Average Ratings 6 Ratings
Average Ratings 1 Rating
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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
Agentforce 360 Platform is an AI-driven enterprise foundation built to power modern, intelligent businesses. It unifies data, workflows, applications, and AI agents within a single scalable ecosystem. Organizations can leverage Data 360 to harmonize enterprise data with trusted metadata and governance controls. Customer 360 connects every revenue and service function, providing a comprehensive and actionable view of each customer interaction. Slack operates as the real-time collaboration layer, enabling seamless coordination between employees and AI agents. Agentforce MuleSoft ensures secure integration across systems, APIs, and workflows with built-in governance. Tableau analytics transforms raw data into explainable, real-time insights that drive smarter decisions. Security and compliance are embedded throughout the platform, proactively monitoring threats and enforcing policies. Developers can rapidly build, test, and deploy AI-powered applications using DevOps tools and open APIs. Together, these capabilities allow organizations to innovate faster, automate operations intelligently, and operate with agility at enterprise scale.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Akoonu
No
Apideck
No
Certinia Professional Services Cloud
No
ClickDeploy
No
CoCounselor
No
Cyclr
No
Frame.io
No
Gmail
Yes
Google Calendar
Yes
Jotform
Yes
Integrations
Akoonu
Yes
Apideck
Yes
Certinia Professional Services Cloud
Yes
ClickDeploy
Yes
CoCounselor
Yes
Cyclr
Yes
Frame.io
Yes
Gmail
No
Google Calendar
No
Jotform
No
Pricing Details
$29 per user per month
Book a demo and get a custom quote.
Free Trial
No
Free Version
No
Pricing Details
$25.00/month/user
Free Trial
Yes
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
Yes
Windows
No
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)
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
Yes
Vendor Details
Company Name
Casebook
Founded
2007
Country
United States
Website
www.casebook.net
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/platform/
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
App Makers
Collaboration Tools
No
Compatibility Testing
No
Deployment Management
No
Drag & Drop
No
For eCommerce
No
Forms Creation
No
Iteration Management
No
Mobile Apps
No
No-Code
No
Pre-Built Templates
No
Visual Modeling
No
Web Apps
No
Workflow Management
No
Application Development
Access Controls/Permissions
Yes
Code Assistance
Yes
Code Refactoring
Yes
Collaboration Tools
Yes
Compatibility Testing
Yes
Data Modeling
Yes
Debugging
Yes
Deployment Management
Yes
Graphical User Interface
Yes
Mobile Development
Yes
No-Code
No
Reporting/Analytics
Yes
Software Development
Yes
Source Control
Yes
Testing Management
Yes
Version Control
Yes
Web App Development
Yes
Application Lifecycle Management
Administrator Level Control
Yes
Defect Tracking
Yes
Iteration Planning
Yes
Project Management
Yes
Release Management
Yes
Requirements Review
Yes
Task Management
Yes
Test Case Tracking
Yes
User Level Management
Yes
Version Control
Yes
Application Performance Monitoring (APM)
Baseline Manager
Yes
Diagnostic Tools
Yes
Full Transaction Diagnostics
Yes
Performance Control
Yes
Resource Management
Yes
Root-Cause Diagnosis
Yes
Server Performance
Yes
Trace Individual Transactions
Yes
Low-Code Development
AI-Assisted Development
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
No
Integrations Management
No
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
No
Visual Modeling
No
Web / Mobile App Development
No
Workflow Management
No
No-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
No
Data Aggregation and Publishing
Yes
Deployment Management
Yes
Drag & Drop
Yes
Integrations Management
No
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
