Exponent Case Management vs. PlanStreet Comparison


Exponent Case Management Exponent Partners	PlanStreet	+	+
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		Related Products FAMCare Human Services FAMCare – Turning Human Services Data Into Funder-Ready Results FAMCare by Global Vision Technologies helps human service agencies prove impact and secure funding with powerful, real-time reporting. Trusted nationwide, FAMCare is HIPAA-compliant, SOC 2 Type II, and TX-RAMP Level 2 certified, ensuring your data stays secure and compliant. Built on the Visions 2.0 Low-Code Engine, FAMCare adapts to your unique programs—no coding, no costly redevelopment. From intake to outcomes, agencies in child welfare, aging, housing, victim services, and behavioral health use FAMCare to track performance, automate reporting, and deliver insights funders demand. With integrated Power BI analytics and dynamic dashboards, you’ll transform raw data into stories of measurable success. Know your data. Prove your results. Fund your mission. FAMCare is for agencies who need to stop wasting time. 👉 Request a demo today and see FAMCare in action. 32 Ratings Visit Website CharityTracker A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user 1,429 Ratings Visit Website NewOrg NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more. 125 Ratings Visit Website CHARMS CHARMS is a secure, online case management system used to manage all aspects of record keeping for foster care, adoption, children residential, supported accommodation, residential family centres, foster carer recruitment hubs, adult shared lives (adult foster care), supported employment and other care services. SCN is a not-for-profit organisation, and always will be privately owned. It follows the principles of sociocracy so that all staff and customers are part of the CHARMS community and its development and progress. It means that everyone - employees, customers, suppliers and, most importantly, users of CHARMS - have a say in what CHARMS does and what it needs to do. We strive to ensure that care staff, educators, social workers, support staff and others who deliver care and education, can get on with the job knowing that CHARMS looks after their important, sensitive information. 24 Ratings Visit Website InfoFlo 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. 196 Ratings Visit Website GiveLife365 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱: 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗡𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝘄𝗶𝘁𝗵 𝗦𝗺𝗮𝗿𝘁 𝗖𝗥𝗠. Managing constituents - donors, volunteers, events and cases shouldn’t slow down your mission. GiveLife365 is a cloud-based CRM built for nonprofits, helping you streamline operations, boost engagement, and measure real impact - all in one place. ✨ 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱 𝗦𝘁𝗮𝗻𝗱 𝗢𝘂𝘁? ✓ 𝗗𝗼𝗻𝗼𝗿 𝗠𝗮𝗴𝗶𝗰 – Track interactions, automate receipts, and manage fundraising seamlessly. ✓ 𝗩𝗼𝗹𝘂𝗻𝘁𝗲𝗲𝗿 𝗣𝗼𝘄𝗲𝗿 – Recruit, schedule, and recognize volunteers with ease. ✓ 𝗘𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀 𝗘𝘃𝗲𝗻𝘁𝘀 – Publish events, handle registrations, and track attendance. ✓ 𝗠𝗲𝗺𝗯𝗲𝗿𝘀𝗵𝗶𝗽 𝗠𝗮𝗱𝗲 𝗘𝗮𝘀𝘆 – Automate renewals, integrate marketing tools, and simplify payments. ✓ 𝗜𝗺𝗽𝗮𝗰𝘁 𝗬𝗼𝘂 𝗖𝗮𝗻 𝗦𝗲𝗲 – Real-time reports & dashboards to measure outcomes. 🌍 Transform the way your nonprofit works! Schedule a demo today and see how GiveLife365 drive 11 Ratings Visit Website LegalEdge LegalEdge is a comprehensive case management software platform designed specifically for government legal organizations. It offers dedicated solutions for prosecutors, public defenders, and agency or municipal attorneys. The platform supports the full lifecycle of legal cases, helping teams manage case data, documents, people, and workflows efficiently. LegalEdge is built as a fully server-side application, allowing secure access from any device without client-side installations. Mobile access enables attorneys and investigators to work seamlessly from courtrooms, offices, or remote locations. Integrated data capabilities reduce duplicate data entry across criminal justice systems. LegalEdge focuses on delivering robust functionality while helping agencies control costs. 17 Ratings Visit Website Nexcess Digital Cloud Nexcess Digital Cloud serves businesses, agencies, and organizations that run their operations on the web. They need a platform that actively helps them grow, not just stay online. Our customers need an intelligent, managed environment that handles the complexity of modern digital operations, so their teams can focus on the work that actually matters to the business. What makes Nexcess Digital Cloud different is the combination of managed security, AI-powered site intelligence, and purpose-built software products, all on one platform. We deploy automated security patches before vulnerabilities are publicly exploited. We surface AI-powered insights that help customers understand their audiences, reduce churn, and act faster. And because we own both the infrastructure and the software layer, spanning ecommerce, learning, events, and fundraising, we can deliver a unified customer record across every product. No stack of disconnected SaaS tools can replicate that. 205 Ratings Visit Website Boostero Boostero is a social media marketing (SMM) panel, one dashboard where creators, brands, and agencies grow across 23+ platforms including Instagram, TikTok, YouTube, Facebook, X, Spotify, and Telegram. Manage followers, likes, views, and engagement in one place. Operating since 2020, Boostero has handled over 12 million orders for 214,000+ registered users in 125+ countries, across 1,600+ services, with localized pages for 19 markets and 16 languages plus English. Most services state an estimated start time before you order, checkout is secure, and we never ask for your social media password. Key features: 23+ platforms and 1,600+ services in one dashboard Each service states the terms that apply to it, including quality grade and refill coverage, before checkout 12 million+ orders for 214,000+ registered users since 2020 Price per 1,000 shown on every service before you order REST API with ten documented calls and examples in PHP, Python, Node and curl Reseller program and white-label child panels for agencies Payments: cards, PayPal, cryptocurrency, Payoneer 65 Ratings Visit Website Eventgroove Eventgroove is a self-service platform that allows event aggregators and national and international nonprofits to organize, promote, and sell tickets online for your virtual, hybrid, and in-person events and fundraisers. Combined with our fundraising capabilities and premium e-commerce solutions, you’ll have all the tools you need to execute the event you’ve been planning. Plus, we don't charge platform fees! Simplify your event management for you and your team with Eventgroove solutions. 13 Ratings Visit Website
About Technology for Social Change. We transform your nonprofit's relationship with data to improve programs and amplify impact. Our Salesforce consultants specialize in whole agency solutions for human services, philanthropy, and education organizations. Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.	About No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your client’s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Human services agencies searching for a powerful Social Work Case Management solution	Audience Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $100/user/month Custom Pricing Plans That Are Tailored To Fit Your Budget Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Easy to use the support team is very cooperative. they never hesitate to guide you. i signed up for the webinar and the detailed walkthrough of the system helped me finalize my decision. Amazing features and user-friendly software. It is easy to navigate. Support service is always available. Cons New features require practice to manage. It is somehow different from other tools. any new user will take time to understand the menu, features and navigation. Not till now. I had some problems in understanding the new software but their team was supportive.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Exponent Partners Founded: 2005 United States www.exponentpartners.com	Company Information PlanStreet Founded: 2017 United States www.planstreet.com
Alternatives FAMCare Human Services Global Vision Technologies	Alternatives NewOrg NewOrg Management System
Collaborate Network Ninja	CharityTracker Simon Solutions
CharityTracker Simon Solutions	Foothold Foothold Technology
countbubble CountBubble	InfoFlo InfoFlo Solutions Inc
KaleidaCare View All	FAMCare Human Services Global Vision Technologies View All
Categories Human Services Supported Nonprofit Supported Social Work Case Management Supported	Categories Affordable Housing Supported Donation Management Supported Foster Care Supported Grant Management Supported Healthcare Supported Medical Billing Supported Mental Health Supported Patient Case Management Supported Social Work Case Management Supported
Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Human Services Features Case Management Supported Certification & Licensing Not Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Supported Nonprofit Features Accounting Not Supported Committee Management Not Supported Donor Management Not Supported Dues Management Not Supported Event Management Supported Fundraising Management Not Supported Member Database Supported Membership Management Not Supported Social Media Management Not Supported Volunteer Management Supported	Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Donation Management Features Campaign Management Supported Donation Tracking Not Supported Donor Database Not Supported Event Management Not Supported Gift Management Not Supported Grant Management Supported In-Kind Donations Not Supported Matching Donations Not Supported Mobile Donations Not Supported Online Donations Not Supported Pledge Management Not Supported Receipts / Statements Supported Recurring Donations Not Supported Volunteer Management Supported Foster Care Features Adoption Management Supported Automated Reminders Supported Available Families Database Supported Case Management Supported Checklists Supported Child Intake Supported Education Requirements Tracking Supported Family Portal Supported Foster to Adopt Supported Online Applications Supported Online Licensing Forms Supported Payments Tracking Supported Placement Management Supported Reporting Supported Respite Credits Tracking Supported Treatment Management Supported Grant Management Features Compliance Management Supported Contract Management Supported Grant Application Management Supported Grant Award Tracking Supported Grant Opportunity Search Supported Self-Registration Supported Medical Billing Features Claims Processing Supported Claims Scrubbing Supported Code & Charge Entry Supported Compliance Tracking Supported Customizable Dashboard Supported Dunning Management Supported Invoice History Supported Patient Eligibility Checks Supported Practice Management Supported Quotes/Estimates Supported Remittance Advice Supported Mental Health Features Appointment Reminders Supported Appointment Scheduling Supported Assessment & Treatment Plans Supported Billing & Invoicing Supported Claims Management Supported E-Prescribing Supported EDI Supported EMR / EHR Supported HIPAA Compliant Supported Inpatient / Residential Supported Multi-Provider Practice Supported Patient Portal Supported Personnel Management Supported Progress Notes Supported Single Provider Practice Supported Patient Case Management Features Activity Tracking Supported Assessment Notes Supported Billing & Invoicing Supported Calendar Management Supported Candidate Identification Supported Case List Management Supported Eligibility Verification Supported HIPAA Compliant Supported Medical History Records Supported Patient Records Supported Referral Management Supported Treatment Planning Supported
Integrations Box Supported DailyPay Supported Elation Health Not Supported Google Calendar Not Supported Google Drive Not Supported Microsoft Outlook Not Supported Microsoft Power BI Not Supported Microsoft Teams Not Supported OpenText Content Management (Extended ECM) Not Supported PayPal Not Supported QuickBooks Online Not Supported Salesforce Supported Stripe Not Supported Show More Integrations View All 4 Integrations	Integrations Box Not Supported DailyPay Not Supported Elation Health Supported Google Calendar Supported Google Drive Supported Microsoft Outlook Supported Microsoft Power BI Supported Microsoft Teams Supported OpenText Content Management (Extended ECM) Supported PayPal Supported QuickBooks Online Supported Salesforce Not Supported Stripe Supported Show More Integrations View All 10 Integrations
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