---
description: Compare Casebook vs Zeffy. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Casebook vs Zeffy Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Human Services Software](/directory/30660/human-services/software) > [Casebook \<span\>vs\</span\> Zeffy](https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy)

# Compare Casebook vs Zeffy

Canonical: https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy

> Detailed comparison between Casebook and Zeffy. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Casebook | Zeffy |
| **Overall rating** | 4.2/5 | 4.8/5 |
| **Total Reviews** | 86 | 497 |
| **Starting Price** | US$29.00 | $0.00 |
| **Free Trial** | No | Yes |
| **Free Version** | No | Yes |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Best for

### Casebook

Human services nonprofits, government agencies, programs, and private providers.  &#10;&#10;Per-User Pricing starts at $29 monthly (includes Reporting)

### Zeffy

Zeffy is built for small and medium nonprofits, charities, schools, churches, sports teams and PTAs in the US, Canada, UK, Germany, Ireland and Australia looking for zero-fee fundraising software.

## Key features

### Casebook

- API
- Access Controls/Permissions
- Activity Tracking
- Ad hoc Reporting
- CRM Software
- Communication Management
- Contact Management Software
- Customizable Forms
- Customizable Reports
- Email Management Software
- For Nonprofits
- Forms Management
- Member Database
- Mobile Access
- Real-Time Analytics
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Summary Reports
- Volunteer Management Software

### Zeffy

- API
- Access Controls/Permissions
- Activity Tracking
- Ad hoc Reporting
- CRM Software
- Communication Management
- Contact Management Software
- Customizable Forms
- Customizable Reports
- Email Management Software
- For Nonprofits
- Forms Management
- Member Database
- Mobile Access
- Real-Time Analytics
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Summary Reports
- Volunteer Management Software

## Links

- [View Casebook Profile](https://www.capterra.ca/software/200357/casebook-platform)
- [View Zeffy Profile](https://www.capterra.ca/software/220131/zeffy)
- [View Original Comparison](https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Casebook vs Zeffy Comparison - Capterra Canada 2026","description":"Compare Casebook vs Zeffy. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy","about":[{"@id":"https://www.capterra.ca/software/200357/casebook-platform#software"},{"@id":"https://www.capterra.ca/software/220131/zeffy#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy#breadcrumblist"},"@id":"https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.capterra.ca/#organization"}},{"name":"Casebook","description":"Casebook human services software is designed to be configurable to the needs of your organization or agency.\n\nYou can manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Easily report on clients' cases and track their progress, collaborate with your team, and effectively manage data securely. \n\nContact us today to learn more about how Casebook can help you.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e72094c7-2d66-4a46-8e03-9b2b83063b90.png","url":"https://www.capterra.ca/software/200357/casebook-platform","@id":"https://www.capterra.ca/software/200357/casebook-platform#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.2,"bestRating":5,"ratingCount":86},"offers":{"price":"29","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"name":"Zeffy","description":"Zeffy is the only 100% free fundraising platform for nonprofits. Nonprofits keep 100% of every donation: no platform fees, no transaction fees, and Zeffy covers the credit card processing costs.\n\nZeffy is funded by optional tips from donors, which is what keeps the platform free.\n\nZeffy is nonprofit fundraising software, all in one place: one free account covers donation and donor management (CRM), online donation forms, automatic tax receipts, recurring giving, memberships, event ticketing and registration, auctions and raffles, a store, team and peer-to-peer fundraising, plus email and newsletters. Donors can give by credit card, Apple Pay or Google Pay, and donation data syncs with QuickBooks or Zapier.\n\nOver 100,000 nonprofits in the United States, Canada, the United Kingdom, Germany, Ireland and Australia have raised more than $2 billion on Zeffy. Volunteers can set up a campaign without training or setup cost. Zeffy is a registered B Corp. Some features vary by country.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/edc89fc3-11b7-4603-9e8e-04f0aac53bcd.jpeg","url":"https://www.capterra.ca/software/220131/zeffy","@id":"https://www.capterra.ca/software/220131/zeffy#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":497},"offers":{"price":"0","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@id":"https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Human Services Software","position":2,"item":"/directory/30660/human-services/software","@type":"ListItem"},{"name":"Casebook vs Zeffy","position":3,"item":"https://www.capterra.ca/compare/200357/220131/casebook-platform/vs/zeffy","@type":"ListItem"}]}]}
</script>