---
description: Learn more about PlanStreet pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: PlanStreet Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Mental Health Software](/directory/30217/mental-health/software) > [PlanStreet](/software/180084/planstreet)

# PlanStreet

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> Organize your data with PlanStreet's secure Case Management and Impact Tracking Software, enhanced by AI and predictive analytics.
> 
> Verdict: Rated **4.4/5** by 45 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses PlanStreet?

PlanStreet helps social, human services, and healthcare agencies achieve better outcomes and track impact effectively, ensuring higher quality service delivery and improved client engagement.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.4/5** | 45 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support Software | 4.7/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: PlanStreet
- **Location**: Lexington, US
- **Founded**: 2017

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Custom Pricing Plans That Are Tailored To Fit Your Budget.

For a custom licensing plan that's right for your team, contact a sales representative. Whether you are a small or large nonprofit or a public sector entity, we are here to help.

Implementation and training services packages are available at an additional price.
 
All plans are billed annually and include chat and email support.

Contact PlanStreet directly for large volume discounts and custom pricing plans.
- **Target Audience**: 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, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Accounting Software
- Accounts Receivable Software
- Activity Dashboard
- Appointment Management
- Billing & Invoicing
- CRM Software
- Case Management Software
- Case Notes
- Charting
- Claims Management Software
- Claims Scrubbing
- Client Management
- Communication Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Management Software
- Denial Management
- Document Management Software
- EHR/EMR Integration
- EMR/EHR
- Forms Management
- Fundraising Management
- Goal Setting/Tracking
- Grant Management Software
- HIPAA Compliant
- Initial Assessments
- Insurance Eligibility Verification
- Invoice History
- Medical Billing Software
- Medical History Records
- Member Database
- Membership Management Software
- Patient Management Software
- Patient Portal Software
- Patient Scheduling
- Payment Processing Software
- Program Management
- Referral Management
- Remittance Advice
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management Software
- Scheduling Software
- Secure Messaging
- Time Tracking Software
- Treatment Planning
- Workflow Management Software

## Integrations (14 total)

- Elation
- Gmail
- Google Calendar
- Google Drive
- MRI Property Management
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- OneDrive
- PayPal
- QuickBooks Online
- Spillman Records Management
- Square Payments
- Stripe

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Mental Health Software](https://www.capterra.ca/directory/30217/mental-health/software)

## Related Categories

- [Mental Health Software](https://www.capterra.ca/directory/30217/mental-health/software)
- [Social Work Case Management Software](https://www.capterra.ca/directory/31462/social-work-case-management/software)
- [Human Services Software](https://www.capterra.ca/directory/30660/human-services/software)
- [Patient Case Management Software](https://www.capterra.ca/directory/30590/patient-case-management/software)
- [Revenue Cycle Management Software](https://www.capterra.ca/directory/32275/revenue-cycle-management/software)

## Alternatives

1. [DonorPerfect](https://www.capterra.ca/software/2698/donorperfect-fundraising-software) — 4.5/5 (1436 reviews)
2. [monday.com](https://www.capterra.ca/software/147657/monday-com) — 4.6/5 (6056 reviews)
3. [Givebutter](https://www.capterra.ca/software/172048/givebutter) — 4.8/5 (872 reviews)
4. [Donorbox](https://www.capterra.ca/software/156860/donorbox) — 4.8/5 (625 reviews)
5. [Bonterra Network for Good](https://www.capterra.ca/software/111128/bonterra-guided-fundraising) — 4.6/5 (937 reviews)

## Reviews

### "My experience with Plan Street" — 5.0/5

> **Muna** | *January 21, 2026* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: Planstreet is user-friendly and easy to navigate.
It helps keep tasks, schedules, and workflows well organized.
The platform improves coordination and communication within teams.
> 
> **Cons**: Some features can feel limited without full access.
The system may take time to learn for new users.
Occasional technical glitches can slow down work.
> 
> my overall experience is very nice and i satisfied and i like i have become organized which make my life efficient.

-----

### "Case Management Software" — 4.0/5

> **Lavonnie** | *July 10, 2024* | Nonprofit Organization Management | Recommendation rating: 9.0/10
> 
> **Pros**: I really like that we were able to create this software to suit our needs for outcome requirements. I think this was a pretty good price compared to competitors and has excellent customer service\!
> 
> **Cons**: When learning how to use software trainers flew through the process and it was confusing at times but they were always available and answered all questions.
> 
> I had a positive experience and would recommend this product to others. Everyone wwas professional and responsive to all questions and problems.

-----

### "Shocker Support Locker PlanStreet Review" — 2.0/5

> **Lauren** | *December 1, 2025* | Education Management | Recommendation rating: 3.0/10
> 
> **Pros**: I like how relatively easy it is to use. The interface is very self-explanatory which makes navigating the applications and features pretty straight forward. The IT Team responds very quickly and tries their best to fix issues.
> 
> **Cons**: I do not like how features are not easily accessible across web and app versions of the platform. A lot of features that we use are not able to be accessed on the app. There are also quite a few bugs on the platform that make both the web and app versions VERY unreliable. These bugs hinder us from using all aspects and features of PlanStreet which can be very frustrating. When talking with IT Support about all these bugs, they cannot provide us with a timeline for these items to be fixed. This makes it very difficult to use PlanStreet when trying to acquire data or even use it for daily operations. I can tell IT Support is doing their best to fix these issues, but often I am told that there is nothing they can do to fix major bugs that inhibit use of PlanStreet. For how much the program costs, I would hope these issues can be fixed in a more timely manner.
> 
> Overall, PlanStreet works as a bare minimum for what I need it to do. I am constantly frustrated with all the outages and bugs that make PlanStreets auxiliary functions unusable. But for tracking student visits, the bare minimum, it works.

-----

### "The right follow-up and organization after charitytraker" — 5.0/5

> **Pam** | *April 23, 2026* | Hospital & Health Care | Recommendation rating: 9.0/10
> 
> **Pros**: It allows you to properly structure the files and follow the interventions step by step. I also like the fact that we can collaborate with the team and keep a clear record of everything that is done
> 
> **Cons**: Sometimes the tool ( PlanStreet ) may seem a little heavy or not very intuitive depending on the tasks.
> 
> Honestly at first I was not too comfortable organizing services and follow-up of cases, but now I can clearly see the interest in my work.

-----

### "Get's the job done" — 4.0/5

> **Christina** | *January 13, 2025* | Nonprofit Organization Management | Recommendation rating: 6.0/10
> 
> **Pros**: What I like about Planstreet is they try to work on help desk request as soon as possible. Their support team is very timely with tickets and they are quick to jump on a virtual call to walk you though something.
> 
> **Cons**: The one con about Planstreet is to change things like forms you have to go through their help center. For someone like me who is tech savvy, I like to be able to make changes myself without having to reach out to someone especially when I want it done right away.
> 
> Planstreet does a good job of trying to customize their system to your company needs. We frequently ask for things outside of the usual scope, and they do their best to deliver.

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## Links

- [View on Capterra](https://www.capterra.ca/software/180084/planstreet)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/223060/PlanStreet/> |
| en-AE | <https://www.capterra.ae/software/180084/planstreet> |
| en-AU | <https://www.capterra.com.au/software/180084/planstreet> |
| en-CA | <https://www.capterra.ca/software/180084/planstreet> |
| en-GB | <https://www.capterra.co.uk/software/180084/planstreet> |
| en-IE | <https://www.capterra.ie/software/180084/planstreet> |
| en-IL | <https://www.capterra.co.il/software/180084/planstreet> |
| en-IN | <https://www.capterra.in/software/180084/planstreet> |
| en-NZ | <https://www.capterra.co.nz/software/180084/planstreet> |
| en-SG | <https://www.capterra.com.sg/software/180084/planstreet> |
| en-ZA | <https://www.capterra.co.za/software/180084/planstreet> |
| fr | <https://www.capterra.fr/software/180084/planstreet> |
| fr-BE | <https://fr.capterra.be/software/180084/planstreet> |
| fr-CA | <https://fr.capterra.ca/software/180084/planstreet> |
| fr-LU | <https://www.capterra.lu/software/180084/planstreet> |

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