Average Ratings 6 Ratings

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Average Ratings 0 Ratings

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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

As a not-for-profit organization similar to yours, our goal is to offer affordable and comprehensive donor management software that empowers your non-profit to successfully achieve its objectives. Each member of our team has actively volunteered with various non-profits, gaining valuable insights into the challenges of selecting and managing donor CRMs, which has informed our understanding of the necessary time, effort, and costs involved in implementing such software—qualities we believe are reflected in the excellence of our product! Our support services include unlimited access to phone and email assistance, alongside regular software updates. To start, our initial data conversions and imports are priced at $199 USD, and we encourage you to reach out for a personalized quote. We also offer a complimentary live demonstration to anyone interested, regardless of whether you have purchased a license. Additionally, we pride ourselves on our ability to tailor RaiserSharp to meet your specific needs—please feel free to contact us for a detailed quote. Your mission is important to us, and we are dedicated to being a reliable partner in your success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Jotform Yes 
QuickBooks Online Yes 
Zapier Yes 

Integrations

Gmail No 
Google Calendar No 
Jotform No 
QuickBooks Online No 
Zapier No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
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) Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Casebook

Founded

2007

Country

United States

Website

www.casebook.net

Vendor Details

Company Name

RaiserSharp Solutions

Country

United States

Website

www.raisersharp.net

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

Church Management

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

Fundraising

Alumni Management No 
Auction Management No 
CRM No 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management No 
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 

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