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Average Ratings 2 Ratings

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Description

Discover robust and innovative solutions designed to tackle various challenges in fundraising, event management, and beyond, all with zero start-up costs and no binding contracts or monthly fees required. You can effortlessly establish and oversee your membership program, while keeping tabs on subscriptions, invoices, and overall revenue. Additionally, you can assess how well your membership plans are performing and generate unlimited, tailored sign-up pages to suit your needs. The platform allows you to monitor volunteer tasks and hours, as well as develop customized documentation content. Communicating with groups or event participants is seamless with text messaging capabilities, and rest assured that payment processing is secure and reliable. This platform caters specifically to the fundamental requirements of nonprofits, eliminating unnecessary complications. With built-in mobile fundraising and messaging features, you can engage supporters more effectively. You have the option to customize messaging through Contact Groups, choosing either a dedicated number or a temporary one just for events and auctions. Direct donors via text to relevant events, campaigns, or checkout pages using short codes, and enjoy the thrill of highly advanced online auctions that make the bidding process enjoyable and straightforward. By utilizing these tools, nonprofits can enhance their operational efficiency and maximize fundraising potential like never before.

Description

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Elation Health No 
Google Calendar No 
Google Drive No 
Microsoft Outlook No 
Microsoft Power BI No 
Microsoft Teams No 
OpenText Content Management (Extended ECM) No 
PayPal No 
QuickBooks Online No 
Stripe No 

Integrations

Axis LMS No 
Elation Health Yes 
Google Calendar Yes 
Google Drive Yes 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
OpenText Content Management (Extended ECM) Yes 
PayPal Yes 
QuickBooks Online Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BetterUnite

Country

United States

Website

www.betterunite.com

Vendor Details

Company Name

PlanStreet

Founded

2017

Country

United States

Website

www.planstreet.com

Product Features

Auction

Absentee Bidding No 
Alerts/Notifications No 
Bid Management No 
Billing & Invoicing No 
Buy Now Option No 
Dutch Auction No 
Inventory Management No 
Live Auction No 
Membership Management No 
Nonprofit / Fundraising No 
Online Auction No 
Online Bidding No 
Online Ticket Sales No 
Proxy Bidding No 
Reverse Bidding No 
Silent Auction No 
Watch List No 
Website Management No 
White Label No 

Donation Management

Campaign Management No 
Donation Tracking No 
Donor Database No 
Event Management No 
Gift Management No 
Grant Management No 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements No 
Recurring Donations No 
Volunteer Management No 

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Fundraising

Alumni Management No 
Auction Management Yes 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management Yes 
Grant Management Yes 
Membership Management Yes 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management No 

Grant Management

Compliance Management No 
Contract Management No 
Grant Application Management No 
Grant Award Tracking No 
Grant Opportunity Search No 
Self-Registration No 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management No 
Email Marketing No 
Event Management No 
Member Directory No 
Member Portal No 
Member Types No 
Membership Database No 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

Mobile Event

Abstract / Papers Management No 
Application Development No 
Attendee Profiles No 
Digital Agenda No 
Event Maps No 
Gamification No 
Mobile Check-in No 
Multi-Event No 
Networking No 
One-to-One Messaging No 
Real-time Notifications / Updates No 
Social Media Integration No 
Speaker Profiles No 
Sponsor Pages No 
Surveys / Polls No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Virtual Event Platforms

Alerts/Notifications No 
Attendee Management No 
Customizable Branding No 
Event Management No 
File Sharing No 
Lead Capture No 
Live Audio/Video Chat No 
Live Text Chat No 
Mobile Access No 
Moderation No 
Pre-made Templates No 
Presentation Tools No 
Q&A No 
Reporting/Analytics No 
Social Media Promotion No 
Surveys/Polls No 
Virtual Booths No 
Virtual Lobby No 

Volunteer Management

Attendance Management No 
Calendar Management No 
Event Management No 
Group Management No 
Member Directory No 
Membership Management No 
Recognition Management No 
Registration Management No 
Scheduling No 
Self Service Portal No 
Training Management No 
Volunteer Profiles No 

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking No 
Donor Database No 
Event Management No 
Gift Management No 
Grant Management Yes 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements Yes 
Recurring Donations No 
Volunteer Management Yes 

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking Yes 
Treatment Management Yes 

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search Yes 
Self-Registration Yes 

Medical Billing

Claims Processing Yes 
Claims Scrubbing Yes 
Code & Charge Entry Yes 
Compliance Tracking Yes 
Customizable Dashboard Yes 
Dunning Management Yes 
Invoice History Yes 
Patient Eligibility Checks Yes 
Practice Management Yes 
Quotes/Estimates Yes 
Remittance Advice Yes 

Mental Health

Appointment Reminders Yes 
Appointment Scheduling Yes 
Assessment & Treatment Plans Yes 
Billing & Invoicing Yes 
Claims Management Yes 
E-Prescribing Yes 
EDI Yes 
EMR / EHR Yes 
HIPAA Compliant Yes 
Inpatient / Residential Yes 
Multi-Provider Practice Yes 
Patient Portal Yes 
Personnel Management Yes 
Progress Notes Yes 
Single Provider Practice Yes 

Patient Case Management

Activity Tracking Yes 
Assessment Notes Yes 
Billing & Invoicing Yes 
Calendar Management Yes 
Candidate Identification Yes 
Case List Management Yes 
Eligibility Verification Yes 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management Yes 
Treatment Planning Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

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