PlanStreet

RATING:

4.4

(36)

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 Analytics & Reporting: Is your organization's data stored in Excel, using multiple forms, and an outdated CRM?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 stakeh...

PlanStreet Pricing

Custom pricing plans that are tailored to fit your budget. Contact us directly for more information on our custom pricing plans.

Free trial: 

Not Available

Free version: 

Not Available

PlanStreet Agile Case Management Servcies
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PlanStreet Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for PlanStreet

1 - 5 of 36 Reviews

User Profile

Verda

Verified reviewer

Design, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2021

Very effective and efficient software

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

Outi

Information Technology and Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Robust but Easy Project Management tool

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!

Reason 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

Sharon

Government Administration, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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!!!!!!!!!!

Bianca

Mental Health Care, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed June 2024

Plans-street

This program is ok for basic entry level case management data and support to keep information needed for a business.

PROS

list of client and some needed data to keep all in one place.

CONS

slow and need more improvement on technology and data accuracy.

David

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed May 2024

PlanStreet Works

PROS

I do enjoy the support given to be able to use PlanStreet to the max potential. I believe there is a lot of untapped tools that PlanStreet can offer for our non profit. I believe the team is super good at being ready to help us out to attempt to assist to create dashboards that are beneficial for us to use.

CONS

I think if it were easier to create dashboards yourself and increase the filters when looking at cases, I would be more satisfied.