PlanStreet vs. SAM Comparison


PlanStreet	SAM InReach Solutions	+	+
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		Related Products 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 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. 25 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. 124 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 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 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 Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 376 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 RXNT RXNT is an ambulatory healthcare technology pioneer that empowers medical practices and healthcare organizations to succeed and scale through innovative, data-backed, AI-powered software. Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice. Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states. Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 135 million prescriptions have been transmitted and over $10 billion in claims have been processed using RXNT. 552 Ratings Visit Website AdvancedMD AdvancedMD is a comprehensive cloud-based medical office management software designed to streamline operations for private healthcare practices. It combines practice management, EHR, and patient engagement tools into a unified platform. The AI Clinical Assistant powers ambient listening, auto-transcription, and chart action items to eliminate documentation burden. AI-generated pre-visit summaries, insurance card capture, and AI Narrative Insights automate clinical, financial, and administrative workflows. AdvancedMD enables providers to focus on patient care by minimizing repetitive tasks. The platform supports revenue cycle management via a multi-clearinghouse model — including Waystar — improving billing accuracy and cash flow. Password Breach Detection and secure AWS cloud hosting keep practice data protected and accessible from any device, anywhere. It delivers an integrated, intelligent solution that enhances productivity, patient outcomes, and practice performance. 2 Ratings Visit Website
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.	About SAM is case management software designed for adoption and foster care. Save your agency and clients hours each week with a centralized, secure online database and powerful toolset that drives your mission. Find matches and families faster with customized reports and online forms. View, filter, and sort available foster families and waiting youth in one centralized database. Narrow down potential placements by special needs, licensing, preferences, and more. Simplify matching, home studies, and reporting with customized tools. View, filter, and sort every family, child, and expectant parent record in one place. Create lists of suitable matches and share them with your team or clients in a few clicks.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional	Audience Social work agencies, foster care, adoption, senior care, and more
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $100/user/month Custom Pricing Plans That Are Tailored To Fit Your Budget Free Version Not Supported Free Trial Not Supported	Pricing $300/Month Pricing starts @ $300/Month for 3 Admins and 7 Users. For more information about pricing, please contact InReach Solutions. Free Version Not Supported Free Trial Not Supported
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	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
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 PlanStreet Founded: 2017 United States www.planstreet.com	Company Information InReach Solutions Founded: 2007 United States inreachsolutions.com
Alternatives NewOrg NewOrg Management System	Alternatives CHARMS Social Care Network Solutions Limited
CharityTracker Simon Solutions	Casebook
Foothold Foothold Technology	Binti
InfoFlo InfoFlo Solutions Inc	KaleidaCare
FAMCare Human Services Global Vision Technologies View All	CaseFlow View All
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	Categories Adoption Agency Supported Foster Care Supported Human Services Supported Social Work Case 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 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 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	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 Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Not Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Not Supported Volunteer Management Supported Show More Features Adoption Agency Features Accreditation / Compliance Management Supported Automated Notifications Supported Case Management Supported Communications Management Supported Family Portal Supported Fundraising / Donations Management Supported Home Studies Management Supported Mobile Access Supported Online Checklists Supported Volunteer Management Supported Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Not Supported Time Tracking Not Supported Training Management Supported
Integrations 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 Stripe Supported View All 10 Integrations	Integrations 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 Stripe Not Supported
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