Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 25 Ratings

Total
ease
features
design
support

Description

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

Description

Neon CRM is a powerful and trusted database solution designed for growing nonprofit organizations and membership associations. Neon CRM was built for nonprofit people, by nonprofit people. Our people-centered approach to record management will provide your organization with immediate insight and data metrics to help build and sustain authentic and valuable relationships with constituents. Continually engage with your supporters through Neon CRM's built-in email marketing, prospect management tool suite, and get creative with automated workflows and triggers. The built-in functionality is limitless. Grow your organization with Neon CRM's complete fundraising, membership, event and volunteer management tool-set, online shop capabilities, automated receipting and communication, and over 50+ integrations with industry partners. Truly understand the full context of how people are connected to your organization - why people support you (financially and through their time), and how they continually engage with your organization.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Zapier Yes 
Authorize.Net No 
Bonterra DonorDrive No 
Constant Contact No 
Denali Fund No 
Double the Donation No 
Easyflow No 
Fundraise Up No 
Gmail Yes 
Higher Logic Thrive No 
PayPal No 
ProspectView Online No 
QuickBooks Online Advanced No 
Tradewing No 
Ujoin No 
Volunteer Matrix No 
VolunteerLocal No 
WeGive No 
Wufoo No 

Integrations

QuickBooks Online Yes 
Zapier Yes 
Authorize.Net Yes 
Bonterra DonorDrive Yes 
Constant Contact Yes 
Denali Fund Yes 
Double the Donation Yes 
Easyflow Yes 
Fundraise Up Yes 
Gmail No 
Higher Logic Thrive Yes 
PayPal Yes 
ProspectView Online Yes 
QuickBooks Online Advanced Yes 
Tradewing Yes 
Ujoin Yes 
Volunteer Matrix Yes 
VolunteerLocal Yes 
WeGive Yes 
Wufoo Yes 

Pricing Details

$29 per user per month
Book a demo and get a custom quote.
Free Trial No 
Free Version No 

Pricing Details

$99 per month
Based on annual revenue.
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Casebook

Founded

2007

Country

United States

Website

www.casebook.net

Vendor Details

Company Name

Neon One

Founded

2004

Country

United States

Website

neonone.com

Product Features

Adoption Agency

Accreditation / Compliance Management Yes 
Automated Notifications Yes 
Case Management Yes 
Communications Management Yes 
Family Portal Yes 
Fundraising / Donations Management No 
Home Studies Management Yes 
Mobile Access Yes 
Online Checklists Yes 
Volunteer Management Yes 

Church Management

Accounting Integration No 
Attendance Tracking Yes 
Child Check-In No 
Email / SMS Yes 
Event Management No 
Member Directory No 
Member Portal No 
Multi-Site Management Yes 
Online Giving No 
Pledge Management No 
Small Group Management Yes 
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 No 
Treatment Management Yes 

Fundraising

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

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management No 

Nonprofit

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

Product Features

Association Management

Chapter Management No 
Committee Management Yes 
Dues Management Yes 
Election Management No 
Email Marketing Yes 
Event Management Yes 
Financial Management Yes 
Fundraising Management Yes 
Jobs Board Yes 
Member Communities Yes 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content No 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Event Management

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

Event Marketing

Audience Segmentation Yes 
Campaign Management Yes 
Email Marketing Yes 
Event Calendar Yes 
Landing Pages / Web Forms No 
Location-Based Marketing No 
Reporting/Analytics Yes 
Social Media Promotion No 
Surveys & Feedback Yes 
Website Management Yes 

Fundraising

Alumni Management Yes 
Auction Management No 
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 No 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Grant Management

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

Membership Management

Application Management Yes 
Automatic Renewals Yes 
Committee Management Yes 
Dues Management Yes 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management Yes 

Nonprofit

Accounting Yes 
Committee Management Yes 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management Yes 
Volunteer Management Yes 

Volunteer Management

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

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