--- description: Learn more about Casebook pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Casebook Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Social Work Case Management Software](/directory/31462/social-work-case-management/software) > [Casebook](/software/200357/casebook-platform) # Casebook Canonical: https://www.capterra.ca/software/200357/casebook-platform Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/200357/casebook-platform?page=2) > Casebook is a comprehensive human services software that supports public sector and nonprofit organizations. > > Verdict: Rated **4.2/5** by 86 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Casebook? Human services nonprofits, government agencies, programs, and private providers. Per-User Pricing starts at $29 monthly (includes Reporting) ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 86 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support Software | 4.4/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Casebook - **Location**: New York, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User - **Pricing Details**: Casebook is available across four pricing plans, outlined below. Starter: $29/ per user Growth: $69 / per user Professional: $99/ per user Enterprise: Starting at $2,199 - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Appointment Management - CRM Software - Case Notes - Client Management - Communication Management - Contact Management Software - Document Management Software - Forms Management - Goal Setting/Tracking - Member Database - Program Management - Referral Management - Reporting & Statistics - Reporting/Analytics - Scheduling Software ## Integrations (7 total) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Social Work Case Management Software](https://www.capterra.ca/directory/31462/social-work-case-management/software) ## Related Categories - [Human Services Software](https://www.capterra.ca/directory/30660/human-services/software) - [Social Work Case Management Software](https://www.capterra.ca/directory/31462/social-work-case-management/software) - [Nonprofit Software](https://www.capterra.ca/directory/30805/nonprofit/software) - [Nonprofit CRM Software](https://www.capterra.ca/directory/31515/nonprofit-crm/software) ## Alternatives 1. [DonorPerfect](https://www.capterra.ca/software/2698/donorperfect-fundraising-software) — 4.5/5 (1384 reviews) 2. [Zeffy](https://www.capterra.ca/software/220131/zeffy) — 4.8/5 (473 reviews) 3. [Givebutter](https://www.capterra.ca/software/172048/givebutter) — 4.8/5 (871 reviews) 4. [Donorbox](https://www.capterra.ca/software/156860/donorbox) — 4.8/5 (624 reviews) 5. [Bonterra Apricot](https://www.capterra.ca/software/123342/bonterra-case-management) — 4.2/5 (225 reviews) ## Reviews ### "User friendly and efficient" — 5.0/5 > **Vicki** | *February 3, 2026* | Individual & Family Services | Recommendation rating: 10.0/10 > > **Pros**: The ease of use is one of CASEBOOK’s strongest qualities. The interface is clean, intuitive, and thoughtfully organized, making it simple for both new and experienced users to navigate. The learning curve is surprisingly gentle. the platform’s logical layout helps reinforce confidence from day one. CASEBOOK’s reporting capabilities are another major advantage. Reports are flexible and easy to generate. When it comes to data management information is easy to store, retrieve, and organize, ensuring that nothing gets lost and everything stays consistent. The data entry experience is equally smooth—fields are clear, workflows make sense, and the system helps reduce duplication and errors. > > **Cons**: I’ve noticed that, on occasion, certain items within the platform may be added, changed, or adjusted without the user being immediately aware. Even with these occasional updates, CASEBOOK continues to be very easy to use and navigate. The overall experience remains smooth, intuitive, and reliable. > > CASEBOOK offers a well-rounded, user-friendly solution that supports efficient work with a friendly and supportive team. ----- ### "Helped us be able to accurately record and collect data on all the different aspects of our work." — 5.0/5 > **Lindsay** | *January 16, 2026* | Nonprofit Organization Management | Recommendation rating: 8.0/10 > > **Pros**: Casebook has been very easy to learn how to use. It has made it easy to enter information and also find information. Our agency has been able to pull data very easily for a variety of reporting needs. > > **Cons**: Sometimes it takes several clicks before you can get to the section you want to make notes in. But considering how much time it saves us in other areas, this is minor. > > Overall it has made transitioning from our old database very smooth. It is user friendly and we appreciate having support to answer our questions when needed. I love how clean and easy to read everything is, and reporting possibilities are endless. ----- ### "First online case management" — 4.0/5 > **Khushbu** | *May 28, 2025* | Nonprofit Organization Management | Recommendation rating: 7.0/10 > > **Pros**: As an agency that has had paper files for years, it was a nice platform to be able to move things electronically. > > **Cons**: The process of form creation and reporting can be tricky to navigate and collect appropriate data, but the team has been helpful. As well as sorting and organizing within the pages. > > Overall, the transition has been well. Staff have had good feedback and enjoy the electronic option. ----- ### "Epilespy Services of SW FL" — 5.0/5 > **Leonel** | *September 23, 2024* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **Pros**: The user friendliness of the software. > > **Cons**: Configuring the reporting. Its pretty hard. > > It has been great\! Friendly staff and always available\! ----- ### "Grateful for Casebook making my job easier." — 5.0/5 > **Nicole** | *June 18, 2024* | Law Enforcement Software | Recommendation rating: 10.0/10 > > **Pros**: I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services. > > **Cons**: I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job. > > We enjoy it and we highly recommend it even though we do not use many of the things available to use for casebook, its good to know there are options if we do decide to add certain components or configurations to our daily routine. ----- Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/200357/casebook-platform?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/200357/casebook-platform) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data