofit/caseworthy-profile/) Reviews [Alternatives](https://www.softwareadvice.com/nonprofit/caseworthy-profile/alternatives/) # CaseWorthy User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 44 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 4.3/5 - Value for money: 4.3/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 25 reviews (57%) - 4 stars: 16 reviews (36%) - 3 stars: 1 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (5%) ### Most mentioned pros - Overall, we are pleased with the ease of use and aesthetics of the CaseWorthy HMIS application. - The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. - I like the service plans, case notes, demographics tracking and all the features. ## CaseWorthy customer reviews Showing reviews 1-25 of 44 (page 1). ### CaseWorthy is a great platform, especially if you can take full advantage of it - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We are managing an online referral making/tracking network primarily, along with some case management for social service clients and other projects related to resource distribution and workforce development. We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform. We have been able to adapt CaseWorthy to all our data collection and process management needs. #### Cons With the degree of freedom you're afforded as an administrator, the documentation has a lot of room for improvement. CaseWorthy provides a lot of training and hands-on support, but a complete reference guide would be a God-send. #### Reasons for choosing CaseWorthy Cost and flexibility, mainly. #### Reasons for switching to CaseWorthy Needed more features/flexibility --- ### Efficient case management software - Overall rating: 5/5 - Reviewer: Jeanette B. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: September 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. CaseWorthy has been a game changer compared to our last case management software! It has streamlined our client data management tenfold. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like that CaseWorthy is user friendly and easy to navigate. It makes my job of data reconciliation efficient and easy. #### Cons I don't have any negative things to say about CaseWorthy. Anytime that our team has had an issue arise, customer support has been helpful in fixing the problem. #### Reasons for switching to CaseWorthy Penelope had our team doing double the work, which was inefficient and time consuming. --- ### We Love CaseWorthy - Overall rating: 5/5 - Reviewer: Ashley I. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2019 - Review source details: This review was submitted organically. No incentive was offered We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy! #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate. #### Cons There can be a lot of navigating and clicks to get somewhere. --- ### A Flexible Partner and Strong Baseline Product - Overall rating: 5/5 - Reviewer: Danielle S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation. #### Cons CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement. #### Reasons for switching to CaseWorthy CaseWorthy responded to our RFP. Their baseline solution met the most of our requirements. Several Catholic Charities' use CaseWorthy. Our references spoke highly of the product. In addition, CaseWorthy allows customers to share and build off of each other's solutions. This makes the product better over time. Plus, the customer saves time and money, developing their system. It is a win/win for CaseWorthy and the customer. --- ### St. Patrick Center Review - Overall rating: 4/5 - Reviewer: Joseph G. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier. #### Cons Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API. #### Reasons for choosing CaseWorthy A balance of cost, logistics, and feature usefulness. Key product features were reviewed to see which vendors would be capable of meeting our agency's needs. Then, the contractual increase in price was leveraged against integration and migration to move data to onboard a new system. As of last year, staying with CaseWorthy was determined to be the most reasonable decision. --- ### Very Customizable - Overall rating: 4/5 - Reviewer: Mary G. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs. #### Cons It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past. #### Reasons for choosing CaseWorthy Through customization, CaseWorthy could meet the case management and residential needs we had, as well as the needs of our Mental Health Clinic. #### Reasons for switching to CaseWorthy ClientTrack was not able to meet the needs of our new Mental Health Clinic, which had requirements similar to a medical clinic such as scheduling appointments on a front desk calendar, approving case notes, and doing referrals from other programs. #### Vendor response Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission! CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners. Replied August 2020 --- ### Customizable Software with Great Support - Overall rating: 5/5 - Reviewer: Amelia L. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Our organization chose CW after much consideration of many options, and as a whole we are so pleased with our choice. From the beginning, we have had great support - I loved having a dedicated team member to help us through the ETL and go-live process, and having an account manager has made all the difference in being able to resolve any questions and learn how to best use our database. The features are fantastic, and the ability to customize pretty much everything has been game-changing for our ability as an agency to track very specific items. As a system admin, I love being able to create what agency staff identify as necessary. It makes their lives easier to have forms and workflows that are exactly what they need. Moving to a new system, our users were understandably nervous about having to learn a whole new way of doing things. I can confidently say that CW is intuitive and even our most tech-averse staff have found the system easy to navigate. When there are issues, our account manager and the support team are responsive and solve issues quickly. I particularly love that our account manager shares the process that they took to resolve the issue, so that we can learn the system better. One reason we chose CW is because we will likely never grow out of its capabilities. Eight months in, we are only just starting to get a sense of what we can do with this system, and it's exciting to keep customizing the system and making it fit our needs exactly. #### Cons Overall, we have been impressed with CW, and I would say that these cons are more things that I think CW could improve, rather than things that they are lacking. I will note that CW seems to be on the right path in this sense - it seems that they are constantly adding new features, offering additional trainings for system admins, and listening to their customers about what we want out of the system. I found the initial system admin training a little overwhelming, and felt that the trainers don't necessarily realize that people new to the database are not familiar with it. As time went on, this ceased to be an issue, but more because I was more familiar with the system, not because the trainers improved their methods. Other concerns I had initially were a lack of documentation. This was resolved when we were given access to the portal, where there is a ton of documentation, but it would have been nice to have received this access earlier in the process. #### Reasons for switching to CaseWorthy We switched due to outgrowing our legacy system and no longer being able to make it work for our needs. --- ### Cw - Overall rating: 4/5 - Reviewer: Hannah D. - Verified reviewer: Yes - Industry: Human Resources - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Currently, we are looking to solve technology gaps for our clients within the system. This list is what we are currently working off of with our support team. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros The ability to provide our clients a self-sufficient solution to managing their participants in recovery programs is what we like most about CW. This includes features and product that is easy to use and understandable to the general public, but sophisticated enough to be tailored to the unique needs of the client. Things like the Calendar, Random templates, Alert notifications, concise reporting, are all key. #### Cons At times it can be difficult to extract data from the system and provide built-in customizations that we can let our clients manage instead of our internal teams. But we have a plan moving forward for this and are looking forward to it's implementation --- ### Great Homeless Management Information System - Overall rating: 5/5 - Reviewer: Nina G. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, we are pleased with the ease of use and aesthetics of the CaseWorthy HMIS application. It meets our federal requirements while also including additional features that facilitate the service delivery for both large and small organizations in our community. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros We like that CaseWorthy's HMIS application provides the tools and resources our community needs to understand homelessness at the macro level and the micro level. The features available help case managers understand each individual's unique experiences, while also allowing researchers and grant writers to understand trends in homelessness and project performance. #### Cons We do not like that there is not a mobile application. Our community had to purchase an external platform to fill this gap, because much of the work we do is out in the field and not sitting behind a computer. #### Reasons for choosing CaseWorthy Unsure, the switch occurred prior to my employment. #### Reasons for switching to CaseWorthy Unsure, the switch occurred prior to my employment. --- ### the software not for all type of businesses - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. i cannot answer this question #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 1/5 #### Pros there is nothing that I can say that I like most about the software. It looks like it is software for the medical profession and not versatile enough for other industries #### Cons not made for the non-profit financial services industry; not user friendly; slow to respond to load information #### Vendor response The CaseWorthy team would like to apologize that your experience with our software has been anything less than Excellent. CaseWorthy prides our selves on being an enterprise wide solution for all types of Non-profit and Government organizations. I assure you our software does assist with financial services, as well as an extremely broad spectrum of all services that non-profit organizations offer. Please reach out to me personally so we can try to resolve these issues you are having. You can reach me at dshaffer@caseworthy.com I look forward to hearing from you, so we may take care of these problems in a timely manner. -Drew Replied May 2018 --- ### Easy to enter all information and attach documents for clients and BCHR decisions. - Overall rating: 4/5 - Reviewer: Caroline B. - Product usage: Used daily for less than 12 months - Reviewed: May 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Keeping track of incident reports for the BCHR Committee is easy as well as documenting committee decisions. The process for entering new clients is easy. #### Cons Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected. #### Vendor response Thank you for your review Caroline! We are excited at how well CaseWorthy can expedite your processes. Replied May 2018 --- ### Former Executive Director - Overall rating: 4/5 - Reviewer: Diana P. - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2017 - Review source details: This review was submitted organically. No incentive was offered Great solution to manage organizational data. Staff is very responsive to the needs of the customer. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The unlimited application of the software #### Vendor response Thank you Diana! We are so happy you're enjoying our software. Replied May 2018 --- ### Exceeded expectations - Overall rating: 5/5 - Reviewer: Dottie K. - Product usage: Used unspecified for unspecified - Reviewed: April 2016 - Review source details: This review was submitted organically. No incentive was offered Our mid-size community was seeking a robust case management system with the ability to be "HMIS/HUD compliant". We also wanted a system could be used as a community based system for vulnerable populations and support coordinated assessment/intake. Caseworthy has exceeded our expectations with its ease of use, level of customer support, and ability to report out data needed by our community partners. We are still learning many advanced features of the system. Our community partners are excited to have a database that is easy to use and can generate program and service reports at the client, program, agency, and community level. Caseworthy has many advanced features that will allow us to grow a community system without incurring huge amounts of additional costs for each product enhancement. Many features are built into the baseline product and can be used as consumers are ready. We strongly recommend this product. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 #### Vendor response Thank you so much for the kind words Dottie! We are proud to be your partner. Replied May 2018 --- ### CaseWorthy is much better than our former platform. It is much more user-friendly. - Overall rating: 4/5 - Reviewer: Matthew H. - Product usage: Used weekly for less than 12 months - Reviewed: May 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The system streamlines our business process. It is faster and more efficient than our former platform because it is web-based. #### Cons The only thing that I don't like is some of the navigational aspects of the software. Using the back arrow may be a nice added feature for a future version. #### Vendor response Thank you Matthew for your review and feedback! We are so happy that CaseWorthy has helped expedite your business processes. We are always working to expand the user experience to make the system easier to use. Replied May 2018 --- ### Early-adopter...user since 2011 - Overall rating: 4/5 - Reviewer: Judson B. - Product usage: Used unspecified for unspecified - Reviewed: March 2016 - Review source details: This review was submitted organically. No incentive was offered The ability to customize the system is excellent. I'm not sure how they are able to maintain such a solid environment that allows such creative customization. Also, baseline features have continued to increase, and these are well-thought through. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 #### Vendor response Thank you! Replied March 2016 --- ### Caseworthy is not nearly as customizable as advertised - Overall rating: 1/5 - Reviewer: Raven S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered When things were not working, the devlopers kind of just blew it off. For example the calendar is not editable. To make changes to it, it would duplicate the calendar event and leave the old one in place. When we asked the developer to fix it, she told us that we just have to keep track of which one was the accurate event and there was nothing she could do about it. The other thing is that we work in homeless services and our clients often use aliases. We asked if an alias box could be added to the client demographics and have the client files be searchable that way, they told us no, they could not do that. These are just a couple of the many examples of how difficult it was for us working with them. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros It does seem like it secures the privacy of the data, but the developers were very difficult to work with. #### Cons The inflexibility of the developers. When we were beta testing, I would go to meetings with them with about 15 things that I needed to change to make it work for us. We would get about halfway through with one or tow of them and then the developer acted like we were finished. It was very difficult to get them to listen. The changes we were asking for were very basic. --- ### If you want to have evidence driven service, then CaseWorthy is the Best. - Overall rating: 5/5 - Reviewer: Peter D. - Industry: Higher Education - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2017 - Review source details: This review was submitted organically. No incentive was offered I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective. If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence. I highly recommend CaseWorthy. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on. #### Cons They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials. #### Vendor response Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better. Replied May 2018 --- ### Fighting Poverty in Idaho - Overall rating: 4/5 - Reviewer: Tawnya C. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want. In three years, we've had at least five Customer Account Managers, all with different levels of influence and skill to resolve issues and teach their product. The account manager experience definitely impacts the overall experience. Currently [SENSITIVE CONTENT HIDDEN] is our account manager and we have been very satisfied with not only the efficiency of issue-resolution, but the details he shares about the resolution that will help us in the future. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Some CSBG Managers shrunk time spend on the CSBG Annual Report from two weeks to two days. We processed over 35,000 LIHEAP payments in four months. Working with CaseWorthy, we built an interface from the database, to the Idaho Department of Health and Welfare to process LIHEAP checks. This reduced double-entry and improved efficiencies for users and community members receiving the benefits. #### Cons It is very customize-able, which we all know can be a blessing and a curse. Customizations created at implementation or before current staff started are challenging to find, understand, and learn. Customizations are challenging to track and manage during upgrades, because customized forms, fields, workflows, etc, are essentially not upgraded and may break after an upgrade, requiring a 'fresh' customization from the upgraded baseline form, field, or workflow. #### Vendor response Thank you, Tawnya, for your review and wonderful insight into how CaseWorthy has been able to work so well with CAPAI. We really appreciate it and the partnership we have with you! Replied December 2019 --- ### Caseworthy Review - Overall rating: 4/5 - Reviewer: Ryan S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros It's overall pretty easy to use and teach. also very customizable. #### Cons The part I like least is making things happen through using javascript, specifically dates. I recently had to write a function that would stop people from editing notes if the note was over 30 days old. This is incredibly easy to do in javascript but caseworthy does not appear to be able to recognize javascript on dates, so I had to figure out how to turn the three separate parts of the date (year month and day) into integers and then turn them into strings so that they could be concatenated and then turn the combined string back into an integer so that math could be done on it. This all could have been significantly faster and easier if caseworthy could simply let you do addition and subtraction on dates, or if it already can then that should be communicated in some way. #### Vendor response Thank you, Ryan, for your review and insight into how CaseWorthy has been able to meet your needs and allow your organization to grow. I reached out to our development team regarding your insight on the date and received the following feedback: "We do have a formula form element that allow you to do date differentials for all components of a date (years, months, days, hours, minutes, seconds). We can also solve this particular use case in our form validation rules where we can either render the form in view only mode or lock down certain fields based off that date differential. We are looking to simplify our rules engine in the coming months to make this level of configuration much simpler." We appreciate you taking the time to share and the partnership we have with you! Replied August 2020 --- ### Great Value and Highly Customizable - Overall rating: 5/5 - Reviewer: Rose H. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CaseWorthy takes its customer service relationships very seriously. They assign an account manager to work with you so that you have a single touch point to go to with any issues or questions. They also provide a portal where you can log issues and download training materials. They survey customers frequently and listen to and act on the feedback. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price. We have complex client documentation requirements and have been able to configure the system to do pretty much everything we need it to do and more. We can make many of our own changes to tables and forms, which helps us keep the system updated without having to pay for additional customization. Additionally, CaseWorthy offers regular system updates that include new features. Customer service is generally very good, and we get quick responses when there are issues. #### Cons The learning curve can be steep for people without a technical background; however, once we learned the system we appreciated the ability to make our own changes rather than have to rely on tech support. #### Vendor response Thank you, Rose, for your wonderful feedback! We greatly appreciate your review and your tremendous partnership with CaseWorthy! Replied November 2019 --- ### ARCH CaseWorthy - Overall rating: 5/5 - Reviewer: Stephen C. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I definitely like the user friendly interface and case management work space. I also like that we use certain workflows for certain tasks and it keeps users focused on completing that particular workflow so that all data is entered as it should be. I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with. They have always come through for me when I've needed them and I have been able to learn a great deal from each of them. #### Cons Although the system comes with a great number of "Canned" reports, having the ability to create new reports when necessary and doing it with great ease and simplicity would be most helpful, especially when you are crunched for time or when your skills may be rusty or you have never developed the skills to do that type of task. #### Vendor response Thank you, Stephen for your review; we love having you and your organization as a partner of CaseWorthy and very much enjoy working with you, as well. Also, thank you for your reporting suggestions; we are always looking for ways to enhance the product. Replied December 2019 --- ### CaseWorthy for recording and tracking the homeless population - Overall rating: 5/5 - Reviewer: mary c. - Verified reviewer: Yes - Industry: Government Administration - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CaseWorthy provides us the tools we need to comply with state and federal reporting requirements, as well as assisting with providing the data necessary for grant writing. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Negotiating with upper management and working with customer service have both been easy and rewarding. The system provides us with insight on the movements of the homeless through the continuum. The data is invaluable in community discussions. #### Cons I can only say that the migration from one software vendor to another was difficult but more because the other vendor's software was "homegrown." There was some miscommunication in the beginning, but it was resolved quickly and easily. #### Reasons for choosing CaseWorthy price, convenience, and it seemed to be the superior product #### Reasons for switching to CaseWorthy HousingWorks was getting out of the business and Simtech was only for reporting, not data entry/recordkeeping. --- ### Great case management suite - Overall rating: 5/5 - Reviewer: Jeff B. - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2017 - Review source details: This review was submitted organically. No incentive was offered We moved over a bunch of homegrown databases into Caseworthy in order to offer a unified experience to end users while maintaining security/privacy. Since it is maintained in the cloud, we are able have end users access the data they need almost anywhere without the need for a vpn or remote desktop connection. Our trainer was great and made sure we knew all the areas of the system and even came on site to learn about our programs and processes of each one to better understand how they all work. He worked with us getting up to speed on how to customize the pieces and parts we need and supported us through the entire migration process and beyond. The programs we offer all have different aspects of data that is important. This made customization and report a very important part of our selection process. Once we saw the apBuilder tool, we knew this could provide what we needed. After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns. This allows you to add/edit/remove these changes almost immediately and push them out to your end users when you see fit. Reporting is also great. There are a large number of reports already made available but you have the ability to create your own if you are familiar with SQL and the SSRS tool. We added a handful of our own and the apBuilder interface makes it too easy to upload that report and add query parameters on the form. We now have a solution that makes it easy for end users to enter in and access anything they can think of. For a total case management solution, look no further. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of customization and the staff are great! #### Vendor response Thank you Jeff! We are so happy you enjoyed working with your trainer. Isn't the apBuilder amazing? Thank you so much for being our partner! Replied May 2018 --- ### Highly Recommend CaseWorthy - Overall rating: 5/5 - Reviewer: Sheldon K. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We highly value CaseWorthy as not just a software vendor but as a partner. Over the years as our organization has changed, CaseWorthy has adapted and been a pleasure to work with. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software provides a very friendly and quick way to create and edit forms. The system also allows you to quickly create forms to generate reports. #### Cons When we first started with CaseWorthy there were several bugs or system issues. However over the past year we have seen significant changes with how updates are released resulting in very few issues. Additionally if there is a problem, CaseWorthy fixes it right away- often before the next month code release. #### Vendor response Sheldon, thank you so much for your review and also for sticking through the growing and overall organizational improvements over the years. We tremendously value you as a customer and partner and love the impact you're having on your community! Replied November 2019 --- ### Outstanding software with excellent customer support - Overall rating: 5/5 - Reviewer: Mike S. - Verified reviewer: Yes - Industry: Civic & Social Organization - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Personally I have used several different HMIS software applications and find CaseWorthy second to none. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The design of the software insures ease of use from end user level all the way to administration of the system for our area. The reporting functionality was instrumental in allowing us to track the data to have been able to declare Ending Veteran Homelessness in West Tennessee. #### Cons None. Any negative feedback that we have received from the end users we have been able to resolve with the assistance of the software vendor. #### Reasons for choosing CaseWorthy The design is both aesthetically pleasing and the workflows are easy to use for the end user. #### Reasons for switching to CaseWorthy Ease of use. #### Vendor response Thank you so much for your review! We really appreciate you and your organization as a loyal member of our CaseWorthy family! Replied November 2019 ## More reviews [Next reviews](https://www.softwareadvice.com/nonprofit/caseworthy-profile/reviews/?page=2) --- CaseWorthy Reviews, Pros and Cons - 2026 Software Advice