--- title: "PlanStreet Software Reviews, Demo & Pricing - 2026" description: "Review of PlanStreet Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/project-management/planstreet-profile/" page_type: "product" language: "en" --- [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 [Reviews](https://www.softwareadvice.com/human-services/planstreet-profile/reviews/)[Alternatives](https://www.softwareadvice.com/human-services/planstreet-profile/alternatives/) # PlanStreet Review Custom quote 1 plan 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 4.3 [(47)](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 Analytics & Reporting: Is your organization's data stored in Excel, using multiple forms, and an outdated CRM?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! Do you work for PlanStreet? [Manage this product listing](https://www.g2.com/products/planstreetinc-planstreet/claim_requests/new?auto=true) 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 4.3 [(47)](https://www.softwareadvice.com/human-services/planstreet-profile/reviews/) Ratings Breakdown - 4.28Ease of use - 4.34Value for money - 4.64Customer support - 4.15Functionality Pricing Available upon request 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 [Noteable](https://www.softwareadvice.com/medical/noteable-profile/) 4.7 [(99)](https://www.softwareadvice.com/medical/noteable-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.62Value for money - 4.79Customer support - 4.47Functionality Pricing Available upon request Get Price Alternative Product [NewOrg](https://www.softwareadvice.com/nonprofit/neworg-profile/) 4.8 [(76)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.85Value for money - 4.95Customer support - 4.74Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Casebook](https://www.softwareadvice.com/product/216199-Casebook-Platform/) 4.2 [(86)](https://www.softwareadvice.com/product/216199-Casebook-Platform/reviews/) Ratings Breakdown - 3.94Ease of use - 4.11Value for money - 4.40Customer support - 3.97Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [CharityTracker](https://www.softwareadvice.com/food-service-management/charitytracker-profile/) 4.5 [(1063)](https://www.softwareadvice.com/food-service-management/charitytracker-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.56Value for money - 4.55Customer support - 4.37Functionality Pricing Starting at $20.00 per month Get Price ## PlanStreet Pricing and Plans PlanStreet has one plan. Basic is custom-priced. Basic Contact Vendor for Pricing Custom pricing plans that are tailored to fit your budget. Contact us for more information on our pricing, benefits, and more. … Basic 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. ### How does PlanStreet pricing compare to alternatives? Explore how PlanStreet's pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | PlanStreet4.3[(47)](https://www.softwareadvice.com/human-services/planstreet-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.3 | | [Bonterra Apricot](https://www.softwareadvice.com/nonprofit/apricot-profile/)4.2[(226)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/) | Pricing available upon request | Available | Not available | 3.9 | | [Noteable](https://www.softwareadvice.com/medical/noteable-profile/)4.7[(99)](https://www.softwareadvice.com/medical/noteable-profile/reviews/) | Pricing available upon request | Available | Not available | 4.6 | | [NewOrg](https://www.softwareadvice.com/nonprofit/neworg-profile/)4.8[(76)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/) | $250.00 /mo | Available | Not available | 4.8 | | [Casebook](https://www.softwareadvice.com/product/216199-Casebook-Platform/)4.2[(86)](https://www.softwareadvice.com/product/216199-Casebook-Platform/reviews/) | $29.00 /user/mo | Not available | Not available | 4.1 | PlanStreet4.3[(47)](https://www.softwareadvice.com/human-services/planstreet-profile/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.3 - [Bonterra Apricot](https://www.softwareadvice.com/nonprofit/apricot-profile/)4.2[(226)](https://www.softwareadvice.com/nonprofit/apricot-profile/reviews/) * * * Starting price Pricing available upon request Free trial Available Free version Not available Value For Money 3.9 - [Noteable](https://www.softwareadvice.com/medical/noteable-profile/)4.7[(99)](https://www.softwareadvice.com/medical/noteable-profile/reviews/) * * * Starting price Pricing available upon request Free trial Available Free version Not available Value For Money 4.6 - [NewOrg](https://www.softwareadvice.com/nonprofit/neworg-profile/)4.8[(76)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/) * * * Starting price $250.00 /mo Free trial Available Free version Not available Value For Money 4.8 - [Casebook](https://www.softwareadvice.com/product/216199-Casebook-Platform/)4.2[(86)](https://www.softwareadvice.com/product/216199-Casebook-Platform/reviews/) * * * Starting price $29.00 /user/mo Free trial Not available Free version Not available Value For Money 4.1 ## 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 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 ICD-10 Compliance Insurance Eligibility Verification Intake Management Invoice Management Lab Integration Level of Care Evaluation Medical History Records Medication Management Member Database Membership Management Mobile Access Monitoring Multi-Factor Authentication Multi-Location 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 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 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 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 Calendar Integration rated undefined from -1 review Stripe Payments Integration rated undefined from -1 review PayPal Payments Integration rated undefined from -1 review See all 10 integrations ## PlanStreet User Reviews ## PlanStreet customer ratings - Overall rating: 4.3/5 - Total reviews: 47 ### Rating distribution - 5 stars: 26 reviews (55%) - 4 stars: 17 reviews (36%) - 3 stars: 0 reviews (0%) - 2 stars: 2 reviews (4%) - 1 star: 2 reviews (4%) ### Secondary ratings - Ease of use: 4.3/5 - Value for money: 4.3/5 - Customer support: 4.6/5 - Functionality: 4.1/5 --- ### Una soluzione pratica per organizzare clienti, attività e informazioni - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: a free trial · weekly - Reviewed: October 2026 - Review source details: This review was submitted organically. No incentive was offered Nel complesso la mia esperienza con PlanStreet è stata positiva. Mi ha aiutato a centralizzare le informazioni, seguire meglio le attività e collaborare con il team in modo più semplice #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Mi piace il fatto che PlanStreet permetta di gestire clienti, attività, documenti, appuntamenti e report in un unico sistema, rendendo il lavoro quotidiano più ordinato #### Cons All’inizio può essere necessario un po’ di tempo per imparare a usare tutte le funzioni disponibili. Alcuni report potrebbero inoltre essere più personalizzabili --- ### PlanStreet: ottimo per la gestione dei casi - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Mechanical or Industrial Engineering - Company size: 51-200 employees - Product usage: 1-3 years · daily - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered PlanStreet è un alleato prezioso per le realtà del settore sociale ed educativo. Garantisce un tracciamento accurato dei progressi dei beneficiari e facilita la collaborazione tra operatori, compensando le carenze estetiche con una solida funzionalità operativa. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros L'adattabilità del software per le organizzazioni no-profit e i servizi sociali è eccezionale. Semplifica notevolmente il tracciamento dei casi (case management), la pianificazione dei servizi, il monitoraggio dei partecipanti e la generazione di report per i finanziamenti. #### Cons L'interfaccia utente appare datata e poco intuitiva in alcuni passaggi. La curva di apprendimento iniziale per gli operatori sul campo è ripida e le opzioni di personalizzazione avanzata dei report richiedono tempo. --- ### The right follow-up and organization after charitytraker - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: 1-3 years · weekly - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### My experience with Plan Street - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Banking - Company size: 51-200 employees - Product usage: a free trial · monthly - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Shocker Support Locker PlanStreet Review - Overall rating: 2/5 - Reviewer: Verified Reviewer - Industry: Education Management - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: December 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 2/5 - Customer support: 5/5 - Functionality: 2/5 #### 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. --- ### Very effective and efficient software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Design - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Get's the job done - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: January 2025 - 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. 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: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Great Product, Helpful Staff - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Individual & Family Services - Company size: 2-10 employees - Product usage: 1-3 years · weekly - Reviewed: December 2024 - 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. Competent and professional staff who were easy to work with and helped create a program that meets our needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Kids to Love Foundation - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: June 2024 - 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: 4/5 - Functionality: 4/5 #### 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. --- ### Robust but Easy Project Management tool - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: less than 1 year · daily - 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 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! #### 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 --- Showing 1 - 10 of 47 Reviews [See All Reviews](https://www.softwareadvice.com/human-services/planstreet-profile/reviews/) ## PlanStreet Popular Comparisons [Bonterra Apricot vs PlanStreet](https://www.softwareadvice.com/nonprofit/apricot-profile/vs/planstreet/)[NewOrg vs PlanStreet](https://www.softwareadvice.com/nonprofit/neworg-profile/vs/planstreet/)[CharityTracker vs PlanStreet](https://www.softwareadvice.com/food-service-management/charitytracker-profile/vs/planstreet/)[monday AI Work Platform vs PlanStreet](https://www.softwareadvice.com/marketing/monday-com-profile/vs/planstreet/) [Compare All Alternatives](https://www.softwareadvice.com/human-services/planstreet-profile/alternatives/) ## Other Top Recommended Mental Health Software [RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/) **4.3** (514) Recently recommended **60** times [AdvancedMD for Mental Health](https://www.softwareadvice.com/mental-health/advancedmd-profile/) **4.0** (7) Recently recommended **47** times [TherapyNotes, LLC](https://www.softwareadvice.com/medical/therapynotes-profile/) **4.7** (972) Recently recommended **45** times [Alleva](https://www.softwareadvice.com/medical/alleva-profile/) **4.5** (283) Recently recommended **41** times Stuck Between Options? 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