Casebook vs. InfoFlo Comparison


Casebook	InfoFlo InfoFlo Solutions Inc	+	+
Learn More Update Features	Visit Website	Add To Compare	Add To Compare



About At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency. Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery. By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities. Contact us today to schedule a personalized demo and see how Casebook can transform your operations.		About Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Human & Social Services organizations		Audience Small and medium sized businesses
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $29 per user per month Book a demo and get a custom quote. Free Version Free Trial		Pricing $20/month/user Pricing depends on users and features Free Version Free Trial
Reviews/Ratings Overall 3.7 / 5 ease 4.2 / 5 features 3.7 / 5 design 3.7 / 5 support 4.5 / 5 Read all reviews		Reviews/Ratings Read all reviews
Pros & Cons from Real Users Pros Reporting is our favorite feature of Casebook. With the support of their team, we have been able to create a report to pull any information we need that has been put into the data database. We can look at data in multiple different views, combine datasets and easily look at both duplicated and unduplicated data. There is one report that is more clunky to run which I will detail in the cons. Overall, for our program, outreach and family shelter side of services, Casebook works great. We can track and report on class attendance, number of bed nights, days of sobriety, and incorporate information that aids us with HMIS (Homeless Management Information System) data entry. We are easily able to add our own fields that our mission tracks specifically. Case notes and group notes are very quick and easy to complete, which is great for case management and reporting. We have a mobile outreach team that has been using service notes to track interaction with clients living in the streets and it has been a seamless transition to implement and makes reporting on these interactions nearly effortless. Our staff in these 3 departments have shared positive remarks about Casebook. The Casebook team itself has worked diligently to help us solve problems, has been response to issues with the software and has been a joy to work with. It is easy to recommend Casebook for the purpose of tracking outreach interactions or clients with a more consistent pattern of staying overnight in a recovery program or family shelter. The Pros for me are the ease of set up, deciding how to structure for our Agency needs, entering and deleting client information, and making case notes accessible to other disciplinary departments. They can view and/or add to client's file. Casebook sends you emails about support and products. They listen when I make suggestions to improve their product to make my and my coworker's lives easier. The reporting system is built in and easy to navigate as well. They worked with us every step of the way until we were truly comfortable working on our own. But if something comes up I know I can send and email and get help quickly. Customer service was a plus. Friendly and generally responsive. They are making new additions to the platform. Casebook is user friendly and simple to use for every level of our team. The ease of use combined with our team's customization makes client management a breeze. Cons Using Casebook effectively with our Adult Shelter has been the most challenging. We have a few options to track bed nights, but each solution comes with it’s own challenges. Adult Shelter is very dynamic with who will be staying each night and therefore takes a lot more data entry and auditing than Outreach, Family Shelter, and Program. One of the largest challenges we have is being able to view how many bed nights we had in a given month with the number of individuals served on a given night or month. The Casebook team helped to develop a formula to track this, but to adjust the date range we need to see, it requires admin level editing access to reports, which we can’t give to every individual who needs this information because of how much technical knowledge of reporting is required and how easy it is to break a report in editing mode. A possible trade off would be tracking this information using daily “notes” rather than service enrollments over time, but we lose the functionality of viewing a “reason for ending service” regarding the bed night. In either case, we are losing the ability to easily track bed nights in a readily viewable way, or the vital need to know why a client isn’t currently staying with us in the Adult Shelter from a data perspective. Casebook is currently working with us on this, but it is hard to recommend the software for night-by-night shelter until there is a solution the more readily meets our needs for night-by-night shelter. The challenges in this section of the review are what brings down the score I gave to ease and features. As of this time I see know issues with Casebook. If any should arise I will contact customer service via email or phone. All of these cons are for right now. I know when I make suggestions they listen and actively work to make them happen. They need to add a way to follow up on a case if it is active but has not been updated in a specific time frame. Cannot add old employees that had been on cases from before using the product because of user limits even though they are not users. We pursued this product because we were looking for a platform with easy client upload and the ability to organize client files. This did not happen. We actually felt like we duplicated our workload- by having to organize documents in a manner worse than simple google doc approach. We wasted thousands on a product we don't use. For their monthly fee, (after their setup) you can easily sign up with a larger more competent program such as CLIO or other legal or social work options. While there are a few sections in casebook that make it a little more difficult to use for our purposes, they are relatively small in the grand scheme of client management software. A few things that would be helpful adjustments are - an easily visible notes section on a person and case notes that allow for service tracking
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Casebook Founded: 2007 United States www.casebook.net		Company Information InfoFlo Solutions Inc Founded: 2004 Canada infoflo.one/non-profit-free-trial/
Alternatives FAMCare Human Services Global Vision Technologies		Alternatives Sumac Societ
NewOrg NewOrg Management System		DejaOffice CRM CompanionLink Software
CharityTracker Simon Solutions		PracticePanther Law Practice Software PracticePanther Legal Software
KaleidaCare		PlanStreet
CaseFlow View All		NewOrg NewOrg Management System View All
Categories Adoption Agency Church Management Foster Care Fundraising Human Services Nonprofit Social Work Case Management		Categories Construction CRM Contact Management CRM Donation Management Financial CRM Foster Care Fundraising Grant Management Healthcare CRM Human Services Nonprofit Patient Case Management Real Estate CRM Social Work Case Management Stakeholder Relationship Management
Foster Care Features Adoption Management Automated Reminders Available Families Database Case Management Checklists Child Intake Education Requirements Tracking Family Portal Foster to Adopt Online Applications Online Licensing Forms Payments Tracking Placement Management Reporting Respite Credits Tracking Treatment Management Fundraising Features Alumni Management Auction Management Campaign Management Contribution Tracking CRM Donor Management Event Management Gift Matching Management Grant Management Membership Management Mobile Giving Payment Processing Pledge Management Prospect Management Raffles / Lotteries Recurring Giving Volunteer Management Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management Show More Features Adoption Agency Features Accreditation / Compliance Management Automated Notifications Case Management Communications Management Family Portal Fundraising / Donations Management Home Studies Management Mobile Access Online Checklists Volunteer Management Church Management Features Accounting Integration Attendance Tracking Child Check-In Email / SMS Event Management Member Directory Member Portal Multi-Site Management Online Giving Pledge Management Small Group Management Volunteer Management		Foster Care Features Adoption Management Automated Reminders Available Families Database Case Management Checklists Child Intake Education Requirements Tracking Family Portal Foster to Adopt Online Applications Online Licensing Forms Payments Tracking Placement Management Reporting Respite Credits Tracking Treatment Management Fundraising Features Alumni Management Auction Management Campaign Management Contribution Tracking CRM Donor Management Event Management Gift Matching Management Grant Management Membership Management Mobile Giving Payment Processing Pledge Management Prospect Management Raffles / Lotteries Recurring Giving Volunteer Management Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management Show More Features CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Donation Management Features Campaign Management Donation Tracking Donor Database Event Management Gift Management Grant Management In-Kind Donations Matching Donations Mobile Donations Online Donations Pledge Management Receipts / Statements Recurring Donations Volunteer Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Grant Management Features Compliance Management Contract Management Grant Application Management Grant Award Tracking Grant Opportunity Search Self-Registration Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Patient Case Management Features Activity Tracking Assessment Notes Billing & Invoicing Calendar Management Candidate Identification Case List Management Eligibility Verification HIPAA Compliant Medical History Records Patient Records Referral Management Treatment Planning Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Stakeholder Relationship Management Features Community Investment Tracking Stakeholder Assessment Stakeholder Commitments Management Stakeholder Complaint Management Stakeholder Consultation Tracking Stakeholder Engagement Stakeholder Grievance Management Stakeholder Information Management Stakeholder Issues Management Stakeholder Mapping
Integrations Gmail Google Calendar Jotform QuickBooks Online WordPress Zapier View All 5 Integrations		Integrations Gmail Google Calendar Jotform QuickBooks Online WordPress Zapier View All 1 Integration
Claim Casebook and update features and information Claim Casebook and update features and information